Ellis Liddell is a financial advisor with ELE Advisory Services, Inc. in Marietta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at ELE Wealth Management, Inc. and positions outside finance in the restaurant and entertainment sectors. He also serves as Wealth Builder Program Builder Director and Insurance Agent at ELE Wealth Management, Inc. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm’s investment process focuses on fundamental analysis and customized Investment Policy Statements, managing a range of assets with a predominantly non-discretionary advisory approach.

Brian O'Neill is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Cahaba Wealth Management, Inc. since 2009. He has been involved with Creative since 1996 and is a passive investment partner in Black Dog, LLC, a restaurant and retail alcohol business. Additionally, he is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion on a discretionary basis for about 850 clients, including individuals, high-net-worth clients, and trusts. The firm offers comprehensive financial planning and ongoing portfolio management, utilizing long-term cash-flow projections and formal risk-tolerance assessments to guide investment recommendations.

Riley Gessner is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 designations with five years of industry experience. Prior to joining Regent Peak Wealth Advisors in 2026, he worked at Ivy Asset Group and CAIS Capital LLC, among other firms. Regent Peak Wealth Advisors offers portfolio management, financial planning, pension consulting, family office and wealth-planning services, and selects third-party money managers for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, and frequently uses sub-advisers or third-party managers in its strategies.

Thomas Klecker is a financial advisor at Narwhal Capital Management with a Series 65 designation and one year of industry experience. His prior work includes positions at Tsunami and educational roles at the University of Utah and Alexandria Area Schools. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management services, employing diversified asset allocation and combining investment advisory with in-house tax and accounting capabilities.

Travis James is a CFP® professional with 24 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has worked at both Benedict Financial Advisors and LPL Financial LLC for over two decades. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes retirement income planning, discretionary portfolio management, and client education through lectures and workshops, utilizing a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies.

Adam Waller is a financial advisor at Register Financial Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. His background also includes roles at Wells Fargo and various other organizations. 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 tools, including discretionary and non-discretionary portfolio management, and sponsors multiple wrap fee programs with a service model that incorporates derivatives and borrowing within managed accounts.

Matthew Lunger is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding a Series 65 designation. He has one year of industry experience and previously worked as a consultant and was self-employed for several years. Wright Wealth LLC provides investment management and financial planning services to individuals, employer-sponsored retirement plans, charitable organizations, and businesses. The firm employs a combination of passive and active investment strategies, offers educational seminars and a financial health membership, and coordinates with third-party professionals as needed.

Timothy Wyrobek is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Sterne Agee Financial Services, Purshe Kaplan Sterling Investments, and Lion Street Financial. He is a founder and partner at Crescent Wealth Advisory and Crescent Wealth Management, where he also engages in fixed life insurance sales and marketing. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs fundamental and technical analysis to construct individualized portfolios, offers ongoing supervision and rebalancing, and facilitates access to alternative investment solutions including client-directed cryptocurrency accounts.

William Medcalf is a CFP® professional with experience at Wiser Wealth Management, Inc. since 2023. His prior roles include positions at Turner & Patat, P.C., Elwood & Goetz Wealth Advisory Group, and Raymond James. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs diversified model portfolios based on Modern Portfolio Theory and offers specialized services such as the Flightpath wrap-fee program and retirement-plan advisory solutions.

Joseph Sroka is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NovaPoint Capital LLC since 2015. He holds a Series 63 license and is based in Atlanta, GA. Outside of his advisory role, he owns The Algorquin Company, LLC, a consulting business unrelated to investment activities. NovaPoint Capital LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, and corporate entities. The firm employs a dividend-growth equity strategy focused on long-term holdings and uses a combination of quantitative, fundamental, and technical analysis in portfolio construction.

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 at EPG Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He has been with EPG Wealth Management since 2019. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting services. The firm typically manages accounts on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, and offers both advisor-managed accounts and a wrap fee program.

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 six years of industry experience. He is affiliated with Patton Albertson Miller Group, LLC and has been employed at SunTrust Bank since 1988. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis along with model-based allocations to construct diversified portfolios.

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.

William Jones is a financial advisor at Paraklete Financial, Inc. with a PFS™ designation and two years of industry experience. He has worked at Paraklete Financial since 2023 and previously spent two years at Terra Group. Jones has also been associated with Jones CPAs and Advisors, Inc. since 2014. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers focus on tax-centered, coordinated planning without managing client assets or selling financial products, working closely with external investment, legal, tax, and insurance advisers.

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.