Lauren Way is a CFP® with seven years of industry experience, currently serving as a financial advisor at Elwood & Goetz. Her prior experience includes roles at Fidelity Investment and Vision Financial Group. Elwood & Goetz is an independent, fee-only investment management and comprehensive financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation with a predominantly passive investment approach using low-cost index funds and ETFs, alongside personalized financial planning and fiduciary retirement plan consulting.

Harold Gay is a financial advisor with QM Advisors LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Clearing Services and Edward Jones before joining QM Advisors in 2020. Outside of his advisory role, he serves on the Board of Trustees and Annual Support Committee of the Whitfield Healthcare Foundation and is involved with the Dalton Organization of Churches-United for People. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and acts as adviser to a private hedge fund, employing a variety of analytic methods and investment strategies.

Duncan Sullivan is a CFP® professional affiliated with MariPau Wealth Management LLC in Peachtree City, GA, with six years of experience in financial services. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked with Youth For Understanding and Clarke County Schools. MariPau Wealth Management provides tailored investment advisory and portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates and third-party managers, emphasizing custody of client assets at Fidelity and offering specialized platforms for managing employer retirement accounts.

Robert Moore is a financial advisor with Capital Analysts in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2000 and Resurgers Risk Management since 1999. Outside of his advisory roles, he coaches individual football drills at youth camps. Capital Analysts serves a broad client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management both through an in-house discretionary team and non-discretionary advisors nationwide.

Robert Burkholder is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Root Financial Partners and previously was with Pandowealh, LLC, H-Wave, Orangetheory, and Rapid Sports Performance. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Teresa Fitzgerald is a financial advisor with Capital Analysts in Peachtree City, GA, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her prior experience includes roles at Lincoln Investment, Mass Mutual Investors Services, and Penn Mutual Life Insurance Company. Outside of advising, she is the founder of TMF Legacy Enterprises, providing sales coaching and leadership development, and co-founded a podcast focused on entrepreneurship. She also serves as a trustee for the Italian Sons and Daughters of Italy Peachtree City Lodge. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisors.

Robert Dahl is a financial advisor at Gradient Securities, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Investment Services Inc and Prime Financial Strategies, LLC. Outside of his advisory role, he operates an Amazon store under Ultra Homes, LLC. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently employs third-party managers in its investment approach.

Howard Aspacher is a CFP® with 44 years of industry experience. He currently works at Capital Analysts and has prior experience with Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice, delivering services through a nationwide network of independent advisors and firm-managed programs.

Charles Lewandowski Sr. is a CFP® professional with 24 years of industry experience, currently affiliated with Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 2005 and briefly at Planmember Securities Corporation. He receives residual renewal commissions from previous insurance business but no longer actively sells insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Rodney Keyes is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Glp Investment Services, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory role, he conducts marriage workshops and counseling through Liberty In Life Ministries. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and incorporates model portfolios alongside options for portfolio-based financing.

Emma Godbee is a financial advisor with St. Bernard Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at St. Bernard since 2019 and previously spent nine years with Woodstock Financial Group, along with extensive experience in the insurance sector dating back to 1976. Outside of her advisory role, she serves on the City of Riverdale Zoning Appeals Board, the Clayton County Water Authority, and the Clayton County Development Authority. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm follows a long-term, conservative growth strategy with tactical asset allocation and emphasizes collaborative client relationships, combining fee-based and commission-based solutions through its dual adviser/broker-dealer structure.

Pamela Middleton is a financial advisor with Capital Analysts, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1996 and previously worked at Banks, Jackson & Middleton Inc. Pamela also provides income tax preparation services and manages an insurance business. Additionally, she serves as an executor and trustee, and is a guardian to a family member. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Angela Branham is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 22 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management Inc. since 2020 and previously at CRI Securities, LLC, Securian Financial Services Inc., and Minnesota Life. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. Advisors construct diversified portfolios using a range of investment vehicles and have access to both internal portfolio management and independent managers.

Thomas King is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 license and seven years of industry experience. He has worked with Auctum Wealth Management since 2019 and held roles at AUCTUM CAPITAL, Spalding Amusement, and Financial Architects of the Low Country. Mr. King is also independently licensed as an insurance agent and may sell insurance products to clients. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis along with various investment strategies, often utilizing third-party sub-adviser platforms and tailored portfolio management approaches.

Victor Glymph is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and the trucking industry. Outside of financial advising, he owns and operates a dump truck business in Fayetteville, GA. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing principles into its portfolio management and employs a variety of analytical methods, often utilizing proprietary ETFs and sub-advisors in its investment approach.

James Stevens is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of experience with First Command in various advisory, insurance, and brokerage roles, following prior service in the Georgia Army National Guard. Stevens is also the owner of Blue J Enterprises, LLC, through which he operates his First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs, delivering investment management through centralized teams and approved third-party managers, emphasizing in-person financial coaching and employee ownership.

Carson Wells is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and no prior industry experience. His work history includes roles at Wells Financial Services, Publix Supermarket, and Locust Grove High School. Outside of his advisory role, he is involved with Wells Financial Services, performing client-related research and administrative duties. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, employing a variety of managed programs and investment strategies.

Scott Hollowell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Independent Advisor Alliance since 2019 and previously with LPL Financial and Independent Financial Partners. Outside of advising, Hollowell serves as a member of the Fayette County, GA Board of Education and has participated as a film and television extra. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary management approaches and utilizes various analytical techniques and technology platforms to support client portfolios and planning.

Fatima Lopez is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds the Series 66 designation and has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of her advisory role, she manages rental properties in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by AI-enabled equity research and inter-affiliate integration with related entities.

April Jackson is a financial advisor with Lincoln Investment in Atlanta, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1996 and has additional long-term experience with Northern Life Insurance Co, Great Southern Life Insurance Co, and Investors Life Insurance Co. Jackson is a co-owner and CFO of an insurance agency and serves as Immediate Past National President of the National Women of Achievement, Incorporated. She also owns a tax preparation business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and uses a layered delivery model combining independent advisors and third-party managers.