John Lawrence is the sole advisor at J.A. Lawrence Wealth Management and holds a Series 65 credential with five years of industry experience. His prior work includes roles at Gibbs Wealth Management and the Lawrence & Monaghan Insurance Group. Outside of his advisory work, he coaches tennis at Ace Tennis Academy. J.A. Lawrence Wealth Management provides discretionary asset management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and businesses. The firm employs a range of investment strategies incorporating fundamental and cyclical analysis and may engage third-party managers while combining advisory services with commission-based insurance activities.

Donald Mccarty Jr. is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Financial Decision Partners, LLC in Snellville, GA. He has been with Financial Decision Partners since 2000. Financial Decision Partners manages approximately $14.1 million across about 36 client relationships, providing financial planning and portfolio management to individuals, trusts, and estates. The firm employs a fundamentally value-oriented investment approach with a long-term perspective and offers comprehensive, limited, and hourly financial planning alongside discretionary and non-discretionary asset management.

Erwin Matthews is a financial advisor with One Source Advisory Services, LLC in Atlanta, GA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with One Source Advisory Services since 2009. In addition to his advisory role, he is a Certified Public Accountant running a seasonal tax preparation and small business accounting service. One Source Advisory Services provides fee-based investment advisory and wealth management services primarily to retirees and small business owners, integrating financial planning with annual tax planning and small-business consulting. The firm employs Modern Portfolio Theory and strategic asset allocation with active management, typically using ETFs, no-load mutual funds, individual equities, and approved options strategies, delivering services through LPL Financial’s Strategic Wealth Management platform.

Ahron Golding is a financial advisor with Main Street Financial Group LLC in Atlanta, holding a Series 65 license and beginning his advisory career in 2026. He has over a decade of experience as a tax attorney at Roth & Co LLP, representing taxpayers in IRS tax controversies. Main Street Financial Group primarily serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach focused on asset allocation and fundamental analysis, incorporating tax and legal expertise into its planning process.

Mark Thomas is a CFP® with 11 years of industry experience, currently serving as an advisor at Root Wealth Management since 2024. Prior to this, he operated his own firm, Mark Thomas, L.L.C., for 10 years. Root Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, small businesses, trusts, and charitable organizations. The firm employs both fundamental analysis and Modern Portfolio Theory to build diversified portfolios, focusing on asset allocation, tax considerations, and risk tolerance.

Brandon Hatton is a financial advisor at Conscious Wealth Investments, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory role, Hatton is the owner of Dropping Keys LLC, where he works as an author and speaker. Conscious Wealth Investments provides wealth management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a long-term investment approach that integrates fundamental and technical analysis across a variety of asset types, including equities, ETFs, bonds, and alternative instruments.

Robert Amato is a CFP® with 23 years of industry experience, currently serving as an advisor at COMPASS Wealth Management, LLC in Atlanta, GA. He has been with Compass Wealth Management and Triad Advisors Inc. since 2011. COMPASS Wealth Management primarily serves high-net-worth individuals and small businesses, providing discretionary portfolio management combined with financial planning. The firm develops tailored Financial Profiles and Investment Plans for clients, conducts in-person reviews, and manages accounts across multiple asset-allocation models with quarterly adjustments based on market outlook and client needs.

Our Services: *Fiduciary* Our client's interests come first 100% of the time *Retirement Income Planning* Providing customer solutions to fit your needs *Active Wealth Management* Strategic and tactical management of your portfolio *Insurance Analysis* Most insurance is sold, not bought. We help you understand the difference *Tax Planning* Long-term tax customization so you don't tip the IRS *Social Security Optimization* Understand your options to make the best decision *Risk Assessment* Determine how much risk to take to meet your goals

Michael Fortune II is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Hamilton Capital Partners, LLC, where he has worked since 2021, following a three-year period at Hamilton Investment Counsel, LLC and two years at Fortune 401(K). Outside of his advisory role, he serves as president of Fortune Wealth Management, Inc., a non-investment-related business, and is a partner involved in general business development at Perseus Venture Partners, LLC. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a multi-disciplinary investment approach that includes fundamental, technical, quantitative, sector, and cyclical analysis to create customized portfolios consisting of various securities, which are actively monitored and rebalanced.

Gary Gerald is a financial advisor with The Marin Group Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with The Marin Group Inc. since 1999. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a proprietary "Cycle Investing" methodology that uses economic cycles, fundamental analysis, and technical analysis to guide investment decisions across a diversified mix of asset types.

Vadzim Yazvinski is a CFA® charterholder with 16 years of industry experience, currently serving at Jordan Capital AM, LLC since 2008. He is also involved with The Jordan Company, a real estate development and manufacturing investment firm, where he assesses investment opportunities. Jordan Capital AM, LLC provides discretionary investment management primarily to high-net-worth individuals and operates both separately managed accounts and a private pooled vehicle, Jordan Capital Partners, LP. The firm employs a combination of fundamental and technical analysis and focuses on income-oriented strategies alongside broader equity investments.

Allan Mathis is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with Berkeley Advisors, Inc. since 2019. Outside of his advisory role, Mathis volunteers as a youth soccer coach and serves as an on-site property manager and secretary for HamLam Properties, LLC. Berkeley Advisors serves individual and high-net-worth clients, as well as trusts and estates, providing ongoing financial planning and discretionary portfolio management. The firm employs a diversified, Modern Portfolio Theory–based investment approach using mutual funds, ETFs, and selected individual securities, and operates its own Wrap Fee Program.

Justin Florence is a financial advisor at Capital and Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2004. Justin joined Capital and Planning in 2023. Capital and Planning, LLC provides investment management and financial planning services to individuals, small businesses, trusts, estates, and charitable entities. The firm offers both discretionary and non-discretionary portfolio management across a range of asset classes and delivers customized portfolios based on client objectives, with ongoing monitoring and periodic reviews.

Micah Porter is a CFP®, CFA®, and Series 65 credentialed financial advisor at Minerva Planning Group in Decatur, GA, with 19 years of industry experience. He has been with Minerva Planning Group since 2003. Minerva Planning Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and other advisors, with a focus on long-term, fundamental investment approaches using low-cost, diversified mutual funds and ETFs. The firm manages approximately $237 million across three advisors and typically serves clients with a minimum relationship size of $1 million.

Alonso Munoz is a financial advisor at Hamilton Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Hamilton Investment Counsel, LLC before joining his current firm in 2021. Outside of his advisory role, Munoz serves as president of Poseidon Capital Management, Inc., a partnership ownership entity, and is a partner at Perseus Venture Partners, LLC, where he is involved in general business development. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a multi-disciplinary investment approach using fundamental, technical, quantitative, sector, and cyclical analyses to construct and actively manage tailored portfolios across various securities.

Mark Prosper is a Series 65-licensed financial advisor with Avant Garde Capital in Atlanta, GA, where he has worked since 2010. He has 15 years of industry experience. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and investment advisory services with direct oversight of client accounts. The firm employs performance-based fee arrangements alongside traditional asset-based billing and offers educational seminars and workshops in addition to its advisory services.

Wesley Aikens is a financial advisor at Sunglow Wealth Advisory LLC with a Series 65 designation and six years of industry experience. He has been with Sunglow Wealth Advisory since 2019 and has operated The Aikens Firm, an accounting and tax advisory business, since 1980. The Aikens Firm provides business and individual advisement, including investment discussions as part of its CPA services. Sunglow Wealth Advisory LLC is a fee-only investment adviser managing approximately $61.5 million for about 62 clients. The firm serves individuals, trusts, estates, privately held companies, and qualified retirement plans, employing a value-oriented, fundamental analysis approach with multi-year holding periods and portfolio diversification, and it actively manages accounts primarily on a discretionary basis.

Amy Mawson is a CFP® and Series 65-licensed financial advisor with Minerva Planning Group in Decatur, GA. She has six years of industry experience, including nine years with Minerva Planning Group and three years as a homemaker prior to that. Minerva Planning Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and other advisors. The firm follows a primarily long-term, fundamental investment approach using low-cost, diversified mutual funds and ETFs, managing approximately $237 million with a focus on larger client relationships.

Jonathan Lindvig is a financial advisor at Peachtree Wealth Advisors, Inc. in Atlanta, GA, with 24 years of industry experience. He holds the Series 66 designation and has worked at Peachtree Wealth Advisors since 2004, including a concurrent role at Arkadios Capital beginning in 2023. Outside of his advisory work, he is a limited partner in a commercial real estate LLC. Peachtree Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a fundamental, top-down investment approach with strategies ranging from long-term buy-and-hold to short-term trading.

Mark Sofge is a CFP® with 10 years of industry experience, currently serving at Charleston Equity Partners, LLC since 2019. He has prior experience with Piedmont Private Equity and Yukon Property Consultants, where he is involved in real estate holdings and solar farm development. Charleston Equity Partners manages the Charleston Opportunity Zone Fund, focusing on direct or indirect investments in qualified opportunity zone real estate for accredited investors. The firm operates on a discretionary basis with an emphasis on investment oversight and compliance with tax-driven holding requirements.