Building a successful business and building personal wealth are not always the same thing. I’m Jovan Johnson, MBA, CFP®, CPA, PFS, and Co-Owner of Piece of Wealth Planning. I help business owners, private practice owners, medical professionals, and other service-based entrepreneurs make smarter financial decisions across both their business and personal lives. At Piece of Wealth Planning, we help clients coordinate tax planning, accounting, cash flow, retirement planning, investment management, and comprehensive financial planning. My philosophy is simple: your business should do more than generate revenue. It should help you build wealth, create financial security, and support the life you want to live. That means looking beyond questions like, “How can I lower my taxes?” and also asking: “Am I actually becoming wealthier as my business grows?” “Am I converting enough of my income into assets?” “Are my business and personal financial decisions working together?” I’ve spent more than a decade working across accounting, tax, and financial planning, with a focus on making complex financial decisions easier to understand and act on. Because the goal isn’t simply to make more money or pay less in taxes. It’s to use your money intentionally to build the life and wealth you want.

Sandra Myburgh is a financial advisor at FERN Impact Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining FERN Impact Advisors, formerly Hunter Investment Partners, she worked at Hunter Investment Partners, LLC from 2017 to 2020. Myburgh is also the founder and CEO of FERN Impact Partners, LLC, which operates a private investment partnership focused on sustainable liquid equity investments using a Long/Short Equity Plus Impact strategy. FERN Impact Advisors serves individual and institutional investors through discretionary portfolio management and financial planning, offering separately managed accounts tailored to client objectives. The firm’s investment process combines a macroeconomic cyclical outlook with a proprietary model that integrates fundamental analysis, ESG/impact criteria, technical analysis, and firm-wide risk controls to implement strategic and tactical allocations.

Lily Evans is a financial advisor at Evans Wealth Management in Duluth, GA, holding a Series 65 credential. She has one year of industry experience and prior roles at Corient and Cannon Financial Strategists. Evans Wealth Management is an independent, fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, typically with at least $1 million in investable assets. The firm offers comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis across public and private markets.

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.

Ravi Kahan is a financial advisor with Creative Financial Partners in Atlanta, GA, holding a Series 66 designation and over 24 years of industry experience. His prior roles include positions with Osaic Advisory Services, Arbor Point Advisors, and Securities America. Outside of advisory work, he owns several business ventures, including a coworking space and an insurance agency. Creative Financial Partners offers financial planning and employee-benefit consulting primarily to individual clients and employer plan sponsors. The firm provides non-discretionary, client-directed advice based on fundamental analysis, with clients retaining implementation authority, and operates as a solo practitioner with multiple outside business affiliations.

Manoj Madhavan is a CFP® and CFA® with 13 years of experience in financial advising. He has been with Oxford Chase Advisors LLC since 2013. Oxford Chase Advisors LLC manages approximately $89.6 million across about 320 client relationships with a three-advisor team. The firm provides discretionary, fee-only portfolio management to individuals, business entities, trusts, estates, and charitable organizations using separately managed accounts and model portfolios tailored to client risk profiles.

Manish Kapoor is a CFA® charterholder with six years of industry experience. He has worked at Oxford Chase Advisors LLC since 2013 and has held a position at Nokia since 2001. Oxford Chase Advisors LLC manages approximately $89.6 million for around 320 clients through discretionary, fee-only portfolio management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, employing model portfolios with an emphasis on individual equities and ETFs tailored to client risk profiles.

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.

Clifford O'Conner is a financial advisor at C.W. O'Conner Wealth Advisors, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 23 years of industry experience. Clifford has been with C.W. O'Conner Wealth Advisors since 1995. C.W. O'Conner Wealth Advisors, Inc. is a fee-only, independent registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary portfolio management along with ongoing monitoring and rebalancing.

Paul Shaughnessy is a CFP® with 28 years of industry experience, currently affiliated with MRP Capital Investments, LLC. His prior roles include positions at Brookhaven Capital Group, Purshe Kaplan Sterling Investments, SunTrust, and Merrill. MRP Capital Investments manages roughly $228 million for individual and high-net-worth clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and non-discretionary consulting to other advisers. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis, utilizing a range of instruments including derivatives and digital assets, with investment decisions made exclusively by staff rather than algorithms.

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.

Brent Burgesser is a financial advisor at QRIA, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Brookwood Investment Group LLC, Belpointe Asset Management, LLC, and International Assets Advisory, LLC. Brent is also involved in insurance sales through Brookwood Insurance Group. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm combines various analytical methods and offers both discretionary and non-discretionary management tailored to client risk tolerance and financial situations.

Arturo Molina Casas is a financial advisor with Mason Westbridge Asset Management LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Mason Westbridge in 2021, he worked at ADB Advertising Corp, PFS Investments Inc, and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and management services to individuals, retirement plans, and private investment companies, using globally diversified allocation models based on client risk profiles and Modern Portfolio Theory. The firm manages most accounts on a discretionary basis and incorporates both traditional advisory arrangements and a wrap-fee program.

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.

Paul Damm is a financial advisor at MRP Capital Investments, LLC with 18 years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Aprio Wealth Management, Balentine, Wilmington Trust Investment Management, and Cetera Investment Services. MRP Capital Investments manages approximately $228 million for individual and high-net-worth clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and non-discretionary advisory services. The firm employs a client-tailored investment process using a mix of fundamental, technical, and cyclical analysis and includes a range of instruments such as options and derivatives, with all investment decisions made by staff rather than automated systems.

Nimish Patel is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience, currently serving as an advisor at A & P Wealth Management since 2015. Prior to this, he worked at MCAP Investment Management, LLC. A & P Wealth Management provides discretionary portfolio management, active trading programs, and advisory consultations to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, combining longer-term diversified portfolio management with an active trading approach that includes options writing, short sales, and margin borrowing.

Tiffany Johnson is a CFP® professional with five years of experience in financial advising. She is currently the sole advisor at Piece of Wealth Planning LLC in Dacula, GA. Her prior experience includes roles at Origin Financial, Creative Planning, Inc., and TrueWealth, LLC. Piece of Wealth Planning LLC provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that includes investment management, ongoing planning, and personal tax return preparation. The firm emphasizes passive, index-based portfolios guided by Modern Portfolio Theory and integrates accounting and tax services with its advisory offerings.

Afzal Mithwani is a financial advisor at Nexus Capital Inc with 22 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at firms including Cambridge Investment Research and Transamerica Financial Advisors. Outside of his advisory role, Mithwani is an IRS Enrolled Agent providing tax preparation services and is involved in insurance product sales. Nexus Capital offers financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm focuses on tailored investment recommendations based on fundamental analysis and long-term holdings, often using passively managed ETFs.

Raymond Payne Jr. is a financial advisor at Cerner Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Cerner Capital Management since 2001. Cerner Capital Management provides discretionary investment management and comprehensive financial planning for individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s investment approach is tailored to individual goals and risk tolerance, using fundamental analysis to build growth-and-income portfolios, and may include active trading and the use of derivatives and margin when appropriate.

Curtis Parker is a financial advisor at Mason Westbridge Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and portfolio management services to individuals, retirement plans, and private investment companies. The firm employs an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, including the use of third-party asset managers and a range of allocation models adjusted for market conditions.