Brian Whalen is a CFP® professional with 31 years of experience in the financial services industry. He has worked at Raymond James Financial Services and Wells Fargo Clearing before founding Stribling-Whalen Financial Group, where he currently serves as principal. Whalen is also a board member of the North Georgia Community Foundation, where he participates on the investment committee. Stribling-Whalen Financial Group is an SEC-registered investment adviser that serves individuals, business owners, trusts, foundations, and qualified retirement plans with personalized financial planning, portfolio management, and business consulting. The firm emphasizes customized portfolios using ETFs and mutual funds, and it can also recommend and monitor external managers while providing services to both individual and institutional clients.

James Henderson Jr. is a financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, holding Series 63 and Series 65 licenses and four years of industry experience. He has been associated with Fiduciary Capital, Inc. since 2016 and also has experience with Richlife Advisors, LLC dating back to 2006. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs fundamental analysis with an actively managed, long-term investment approach and customizes strategies through client interviews and questionnaires.

William South is a Series 65 licensed financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, where he has worked since 2023. He has two years of industry experience and previously worked at Richlife Advisors, LLC, as well as in roles outside finance including Screaming Eagle Aerial Adventures and university positions. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs an actively managed, long-term investment approach based on fundamental analysis and tailors strategies through one-on-one interviews.

Clinton Galyean is a financial advisor with Capital Investment Partners LLC in Gainesville, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at International Assets Advisory, LLC and ProEquities, Inc. Outside of advisory services, he owns Galyean Investment Properties, LLC. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses, managing approximately $49 million on a discretionary basis. The firm emphasizes long-term, buy-and-hold asset-class diversification primarily through passively managed mutual funds and model portfolios, incorporating tax, estate, and retirement planning consultations as part of its services.

Colby James is a financial advisor with JT Stratford, LLC in Gainesville, GA, holding Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and incorporates third-party models and emerging technology to support client portfolios.

Bryan Hogan is a financial advisor with JT Stratford, LLC in Gainesville, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with JT Stratford since 2010 and has prior experience at J.T. Stratford Advisors, Triad Advisors, and Stratford Consumer Services, where he also serves as Assistant Vice President in insurance sales. JT Stratford provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm employs a diverse investment approach, including both discretionary and non-discretionary management, and integrates fundamental, technical, and charting analysis with access to alternative investments and emerging technologies.

Travis Echols is a financial advisor at JT Stratford, LLC with 22 years of industry experience. He holds the Series 66 designation and previously operated Echols Financial Services for 18 years before joining JT Stratford in 2022. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person team, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Amanda Bruner is a financial advisor at JT Stratford, LLC in Gainesville, GA, holding a Series 65 designation with 12 years of industry experience. She has been with Fiduciary Capital Stratford, LLC since 2014. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading, incorporating fundamental, technical, and charting analysis, and also offers access to alternative and private investment vehicles.

Palmer Ferguson is a financial advisor at JT Stratford, LLC with a Series 65 designation and one year of industry experience. Prior to joining JT Stratford, he held positions at Lincare, Vector Marketing, United Parcel Service, and served in the Northeastern Judicial Circuit of Georgia. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading and incorporates technology such as AI tools to support research and operations.

Sandra Fricks is a CFP® professional with nine years at Financial Consultants Group Inc and a total of 15 years in the financial industry, including six years at Premier Financial. Based in Cumming, GA, she has experience working within a team of six advisors. Outside of her advisory role, she is a member manager of a rental business in Buford, GA. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and maintains quarterly reporting and annual reviews.

Augustus Hames is a financial advisor at JT Stratford, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BFC Planning, Inc. and Securities Management & Research. Outside of advisory work, he serves as a deacon at Christ Presbyterian Church. JT Stratford provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, model-portfolio solutions, and sub-advisory arrangements, utilizing a variety of investment strategies and emerging technology to support research and operations.

Stacy Eaton is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2017. Prior to this, Eaton worked for six years at Bellwether Investment Group, LLC. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and both discretionary and non-discretionary portfolio management, tailoring portfolios through diversified asset allocation and utilizing strategies such as margin, options, and third-party managers when appropriate.

Adam Mauldin is a financial advisor with RightOak Asset Management, LLC and holds a Series 65 designation. He has been with RightOak since 2026 and has prior work experience in various roles including entrepreneurship and customer communications management software through his involvement with DataOceans. RightOak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, and also offers retirement-plan consulting with ERISA fiduciary roles.

Christopher Carrelha is a financial advisor at Wellesley Asset Management, Inc. with 19 years of industry experience. He holds a Series 63 designation and previously worked for AllianceBernstein Investments, Inc. for 17 years. He currently serves as a director involved in promoting funds for Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

Mark Gibbs is a CFP® with 21 years of industry experience, currently serving as an advisor at JT Stratford, LLC. He previously operated Gibbs Financial Services, PC for 11 years and has been with Fiduciary Capital Stratford, LLC since 2015. In addition to his advisory role, he is a licensed CPA in Georgia and provides tax preparation and accounting services to a client base of approximately 50 individuals. JT Stratford, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and incorporates both fundamental and technical analysis, providing clients access to traditional and alternative investment vehicles, with a focus on ongoing account monitoring and the use of emerging technologies.

David Fountain is a CFP®-designated financial advisor with 33 years of industry experience, currently with Financial Consultants Group Inc since 2017. Prior to that, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He serves on the Board of Directors for the Forsyth County Chamber of Commerce, assisting with the nonprofit’s financial oversight in a volunteer capacity. Financial Consultants Group, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, families—including high-net-worth clients—as well as corporations and trusts. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term discretionary trading approach, supported by periodic due diligence on technology providers and firm-specific custodial and service arrangements.

Joseph Hampton is a CFP® affiliated with Financial Consultants Group Inc in Cumming, GA. He has prior work experience at Tender Lawn Care, Inc. and The University of Georgia. Hampton has been with Financial Consultants Group since 2024. Financial Consultants Group serves individuals and families, including high-net-worth clients, as well as corporations and trusts, offering discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and integrates AI and machine learning tools with ongoing due diligence.

Carolyn Flournoy is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has worked at Financial Consultants Group, Inc. since 2022, and previously held roles at Investment Planning Advisors, Patton Albertson Miller Group, LLC, and Anthony Smith Advisors, Inc. Financial Consultants Group, Inc. serves individuals, families—including high-net-worth clients—corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm uses a long-term, discretionary trading approach based on fundamental analysis, modern portfolio theory, and technical analysis, with regular client reporting and reviews.

Jason Bright is a Series 66-licensed advisor with eight years of industry experience, currently with Capital Markets IQ, LLC since 2022. He previously worked at Thrivent Financial and Control Southern. Outside of advisory work, he serves on the board of the nonprofit Family Promise of Gwinnett and is a managing partner at Brightsmith Advisors LLC, providing insurance sales, business consulting, and CPA team-based services. Capital Markets IQ offers investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and businesses. The firm employs a multi-branch model with centralized supervision and a comprehensive planning framework, managing a broad range of investment instruments and coordinating with external professionals.

Gregory Waters is a financial advisor at Investors Asset Management of Georgia Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm offers customized portfolios typically diversified among stocks, bonds, and mutual funds, using a buy-and-hold strategy with tactical adjustments based on economic cycles.