Latoya Maddox is a CFP® with 19 years of industry experience. She is the principal of Infinity Financial Wealth Management LLC and has previously worked with NAMCOA - Naples Asset Management Company and the Financial Industry Regulatory Authority. Outside of her advisory role, Maddox is a licensed insurance agent and operates a tax preparation business, as well as teaching pre-license insurance courses and serving as a FINRA arbitrator. Infinity Financial Wealth Management LLC provides discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and Modern Portfolio Theory in portfolio construction and offers strategies including long-term investments, option writing, and derivatives within separately managed accounts.

Isis Waites is a CFP® and Series 66-licensed financial advisor at Temperance Wealth Management in Atlanta, GA, with eight years of industry experience. Her career includes roles at firms such as Advocacy Wealth Management, ABG Financial Services, and Polaris Wealth Management. Waites is also a licensed insurance agent. Temperance Wealth Management serves individuals, non-profits, businesses, and institutional clients with portfolio management, financial planning, and consulting services. The firm uses a variety of investment methods and often employs third-party money managers through the AssetMark platform, combining model output with professional judgment in its discretionary management approach.

Kaya Ladejobi is a financial advisor at Earn Into Wealth Strategies with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Earn Into Wealth Strategies since 2015. In addition to her advisory work, she is a member and owner of Your Money MBA LLC, a financial education company where she develops educational workshops. Earn Into Wealth Strategies is a boutique advisory firm serving individuals, families, and business owners with comprehensive financial planning and modular wealth management services. The firm emphasizes diversified, low-cost index funds and ETFs, focusing on portfolio construction and ongoing monitoring while typically referring clients to third-party investment managers.

Trevor Gunter is a CFP® professional and the founder and lead advisor at Four Pines Financial. After earning a degree in Business and Economics at Wheaton College, Trevor built his career across large asset management firms and boutique planning practices. Along the way, he noticed a pattern: people were often paying more than they should, holding investments that didn’t match their goals, and feeling unsure about the “why” behind their financial decisions. He started Four Pines to offer a better experience - independent fiduciary advice that’s grounded in expertise and delivered in plain English. Trevor’s approach is steady and practical, with a focus on helping clients understand their plan, make confident decisions over time, and keep their money aligned with what matters most. Outside of the office, Trevor enjoys sports, travel, trying new restaurants, and spending time with family.

Randall Martin is the sole advisor at Randall P Martin, an independent firm based in Brookhaven, GA. He holds a Series 65 designation and has 14 years of industry experience, having operated his firm since 1993. Randall P Martin provides discretionary portfolio management to individual clients through separately managed accounts and a privately offered 3(c)(1) fund. The firm’s investment approach integrates fundamental analysis, trend-following, and tactical allocation with an emphasis on quality securities, low turnover, and tailored risk management.

Paul Earl is the principal advisor at P. G. Earl Investment Advisers, L.L.C. in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has operated his independent advisory firm since 1999. Outside of advisory services, he serves as treasurer for a family-owned real estate business. P. G. Earl Investment Advisers provides fee-based investment advisory and portfolio management services to individual and institutional clients. The firm employs a fundamental analysis approach with an emphasis on mutual funds and manages accounts on a discretionary basis.

Gabriel Feurdean is a financial advisor at Stardust Capital with a Series 65 designation and four years of industry experience. He has been with Stardust Capital since 2019 and was self-employed for 12 years prior. He also has a background in music and arts spanning 15 years. Stardust Capital is an independent, state-registered investment adviser that provides discretionary portfolio management to a small client base, including individuals, trusts, estates, investment companies, charitable organizations, other advisers, and corporations. The firm employs a goals-based, long-term investment approach with value-oriented security selection and occasionally uses lower-risk options strategies for income or hedging.

John Sauers is the sole advisor and president of Associated Financial Partners, Inc., an independent firm based in Loganville, GA. He holds Series 63 and 65 licenses and has 22 years of industry experience. Prior to founding Associated Financial Partners in 2015, he was associated with Hsi Management Inc. since 1998. Outside of his advisory role, he serves as chairman of the Rotary Club of Loganville and publishes a monthly newsletter titled "One Man's Opinion." Associated Financial Partners provides investment advisory, financial planning, asset allocation, and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored, non-discretionary advice using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Michael Gutt is the sole advisor at Gutt Financial Management, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has been with Gutt Financial Management since 1986. Gutt Financial Management, LLC is a fee-only investment adviser that offers personalized financial planning and investment management services to individuals and other entities. The firm employs a strategic asset-allocation, core-and-satellite approach, using passively managed index funds and ETFs as core holdings supplemented by selective active managers, with portfolios globally diversified and managed on either a discretionary or non-discretionary basis.

Donald Slowinski is a financial advisor at Winslow Asset Group, LLC in Lawrenceville, GA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Winslow Asset Group since 1999. In addition to his advisory role, he serves as a general partner and portfolio manager at SMS Capital Partners L.P. Equity Fund. Winslow Asset Group, LLC is an independent investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients, including corporations, trusts, estates, and charitable foundations. The firm employs a combination of proprietary fundamental research and technical analysis to actively manage portfolios across various instruments and manages assets on both discretionary and performance-fee bases.

James White is a CFP® professional with three years of industry experience. He currently leads Forty Two Wealth LLC and previously worked at Weaver Capital Management LLC and Homrich Berg. Prior to his financial advisory career, he operated James White Golf Enterprises LLC for six years. Forty Two Wealth LLC provides advisory services to individual and high-net-worth clients through discretionary portfolio management and non-discretionary monitoring. The firm manages a small client base with approximately $32 million in assets, employs a buy-and-hold strategy supplemented by various analytical methods, and offers specialized monitoring for alternative investments.

Carl Macko is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been the sole advisor at Synergy Capital Management, LLC since 2007. The firm provides fee-only financial planning and investment management services to individuals, families, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. Synergy Capital Management employs a core-and-satellite investment approach that emphasizes passive index funds and ETFs, supplemented by selective active funds or individual securities, managing portfolios under documented investment policies with discretionary trading authority.

Adrian Tate is a financial advisor with Your Wealth Consultants LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Prior to founding his independent practice, he was associated with firms including Equitable Advisors, AXA Advisors LLC, and Alder Pelzer Group. Outside of advisory work, he has experience managing rental properties. Your Wealth Consultants LLC is a small, independent, state-registered advisory firm serving individuals, families, trusts, small businesses, and nonprofits. The firm employs a diversified, low-cost investment approach based on modern portfolio theory, utilizing primarily passively managed ETFs alongside other investment vehicles tailored to client objectives and risk tolerances.

Andrew Brown is the sole advisor at Brown Wealth Management, LLC in Conyers, GA. He holds the CFP® designation and a Series 65 license, with 20 years of industry experience. Brown has managed his independent advisory firm since 2002. Brown Wealth Management serves individual and high-net-worth clients as well as pension plans, foundations, and other institutional entities. The firm operates as a fee-only fiduciary, providing tailored portfolio management and financial planning services, and is notable for its active work with pension plans and charitable organizations alongside a diverse investment approach.

Ahmed Mahmood is the principal advisor at Wakil Wealth Advisory LLC with 17 years of industry experience. He previously worked at Morgan Stanley for 14 years before founding his independent advisory firm in 2024. Mahmood also serves as a FINRA arbitrator and operates a licensed insurance practice alongside his advisory role. Wakil Wealth Advisory LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses, including corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to each client’s goals, risk tolerance, and time horizon.

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.

Nivedita Persaud is a CFP® with 16 years of industry experience, currently leading Transition Planning & Guidance, LLC since 2010. She previously worked at Merrill from 2002 to 2005. In addition to her advisory work, she founded Pistevo, LLC, a consulting firm focused on personal and professional goal achievement through the 5 P's of Life Concept, and conducts financial seminars for military personnel as a Personal Financial Consultant with Zeiders Enterprises, Inc. Transition Planning & Guidance, LLC provides financial consulting for individuals, businesses, trusts, and estates, specializing in clients undergoing life transitions such as divorce, career changes, or retirement. The firm operates on a consulting-only model without managing assets or selling investment products, offering tailored advice and recommending outside managers when appropriate.

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.