Stephen Wade is a financial advisor with Wright Wealth LLC in Atlanta, GA. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Prior to joining Wright Wealth in 2022, he worked at Morgan Stanley Smith Barney and RegentAtlantic. 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 a framework consistent with modern portfolio theory and offers additional services such as retirement plan consulting and tax preparation assistance.

Trevor Thompson is a CFP® with 20 years of experience in the financial services industry. He has worked at CPC Advisors, LLC and Raymond James Financial Services, Inc. since 2017 and previously held roles at Securian Financial Services, JOYN Advisors, GV Financial Advisors, and A. G. Edwards & Sons. He is also an associate employee at Consolidated Planning Corporation, where he works as a financial planner. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and other entities. The firm employs an investment process centered on model portfolios and asset allocation aligned with Modern Portfolio Theory, utilizing mutual funds, equities, and ETFs with an emphasis on long-term holdings.

Joshua Tosoni is a financial advisor at Hamel Associates, Inc. in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Hamel Associates since 2019 and previously worked at Seton Hall University from 2016 to 2020. Hamel Associates, Inc. is a wealth management firm serving primarily high-net-worth individuals with services including investment management, financial planning, and tax preparation. The firm employs a value-oriented investment approach focusing on dividend-paying large-cap stocks and investment-grade fixed income, and it may offer private equity, venture capital, and real estate opportunities to very high net worth clients.

Thomas Russell is a financial advisor at Narwhal Capital Management with 15 years of industry experience and holds the Series 66 designation. He has worked at Narwhal since 2018 and has prior experience at Peachtree Tax & Advisory, Peachcap, and LPL. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management tailored to each client's goals, using diversified asset allocation and combining investment advisory with in-house tax and accounting capabilities.

Kristin Ribic is a CFA® charterholder and Series 63 licensee with seven years of industry experience. She has worked at Meadow Creek Wealth Advisors since 2018 and previously was with Wells Fargo Private Bank from 2013 to 2018. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for approximately 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, and annuity management, implementing portfolios on both discretionary and non-discretionary bases with a five-advisor team.

Thomas Savage is a Series 66-licensed advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, bringing 27 years of industry experience. His prior work includes a decade at Cambridge Investment Research, Inc., and over two decades at Keystone Financial Group, Inc. Outside of his advisory role, he is involved as a partner and 50% owner in several commercial property rental businesses and is an independent insurance agent. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other entities, providing discretionary portfolio management using firm-developed model portfolios and offering comprehensive financial planning.

Taylor Fairman is a CFA® charterholder with 21 years of industry experience. He currently serves at Eagle Rock Investment Company, LLC, where he has worked since 2021, following prior roles at Cornerstone Investment Partners, LLC, Worthscape, LLC, Apogee Wealth Management, LLC, and Hirtle & Co., LLC. Mr. Fairman is dually registered on a transitional basis with both Eagle Rock Investment Company, LLC and Cornerstone Investment Partners, LLC. Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and 3(21) retirement plan advisory to individuals, high-net-worth clients, families, trusts, estates, foundations, businesses, and other registered investment advisors. The firm manages approximately $786.7 million in assets with a small advisory team, offering customized portfolios that may include individual stocks, ETFs, mutual funds, private and alternative investments, and employs both fundamental and technical analysis.

Thomas Platt is a financial advisor at Connors Investor Services Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Connors Investor Services since 2013. He is also involved in selling fixed annuities. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, options, and treats cash as an asset class, while managing portfolios with mutual funds, ETFs, equities, fixed income, and private funds.

Kevin Manning is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Regent Peak Wealth Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. Manning serves as a board member for the nonprofit organization Back on My Feet in Atlanta. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm offers services including financial planning, pension consulting, and family office solutions.

Michael Collopy is a CFP® with 15 years of experience in financial advisory roles. He is currently with Veracity Capital LLC and has previously worked at Compass Securities Corporation, The AYCO Company, and F3 Logic. In addition to his advisory work, he provides tax preparation and planning services through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services primarily for high-net-worth clients. The firm employs a long-term, customized investment approach using a variety of strategies and asset types, supported by affiliated entities that provide insurance and tax services.

Shawna Theriault is a CFP® professional with 19 years of industry experience, currently serving at Wiser Wealth Management, Inc. She previously worked at Henssler Financial for 11 years. Outside of financial advising, she is a health coach with Optavia and serves on the board of directors for a private family foundation in Suwanee, GA. Wiser Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individual and high-net-worth clients, as well as trusts, estates, charities, and private businesses. The firm emphasizes tax-aware, model portfolios primarily using exchange-traded funds, with a focus on long-term capital market assumptions and portfolio rebalancing.

Jerry Jones is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with IRC Wealth, a team-based firm in Atlanta, GA, and has held prior roles at firms including Northwestern Mutual and Bleakley Financial Group. Outside of his advisory work, he creates YouTube content reviewing hip hop music. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement consulting. The firm employs a disciplined investment process focused on long-term value and income strategies, including the use of ETFs, options, and commodity transactions through an affiliated Commodity Trading Advisor.

Bradley Rosen is a Series 65-licensed financial advisor with 26 years of industry experience. He is a principal at Ironview Capital Management, LLC, where he has worked since 2016, and also serves as president of Rosen Financial, Inc., operating as Longevity Financial since 1999. In addition to his advisory work, Rosen is a licensed insurance agent and a board member of a business networking group. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis, employing strategies including long- and short-term positions, option writing, and allocations to mutual funds, ETFs, and private funds.

Michael Mccool is a CFP® with 25 years of industry experience, currently serving at CPC Advisors, LLC. He has previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services. Mccool is a board member and secretary of the Atlanta Ronald McDonald House Charities, where he also serves on the finance and investment committee and chairs the development committee. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes model portfolios and asset allocation based on Modern Portfolio Theory, with ongoing account monitoring and a long-term investment approach.

Kenneth Ezell is a CFA® charterholder with 22 years of industry experience. He has been with Marco Investment Management LLC since 2001. The firm serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. Marco Investment Management provides discretionary portfolio management supported by a multi-member Investment Strategy Committee, employing a range of strategies that incorporate fundamental and technical analysis as well as options and derivative techniques.

Sarah Wylde is a CFP® and Series 65 licensed advisor at Ferguson Shapiro LLC with six years of industry experience. Prior to joining Ferguson Shapiro in 2019, she worked at the Public Company Accounting Oversight Board and Birnbrey, Minsk, Minsk and Perling. She also operates Sarah Wylde CPA LLC, providing seasonal tax preparation services. Ferguson Shapiro provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, foundations, and other institutions through a team-based model. The firm manages approximately $415 million and offers a tailored investment process including portfolio management, written financial plans, and coordination with other professionals.

William Shannon is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2019 and has prior experience in the hospitality industry. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, fiduciary services, and project-based consulting, utilizing discretionary portfolio management with tailored investment policies and access to alternative investments for qualified clients.

Jeffrey Curtis is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Ty J. Young, Inc. since 2016. Outside of advising, Curtis is a franchise partner in OfficeZilla, an e-commerce office-supply company, where he provides oversight as a silent investor. Young Investment Advisors serves a small client base, offering non-discretionary investment consulting and portfolio management with a balanced asset-allocation approach that utilizes mutual funds, ETFs, and third-party research. The firm primarily charges fixed fees, hourly rates, and retainers, with clients maintaining custody of their assets.

Andrew Olsen is a financial advisor at Conscious Wealth Investments, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at LCG Associates Inc, Henssler Financial, and United Parcel Service. Outside of finance, he works as a freelance trumpet player. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning to individuals, families, trusts, estates, and small businesses, typically serving clients with portfolios at or above $500,000. The firm employs a long-term investment approach that incorporates fundamental and technical analysis, offering customized portfolios including equities, ETFs, bonds, and alternative investments such as options and private equity.

Jake Bryant is a financial advisor with Adapt Wealth Advisors, LLC in Atlanta, holding a ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including nearly two decades at Ameriprise Financial Services, Inc. Bryant is also active in investment-related business ownership and holds a real estate license. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, investment management, consulting, and retirement-plan advisory services, using a customized approach that combines fundamental analysis and a long-term investment orientation.