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.

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.

Timothy Mersereau is a ChFC® with 23 years of industry experience. He has been with Mersereau & Lazenby, LLC since 1994. Mersereau, Lazenby & Rockas, LLC serves individuals, trusts, profit-sharing plans, estates, and businesses by providing financial planning and discretionary investment management along with tax, auditing, and accounting services. The firm operates as a fee-only advisor offering integrated planning and typically implements strategies through a globally diversified asset allocation using both passive and actively managed funds.

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.

Paul Culbreth is a financial advisor with Culbreth Wealth Management in Dacula, GA. He holds the CFP® and Series 66 designations and has 21 years of industry experience. Prior to founding his firm, he worked at Equitable Advisors and Axa Advisors for over 15 years. He serves as treasurer and finance committee chair for Rainbow Village, Inc., a nonprofit focused on transitional housing. Culbreth Wealth Management provides fee-based asset management, financial planning, and pension consulting to individuals, high-net-worth clients, plan sponsors, and organizations. The firm employs asset-allocation strategies using a range of investment types, including alternative investments, and offers portfolio management, standalone financial plans, and advisory services tailored to client needs.

Rhonda Grover is a CFP® professional with nine years of experience at Wealth 360, LLC and six years of self-employment prior to that. She is based in Buford, GA. Wealth 360, LLC serves individual investors, pension and profit-sharing plans, and corporations by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm is notable for its sub-advisory business, managing assets on behalf of other advisers, and offers a range of ERISA services alongside its long-term investment approach.

Colton Sowash is a financial advisor with Sunglow Wealth Advisory LLC in Snellville, GA, holding a Series 66 credential and four years of industry experience. He is also the owner of Big Creek Capital Management, an investment advisory firm focused on developing and managing client portfolios. Sowash's prior experience includes roles at LCG Associates and Mercer University. Sunglow Wealth Advisory LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, privately held companies, and qualified retirement plans. The fee-only firm manages approximately $73.7 million, employing a value-oriented, fundamental analysis approach that incorporates options strategies and emphasizes diversification and a multi-year investment horizon.

Randy Brunson is a financial advisor at Centurion Advisory Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centurion Advisory Group, LLC since 2006. Centurion Advisory Group serves individual clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, providing financial planning, investment management, retirement plan consulting, and project-based general consulting. The firm uses proprietary asset-allocation models combining fundamental and technical analysis and implements portfolios through mutual funds, ETFs, and individual securities.

Robert Gaillard is a financial advisor at Arch Partners Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Maximum Wealth Management Inc., MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in selling life, disability, and long-term care insurance products through Gaillard Financial Group. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individual, pension, and corporate clients. The firm primarily employs passive investment strategies using mutual funds and ETFs and manages approximately $109 million in discretionary assets.

Hayden Stone is a financial advisor at Culbreth Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Culbreth Wealth Management, he held various positions in education and property management. Culbreth Wealth Management provides fee-based asset management, financial planning, and pension consulting to individual and high-net-worth clients as well as plan sponsors. The firm emphasizes asset-allocation strategies aimed at optimizing risk-adjusted returns, using a range of investment vehicles including mutual funds, ETFs, private placements, and securitized real estate interests.

Sam Evans is a CFA® charterholder based in Duluth, GA, with 15 years of industry experience. He currently operates Evans Wealth Management and has been affiliated with Legacy Planning Group, Inc. and Golden Years Advisory, LLC. In addition to his advisory work, Evans teaches accounting and finance on a part-time basis. Evans Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, generally those with at least $1 million in investable assets. The firm provides comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis, and incorporates tax considerations and a mix of public and private market strategies.

Mark Lloyd is a financial advisor at The Lloyd Advisory Group in Suwanee, GA, with 2 years of industry experience and a Series 65 designation. He has worked at Lloyd Advisory Services, LLC since 2011. Lloyd also serves as Client Relations Manager at The Lloyd Group, Inc., an insurance agency where he manages client service operations and assists with account applications and rollovers. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts, utilizing third-party model portfolios and ongoing rebalancing. The firm’s investment approach incorporates a three-bucket framework emphasizing growth, income, and fixed insurance-based assets, and it integrates commissionable insurance sales as a key component of its advisory process.

Andrew Jones is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Lloyd Advisory Services, LLC since 2009 and was previously associated with ABJ Advisors, Inc. Jones is also involved as an insurance agent with The Lloyd Group, Inc., where he participates in the sale of insurance products. The Lloyd Advisory Group is a seven-advisor team providing discretionary investment management and financial planning primarily to individual clients and personal trusts. The firm employs a three-bucket investment framework combining growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

Andrew Lloyd is a financial advisor with The Lloyd Advisory Group in Suwanee, GA, holding a Series 65 designation and three years of industry experience. He has been involved with Lloyd Advisory Services, LLC since 2022 and The Lloyd Group, Inc. since 2019. Outside of his advisory role, he works as a client design specialist in an affiliated insurance agency. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm employs a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

Shaun Duffy is a financial advisor at The Lloyd Advisory Group with two years of industry experience. He holds a Series 65 designation and has been with The Lloyd Advisory Group since 2019. Prior to his advisory career, he worked at Outback Steakhouse for 13 years. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm uses a three-bucket investment approach and relies on third-party model portfolios and money managers accessed through AE Wealth Management’s platform.

Gregory Waters is a financial advisor at Investors Asset Management of Georgia Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm offers customized portfolios typically diversified among stocks, bonds, and mutual funds, using a buy-and-hold strategy with tactical adjustments based on economic cycles.

Brent Capehart is a financial advisor with The Lloyd Advisory Group and holds the Series 66 designation. He has 16 years of industry experience, including prior roles at AE Wealth Management, Capehart Financial, Global Financial Private Capital, and Equity Services, Inc. Capehart is also an active finance committee member of the New Hope United Methodist Church, assisting with planning and long-term forecasting. The Lloyd Advisory Group provides discretionary asset management and financial planning services primarily for individual investors, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $437.6 million in discretionary assets and employs a retirement-focused investment framework addressing key retirement concerns through diversified growth, income-driven, and insurance-based strategies.

Mark Lloyd Sr. is a Series 65-licensed financial advisor with 17 years of industry experience. He is principal at The Lloyd Advisory Group and has been involved with The Lloyd Group, Inc. since 1995. Outside of his advisory role, he owns a marketing company that provides public speaking on financial industry training and education. The Lloyd Advisory Group offers discretionary investment management and financial planning primarily for individual clients and personal trusts. The firm employs a three-bucket investment approach focusing on growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

James Morris is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He has been with The Lloyd Advisory Group since 2009 and previously worked at JB Financial Advisors, Inc. from 2008 to 2019. Morris is also an insurance agent involved in the sale of insurance products through The Lloyd Group, Inc. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm utilizes a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, and relies on third-party model portfolios and money managers accessed via AE Wealth Management’s platform.

Contey Smith is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Origin Investment Advisory LLC. He has worked at Origin Financial, Motus Wealth, Elwood & Goetz Wealth Advisory Group, and TrueWealth. Additionally, Smith is contracted as a financial planner for Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach with behavioral-finance adjustments, utilizing AI-driven tools and automated compliance systems.