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.

Robin Leahy is a financial advisor with Register Financial Advisors, LLC, based in Atlanta, GA. He holds a Series 63 designation and has 23 years of industry experience, including 11 years at Morgan Stanley Smith Barney LLC prior to joining Register Financial in 2020. 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 wide range of investment instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and employs model allocations with ongoing monitoring and reporting to manage client portfolios.

Lydia Gumina is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses. She has been with Register Financial Advisors and its affiliated Register Financial Associates, Inc. since 2026. Prior to her advisory roles, she held various positions including work in education at West Forsyth High School and Liberty Middle School, as well as service industry roles. 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 manages portfolios using both in-house and third-party resources, including discretionary and non-discretionary management, with access to multiple wrap fee programs and managed solution platforms.

Amanda Ingwersen is a financial advisor with DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She has worked at DAI Wealth, LLC and its affiliated firm, DAI Securities, LLC, since 2021, and previously was employed at Guardian Pharmacy from 2016 to 2020. DAI Wealth, LLC manages approximately $330 million in assets through a multi-advisor team serving individual and institutional clients, including high-net-worth individuals and various types of retirement plans and organizations. The firm combines advisor-led customization with third-party model solutions and serves several uncommon institutional client types, offering a range of investment management and advisory services.

Candace Brown is a financial advisor with DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Investacorp Inc. from 2011 to 2019 before joining DAI Wealth and its affiliated broker-dealer, Dai Securities LLC, in 2019. Outside of her advisory role, she manages Firas Capital Group, LLC, where she provides consulting services to independent broker-dealers. DAI Wealth, LLC offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm utilizes multiple custodial and platform providers and combines fundamental and technical analysis to tailor portfolios according to client objectives.

John Hussa is a financial advisor with Marco Investment Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Marco Investment Management since 2004. Marco Investment Management serves a diverse client base including high-net-worth individuals, institutional clients, and government entities. The firm employs a team-based, top-down investment approach focused on high-quality equities, mid-cap opportunities, and valuation-aware value processes, supplemented by active fixed-income management and selective use of options, derivatives, and margin strategies.

Alok Deshpande is a financial advisor at SmartPath Advisors with nine years of industry experience. He holds a Series 65 designation and has been with SmartPath Advisors since 2019. In addition, he is the CEO and co-founder of SmartPath, Inc., a financial education and coaching company based in Atlanta, where he leads business strategy and conducts seminars. SmartPath Advisors provides limited-engagement financial planning services focused on retirement readiness and savings strategies for individuals, often accessed through employers. The firm emphasizes passive investing through diversified, low-cost index funds and delivers short-term planning reports without managing client assets or offering ongoing portfolio management.

James Patterson III is a financial advisor at Stableford Capital LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Stableford Capital since 2014, working as part of a five-advisor team. Stableford Capital serves individual clients, business owners, and institutional retirement plans, offering discretionary portfolio management along with integrated financial planning and retirement plan advisory services. The firm emphasizes absolute, long-term total return through a proprietary analytics platform and employs a range of strategies, including derivatives and leveraged ETFs, supported by dedicated technical research.

Caroline Hajost is a financial advisor at Builder Investment Group with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Builder Investment Group in 2024, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Builder Investment Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management using both fundamental and technical analysis and is notable for sponsoring pooled investment vehicles and managing private syndications.

Jessica Engebretsen is a CFP® professional with 15 years of industry experience, currently serving at LongView Wealth Management in Atlanta, GA. She has worked at LongView Wealth Management since 2011 and was previously with Cambridge Investment Research, Inc. for 11 years. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, and corporate clients, offering services such as financial planning, asset management, divorce consulting, and access to third-party manager programs.

Larry Boggs is a financial advisor with D.L. Fields Advisory Group, LLC in Atlanta, GA, holding Series 63, 65, and 66 designations with 37 years of industry experience. He has worked at International Assets Investment Management, LLC and International Assets Advisory, LLC since 2019 and previously spent eight years combined at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves as president of Boggs & Associates, LLC, a private label entity for financial planning, and provides notary public services. D.L. Fields Advisory Group offers financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides personalized advice on an asset-management and hourly planning basis, utilizing fundamental and technical analysis with third-party research, and maintains a flexible investment approach without formal account minimums.

Daniel Henning is a CFP® and Series 65 credentialed advisor with 22 years of industry experience. He has been with HC Advisors LLC since 2012 and is also a senior partner at Henning Dowdy & Jones LLC, an accounting firm. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a range of strategies tailored to client objectives, including fundamental, technical, and cyclical analysis, and offers discretionary and non-discretionary portfolio management along with access to third-party money managers.

Raymond Prophater III is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Persium Advisors since 2011. Outside of his advisory role, he is a partner in Navix Holdings, LLC and Persium Group, LLC, which develop and provide business exit planning consulting services. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456 million in discretionary assets and provides consulting for nearly $894 million in pension and investment assets, using fundamental analysis and tailored portfolio construction based on clients’ financial plans and risk tolerances.

Daniel Mcnabb is a CFP® professional with 11 years of experience in the financial services industry. He currently works at Chicory Wealth and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2017. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified, long-term portfolios and offers additional services including tax preparation, estate planning assistance, and business consulting.

Adele Gipson is a CFP® and CFA® credentialed financial advisor with 20 years of experience, currently serving at CPC Advisors, LLC. She has worked at Raymond James Financial Services Advisors and has been with CPC Advisors since 2008. Gipson is a board member of the Georgia Campaign for Adolescent Power & Potential, where she serves on the Finance Committee. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes model portfolios and asset allocation strategies aligned with Modern Portfolio Theory, offering both discretionary and non-discretionary management with access to wrap-fee Ambassador accounts and third-party managers.

Jessica Sherrill is a CFP® with 18 years of industry experience and has been with Sherrill & Hutchins Financial Advisory Inc. in Atlanta, GA for 10 years. She is part of a six-advisor team at the firm. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm uses client-specific investment guidelines and primarily implements strategies through diversified no-load mutual funds and ETFs, offering a range of wealth management and retirement plan advisory services.

Clayborn Pender is a Series 65-credentialed advisor at Conscious Wealth Investments, LLC in Atlanta, GA, with experience dating back to 2020. His professional background includes roles at RC Whatley & Co and the University of Georgia. Outside of his advisory work, he is involved with the Atlanta Track Club. Conscious Wealth Investments serves individuals, families, trusts, estates, and small businesses, managing approximately $272.8 million in discretionary assets. The firm employs a long-term, tailored investment approach that includes the use of derivatives and leverage strategies within separately managed accounts, combining fundamental and technical analysis to build diversified portfolios.

Christopher Hohlstein is a CFA® charterholder and holds Series 63 and 65 licenses. He has five years of industry experience, currently serving at SeaBridge Investment Advisors LLC since 2021. Prior to this, he worked at BNY Mellon from 2012 to 2020 and took a one-year sabbatical in 2020. SeaBridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios and also serves other advisers as a sub-adviser, supporting a mix of retail, institutional, and adviser-client relationships.

Rachel Webster is a CFP® and holds a Series 66 license with 14 years of industry experience. She currently works at Conscious Wealth Investments, LLC and has previously been employed by Raymond James and Associates and Morgan Stanley. In addition to her advisory role, she is a licensed insurance agent in Atlanta, GA. Conscious Wealth Investments provides wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental and technical analysis and may utilize margin and derivatives within separately managed accounts.

Robert Cramer is a financial advisor at Sherrill & Hutchins Financial Advisory Inc. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Sherrill & Hutchins, he worked at Anduril Industries for four years and the Central Intelligence Agency for six years. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, and not-for-profit organizations. The firm manages portfolios based on client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs with periodic rebalancing.