Matthew Stack is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Diversified, LLC and previously worked for SEI Investment Distribution Co and SEI Investment Management Corporation for 13 years. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm offers a comprehensive planning process combined with ongoing asset management, utilizing third-party managers and platforms, and operates private limited partnerships, wrap programs, and pooled vehicles.

Steven Marco is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 1998 and is based in Atlanta, GA. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm uses discretionary portfolio management supported by a multi-member Investment Strategy Committee and employs a range of strategies such as Core Equity, Option Overwrite, and Active Intermediate Fixed Income.

Cathal Carson is a CFP® credentialed financial advisor with two years of industry experience. He is currently with American Financial Advisors, LLC and has previous experience at Steward Partners Investment Advisory, Steward Partners Global Advisory, Henssler Financial, and OTR Capital. American Financial Advisors, LLC provides discretionary investment supervisory services and individual portfolio management using model asset-allocation portfolios. The firm serves both individuals and corporate clients, managing approximately $950 million across about 816 accounts with a focus on standardized portfolios and institutional platform services.

Ryan Florence is a CFP® with 18 years of industry experience, currently serving as an advisor at Ferguson Shapiro LLC since 2022. His prior experience includes roles at Kiker Wealth Management, LLC and LPL Financial. He is also involved in fixed insurance sales. Ferguson Shapiro LLC offers discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, foundations, and other institutions. The firm employs a team-based advisory model and manages approximately $415 million across several hundred client relationships.

Charlotte Disley is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA. She has four years of experience at Cahaba Wealth Management and previously worked at Global Payments and Oglethorpe University. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion on a discretionary basis and emphasizes long-term cash-flow projections, quantified risk scores, and regular risk discussions in its investment approach.

Alexis Chambers is a financial advisor at Rollins Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Rollins, Alexis worked at J. Smith Lanier for one year and completed full-time education at Birmingham-Southern College. Rollins Financial Advisors provides investment advisory and portfolio management services to individuals, high net worth clients, and corporate pension and profit-sharing plans, managing approximately $1.588 billion in discretionary assets as of December 31, 2025. The firm focuses on individualized investment counseling and uses a mix of mutual funds, ETFs, and individual securities, conducting regular account reviews and maintaining fiduciary standards.

Hong Tsun Simon is a CFA® charterholder currently with A. Montag & Associates and has five years of industry experience. Prior to joining Montag in 2026, he worked at Forthright Partners LLC for five years and at BNY Mellon Wealth Management for fifteen years. A. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by offering discretionary portfolio management, financial planning, consulting, and limited trustee or executor services. The firm emphasizes individualized investment objectives through fundamental and technical equity analysis, mutual fund and ETF selection, and fixed-income management.

Kevin Hauser is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including over three decades with his current firm. Hauser also established an accounting entity for tax purposes that does not generate revenue. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutions. The firm offers asset and portfolio management, financial planning, and advisory services using a range of strategies informed by economic analysis and research.

Jeffery Wright is a CFA® charterholder and Series 66 licensee with 13 years of industry experience. He is a founding member of Wright Wealth LLC and also founded 550 Capital Partners LLC, where he focuses on raising capital for startup investments. His prior experience includes roles at NovaPoint Capital LLC, Bank of America, N.A., and Merrill. Wright Wealth LLC provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm utilizes a combination of passive and active strategies based on asset allocation and offers educational seminars along with a membership program that includes financial tools and limited advisor communication.

Theodore Noble is a CFP® professional with 18 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc since 2012. He is based in Atlanta, GA, and is part of a six-advisor team. 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 with diversified no-load mutual funds and ETFs, and offers estate distribution support and ERISA-facing retirement plan services.

James Crouch is a financial advisor at PeachCap Tax & Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses. He has over 20 years of experience in the industry, with prior roles at Vermilion Investment and The Mickow Corporation. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and asset-allocation review through diversified, model-based portfolios that incorporate fundamental, technical, and cyclical analysis.

Russell Carlson is a financial advisor at Aria Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Aria Wealth Management since 2017, following prior roles at Concert Wealth Management and American Wealth Management. Carlson is also involved in infrequent insurance sales in Georgia. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, pension plans, and charitable organizations. The firm combines fundamental and technical analysis within an asset allocation framework and offers services such as investment supervisory, financial planning, and third-party manager selection.

Louis Williams is a CFP® with eight years of industry experience currently serving at Cahaba Wealth Management, Inc. in Atlanta, GA. Before joining Cahaba Wealth Management in 2018, he spent two years at PricewaterhouseCoopers. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management with an emphasis on long-term cash-flow projections and quantified risk assessment. The firm manages approximately $2.06 billion on a discretionary basis and uses a mix of mutual funds, ETFs, and alternatives to implement client strategies.

Laurie Novotny is a financial advisor with Longview Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and with six years of industry experience. Her prior work includes roles at M.S. Howells & Co. and Cambridge Investment Research Inc. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, pension plans, and corporate clients through a team of 11 advisors across three offices, offering services such as financial planning, asset management, divorce consulting, and access to third-party manager programs.

De'shawn Owens is a financial advisor at CPC Advisors, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with 14 years of industry experience. His prior work includes roles at Raymond James Financial Services Inc., Raymond James & Associates, Keller Williams First Atlanta, and Cambridge Investment Research, Inc. CPC Advisors provides financial planning and portfolio management services 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, primarily recommending mutual funds, equities, and ETFs with a focus on long-term investments.

Gilbert Bubis is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Register Financial for 25 years. Outside of his advisory role, he participates in focus groups with Jackson Associates and other research companies. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a variety of investment strategies and manages discretionary and non‑discretionary portfolios, utilizing both in‑house and third‑party managers to serve a diverse client base.

Darrell Ellis is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Ideal Office Machines, Cornerstone Life, LLC, and State Farm Insurance. Outside of his advisory work, he is involved with Cornerstone Life, LLC, a company he has been associated with for six years. Legacy Partners Financial Group provides discretionary investment management and financial planning for individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and employs a range of analytical methods to construct and manage diversified portfolios.

Andrew Killpack is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at HC Advisors LLC since 2019 and also serves as a Tax Manager at Henning, Dowdy & Jones, LLC, a CPA 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 variety of investment strategies, including long-term buy-and-hold, balanced allocations, and occasional short-term trading, and offers both discretionary and non-discretionary portfolio management.

Ethan Loppatto is a financial advisor with Patton Albertson Miller Group, LLC in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining his current firm, he held roles at Cetera Wealth Services, Avantax Investment Services, and Royal Martin Inc. Outside of advising, he provides administrative support to financial advisors through Legacy Capital Advisors, LLC. Patton Albertson Miller Group is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing model allocations and individualized investment policies, with access to alternative investments and a broad service ecosystem.

Joseph Singer is a financial advisor at HC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory role, he is a managing partner at J.SINGER & CO., LLC, where he serves as CFO to a family office and consults for board advisors. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with access to third-party money managers.