Jeffrey Wilson is a CFP® professional with 18 years of industry experience, serving as the sole advisor at Wilson Financial Group, LLC since 2001. He holds the Series 63 and Series 65 licenses. Outside of advisory services, he dedicates part of his time to business consulting and tax and accounting work through his firm. Wilson Financial Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $38.3 million for around 37 clients, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning and consulting.

Srikanth Madineni is a financial advisor at Omega Advisory LLC in Cumming, GA, holding a Series 65 designation with nine years of industry experience. He has been with Omega Advisory LLC since 2017. Omega Advisory LLC provides fee-based financial planning, investment consulting, and portfolio management services to individual, high-net-worth, corporate, and non-U.S. clients. The firm focuses on a mix of fundamental, technical, and cyclical analysis to identify undervalued assets, with an emphasis on long-term investments alongside short-term strategies when appropriate.

Tri Truong is a financial advisor with Elite Wealthcare LLC in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. Prior to founding Elite Wealthcare in 2022, he worked at Bank of America and Merrill Lynch for ten years. Outside of his advisory role, he is a co-owner of a family rental property business. Elite Wealthcare LLC serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and business clients, providing discretionary portfolio management, financial planning, and consulting services. The firm tailors investment advice to client objectives using various strategies and manages a small client base with a few million dollars in assets under management.

Philippe Joseph Eustache is a financial advisor at Privé Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Merrill Lynch, Morgan Stanley, and Bank of America. His background also includes roles outside finance, such as with FedEx, Uber, and Walmart. Privé Wealth Management serves individuals, families, business owners, trusts, nonprofits, and small businesses with a range of financial planning and investment management services. The firm offers a goals-based investment approach emphasizing diversified, low-cost index funds, tax-efficient strategies, and the use of third-party managers, along with an integrated multi-family office offering.

Eric Broadus is a financial advisor at Can Serve Free LLC with four years of industry experience. He holds a Series 65 designation and has worked at AGCO Corporation and Stryker. Can Serve Free LLC provides fee-based, primarily online investment advisory and quantitative portfolio management services focused on cancer/oncology stocks and healthcare real estate investment trusts. The firm serves individual investors, high net worth clients, businesses, and not-for-profit organizations using a Modern Portfolio Theory-based approach with fundamental and technical analysis.

Hi, I’m Luke McCord, a fee-only Certified Financial Planner™ (CFP®) and the founder of Greenway Financial Planning. I was born and raised in Atlanta, and I still live in the North Atlanta area with my wife and children. An Eagle Scout and proud Georgia Tech graduate (Class of 2000), I learned early the value of integrity, hard work, and serving others. Those lessons continue to shape how I run my practice today. I’m a Christian, a husband, and a father — and I bring those values into my work every day. How I Help Clients At Greenway Financial Planning, we provide clear, professional financial planning and investment management to individuals and families across Alpharetta, Cumming, Forsyth County, and the broader North Atlanta area. We specialize in helping growing families and pre-retirees with practical matters such as: -Investment and retirement planning -Cash flow and budgeting -Tax-efficient strategies -Education savings and debt management There are no asset minimums and no long-term contracts. My goal is simple: deliver honest, fiduciary advice that helps you gain clarity and confidence with your money — without pressure or complexity. My Approach I’m openly Christian, and my faith is an important part of who I am. I especially enjoy working with clients who share similar values. That said, the planning itself is straightforward and practical. You won’t get preached to — just competent, personalized guidance tailored to your real-life goals and situation. I take time to truly listen and understand what matters most to you and your family. Whether you’re focused on building a secure retirement, saving for your children’s future, or simply creating more peace around money, I help you make clear, confident decisions. My role is to simplify the complex parts of financial planning so you can focus on living your life with purpose. Giving I’m passionate about the community that raised me. Locally, I stay involved with North Atlanta churches and groups. I also support Jungle Kids for Christ, an organization that helps children in Ecuador break the cycle of poverty through education, nutrition, and hope.

Robert Robinson is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Confidant Financial Solutions, LLC since 2015, where he is the sole advisor. Confidant Financial Solutions serves individual households, including high-net-worth clients, offering discretionary asset management and modular financial planning tailored through a fact-finding process. The firm uses model portfolios primarily composed of exchange-traded funds representing Morningstar style boxes and monitors accounts quarterly, with a focus on both long-term orientation and the ability to trade actively when authorized.

Barrett Carter is a financial advisor at Lexus Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EverGreen Capital Management, Inc. and Bank of America, N.A. Lexus Wealth Management serves individual and high-net-worth clients as well as institutional clients, managing approximately $42.3 million for about 279 clients through a three-advisor team. The firm provides discretionary portfolio management, financial planning, retirement rollover advice, and consultation services, using a mix of fundamental, technical, and modern portfolio theory approaches with active account monitoring and tailored investment strategies.

Kevin O'Conner is a ChFC®-designated advisor at C.W. O'Conner Wealth Advisors, Inc. with two years of industry experience. He has been with the firm since 2023, following a prior 10-year period at the same firm under a slightly different naming convention. C.W. O'Conner Wealth Advisors, Inc. is a fee-only independent registered investment adviser with a three-advisor team managing approximately $264.6 million for about 135 clients. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors, using client-specific strategies and both discretionary and non-discretionary portfolio management.

Patrick Paxton is a financial advisor at TruFP with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Investment Planning Advisors and Cambridge Investment Research Advisors. Paxton serves as treasurer for the Forsyth County Republican Party, handling bookkeeping and fundraising duties. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, employing various investment strategies tailored to client objectives and risk tolerance. The firm manages a high client-to-advisor ratio and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Andrew Castleberry is a financial advisor with TruFP, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Investment Planning Advisors, Cambridge Investment Research Advisors, E*Trade Securities, and Edward Jones. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, offering tailored advice through various portfolio management and financial planning strategies. The firm manages a large client base with a four-advisor team and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Darrell Roberts is a financial advisor with American Wealth Advisors, LLC in Johns Creek, GA, holding a Series 63 designation and over 21 years of industry experience. He has been with American Wealth Advisors since 2007. American Wealth Advisors, LLC provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm emphasizes fundamental analysis to build long-term, diversified portfolios primarily using low-cost funds, with ongoing personal contact and periodic reviews tailored to client needs.

Kristin Carlin is a financial advisor at FERN Impact Advisors, LLC with 12 years of industry experience. She has worked with FERN Impact Advisors and its predecessor, Hunter Investment Partners, since 2012. Carlin is a co-founder and Chief Investment Officer of FERN Impact Partners, LLC, a firm that manages a private long/short equity impact fund. FERN Impact Advisors serves individual and institutional clients through discretionary portfolio management, financial planning, and separately managed accounts. The firm combines macroeconomic analysis with proprietary models that integrate fundamental, ESG/impact, and technical factors, offering a range of investment products including private equity and hedge fund interests.

Worde Mcclung is a financial advisor with Arch Partners Wealth Management, Inc., holding Series 65 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Maximum Wealth Management Inc. and JESUP & LAMONT Advisors. He is also CEO of The McClung Agency LLC, an insurance agency focused on property and casualty insurance. Arch Partners Wealth Management provides investment supervisory services, individual portfolio management, and financial planning to individual clients, pension and profit-sharing plans, and corporate clients. The firm primarily employs passive investment management using index mutual funds and ETFs and offers complementary financial planning covering taxes, investments, insurance, retirement, and estate matters.

Kenneth Bellavance is a financial advisor at TruFP with 12 years of industry experience. He holds the Series 66 designation and has worked at Investment Planning Advisors and Cambridge Investment Research, Inc. He is based in Cumming, GA. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm uses tailored investment strategies with regular account reviews and emphasizes both discretionary and non-discretionary portfolio management.

Robert Ostapower is a CFP® professional with 23 years of industry experience. He is currently with NetWorth Financial Services, LLC, where he has worked since 2016. His prior experience includes roles at LPL Financial, Questar Asset Management, Kestra Investment Services, and 1717 Capital Management Company. In addition to his advisory work, Ostapower operates an accounting and tax preparation business. NetWorth Financial Services is a wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm integrates financial planning with portfolio management and uses fundamental analysis, strategic asset allocation, and diversification for long-term growth and income.

Building a successful business and building personal wealth are not always the same thing. I’m Jovan Johnson, MBA, CFP®, CPA, PFS, and Co-Owner of Piece of Wealth Planning. I help business owners, private practice owners, medical professionals, and other service-based entrepreneurs make smarter financial decisions across both their business and personal lives. At Piece of Wealth Planning, we help clients coordinate tax planning, accounting, cash flow, retirement planning, investment management, and comprehensive financial planning. My philosophy is simple: your business should do more than generate revenue. It should help you build wealth, create financial security, and support the life you want to live. That means looking beyond questions like, “How can I lower my taxes?” and also asking: “Am I actually becoming wealthier as my business grows?” “Am I converting enough of my income into assets?” “Are my business and personal financial decisions working together?” I’ve spent more than a decade working across accounting, tax, and financial planning, with a focus on making complex financial decisions easier to understand and act on. Because the goal isn’t simply to make more money or pay less in taxes. It’s to use your money intentionally to build the life and wealth you want.

Michael Stetson is a financial advisor at Saint Francis Capital with 11 years of industry experience. He holds a Series 65 designation and has worked at Saint Francis Capital since 2015. In addition, Stetson serves as a senior advisor at Perpetual Trustees in Brisbane, Australia, where he is involved in client relationship management and training related to Salesforce CRM. Saint Francis Capital provides discretionary investment management to individual and high-net-worth clients, managing approximately $36.4 million across about 78 accounts. The firm employs a fundamental analysis-based investment approach supplemented by technical and cyclical macroeconomic considerations.

Vincent Caine is a financial advisor with Saint Francis Capital, holding Series 63 and Series 65 licenses and 14 years of industry experience. He also serves as president and owner of RC Whatley & Company, a business consulting firm. Caine has worked at RC Whatley & Company since 2015 and joined Saint Francis Capital in 2022. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios with an investment approach that combines fundamental valuation, technical indicators, and macroeconomic analysis. The firm oversees approximately $37.6 million in discretionary assets and focuses on individualized investment policies tailored to client objectives and risk tolerance.

Sandra Myburgh is a financial advisor at FERN Impact Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining FERN Impact Advisors, formerly Hunter Investment Partners, she worked at Hunter Investment Partners, LLC from 2017 to 2020. Myburgh is also the founder and CEO of FERN Impact Partners, LLC, which operates a private investment partnership focused on sustainable liquid equity investments using a Long/Short Equity Plus Impact strategy. FERN Impact Advisors serves individual and institutional investors through discretionary portfolio management and financial planning, offering separately managed accounts tailored to client objectives. The firm’s investment process combines a macroeconomic cyclical outlook with a proprietary model that integrates fundamental analysis, ESG/impact criteria, technical analysis, and firm-wide risk controls to implement strategic and tactical allocations.