Harkaran Talwar is a financial advisor with Soina Financial Group, LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Angel Oak Capital Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Soina Financial Group is an independent, state-registered investment adviser that provides discretionary investment management and tailored advisory services to individuals, including high-net-worth clients. The firm emphasizes modern portfolio theory and an efficient-market approach, using diversified portfolios primarily composed of passive mutual funds and ETFs, while also employing derivatives for hedging and tactical purposes.

Tomas Blanno is a financial advisor with Tomas A. Blanno and Company, LLC in Roswell, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Tomas A. Blanno and Company, LLC since 2004. In addition to advisory services, he offers tax preparation services. Tomas A. Blanno & Company, LLC provides discretionary asset management, financial planning, and consultations to individuals, including high-net-worth clients, as well as corporations and other business entities. The firm manages approximately $23.8 million and employs documented Investment Policy Statements, fundamental analysis, and asset allocation, often utilizing third-party allocation models and separately managed accounts.

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.

Christopher Hardy is a CFP® and ChFC® with 16 years of experience in the financial advisory industry. He has been with Paramount Investment Advisors since 2008 and serves as its sole advisor. In addition to his advisory work, he is managing director of Paramount Tax and Accounting, a firm specializing in tax preparation, accounting, and IRS representation. Paramount Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, families, nonprofits, trusts, pension plans, and corporations. The firm integrates tax and accounting services through its affiliated practice and offers ERISA-aware pension consulting and educational seminars alongside discretionary portfolio management focused on long-term investments.

Terence Reilly is a financial advisor with Blackthorn Asset Management LLC in Suwanee, GA. He holds Series 63 and Series 65 credentials and has 16 years of industry experience, including 17 years at Blackthorn Asset Management. Blackthorn Asset Management provides discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm combines a low-cost passive core of index funds and ETFs with active strategies based on macro-forecasting and company research, utilizing various analytical methods and instruments such as equities, bonds, options, short sales, and margin.

Peter Brangwin is a CFP® professional with one year of experience in financial advising, currently serving as the sole advisor at The Green Group Finance, LLC. He has prior experience with Five Forest Management, Inc. and is president of Accounting and Tax Solutions, LLC d.b.a The Green Group, where he provides tax and accounting services. The Green Group Finance, LLC is a fee-only registered investment adviser offering investment management and project-based financial planning to institutional clients, employer plan sponsors, businesses, and individuals. The firm employs a long-term, factor-based investment approach combining passive and active fund selection, with portfolios managed on a non-discretionary basis.

Abdul Majid Hasan is a financial advisor at Rock One Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Rock One Advisors since its founding in 2013. Outside of financial advising, he has a background in music publishing, having produced and composed copyrights sold to major record labels. Rock One Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios using a range of public and private securities and provides ongoing, individualized account supervision with a focus on both long-term and active trading strategies.

Catherine Morgan is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. She is the principal of Access Planning Partners, LLC, an independent firm she has led since 2018, and previously worked at Elm3 Financial Group. In addition to her advisory role, she operates a separate CPA practice providing tax preparation and bookkeeping services. Access Planning Partners, LLC is a fee-only registered investment adviser serving individuals, families, businesses, trusts, and employer-sponsored retirement plans. The firm integrates financial planning with tax and estate considerations, employs a primarily passive investment approach grounded in Modern Portfolio Theory, and offers ERISA retirement plan consulting and fiduciary services for plan sponsors.

Henry Yin is a financial advisor at Long Faith Capital LLC in Alpharetta, GA, with five years of industry experience. He holds a Series 65 designation and has previously worked at CareSource, Inc. as a Senior Data Analyst, where he supports quality improvement through patient claims analysis. Long Faith Capital LLC provides portfolio management and limited financial planning services to individual and high-net-worth clients, employing a mix of cyclical, fundamental, modern portfolio theory, and quantitative analysis. The firm offers both discretionary and non-discretionary services and distinguishes itself by publishing subscription newsletters with securities advice and offering performance-based fee arrangements to eligible clients.

Walter Hammond is a financial advisor at Cedar Valley Capital LLC in Roswell, GA, with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Supreme Alliance, LLC. In addition to his advisory role, he is a registered representative of a broker-dealer and is involved in securities and insurance product sales. Cedar Valley Capital is an independent, state-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, middle-market businesses, and charitable organizations. The firm employs a value-based investment approach supplemented by technical and macroeconomic analysis, and it offers pension consulting as well as management of held-away participant accounts through a third-party platform.

Sean Gray is a financial advisor with Marathon Wealth Incorporated in Suwanee, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Redwood Wealth Management, LLC from 2016 to 2018. Marathon Wealth provides financial planning, portfolio management, and consulting services to individuals, families, and small business owners. The firm develops tailored financial profiles and investment plans, typically managing assets on a discretionary basis with an emphasis on asset allocation across mutual funds and ETFs.

Prashanth Chintanapalli is a financial advisor with SRC Wealth Advisors LLC in Dunwoody, GA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with SRC Wealth Advisors since 2015 and previously worked at HFA Investments, LLC. SRC Wealth Advisors LLC is a boutique wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and other business entities. The firm offers portfolio management, financial planning, and retirement plan advisory services, applying fundamental and technical analysis alongside strategic asset allocation and tactical drift across various investment vehicles.

John Sicner is the sole advisor at Sicner Asset Management, L.L.C. in Alpharetta, GA, with 27 years at the firm and 11 years of industry experience. He provides discretionary portfolio management primarily using mutual funds, ETFs, and individual equities. Sicner Asset Management offers tailored investment plans for individuals, charitable organizations, trusts, and estates, combining investment supervision with limited financial planning. The firm is notable for its focus on charitable clients and individualized portfolios, managing approximately $88 million in assets with a small client base.

David Coleman is a financial advisor with Cornerstone Investment Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Coleman & Hancock Investment Advisors, Inc. since 1994. Cornerstone Investment Advisors provides discretionary portfolio management for individual investors, pension plans, and trusts, tailoring services to client preferences with investment restrictions when requested. The firm emphasizes strategic asset allocation using primarily low-cost, index-focused ETFs, supplemented by mutual funds, individual equities, bonds, and occasionally digital assets, depending on client preferences.

Michael Crifasi is the sole advisor at CEI Financial Planning in Milton, GA, holding Series 63 and Series 65 licenses with 37 years of industry experience. His prior roles include positions at Kovack Advisors, Inc. and Kovack Securities Inc., along with operating Crifasi Enterprises, Inc. since 1992. Outside of financial advising, he serves as a corporate advisor providing political and strategic guidance for a proprietary solid-state fuel cell company. CEI Financial Planning is an independent registered investment adviser focusing primarily on higher-net-worth individuals while also offering lower-cost reviews for clients with simpler needs. The firm employs an investment approach based on cyclical and fundamental analysis, emphasizing diversification and asset allocation, and works with third-party money managers under primarily non-discretionary advisory relationships.

Dustin Beck is a Series 66 licensed advisor at Titanium Wealth Management LLC with recent experience across several financial services firms since 2020. His background includes roles at Transamerica Financial Advisors, Equitable Advisors, and DAI Securities. Titanium Wealth Management LLC is a state-registered investment adviser serving individual and high-net-worth clients through discretionary investment management, financial planning, and consulting. The firm employs a goals-based, asset-allocation approach with multiple management strategies and utilizes third-party sub-advisers via the GeoWealth platform.

Prasanna Srinivasan is a financial advisor with Opti Bloom Advisors LLC in Alpharetta, GA, holding a Series 65 designation and seven years of industry experience. He has been with Opti Bloom Advisors since 2018 and concurrently works as a project manager at Manhattan Associates Inc., a supply chain software company. Opti Bloom Advisors provides discretionary asset management, financial planning, and investment consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm constructs portfolios based on clients’ goals, time horizons, and risk tolerances, employing a mix of index and actively managed funds along with both fundamental and technical analysis methods.

Sharon Yu is a financial advisor at Yongchang Company Inc with seven years of industry experience. She holds a Series 66 designation and has worked at HD Vest Advisory Services and related entities, as well as owning and managing an accounting and tax preparation business, Global Financial Center, Inc. She operates out of Duluth, GA. Yongchang Company Inc provides retirement planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm integrates tax-smart retirement planning with discretionary portfolio management, combining fundamental analysis to build diversified portfolios that may include equities, ETFs, mutual funds, and fixed income, complemented by ongoing monitoring and periodic rebalancing.

Kishore Joshi is a financial advisor with Joshi Capital Management, LLC in Cumming, GA, holding a Series 65 designation and six years of industry experience. He previously worked at AT&T Services, Inc. for ten years before founding his current firm in 2019. Joshi Capital Management provides discretionary investment management through separately managed accounts and offers hourly financial planning and consultation to individuals, including high-net-worth clients, and entities. The firm focuses on value investing with relatively concentrated portfolios and long-term horizons, employing fundamental, technical, and cyclical analysis to identify undervalued opportunities.

David Rich is a financial advisor at Rich & Company LLC with a Series 65 designation and two years of industry experience. He previously worked for the United States Department of the Treasury for 17 years and serves as Managing Director of Southern Business Consulting, LLC, a CPA practice offering tax, accounting, and business advisory services. Rich & Company provides investment management, financial planning, and consulting services primarily to individuals and high-net-worth clients, as well as corporations, trusts, estates, retirement accounts, and some non-United States persons. The firm combines multiple analytical approaches to tailor recommendations and offers integrated tax planning through its affiliation with a licensed CPA practice.