Anthony Palazzo is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He has worked at Berkeley Capital Partners, LLC since 2015 and previously held roles at Triad Advisors, Inc., Wells Fargo Advisors, and Citigroup Global Markets. Berkeley Capital Partners, LLC is an SEC-registered investment adviser managing approximately $1.1 billion in assets for a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable institutions. The firm focuses on discretionary portfolio management and global asset allocation using a variety of investment vehicles and also sponsors private funds and a managed account wrap program.

Hafeez Fazal is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at Register Financial Advisors, LLC and Register Financial Associates, Inc since 2018 and previously at Raymond James & Associates from 2013 to 2018. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a broad range of investment instruments and strategies, integrating both in-house and third-party managers, and offers discretionary and non-discretionary portfolio management along with access to multiple wrap fee programs.

Edward Wilcox is a CFP®, CFA®, and Series 65 licensed financial advisor with 18 years of industry experience. He has been with Rollins Financial Advisors, LLC since 2021 and was previously with Rollins Financial Nc. from 2004 to 2021. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, providing investment counseling, portfolio management, and related accounting and tax services. The firm manages approximately $1.38 billion in discretionary assets and follows a fiduciary, goal-oriented investment process focused on asset allocation and ongoing portfolio monitoring.

James Beck is a financial advisor at Griffith & Werner, Inc. with two years of industry experience. Prior to joining the firm, he worked for seven years at The Home Depot SSC. Griffith & Werner, Inc. serves individual and high-net-worth clients by providing portfolio management, financial planning, and investment consulting services. The firm constructs portfolios in-house, focusing on individual equity positions with dividend-growth characteristics, along with fixed income and select ETFs or mutual funds.

Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc. based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including a one-year tenure at Voya Financial Advisors. Bermudez is also an independent insurance agent, selling fixed insurance products. Young Investment Advisors provides investment consulting and portfolio management to a small number of individual clients, focusing on balanced asset allocation using mutual funds and ETFs. The firm offers non-discretionary advisory services primarily through fixed fees, hourly billing, and retainers, with clients retaining custody of their assets and proxy voting rights.

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.

Baburhan Gucer is a financial advisor with Beam Wealth Advisors, Inc. in Atlanta, GA, holding CFP® and ChFC® designations with 27 years of industry experience. He has been with Beam Wealth Advisors and its predecessor entities since 2013. Outside of his advisory work, he serves as Vice President of the Galatasaray USA Alumni Association and is involved in several business ventures including timber management and CPA services. 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, offering wealth management, financial planning, portfolio management, and ERISA consulting with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Joshua Studebaker is a financial advisor at Loftin Wealth Partners with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Prudential / LPL Enterprise LLC, BJM Financial, Inc., and 49 Wealth Management. Outside of advising, he is involved with Spark Collective Holdings LLC and works with Heart of Georgia Health Insurance and Virtus Accounting. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management and employs strategies such as hedging, leverage, and options when appropriate.

Herman Hugo is a financial advisor at Goodwin Investment Advisory in Woodstock, GA, holding a Series 65 credential. He has been with Goodwin Investment Advisory since 2021 and previously worked at Infineon Technologies for nine years. Outside of his advisory role, he is involved with Hugo Link, LLC. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344 million in assets and employs dynamic asset allocation strategies using a range of investment vehicles, including proprietary offerings such as the Goodwin Large-Cap 20.

Riley Gessner is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 designations with five years of industry experience. Prior to joining Regent Peak Wealth Advisors in 2026, he worked at Ivy Asset Group and CAIS Capital LLC, among other firms. Regent Peak Wealth Advisors offers portfolio management, financial planning, pension consulting, family office and wealth-planning services, and selects third-party money managers for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, and frequently uses sub-advisers or third-party managers in its strategies.

Travis James is a CFP® professional with 24 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has worked at both Benedict Financial Advisors and LPL Financial LLC for over two decades. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes retirement income planning, discretionary portfolio management, and client education through lectures and workshops, utilizing a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies.

Adam Waller is a financial advisor at Register Financial Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. His background also includes roles at Wells Fargo and various other organizations. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies and tools, including discretionary and non-discretionary portfolio management, and sponsors multiple wrap fee programs with a service model that incorporates derivatives and borrowing within managed accounts.

Matthew Lunger is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wright Wealth in 2026, he operated as a self-employed consultant and led Kate Lunger Consulting over an eight-year period combined. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines passive and active strategies within its asset allocation approach, offering discretionary portfolio management, retirement plan consulting, and tax preparation assistance, alongside educational seminars and a membership program for client engagement.

Aiki Altmets is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Regimen Wealth, LLC since 2020 and previously spent five years at Ameriprise Financial Services, LLC. Regimen Wealth, LLC is a four-advisor team managing approximately $330 million for about 218 individual and high-net-worth clients. The firm provides discretionary investment management, financial planning, and consulting, focusing on tailored portfolios that incorporate exchange-traded funds, sub-advisors, REITs, insurance, and private vehicles, using a blend of fundamental, technical, cyclical, and behavioral finance methods.

William Bowen is a CFP® with 12 years of experience in the financial advisory industry. He has been with Persium Advisors, LLC since 2013. Bowen holds the Series 63 license and is based in Atlanta, GA. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting advice on about $894.4 million in pension and investment consulting assets.

Dale Hajost is a financial advisor at Builder Investment Group in Atlanta, GA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Builder Investment Group since 1992. Hajost serves as co-general partner in a passive private equity partnership, contributing several hours monthly to this investment-related activity. Builder Investment Group provides discretionary portfolio management to individuals, pension plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management using both fundamental and technical analysis, and it sponsors pooled investment vehicles and private syndications, a distinctive role for a firm of its size.

John Adair is a CFA® charterholder with seven years of experience in the financial industry. He has been employed at SunTrust Bank since 1988. Adair is based in Atlanta, GA, and is part of the Patton Albertson Miller Group, LLC. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm provides comprehensive services including investment management, financial planning, trust and fiduciary services, and access to alternative investments for qualified clients.

Michael Baratta is a financial advisor with Fiscal Wisdom Wealth Management LLC in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, having worked at firms including Portsmouth Financial Services, Securian Financial Services Inc., and Virginia Asset Management. Baratta is also the owner of Baratta Investments, LLC, where he engages in equity trading. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolio construction, financial planning across retirement, tax, estate, and business succession areas, and facilitates referrals to third-party money managers while maintaining a diverse range of investment strategies.

Beth Conklin is a ChFC® with two years of industry experience, currently serving as an advisor at Paces Ferry Wealth Advisors, LLC. She previously worked at Chappell Financial Group, LLC for 12 years. She is also listed as an agent on certain life and disability insurance policies associated with a family business succession plan. Paces Ferry Wealth Advisors manages approximately $430 million across several hundred accounts, providing wealth management, financial planning, retirement plan consulting, and portfolio management for individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutional plans. The firm employs a combination of fundamental, technical, and charting analysis along with both passive and active management strategies, including leveraged approaches for some high-net-worth clients.

Robert Hamill is a CFP® and ChFC® with 10 years of experience in the financial services industry. He is currently with Benedict Financial Advisors, Inc. and LPL Financial, LLC, having joined both firms in 2021. His prior roles include positions at Ameriprise Financial Services, Everence Trust Company, ProEquities, Inc., and Everence Financial. Benedict Financial Advisors, Inc. serves individual investors as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $475 million across about 319 client relationships, providing financial planning focused on retirement income, discretionary portfolio management, and client education through lectures and workshops.