David Jones is a CFP® professional with 22 years of industry experience, currently serving at EPG Wealth Management LLC in Atlanta, GA. He has held roles at Arkadios Capital, Equity Services, Inc., National Life Group, and National Financial Services Group. Outside of his advisory work, he serves as CEO of a financial services holding company and acts as a trustee for a private family trust involving ownership interests in a privately held company. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with customized investment plans and a range of advisory services, including advisor-managed portfolios, third-party money manager access, and ERISA fiduciary consulting. The firm manages a multi-office, ten-advisor team overseeing approximately $579 million in regulatory assets under management.

Jerold Sniderman is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has held leadership roles at Sniderman Wealth Management, LLC and The Sniderman Group, LLC, among other firms. Outside of his advisory work, he serves as president of a local homeowners association, a nonprofit role he has held since 2005. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management services to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor portfolios to client objectives and risk tolerances, offering both discretionary and non-discretionary management and recommending institutional strategists when appropriate.

John Rogers is a financial advisor with Veracity Capital LLC in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at firms including Mercer Allied, The AYCO Company, L.P., and Compass Securities Corporation. Rogers is also involved in tax preparation and planning through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach using various investment strategies and offers affiliated services in insurance brokerage and tax planning.

Cara Marinovich is a CFP® professional with eight years of industry experience. She has worked at Marietta Wealth Management since 2018 and previously was with Oakbridge Partners, Ltd from 2012 to 2018. Marietta Wealth Management is an SEC-registered, fee-only firm serving individuals, families, trusts, estates, and business entities. The firm manages approximately $974 million in client assets and provides wealth management, financial planning, retirement-plan consulting, and fiduciary services through a team of nine advisors.

Da Zha Jones is a financial advisor at Capitalwize, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with 13 years of industry experience. Prior to joining Capitalwize in 2021, Jones worked at THE Vanguard Group, Inc. for eight years and at Legends Hospitality/Asurint for two years. He is also the CEO of Guided to Wealth Planning Group, providing one-on-one financial coaching and wellness education. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily focusing on non-high-net-worth clients. The firm offers various advisory engagements, group seminars, and an Alumni program, utilizing third-party managers for portfolio management while emphasizing packaged planning services and education over traditional asset-under-management models.

John Endriss is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Crescent Wealth Advisory, LLC and has previously worked with firms including M Holdings Securities, Inc., Lion Street Financial, and Winged Keel Group. He is also a licensed insurance agent. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients, managing approximately $87.5 million across 49 accounts. The firm employs fundamental and technical analysis to build individualized portfolios and offers access to alternative investments such as cryptocurrency accounts and third-party cash management programs.

Nathan Hoyt is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Regent Peak Wealth Advisors, LLC since 2019 and previously held roles at Purshe Kaplan Sterling Investments, Inc and Bank of America, N.A. Nathan is based in Atlanta, GA. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing approximately $706 million in discretionary assets. The firm employs model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities, and offers services including financial planning, pension consulting, and family office support.

Elizabeth Megret De Serilly Detigny is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at MassMutual Life Insurance Company, MML Investors Services, and Deloitte. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized portfolios that combine third-party managed models, mutual funds, ETFs, individual equities, and fixed income. The firm is notable for its formal pension-transfer services for U.K. nationals, including coordination with U.K. trustees and platforms and managing FCA-required suitability processes.

Matthew Prediletto is a CFP® with 18 years of industry experience, currently with OpenArc Corporate Advisory, LLC. He previously worked at Bank of America, Merrill, and The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he holds a fiduciary power of attorney position unrelated to investment activities. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services through both discretionary and non-discretionary models, utilizing a wide range of investment strategies including private markets and digital assets.

Marcus Bloom is a financial advisor at Donaldson Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Lifestyle Freedom Advisory Group, Array Partners, Royal Alliance Associates, Signator Investors, and The CORE Group. Donaldson Capital Management serves individual and institutional clients with a model-driven investment approach emphasizing dividend-paying equities and fixed income. The firm offers investment management, financial planning, and retirement-plan services, including fiduciary engagements and sub-advisory roles for collective investment trusts.

Ian Zabor is a CFA® charterholder with 20 years of industry experience. He has worked at Equity Investment Corporation since 2016 and previously spent 12 years at JFB Holdings Corp. He holds a Series 63 license and is based in Atlanta, GA. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

Madison Grosse is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing two years of industry experience. Prior to joining Capital Investment Advisors, Madison worked at J.P. Morgan Securities LLC and JPMorgan Chase. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office–style support. The firm uses a centralized investment platform with standardized asset-allocation models and offers access to a variety of private investment solutions and formal pension consulting services.

Paul Covington is a Series 66-credentialed financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Covington is based in Atlanta, GA. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, utilizing both discretionary and non-discretionary models and a diverse selection of investment options including private markets and digital assets.

Annette Marshall is a financial advisor at GLOBALT Investments with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Triad Advisors and ICS Group. Outside of her advisory work, she co-owns UFAB Moms LLC, a company that develops patented retail products, and is active in nonprofit organizations including Jack and Jill of America and the Atlanta Suburban Alumnae Chapter of Delta Sigma Theta. GLOBALT Investments provides discretionary investment management services to individuals, corporations, institutions, and other advisers, utilizing a team-based investment process that combines quantitative, technical, and fundamental analysis. The firm emphasizes ETF-driven asset allocation strategies and offers portfolio management through separately managed accounts, wrap fee programs, and model portfolios on various platforms.

James Taylor is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2023. Prior to joining the firm, he held roles at the University of Kentucky and Shiplify, and has experience in education. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of investment strategies and financial planning services supported by internal committees and an in-house equity research team.

Kurt Lofters is a financial advisor at Balentine with 16 years of industry experience. He holds the Series 66 designation and has worked at Balentine since 2025. His prior roles include positions at Southeastern Advisory Services, Consequent Capital Management LLC, and Gray & Co. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process incorporating active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Steven Richie is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation. He has one year of industry experience and previously worked for the United States House of Representatives and Oxford Floral Co. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans and a variety of portfolio management and financial planning services.

Brian Quintana Guzman is a Series 65 licensed advisor with Nicholas Hoffman & Company, LLC, based in Atlanta, GA. He has five years of industry experience, all with his current firm. Prior to joining Nicholas Hoffman & Company, his background includes roles at Modments Manufacturing & Co, IndustryPro, and Park Simple. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers customized financial profiles and investment plans utilizing mutual funds, ETFs, separate account managers, and selected private investments, and also serves as lead investment sub-advisor to an affiliated private equity fund.

Zachary Samples is a CFP®-designated financial advisor at LCP Institutional, LLC in Atlanta, GA, with eight years of industry experience. Prior to joining LCP Institutional in 2026, he worked at Rockefeller Financial LLC and FSC Securities Corporation. LCP Institutional provides financial planning, portfolio management, and institutional consulting to both individual and institutional clients, including retirement plans and trusts. The firm uses a multi-asset investment approach focusing on mutual funds, ETFs, common stocks, and selective use of separate account managers, emphasizing individualized Financial Profiles and Investment Plans.

Richard Thompson Jr. is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Virtue Capital Management, LLC since 2019 and previously worked at Horter Investment Management, LLC. In addition to his advisory role, he is involved with Advanced Legacy Concepts, where he provides insurance, annuities sales, and financial planning services. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven approach that utilizes mutual funds, ETFs, and quantitative optimization.