Rodney Williams is a financial advisor at Brown Investors Wealth Management in Atlanta, GA, holding a Series 65 credential with four years of industry experience. He previously worked at ARC Unified and the Social Security Administration. Since 2024, he has been a licensed insurance agent, providing insurance services independently on a limited basis. Brown Investors Wealth Management serves individual clients with discretionary and non-discretionary portfolio management, utilizing equities, municipal and U.S. government securities, options, and insurance products. The firm customizes portfolios using various analytical methods and employs derivatives strategies, including option writing, in separately managed accounts.

You're building a life most people only imagine, and you've earned the right to enjoy it without carrying the weight of every financial decision alone. I started FWI to honor my mother – treating people with her care and compassion. I treat every client like family: I'm in your corner, one of your first calls when life changes, and there for the little questions too. I bring the highest credentials in the profession, more than two decades of experience, and the discipline of a former Marine. I'm a fee-only fiduciary with no conflicts, so my only interest is yours. My work goes beyond your plan: protecting your parents, preparing your children, and helping you step around the landmines you can't see coming. You get back your time, your peace of mind, and the confidence that your wealth reflects what matters most to you. If you've ever wondered whether you could be doing things a little better, let's find out together.

Jennifer Kramer is a CFP® professional with 11 years of industry experience. She has been with Jayco Wealth Management since 2014, where she serves as the sole advisor. The firm provides financial planning and discretionary portfolio management mainly for individual and high-net-worth clients, as well as small businesses and charitable organizations. Jayco Wealth Management employs a long-term, buy-and-hold investment approach focused on diversified, low-cost mutual funds and ETFs, with attention to tax efficiency and specialized services such as divorce and small-business planning.

Brenton Meese is the sole advisor at Brentonian Capital Management LLC, holding a Series 65 designation with two years of industry experience. He has been affiliated with Brentonian Capital Management since 2014 and also worked with Vina Del Mar Group LLC from 2014 to 2023. Brentonian Capital Management LLC provides discretionary asset management to individual and high-net-worth clients, managing approximately $4.0 million across eight accounts. The firm employs both fundamental and technical analysis, incorporating strategies such as option writing, derivatives, and leverage, with separate account management and quarterly reviews.

Joseph Abboud is a financial advisor at Rinzler Capital LLC in Atlanta, GA, holding a Series 65 designation with four years of industry experience. Prior to founding Rinzler Capital, he worked at Invesco and BlackRock. Rinzler Capital LLC provides portfolio management, wealth management, and financial planning services to individual and high-net-worth clients, offering discretionary portfolio oversight tailored to each client’s goals and risk tolerance. The firm employs a combination of fundamental, technical, and charting analyses, focusing primarily on equities and exchange-traded funds, and uses flat dollar and negotiable fixed or hourly fee structures rather than percentage-of-assets fees.

Lenet Rivas is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Blue Otter Financial Planning in Decatur, GA. Prior to founding Blue Otter, Rivas worked at Cresset Asset Management and Fidelity Investments. Rivas’s background also includes roles at Oxford College of Emory University and Emory University. Blue Otter Financial Planning offers comprehensive financial planning for individuals and high-net-worth clients, focusing on areas such as retirement planning, estate planning, and Social Security strategies. The firm emphasizes educational workshops and one-on-one sessions, providing investment consultation centered on a passive, long-term asset allocation approach without offering ongoing portfolio management or executing trades.

Laura Davis is a CFP® with nine years of industry experience, currently serving as the sole advisor at Financial Lab Inc. She previously worked at Dew Wealth Management, LLC, and Cuthbert Financial Guidance, Inc. In addition to her advisory role, she dedicates part of her time to financial coaching. Financial Lab Inc. is a fee-only registered adviser offering financial planning and investment management to individuals, high-net-worth clients, and corporations. The firm applies asset-allocation and Modern Portfolio Theory principles, typically using passive strategies with index funds and ETFs, and also provides educational seminars, coaching, and subject-matter expert engagements.

Kasey Gaines is a CFP®-certified financial advisor with five years of industry experience, currently serving as the sole advisor at Psalm Capital in Atlanta, GA. Prior to founding Psalm Capital, Gaines worked at RBC Capital Markets, Independent Capital Management, and JP Morgan Chase Co. Psalm Capital is an independent firm providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental, quantitative, and technical analysis to manage portfolios that include public and private securities, alternative investments, and tailored risk strategies for a small, concentrated client base.

Alleson Tate is a CFP® with 14 years of industry experience, currently serving as the principal of Avere Wealth Management, LLC in Atlanta, GA. Prior to founding Avere Wealth Management and Avere Tax Planning, LLC, he spent over a decade with Goldman Sachs in various financial advisory roles. He holds an insurance license and dedicates a portion of his time to tax planning through his affiliated firm. Avere Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, endowments, and retirement plans, managing approximately $19 million. The firm offers customized portfolio construction incorporating ETFs, mutual funds, individual securities, and alternative investments, with an emphasis on long-term holdings and tactical rebalancing, and includes specialized services such as digital asset planning and ERISA retirement-plan advisory.

Davis Bradley is a financial advisor at Bradley Wealth Group, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Pandowealth, LLC and Southern Company, as well as a brief tenure with Northwestern Mutual. Bradley Wealth Group is an independent, boutique firm providing investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a mix of passive and active strategies and offers portfolio management alongside retirement, tax, estate, and college-savings planning.

David Raymon is the principal of Raymon Capital Advisors, LLC, an independent firm based in Atlanta, GA. He holds a Series 66 designation and has 20 years of industry experience, including seven years at Charles Schwab. In addition to his advisory role, he is licensed as an insurance agent and engages in the sale of various insurance products. Raymon Capital Advisors provides investment advisory and financial planning services to individual clients, offering both discretionary and non-discretionary managed accounts without a minimum account size. The firm tailors portfolios based on client risk tolerance and investment objectives, employing strategies such as asset allocation and dollar-cost averaging.

David Boone is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is the sole advisor at Atlanta Wealth Management, Inc., a firm he has been with since 1991. Outside of his advisory role, he operates Financial Graphics Atlanta, providing spreadsheet and database consulting services unrelated to investment. Atlanta Wealth Management offers fee-only financial planning and investment advisory services to individuals, families, and trustees of personal trusts. The firm emphasizes integrated planning and portfolio management, discretionary management of mutual funds and ETFs, and specialized fiduciary services for trust investment stewards.

Joshua Cochran is a CFA charterholder and holds a Series 66 designation with 16 years of industry experience. He is the sole advisor at Cochran Wealth LLC, an independent firm he has led since 2015. Cochran Wealth provides fee-only comprehensive financial planning and investment advisory services to individuals and select institutional clients. The firm offers customized financial plans, portfolio management, retirement and estate planning, and pension consulting, employing a mix of passive and active management strategies within a fiduciary framework.

Robert Stowe is a financial advisor at Foxholm Financial in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding Foxholm Financial, he worked at Sedgwick and Bottomline Technologies. Foxholm Financial is an independent, fee-only advisory firm that serves individuals, families, and institutions, with a focus on Georgia-based STEM professionals and clients with equity-compensation considerations. The firm provides hourly and flat-fee advisory services without managing client assets, emphasizing evidence-based investment guidance and comprehensive financial planning.

Leroy Tanker is a financial advisor at Legacy Wealth Advisors, LLC in Tucker, GA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benedetti And Gucer, Inc and Royal Mountain Gold, LLC. Outside of advising, he serves as a director for Almost Heaven Resort and Weddings, LLC and maintains a CPA practice. Legacy Wealth Advisors provides personalized financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, institutions, and businesses. The firm’s investment approach emphasizes diversified asset allocation with ongoing monitoring, offering both in-house management and third-party money manager options.

Benjamin Hames is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He has been with Eight Ventures Private Wealth Management since 2019 and previously worked at the Georgia Department of Economic Development from 2014 to 2019. Eight Ventures provides financial planning and discretionary investment management to individuals, trusts, foundations, charitable organizations, and businesses. The firm emphasizes long-term client relationships and customized financial plans, utilizing diversified portfolios and a range of analytical approaches to manage risk and optimize returns.

Harris Anderson is a financial advisor at Trinity Capital Management, LLP, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Trinity Capital Management since 2015. Trinity Capital Management provides discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including option and futures trading, and offers services through a wrap-fee arrangement on an institutional platform.

Terrence Fox is a financial advisor at Safe Money Management in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Safe Money Management since 2011. Outside of his advisory role, he is the president and owner of Smart Risk Management, LLC, an insurance agency that provides life, long-term care, and disability insurance as part of his financial planning services. Safe Money Management offers fee-based financial planning to individual clients, including both non-high-net-worth and high-net-worth individuals, and works with third-party money managers to handle investment portfolios. The firm provides comprehensive planning services and serves as a liaison to external asset managers, using an analytical approach that incorporates fundamental, technical, and cyclical methods.

Bryan Ruiz is a CFP® professional with three years of industry experience, currently serving as the sole advisor at Harmonized Finance, LLC. His prior roles include positions at Divine Wealth Strategies, LLC and Kahler Financial Group. Outside of financial advising, he is involved with Your Serve Tennis, providing customer service and racket stringing. Harmonized Finance, LLC is a fee-only registered investment adviser offering investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a strategic asset allocation process combining passive and active methods and maintains a formal due diligence process for recommending outside managers.

Edward Kerns is a CFP® with 14 years of industry experience and is the sole advisor at Footlamp, an independent registered investment adviser based in Atlanta, GA. He has worked at Kerns Wealth Management, LLC since 2015 and has concurrently held roles at Lindner Capital Advisers, Inc. and Resource Horizons Group, L.L.C. since 2014. Kerns is also the sole owner and employee of Divorce Financial Strategies, LLC, a divorce financial planning firm in Opelika, AL. Footlamp serves individuals, high-net-worth clients, and pension or profit-sharing plans by providing portfolio management, financial planning, and referrals to third-party investment managers. The firm employs a primarily non-discretionary, long-term buy-and-hold approach using diversified investment vehicles and offers educational seminars, newsletters, and bundled planning options for complex clients.