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.

Matthew Canine is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC before joining EPG Wealth Management in 2019. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans with advisory services that include advisor-managed portfolios, third-party money manager access, financial planning, and fiduciary consulting. The firm manages accounts using fundamental, technical, and cyclical analysis and operates a ten-advisor team with approximately $579 million in regulatory assets under management.

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.

Cameron Clement is a CFA® charterholder with 11 years of industry experience. He is currently with Eagle Rock Investment Company, LLC, where he has worked since 2021, and previously spent nine years at Cornerstone Investment Partners, LLC. Eagle Rock Investment Company, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, foundations, businesses, and other registered investment advisors. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to construct discretionary portfolios and manages approximately $660 million in client assets.

Rodolfo Rodriguez is a financial advisor with EPG Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Equity Services Inc. and National Life Group. Outside of his advisory role, he serves as CEO of Kinship Wealth Partners LLC, a financial services practice. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and access to third-party money managers. The firm develops customized investment plans and typically manages accounts on a discretionary basis using a combination of fundamental, technical, and cyclical analysis.

Hannah Thompson is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at MartinWright Advisory, LLC and has previous experience with Truist Investment Services and SunTrust entities. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, utilizing both active and passive investment strategies with an emphasis on diversification and continual portfolio monitoring.

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 at DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. She has worked at DAI Wealth since 2025 and was previously employed at DAI Securities, LLC and Guardian Pharmacy. DAI Wealth, LLC manages approximately $330 million in assets across a multi-advisor team, serving a diverse client base that includes high-net-worth individuals, institutional investors, and various charitable and governmental entities. The firm offers customized investment management solutions through multiple account types and platforms, incorporating ongoing manager due diligence and performance reporting.

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.