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.

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.

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.

Christopher Beauchamp is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Stribling-Whalen Financial Group since 2020 and previously at Raymond James Financial Services and Northeast Georgia Health System. Stribling-Whalen Financial Group is an SEC-registered investment adviser serving individuals, business owners, trusts, foundations, retirement plans, and other entities with personalized financial planning, portfolio management, and business consulting. The firm emphasizes customized portfolios primarily using ETFs and mutual funds and can act in a manager-of-managers capacity by selecting and monitoring external managers.

Martin Sanchez is a financial advisor with Capital Investment Partners LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and SunTrust Bank. Outside of his advisory role, he serves as a head soccer coach for the Lanier Soccer Association, a position he has held since 2013. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm emphasizes long-term, buy-and-hold asset-class diversification using primarily passively managed mutual funds and model portfolios, and includes tax, estate, and retirement planning consultations as part of its services.

Robert Vavrina is a financial advisor at Centurion Advisory Group, Inc. with a Series 65 designation and one year of industry experience. His prior roles include positions at BV Associates, Okta, and Freedom Mortgage. Centurion Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and small businesses. The firm provides financial planning, investment management, retirement plan consulting, and project-based general consulting, using a long-term wealth-building approach with a mix of mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and investment history.

Christopher Staples is a Certified Financial Planner® with 19 years of industry experience. He has been with Wealth 360, LLC since 2011. The firm serves individual investors, pension and profit-sharing plans, and corporations, providing financial planning, discretionary portfolio management, and retirement-plan consulting. Wealth 360 is notable for its sub-advisory business, managing assets for other advisers and offering a range of ERISA services.

Mark Anglin is a financial advisor at Bales Financial Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Retirement Wealth Advisors and Anglin Insurance Group, which he owns. Outside of his advisory role, he is involved in insurance sales through his own agency. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a client-profile-driven approach that includes long-term investments, trading, and technical analysis. The firm serves a broad base of smaller individual accounts and maintains affiliated insurance businesses alongside its advisory services.

Steven Wykoff is a CFP® with 20 years of industry experience and has been with Mersereau, Lazenby & Rockas, L.L.C. since 2005. He holds the Series 66 designation and is based in Suwanee, GA. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients, managing approximately $76.6 million in client assets. The firm combines investment advisory services with tax, auditing, and accounting capabilities, utilizing goal-based, globally diversified strategies with both passive and active investments.

Laura Rockas is a CFP® professional with 7 years of industry experience. She has been with Mersereau, Lazenby & Rockas, L.L.C. since 2003. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients. The firm offers a combination of tax, auditing, accounting, and advisory services, implementing goal-based strategies with a focus on globally diversified asset allocation.

Collin Adams is a financial advisor at Ridge Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC and First Allied Securities, Inc. prior to his current role. Ridge Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plan sponsors. The firm manages approximately $167.1 million in discretionary assets and offers wealth management, financial planning, portfolio management, and pension consulting services through a team of four advisors.

Kyle Koch is a financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, holding Series 65, 63, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Counterweight Private Wealth, Realized Financial, and Thornhill Securities, among others. Outside of advising, he is a co-owner of Barn Brothers, a men's ministry, and provides compliance and operational consulting through DNM Consulting. Fiduciary Capital serves individual and high-net-worth clients with discretionary asset management and financial planning, focusing on retirement, estate, cash-flow, investment, and risk management. The firm employs an actively managed, long-term investment approach and is transitioning many clients to direct asset management on its primary custodian platform.

Walter Richards is a financial advisor at Capital Research Advisors, LLC in Suwanee, GA, holding a Series 65 designation with no prior industry experience. His work history includes roles at Brightstar 2911, LLC, Make a Miracle, and Work 4 a Living International. Capital Research Advisors serves individuals, families, and institutional clients such as businesses, foundations, religious organizations, and nonprofits, providing discretionary portfolio management, financial planning, and consulting services. The firm employs mathematically designed, rules-based investment models across fixed income, equity, and alternative assets, incorporating tactical overlays and risk management strategies.

Joseph Martin is a financial advisor at Bales Financial Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Parrish Capital, LLC. In addition to his advisory role, he owns and operates Transcend Sports Performance LLC, a sports training facility. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a mix of strategies tailored to client profiles. The firm manages portfolios directly, may engage sub-advisors, and refers clients to third-party managers when appropriate.

Kenneth Graves is the majority owner and investment advisor representative at Capital Research Advisors, LLC, with 33 years of industry experience. He has been with Capital Research Advisors since 2003 and also associated with Ceros Financial Services, Inc. since 2009. Outside of his advisory work, he serves as a volunteer board member for Frontline Policy, which aids state decisions on education and taxation, and holds officer roles in several nonprofit and community organizations. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, nonprofits, and other financial advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes, offering model-based management, financial planning, and unified managed account licensing.

Steven Smith is a financial advisor with Capital Research Advisors, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Capital Research Advisors since 2003 and has prior experience with Ceros Financial Services and All Star Printing. Additionally, Smith has served on the Taylor County Board of Education since 1988 and operates as a licensed insurance agent. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, non-profits, and other advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes and offers model licensing, financial planning, and non-investment consulting services.

Jeffrey Seiter is a CFP® with eight years of industry experience, currently serving as a financial advisor at COMPASS Wealth Management, LLC since 2023. He previously worked at Strategic Blueprint, LLC for six years and spent six years at the Georgia Institute of Technology. COMPASS Wealth Management provides financial planning and investment advice focused on retirement, education, estate, insurance, windfall, and special-needs planning. The firm emphasizes comprehensive written plans based on client goals and economic analysis, delivering services without direct custody of assets or discretionary portfolio management.

Timothy Mersereau is a ChFC® with 23 years of industry experience. He has been with Mersereau & Lazenby, LLC since 1994. Mersereau, Lazenby & Rockas, LLC serves individuals, trusts, profit-sharing plans, estates, and businesses by providing financial planning and discretionary investment management along with tax, auditing, and accounting services. The firm operates as a fee-only advisor offering integrated planning and typically implements strategies through a globally diversified asset allocation using both passive and actively managed funds.