Benjamin Baldwin III is a CFP® professional with 27 years of experience in the financial advisory industry. He has been with Responsive Financial Group, Inc. since 2003. Outside of his advisory role, he is involved in commercial property leasing through ownership of RBC Phoenix Inc. Responsive Financial Group, Inc. is an independent firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, foundations, corporations, and other institutions. The firm utilizes model Risk Adjusted Portfolios (RAPs) across various management styles to address client needs, and it serves a range of clients including pension and profit-sharing plans, offering specialized ERISA plan consulting and fiduciary services.

Samuel Newland is a financial advisor at Lighthouse Investment Advisors, Inc. in Canton, GA, with 10 years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Investment Advisors since 2016, previously with Hawkins Agency and Southern Company. In addition to his advisory role, he is the owner of Lighthouse Financial, Inc., where he also acts as an insurance agent. Lighthouse Investment Advisors, Inc. provides fee-based asset management and financial planning services to individuals and qualified retirement plans, including 401(k)s and pension plans. The firm primarily operates on a non-discretionary basis and incorporates fundamental, technical, and cyclical analysis into its investment approach while supporting ERISA plan sponsors with fiduciary consulting and participant education.

Robert Frank III is the principal of Atlas Investment Advisory LLC in Canton, GA, and holds the CFP® designation along with Series 63 and 66 licenses. He has 24 years of industry experience, including ten years with LPL Financial and founding his independent advisory firm in 2016. Outside of his advisory work, he is a co-owner of Twin Ridge Defence, LLC, a non-investment-related business. Atlas Investment Advisory serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm utilizes a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses across a wide range of investment instruments and strategies, conducting quarterly account reviews.

Thomas Cloud is a CFP® and ChFC® with 21 years of experience in financial advisory services. He has worked at Eleven Two Fund Management for 12 years before founding Third Act Retirement Planning, Inc. in 2017, where he remains the sole advisor. Third Act Retirement Planning provides individualized financial planning, discretionary portfolio management, estate-planning consulting, and insurance guidance to individuals, retirement plans, trusts, estates, and other entities. The firm manages approximately $30.4 million on a discretionary basis and offers modular and holistic planning services, utilizing a variety of investment strategies and ongoing portfolio monitoring.

Eric Holcomb is the founder of Holcomb Financial and holds a Series 65 designation with two years of industry experience. He also serves as a Project Manager at Irrational Kindness, LLC, the operator of Chick-fil-A Canton. Holcomb Financial provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, small business owners, employer retirement plans, and charitable organizations. The firm operates on a fee-only basis, offering discretionary portfolio management and personalized investment strategies, and is noted for providing educational seminars and speaking engagements to the public.

Ashley Roth is a financial advisor with Arrowhead Investment Advisors, LLC, holding a Series 65 designation and 14 years of industry experience. She has been with Arrowhead since 2011. Arrowhead Investment Advisors is a fee-only registered investment adviser managing approximately $43.1 million for individuals, families, trusts, non-profit organizations, and corporate retirement plans. The firm focuses on long-term growth through equities and bonds using a fundamentally driven research process and provides tailored portfolio management with discretionary authority.

Gary Hyde is a CFP® professional with 10 years of experience in financial services. He is the principal of Shepherd Financial LLC, an independent firm he has led since 2020. Prior to founding Shepherd Financial, he worked at Northwestern Mutual in various roles from 2015 to 2020. Outside of his advisory work, Hyde provides baseball instruction to children. Shepherd Financial LLC offers wealth management, discretionary portfolio management, and financial planning primarily to individuals, high-net-worth households, trusts, estates, and retirement plans. The firm’s investment approach is long-term and ETF-oriented, with additional use of individual securities and occasional shorter-term trades, and it combines individual wealth management with retirement plan consulting services.

Matthew Checkon is a financial advisor at MJ Wealth Management LLC in Roswell, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding MJ Wealth Management, he worked at Ernst & Young for ten years. MJ Wealth Management LLC provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses, with offerings that range from foundational planning for lower- and middle-net-worth households to comprehensive wealth management. The firm’s investment process focuses on asset allocation guided by an Investment Policy Statement and includes discretionary management, educational workshops, and flexible billing arrangements.

Jeffrey Barnard is a financial advisor with Barnard Financial Group, LLC in Roswell, GA, holding a Series 65 designation and 18 years of industry experience. He previously worked at AE Wealth Management, LLC and Global Financial Private Capital, LLC. In addition to his advisory role, he is active in insurance sales through an affiliated business. Barnard Financial Group offers discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm provides both limited-scope ERISA 3(21) and full discretionary 3(38) investment management, with a focus on pension consulting and an insurance-affiliated business.

Patrick Volpe is a financial advisor at Brooke Forest Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Latitude Advisors, LLC and Edward Jones. Outside of his advisory role, he is a licensed insurance agent. Brooke Forest Capital LLC serves individual clients, including high-net-worth individuals, offering portfolio management and financial planning without an account minimum. The firm employs various analytic approaches and maintains discretionary trading authority to manage a diverse range of investment vehicles.

Jon Bernier is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with TandemGrowth Financial Advisors, LLC in Alpharetta, GA since 2000. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside retirement-plan oversight and account aggregation tools. The firm uses a strategic, long-term investment approach across equity-risk spectrums, incorporating mutual funds, ETFs, independent managers, and alternative investments, and provides unique services such as a NextGen program and healthcare planning partnerships.

William Turner is a CFP®, ChFC®, and Series 65 licensed advisor with eight years of industry experience. He is principal at Turner Wealth Advisory in Woodstock, GA, and also operates Turner and Associates C.P.A, P.C., a tax accounting practice. Prior to founding his firms, he worked at Deloitte Tax LLP for one year. Turner Wealth Advisory provides discretionary portfolio management and financial planning services primarily to individuals, high net worth clients, and trusts. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with accounts monitored against client risk profiles on a quarterly basis.

Owen Blank is a financial advisor at SafeWater Investment Management LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining SafeWater, Owen worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 10 years. Outside of finance, he is involved in manufacturing through Sujac Sewing and owns Snacks Music, an art and culture business in Decatur, Georgia. SafeWater Investment Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diverse investment approach incorporating multiple analytical methods and manages approximately $31.35 million for about 93 clients.

Lance Newsome is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Newcorp Wealth Management since 2018 and previously at Maryland Financial Group, Inc. and LPL Financial. Newsome is also involved in independent insurance sales focused on non-variable life and annuity products. Newcorp Wealth Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses tailored asset-allocation frameworks incorporating multiple investment strategies and offers ERISA fiduciary services alongside individual wealth management.

Scott Mckee is a Series 65 credentialed advisor with six years at Lifetime Wealth Management P.C. and over a decade managing Ell LLC dba Sidecar Group, where he advises healthcare organization leaders on growth and development strategies. He also holds an ownership and vice president role at Recurrit, LLC, a software development company focused on time request and billing solutions. Lifetime Wealth Management provides financial planning and discretionary portfolio management services for individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive and active strategies, offers Puerto Rico Act 60 consulting, and assists with private investment review and placement.

Barry Spencer is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with 14 years of industry experience. He has been associated with Boomfish Wealth Group, LLC since 2010 and Boomfish Inc. since 2008. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations with integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles, long-term investing, risk management, and uses third-party sub-advisers and the AE Wealth Management platform to implement plans.

Terry Prillaman is the sole advisor at Northstar Investment Partners in Alpharetta, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Northstar Investment Partners since 2004. Northstar Investment Partners is an independent, fee-only registered investment adviser serving individual clients, including accounts for minor children. The firm employs multiple option strategies and bases its recommendations on clients’ goals and risk factors to seek capital appreciation.

Brice Thompson is a financial advisor at Ridge Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cetera and First Allied Securities. Outside of his advisory role, he is involved with Eleven Eleven Homes, LLC. Ridge Capital Management provides wealth management and financial planning to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning coordination, pension consulting, and third-party manager oversight, employing a diversified investment approach across various asset classes.

Craig Jennings is a financial advisor at Safewater Investment Management LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Jennings Financial Planning & Investments, World Equity Group, Nicholas Wealth Management, Kelley and Mullis Wealth Management, and Securities America. In addition to advising, he is a licensed insurance agent. Safewater Investment Management provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm applies various analytical methods and manages diverse asset types without outsourcing portfolio management, serving clients without an account minimum.

Kristin Gerdvil is a ChFC® with two years of experience, currently serving as a financial advisor at Turner Wealth Advisory. She also has a longstanding role at Turner & Associates, CPA PC, a tax accounting practice where she spends a significant portion of her time. Turner Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, utilizing tailored asset-allocation strategies and regular account reviews. The firm integrates outsourced portfolio management with in-house tax and planning resources through its affiliation with a separate CPA practice.