Tyler Robinson is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Adapt Wealth Advisors, LLC and previously worked at Fuller and Company, RangeWater Real Estate, the Georgia Department of Audits, and Smith & Howard. Adapt Wealth Advisors, LLC provides comprehensive financial planning and both discretionary and non-discretionary investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm primarily uses fundamental analysis with a long-term investment horizon tailored to client goals, risk profiles, and tax considerations, offering portfolios that may include mutual funds, ETFs, individual securities, and alternative investments.

Sara Mcintosh is a CFP® with 13 years of experience in financial planning and portfolio management. She has worked at Longview Wealth Management since 2012 and is currently affiliated with M. S. Howells & Co. in Atlanta, GA. In addition to her advisory roles, she holds a life insurance license and dedicates time monthly to insurance activities. Longview Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and business clients, offering a range of portfolio management and financial planning services. The firm uses economic, fundamental, and technical analysis to manage portfolios through various investment vehicles and collaborates with third-party managers and custodians to tailor strategies to client goals.

Crawford Asman is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Cahaba Wealth Management, Inc., where he has worked since 2019. His prior roles include positions at Morgan Stanley and California Renewable Energy. Outside of his advisory work, he is an active top-rated seller on eBay, managing the sale of collectibles and other items. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning through a multi-advisor team. The firm emphasizes individualized investment plans, ongoing portfolio oversight, and incorporates alternative strategies alongside traditional assets.

Erik Anhaus is a financial advisor at Beam Wealth Advisors, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and BEAM Wealth Advisors (formerly Benedetti, Gucer & Associates) since 2013. Outside of his advisory role, he serves as a committee member for Business Networking International, reviewing new member applications. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a variety of investment strategies guided by asset allocation and portfolio theory, supported by licensed software and independent manager selection, and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Alexander Alba is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Regent Peak Wealth Advisors, LLC with five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Merit Financial Group, LPL Financial, and Ameriprise Financial Services. Regent Peak Wealth Advisors provides investment advisory and wealth planning services to individuals and corporations, managing portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm offers discretionary portfolio management, financial planning, pension consulting, and family office services.

Richard Bond is a financial advisor at Highbrook Capital Partners with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Atticus Wealth Management and Wells Fargo Advisors. Highbrook Capital Partners is a small advisory firm serving individuals, high-net-worth clients, pension plans, and business entities, managing approximately $235.8 million in assets. The firm employs a range of investment strategies and conducts regular portfolio monitoring to manage risk.

Janet Miller is a CFA® charterholder with 15 years of industry experience. She has been with Rowland Miller + Partners LLC and its predecessor firm since 1981. Rowland Miller + Partners provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamentals-based equity selection process combined with tailored investment-grade fixed income strategies, managing portfolios with generally low turnover and tax considerations.

Christine Quillian is a CFP® and CFA® with 19 years of industry experience. She has been with Montag since 2010. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm combines institutional-scale assets with a compact advisor team and offers a structured investment process that includes discretionary portfolio management supported by in-house research and trading.

Andrew Wright is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Wellspring Wealth Management in 2018, he worked at Wellspring Associates and The Leaders Group Inc. Wellspring Wealth Management LLC provides investment advisory, financial planning, and portfolio management services to individuals, families, trusts, estates, and related entities, including high-net-worth clients. The firm uses individualized strategic asset allocations overseen by an internal Investment Policy Committee and offers access to LPL Financial programs while employing multiple industry affiliations and dual registrations.

Gary Burger is a financial advisor at Park Square Financial Group LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Park Square Financial Group, he operated Gary Burger Investments LLC since 2008. Additionally, Gary is a licensed insurance agent. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates with discretionary investment management, financial planning, and consulting services. The firm employs an asset-allocation approach that uses equities, ETFs, and mutual funds, and it serves as a wrap fee program sponsor managing advisory accounts through third-party model managers and administrative services.

Brendan Wagner is a financial advisor at Montag with 14 years of industry experience. He holds a Series 65 designation and has worked at A. Montag & Associates, Inc. since 2017, following a one-year tenure at Gratus Capital, LLC. Montag is a team-based firm serving high-net-worth individuals, families, trusts, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm combines fundamental and technical equity analysis with fixed-income management and operates with a specialized internal structure to support its advisory services.

James Senkbeil is a financial advisor at Benedict Financial Advisors, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Street Asset Management, LLC and LPL Financial, LLC. Senkbeil provides investment advisory services through Benedict Financial Advisors, an independent firm. Benedict Financial Advisors, Inc. offers discretionary portfolio management, limited financial planning focused on retirement income, and educational services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes tailored investment plans and structured client education while managing over $529 million in discretionary assets.

Ashley Thompson is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Benedict Financial Advisors, Inc. since 2006. Thompson is also a notary public in Cobb County, Georgia. Benedict Financial Advisors, Inc. provides discretionary portfolio management and limited financial planning focused on retirement income, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs a tailored investment approach using stocks, ETFs, mutual funds, and bonds, combined with fundamental and technical analysis, and places emphasis on client education through publications and events.

Marcus Ashworth is a CFP® with 29 years of experience in the financial industry. He has been with BlueChip Wealth Advisors LLC since 2009, previously operating under the name Ashworth Sullivan Wealth Management Group, and worked with Triad Advisors from 2009 to 2021. Outside of advising, he is the sole owner and hunting guide of a timber farm and hunting preserve in Central Georgia. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable investment approach, combining active and passive strategies vetted by an internal committee, and incorporates subscription-based reporting tools and educational resources in its client services.

Carlos Bonilla Grajales is a financial advisor at Capitalwize, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with six years of industry experience. His work history includes roles at Mutual of Omaha Insurance Company and Primerica, as well as teaching at Ana G. Mendez University. Capitalwize is a fee-only financial planning firm serving individuals and business entities, focusing on non–high-net-worth clients. The firm offers a variety of advisory engagements and group educational seminars, often using third-party managers for portfolio management while providing ongoing oversight.

Christine Michaletz is a financial advisor with DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Lewis Financial Group, L.C. since 2018 and previously at Concorde Investment Services, LLC. Michaletz also serves as COO and Investment Advisor Representative at DAI Wealth Inc. and oversees business operations for related entities. Outside of her advisory role, she manages several non-investment ventures, including a firearms training business and multiple holding companies. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs a multi-advisor platform and uses third-party managers and platforms to tailor portfolios according to client objectives.

Christopher Cristallo is a CFP®-certified financial advisor with nine years of industry experience. He has been with BEAM Wealth Advisors, Inc. and its predecessor firms since 2019, following prior roles at Cetera Advisor Networks LLC and LPL Financial, LLC. Cristallo is based in Atlanta, GA. BEAM Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, employing portfolio construction techniques grounded in Modern and Post-Modern Portfolio Theory and behavioral finance, with integrated tax, CPA, and insurance services available under separate engagements.

Jeff Wills is a financial advisor with Forthright Wealth Management, LLC in Alpharetta, GA. He holds Series 63 and Series 66 designations and has 18 years of industry experience. Mr. Wills has been with Forthright Wealth Management since 2015. Outside of his advisory role, he is a quarter owner of an office suite through his LLC, JR Wills, LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets with a seven-advisor team and employs customized, primarily long-term portfolios using mutual funds, ETFs, individual stocks, bonds, and occasionally unaffiliated Independent Managers.

Timothy Agnew is a CFP® and PFS™ with 23 years of industry experience. He has been with Smith & Howard Wealth Management, LLC since 1999 and is also a partner at Smith & Howard, P.C., a CPA and consulting firm, where he allocates approximately 40% of his time to wealth management. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning and ongoing portfolio management, primarily through mutual funds and ETFs, supported by a team of six advisors managing roughly $727 million.

Carly O’Brien is a financial advisor at Wealth Science Advisors LLC and holds Series 63 and Series 65 licenses. She has one year of industry experience, including a prior role at William Blair. Before entering the financial industry, she spent several years in education at the University of Georgia, Concord High School, and JN Fries Middle School. Wealth Science Advisors serves individuals and families, including high-net-worth clients, through discretionary investment management and financial planning. The firm uses a proprietary psychological profiling tool called Finprint™ and a Money Happiness™ framework alongside modern portfolio theory to manage portfolios, supported by a multi-office presence and a range of affiliated entities offering expanded services.