Scott Bremus is a financial advisor with San Blas Advisory, Inc. based in Atlanta, GA. He holds a Series 66 designation and has 26 years of industry experience. His prior work includes roles at Eudaimonia Partners, LLC, LPL Financial, Hamilton Investment Counsel, LLC, and Sterne Agee. San Blas Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, managing approximately $219 million in assets with a focus on discretionary portfolio management. The firm employs a combination of fundamental, technical, and qualitative analysis to develop portfolios tailored to client needs.

Natalie Wheeler is a financial advisor at Wealth Science Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at World 50 and the University of Georgia. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management, financial planning, and consulting. The firm combines traditional asset allocation and modern portfolio theory with behavioral assessments, including a proprietary Wealth Science Assessment, to develop investment plans implemented mainly with mutual funds and ETFs.

Brian Houghton is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm offers balanced investment strategies primarily through mutual funds and ETFs, delivering advice on a non-discretionary basis with quarterly reviews and periodic meetings.

Craig Robson is a CFP® professional with 31 years of industry experience, currently working at Regent Peak Wealth Advisors, LLC. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Outside of his advisory work, he serves as a board member for Ceto, providing governance and strategic guidance, and is a member of the Cobb County Chamber of Commerce. Regent Peak Wealth Advisors offers investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios with a focus on ETFs and equities through model portfolios and third-party managers. The firm administers approximately $706 million in assets across nearly 190 client relationships.

Tina Tyson is a financial advisor at Chicory Wealth with a Series 65 designation and three years of industry experience. She has previously worked at Ameriprise Financial Services and Maggie Kulyk and Associates, and operates a bookkeeping business. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, alongside tax preparation, estate planning assistance, and business consulting. The firm utilizes fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and guide financial life plans.

Thaddeus Gilliam is a CFP® and CFA® with 15 years of experience in financial advising. He has been with Verisail Partners, LLC since 2010. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Craig Seligman is a financial advisor with Proactive Wealth Strategies, LLC in Marietta, GA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm employs a predominantly top-down, performance-based approach, offering comprehensive financial planning and discretionary portfolio management with access to LPL-sponsored program portfolios and model solutions.

Jonathon Mc Adow is a financial advisor with Adapt Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Ameriprise, Orion Portfolio Solutions, Hidden Levers, Cambridge Investment Research, and LongView Wealth Management. Outside of his advisory career, he is self-employed in a non-investment-related business. Adapt Wealth Advisors serves individuals, including high net worth clients, and entities such 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 with a focus on fundamental analysis and a long-term investment approach.

David Hunter is a financial advisor at CPC Advisors, LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CPC Advisors and Raymond James Financial Services since 2016. Outside of his advisory role, he manages rental properties through Airbnb and VRBO. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses model portfolios and asset allocation based on Modern Portfolio Theory, focusing on long-term investments in mutual funds, equities, and ETFs.

Joshua Weidie is a financial advisor at Paces Ferry Wealth Advisors, LLC with one year of industry experience. He previously worked at Alps Distributors, Inc. and G.W. Henssler & Associates, Ltd., where he spent eight and ten years respectively. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs both discretionary and non-discretionary portfolio management, utilizing a combination of passive and active strategies informed by fundamental, technical, charting, and relative-strength analysis.

John Mateyko is a financial advisor with PeachCap Tax & Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at PeachCap Tax & Advisory since 2018 and previously spent eight years at World Equity Group. Outside of his advisory role, he is a managing partner at IDEX Financial Group LLC. PeachCap Tax & Advisory 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 reviews using diversified, model-based strategies that incorporate fundamental, technical, and cyclical analysis.

Margaret Mayer is a financial advisor with Optivise Advisory Services LLC, holding a Series 65 designation and bringing 10 years of industry experience. She has worked at Optivise since 2019 and previously spent three years at The Optimized RIA, Inc., alongside more than a decade at Howard Capital Management, Inc. Ms. Mayer is also the sole owner of Milton Financial, LLC, through which she markets investment and insurance products. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and ERISA-plan advice, and operates a subscription-based co-advisory service for employer-sponsored defined contribution plans.

Katherine Howard is a financial advisor with Meadow Creek Wealth Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Balentine and Truist Investment Services. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, offering portfolio management, financial planning, retirement plan consulting, and project-based consulting. The firm employs both discretionary and non-discretionary portfolio management, utilizing a process led by an investment committee that monitors managers and implements strategies across client accounts.

George Rall Jr. is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial, GER Financial LLC, Ger Loftin Wealth Advisors, LLC, and United Planners' Financial Services. Rall provides investment advisory services through Loftin Wealth Partners, where he is actively involved. Loftin Wealth Partners offers investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation, technical analysis, and both long- and short-term trading.

Rebecca Phillips is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. She has worked at Disciplined Equity Management, Inc. since 2012. Disciplined Equity Management provides discretionary investment supervisory services and integrated financial planning to individuals, trusts, estates, small business owners, pension plans, and charitable entities. The firm employs an investment approach that combines fundamental analysis and modern portfolio theory within a low-cost, low-turnover, diversified asset allocation framework.

Kevin Ross is a financial advisor at Cardea Capital Advisors, LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including 3iCO Securities LLC, Innovation Partners, Bridgeway Wealth Partners, and Equitable Advisors. Outside of his advisory role, Ross volunteers for ZOA, a nonprofit organization focused on advancing the US-Israel relationship, combating anti-Semitism, and protecting civil rights. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a Modern Portfolio Theory-based approach with diversified, risk-based model portfolios and offers various account management options alongside educational seminars and support services.

Helen Donahue is a CFA® charterholder with 23 years of experience in the financial industry. She has worked at Montag and its predecessor firms since 1997. Donahue serves as a member of the Holy Innocents Episcopal School Investment Committee, a volunteer role she has held since 2014. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured process to establish investment objectives and implements strategies through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

Elizabeth Hamilton Walker is a financial advisor with Wealth Science Advisors LLC, holding Series 65 and Series 63 licenses and possessing 18 years of industry experience. She worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management from 2007 to 2022 before joining Wealth Science Advisors in 2022. In addition to her advisory role, she owns a psychological analytics and consulting business focused on psychological assessments. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and comprehensive financial planning. The firm uses a proprietary psychological profiling tool and a Money Happiness™ framework integrated with modern portfolio theory and offers a range of services through multiple affiliated entities across nine offices.

Gary Fortier is a financial advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with Keystone Financial Group, Inc. since 2004 and has experience with Cambridge Investment Research, Inc. Additionally, Fortier is an independent insurance agent and a partner at Large & Gilbert, Inc., a CPA firm providing tax and accounting services to high-net-worth clients. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm offers discretionary portfolio management with model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning and pension consulting services.

Max Kulyk is a financial advisor at Chicory Wealth with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years before founding M. Kulyk & Associates, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop diversified portfolios and financial life plans.