Hamilton Brandenburg is a financial advisor with CS Planning Corp and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Edward Jones and GM Financial. Brandenburg also operates a seasonal tax preparation service, Brandenburg Tax Services, in Canton, Georgia. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, and charitable organizations through a multi-advisor model. The firm employs a systematic investment strategy with diversified portfolios tailored to client risk profiles and goals, often managing accounts on a discretionary basis.

Carson Greene is a financial advisor at Financial Consultants Group Inc with Series 65 credentials and one year of industry experience. Prior to his current role, he spent a year at Blue Vault Alternative Investments and has experience in other sectors including electric services and agriculture. He has been involved with the UGA Football Letterman's Club for six years. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts with discretionary portfolio management and comprehensive financial planning. The firm uses a long-term discretionary trading approach grounded in fundamental analysis, modern portfolio theory, and technical analysis, and incorporates technology such as artificial intelligence and machine learning in some service areas.

Stephen Nolan is an advisor at Griffith & Werner, Inc. with Series 63 and Series 65 licenses and one year of industry experience. He is also the CEO of IFH Solutions Inc., a consulting practice serving Housing Authorities across the country, where he has worked for 15 years. Nolan is a CPA by trade and dedicates 20 to 30 hours weekly to his consulting clients. Griffith & Werner, Inc. advises individual and high-net-worth clients through portfolio management, financial planning, and investment consulting services. The firm constructs portfolios in-house with a focus on dividend-growth equities supplemented by fixed income and selected ETFs or mutual funds, managing accounts on a discretionary basis and employing tax management strategies at the security level.

William Saville is a CFP® professional with eight years of experience at Starr-Mathews Financial, LLC, where he has worked since 2017. Prior to that, he spent 24 years at Regions Bank. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and offers a wrap-fee program alongside managed accounts.

Sarah Gallagher is a CERTIFIED FINANCIAL PLANNER™ with 14 years of industry experience. She currently works at Facet and has previous experience at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Her background also includes five years with Fulton County Schools. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients through phone, video, and a proprietary platform. The firm offers a broad range of planning services and implements model-based asset allocations using technology-driven processes and a flat subscription fee structure.

Tyler Huck is a financial advisor with Prosperity Capital Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Oxygen Financial. Outside of advisory work, he provides tax planning and Medicare solutions through Vickery Tax and Accounting and Vickery Medicare Solutions. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as discretionary investment management, financial planning, and separately managed accounts.

Mark Schulte is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Gradient Advisors since 2024 and previously spent nine years with DYCHE Wealth Management, Inc., while also owning and operating Powell & Schulte, Inc. since 1992. Schulte is involved in financial planning and advisory services through his ownership of Schulte Wealth Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model that combines fundamental, technical, and cyclical portfolio analysis.

Curtis Turner III is a financial advisor with Lifemark Securities Corp. in Canton, GA, holding a ChFC® designation and Series 63 license. He has 49 years of industry experience, including prior roles at Foresters Equity Services, Inc. and a long tenure as president of Executive Ideas, Inc., where he serves as an independent insurance agent. He is also a volunteer board member of the Cadence Homeowners Association. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering various portfolio management programs and tailored, suitability-driven advice.

Lisa Evans is a financial advisor with Kovack Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior work includes roles at Kovack Securities Inc., Resource Horizons Group LLC, Equitable Advisors, and Woodbury Financial Services. Outside of advising, she serves on the finance committee at Pine Crest Baptist Church of Forsyth County. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, utilizing an Envestnet-supported workflow and a combination of internally created models and third-party managers to implement and monitor client portfolios.

Reynolds Cutchin is an advisor at Csenge Advisory Group, LLC and holds the Series 65 designation. He has been with Csenge Advisory Group and Cinder Wealth Advisory since 2026. Prior to his advisory roles, he worked at Cherry Bekaert and has experience at the University of Georgia and in other fields. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with an emphasis on a relative strength methodology, offering customized portfolios through discretionary management or model-based allocations.

Matthew Losanno is a financial advisor with Csenge Advisory Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with seven years of industry experience. He has worked at firms including Cinder Wealth Advisors, Vaikus Advisory Group, and Primerica Advisors, and previously held a position at Dell Technologies. Outside of his advisory roles, he owns and operates North GA Business Coach, a business coaching service focused on helping owners improve the value of their companies. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, constructing portfolios primarily with mutual funds and ETFs tailored to individual client goals.

Justin Stanfill is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Walser Wealth Management and Prudential Insurance Company of America. In addition to his role at Gradient Advisors, he is co-owner and Investment Advisor Representative at Cerrito & Stanfill Wealth Management in Canton, GA. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a non-discretionary model with third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Cheryl Farmer is a Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc., where she has worked for seven years. Her background includes roles at Mutual of Omaha Insurance Company and U.S. Health Advisors. Outside of investment advising, she is active as a health insurance agent and has experience managing a small Airbnb campsite rental. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and offers financial planning, retirement plan consulting, and model portfolio management.

Mitchell Ray is a financial advisor with CL Wealth Management LLC in Canton, GA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at CL Wealth Management since 2011 and has additional roles with SRA Advisors and Mitch Ray Title Services, where he conducts title research and analysis. Outside of his advisory work, he owns an independent insurance agency focusing on fixed insurance products. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies to client objectives through fundamental and technical analysis and managing a substantial portion of assets on a non-discretionary basis.

James Cooper Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Packerland in 2019, he worked at COUNTRY FINANCIAL from 2012 to 2019. Outside of advisory work, he is involved with Foundation Financial, LLC, which focuses on life insurance and property and casualty sales. Packerland Brokerage Services serves individuals, including high-net-worth clients, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and employs due diligence and periodic monitoring of third-party managers.

James Diffly is a financial advisor with BFC Planning, Inc. in Cumming, GA, holding a Series 63 license and bringing 41 years of industry experience. He has worked with BFC Planning and Berthel, Fisher & Company Financial Services since 2016 and previously managed investment and commodities trading through Trendline Trading & Investments, LLC. Outside of finance, Diffly is a certified baseball and softball umpire for Georgia high schools. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets under management, delivering advice through a network of independent investment adviser representatives who utilize a range of program structures and investment strategies.

Gianna Campo is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. She has seven years of industry experience and has worked at firms including Blackridge Asset Management, Verity Asset Management, and Appreciation Financial. Campo is also president of Bulletproof Financial, a fixed insurance sales business. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network model and a range of discretionary and non-discretionary services.

Timothy Eckel is a financial advisor at Blackridge Asset Management, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Dempsey Lord Smith, Arete Wealth Advisors, Center Street Advisors, Center Street Securities, and his own firm, Bales & Eckel Financial Group. Eckel serves as president of the Rural Electric Planning Group, a nonprofit organization related to securities and insurance business for EMC/utilities providers. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms, employing a range of investment strategies including asset allocation, rebalancing, and diversification.

James Cook Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His career includes roles at Capital Investment Group, Inc., Equity Services, Inc., and National Life of Vermont. In addition to advisory work, he is an insurance agent selling risk management products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, foundations, and charitable institutions. The firm offers tailored investment solutions through separately managed accounts, third-party asset managers, and financial planning services, managing the majority of its assets on a discretionary basis.

Kurt Arseneau is a financial advisor at Prosperity Capital Advisors with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Quility Financial Advisors, AE Wealth Management, and Wealth Watch Advisors. Outside of his advisory role, he is involved in insurance services through Arseneau Advisor Group, LLC, and owns businesses providing Medicare supplement insurance and tax preparation services. Prosperity Capital Advisors is an SEC-registered enterprise advisor serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other registered investment advisors. The firm employs model-based, asset-allocation strategies using portfolios from providers such as BlackRock, Dimensional, and Vanguard, and offers managed accounts, retirement plan services, and turnkey asset management programs.