Lily Hsieh is a financial advisor at HC Advisors LLC with eight years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses and has been with HC Advisors since 2015. Outside of her advisory role, she serves as the unpaid Chief Operating Officer of Henning, Dowdy, Jones, LLC. HC Advisors LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations, managing approximately $500 million in client assets. The firm customizes portfolios using various analytical methods and Modern Portfolio Theory, offering both discretionary and non-discretionary management and access to third-party money managers.

Shelley Fietsam is a financial advisor with Rollins Financial Advisors, LLC in Atlanta, GA, holding a Series 65 credential and bringing 10 years of industry experience. She has worked with Rollins Financial entities since 2010, including her current role at Rollins Financial Advisors since 2021. Rollins Financial Advisors serves individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, offering 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 emphasizing asset allocation and ongoing portfolio monitoring.

John Ellis is a CFP® with 16 years of industry experience, currently serving as an advisor at Forthright Wealth Management, LLC in Alpharetta, GA. He has been with Forthright and Purshe Kaplan Sterling Financial since 2015. Outside of his advisory role, Mr. Ellis has held ownership interests in a local office suite through JJ Ellis, LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, offering wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets across seven advisors, focusing on customized, primarily long-term portfolios using mutual funds, ETFs, individual stocks and bonds, with supplemental oversight of unaffiliated Independent Managers.

Billy Loveless is a CFP® professional with 21 years of industry experience. He has been with George M. Hiller Companies, LLC since 2004. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a team of five managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation and diversification with a preference for long-term equity exposure.

Jaime Benedetti is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Beam Wealth Advisors, Inc. in Atlanta, GA. He has been with the firm and its predecessor entities since 2013. Outside of his advisory role, Benedetti is a varsity boys’ soccer coach at Grady High School and is involved in timber and real estate management activities. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses with comprehensive financial planning and investment management. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and offers integrated tax and CPA services through affiliated entities.

Meghan Henderson is a financial advisor at IRC Wealth with five years of industry experience. She holds a Series 65 designation and has worked at IRC Wealth in two separate periods totaling seven years. Prior to her financial advisory career, she was employed at Midwest Medical Enterprises from 2013 to 2017. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, focusing on long-term, retirement-oriented portfolios primarily composed of stocks, ETFs, and cash equivalents. The firm employs a disciplined investment process that includes technical screening, fundamental analysis, and proprietary criteria to manage client portfolios.

Rachel Neblett is a financial advisor at Capitalwize, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Capstar Financial for five years. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process beginning with a financial audit and client intake, and often utilizes third-party managers and digital platforms for portfolio management while maintaining discretionary authority.

Levi May is a financial advisor with Diversified, LLC in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Diversified, he worked with Florida Financial Advisors and Delaware North. Diversified, LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, and retirement plans. The firm employs a comprehensive planning process combined with tailored portfolio strategies and offers services such as discretionary and non-discretionary asset management, retirement plan advisory, and participation in third-party advisory programs.

John Glover Jr. is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with LPL Financial since 2009 and is also involved with Wellspring Wealth Management LLC and PlanMark Financial Group, serving in leadership roles. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of financial planning, model-portfolio advisory programs, and third-party asset management solutions through a large network of investment adviser representatives.

Francis Schafer is a Series 65-credentialed advisor at United Capital Management of Kansas, Inc. with one year of industry experience. His background includes a 20-year tenure with the US Army and roles in tutoring and tree service. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios and offers services including financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Jeffrey Dingle is a financial advisor at Brooklyn FI, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lido Advisors, LLC and Elwood & Goetz. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm uses a primarily passive investment approach alongside specialized outside managers and offers educational seminars and comprehensive oversight of held-away accounts.

Steven Humphrey is a CFP® professional with 22 years of industry experience. He has been with George M. Hiller Companies, LLC since 2003. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a small team managing approximately $170 million for about 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, focusing on asset allocation and diversification with a preference for long-term equity exposure through mutual funds, ETFs, individual securities, and various trading strategies.

Mote Andrews IV is a financial advisor at Rowland Miller + Partners LLC in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Rowland Miller + Partners since 2011. 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 and a tailored approach to investment-grade fixed income, managing portfolios with low turnover and tax considerations.

David Mcbride is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 2011, where he is part of a five-advisor team. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as pension plans and government entities. Marco Investment Management provides discretionary portfolio management using a combination of fundamental and technical analysis across multiple strategies, including equity and fixed income, and is notable for its management of assets within wrap fee programs.

Mark Lloyd Sr. is a Series 65-licensed financial advisor with 17 years of industry experience. He is principal at The Lloyd Advisory Group and has been involved with The Lloyd Group, Inc. since 1995. Outside of his advisory role, he owns a marketing company that provides public speaking on financial industry training and education. The Lloyd Advisory Group offers discretionary investment management and financial planning primarily for individual clients and personal trusts. The firm employs a three-bucket investment approach focusing on growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

William Gilmore II is a CFP® with 23 years of industry experience, currently serving at FCIG Wealth Management, LLC since 2024. Prior to that, he worked at Cambridge Investment Research and The Investment Center from 2015 to 2024. Outside of financial advising, he is president of an independent insurance agency, First Casualty Insurance Agency, Inc. FCIG Wealth Management LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering discretionary asset management and financial planning. The firm uses sub-advisors to implement tailored investment strategies across various asset types and provides ongoing financial planning and account reviews.

Kyle Grandstaff is a CFA® charterholder with eight years of industry experience. He currently works at Colton Groome Financial Advisors, LLC and has held previous roles at IFG Advisory, LPL Financial, Truist Advisory Services, Truist Securities, and SunTrust Robinson Humphrey. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm manages approximately $725 million in assets across a team of ten advisors and employs strategic asset allocation using both passive and active managers, supported by an investment committee and advanced analytical tools.

Jennifer Stewart is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LongView Wealth Management since 2007. She previously worked with Cambridge Investment Research for 15 years. Stewart holds board roles with the Morgan County Foundation for Excellence in Public Education and the Northeast Georgia Regional Commission, and serves on the Georgia State School Superintendent Parent Advisory Council. LongView Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and businesses, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through multiple program structures and custodians.

Christine Kopin is a Series 66-licensed financial advisor at Power Wealth Management with four years of industry experience. She previously worked at Morgan Stanley and E*TRADE in various roles. Outside of finance, she engages in freelance fashion, portrait, and bridal illustration. Power Wealth Management serves individuals, estates, and trusts by providing holistic wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $430 million in discretionary assets through a team of seven advisors and offers educational workshops and retirement-plan consulting.

Joseph Clark is a financial advisor at Adapt Wealth Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. Prior to his financial services career, he held various roles in fitness and athletic organizations, including BodyFitz Personal Training and the University of Georgia Athletic Association. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm offers personalized financial planning and investment management with a focus on fundamental analysis and long-term strategies, employing a range of investment vehicles including mutual funds, ETFs, and alternative investments.