Jeff Wills is a financial advisor with Forthright Wealth Management, LLC in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including roles at Truist Investment Services and Wells Fargo Clearing. Mr. Wills is a part-owner of an office suite in Alpharetta through his LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, providing wealth management, investment management, and financial planning. The firm manages over $773 million in assets and offers customized, primarily long-term portfolios while delivering detailed performance reporting beyond standard custodian statements.

Carly O'Brien is a financial advisor at Wealth Science Advisors LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wealth Science Advisors, she worked at William Blair for one year and spent four years at the University of Georgia. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm integrates proprietary tools like Finprint™ and a Money Happiness™ framework with modern portfolio theory principles, managing portfolios through mutual funds, ETFs, and separate account managers across nine offices.

John Massey is a financial advisor at Marietta Wealth Management, LLC, holding Series 65 and Series 66 licenses with 16 years of industry experience. He worked for Qualified Plans, LLC for 21 years before joining Marietta Wealth Management in 2019. Marietta Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs an internal Investment Committee to develop asset allocation models and guides advisors in creating individualized portfolios using mutual funds, ETFs, REITs, bonds, equities, and separately managed accounts.

Kurt Grimmer is a financial advisor at American Wealth Management, Inc. with 14 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Edward Jones, and Wells Fargo Clearing. Outside of his advisory role, he serves as a commissioner for the Peninsula Metropolitan Park District and the Tacoma Narrows Airport Advisory Commission. American Wealth Management, Inc. serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs both tactical and strategic investment approaches, utilizing macro- and microeconomic analysis, fundamental and technical research, and option strategies to align portfolios with client objectives.

Justin Pitcock is a CFP® with eight years of industry experience, currently serving as a financial advisor at Goodwin Investment Advisory since 2018. Prior to joining Goodwin, he worked for the Georgia Secretary of State from 2016 to 2018. He serves as a pro bono Investment Committee Member for Infinite Giving Advisory Services, Inc., a registered investment adviser that supports charitable organizations. Goodwin Investment Advisory provides investment management, retirement-plan advisory, financial consulting, and dynamic financial planning to individuals—including high-net-worth clients—as well as retirement plans, trusts, charities, and corporate clients. The firm employs Dynamic Asset Allocation strategies using proprietary models, Fidelity model portfolios, and selected third-party managers, with an emphasis on mutual funds, ETFs, individual securities, and alternative investments for qualifying clients.

Paige Kim is a CFP® professional with five years of industry experience currently serving at Patton Albertson Miller Group, LLC. She has worked at Patton Albertson Miller Group since 2019 and previously was with Anthony Smith Advisors Inc. from 2018 to 2019. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm provides discretionary portfolio management with a range of services including investment management, trust and fiduciary services, and project-based consulting.

Robert Donnell is a CFP® professional with 24 years of industry experience, currently serving at Southbridge Advisors, LLC since 2019. He has held roles at Wealth and Pension Services, Group Inc. and Teton Capital Advisors since 2011, and previously worked at Triad Advisors. Outside of investment advisory, he participates in a referral arrangement related to state and federal tax credits with McMillan & Associates. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor asset allocations and offers both discretionary and non-discretionary account management, incorporating third-party investment advisers when appropriate.

De Nay Gonzales is a Series 65-licensed financial advisor with Rollins Financial Advisors, LLC in Atlanta, GA, where she has worked since 2016 across affiliated firms. She has four years of industry experience. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, offering investment counseling, portfolio management, and related accounting and tax services. The firm manages approximately $1.38 billion in discretionary assets and employs a fiduciary, goal-oriented investment process focused on asset allocation and ongoing portfolio monitoring.

Scott Register is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Register Financial Advisors since 2007 and also serves as a principal and Chief Compliance Officer at Register Financial Associates, Inc. outside of his advisory role. Register Financial Advisors, LLC serves individuals, corporations, retirement plans, charitable institutions, foundations, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a diverse range of investment strategies and works with both in-house and third-party managers to tailor portfolios according to client objectives.

Larry Fisher Jr. is a financial advisor with LongView Wealth Management in Atlanta, GA, holding a Series 63 designation and over 42 years of industry experience. He has been with LongView Wealth Management since 2005 and previously worked at Cambridge Investment Research, Inc. Fisher is also an independent insurance agent. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension and profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing mutual funds, ETFs, stocks, and bonds with an approach that includes economic, fundamental, and technical analysis.

George Richerson is a financial advisor at Southbridge Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wealth and Pension Services Group, Inc. and Triad Advisors Inc. Outside of advising, he participates in a referral arrangement for state and federal tax credits through McMillan & Associates. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor asset allocations and employs both direct strategies and third-party Institutional Strategists selected through a due-diligence process.

James Jennings Jr. is a financial advisor at Unity Financial Planning Group LLC with 17 years of industry experience. He holds a Series 66 credential and has worked at firms including NFP and Silver Oak Securities. Jennings is also involved with nonprofit organizations supporting education, serving as an officer and director for the Paulding Education Foundation and the Bartow Edification Foundation. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services using a disciplined investment process focused on fundamental analysis and long-term holdings.

Michael Eddy is a financial advisor with Berkeley Capital Partners, LLC in Milton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Triad Advisors, Inc. since 2015 alongside his role at Berkeley Capital Partners, where he is a managing partner. Berkeley Capital Partners manages discretionary portfolios for a diverse client base including individuals, trusts, and institutions, employing global asset allocation strategies across various asset classes. The firm is known for sponsoring private pooled investment vehicles and utilizing performance-based incentive structures, operating multiple offices, and incorporating derivatives and leverage in managed accounts.

Amy Getz is a financial advisor at IRC Wealth in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. She has been with IRC Wealth since 2019, following a prior period as a homemaker. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach focused on long-term value and income, utilizing stocks, ETFs, options, and fixed income, and is notable for its affiliation with a separately registered Commodity Trading Advisor.

Gregory Phelps is a financial advisor at Griffith & Werner, Inc. in Canton, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ProEquities Inc and Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in part-time family farming. Griffith & Werner, Inc. provides portfolio management, financial planning, and investment consulting services primarily to individual and high-net-worth clients. The firm emphasizes personalized investment plans with portfolios constructed in-house, focusing on dividend-growth equities and managing tax exposure through strategies like loss harvesting and covered-call writing.

Anthony Palazzo is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He has worked at Berkeley Capital Partners, LLC since 2015 and previously held roles at Triad Advisors, Inc., Wells Fargo Advisors, and Citigroup Global Markets. Berkeley Capital Partners, LLC is an SEC-registered investment adviser managing approximately $1.1 billion in assets for a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable institutions. The firm focuses on discretionary portfolio management and global asset allocation using a variety of investment vehicles and also sponsors private funds and a managed account wrap program.

Hafeez Fazal is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at Register Financial Advisors, LLC and Register Financial Associates, Inc since 2018 and previously at Raymond James & Associates from 2013 to 2018. 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 broad range of investment instruments and strategies, integrating both in-house and third-party managers, and offers discretionary and non-discretionary portfolio management along with access to multiple wrap fee programs.

Michael Turgeon is a financial advisor at Unity Financial Planning Group LLC with over 38 years of industry experience. He holds the ChFC® designation and securities licenses (Series 63, 65, 66). Prior to joining Unity Financial Planning Group in 2025, he worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Thrivent Financial. Outside of advising, he leads an invention project in the apparel industry focused on innovative accessories and co-manages a financial networking platform. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services, emphasizing fundamental analysis, strategic asset allocation, and long-term holdings implemented through ETFs, mutual funds, and individual equities.

Edward Wilcox is a CFP®, CFA®, and Series 65 licensed financial advisor with 18 years of industry experience. He has been with Rollins Financial Advisors, LLC since 2021 and was previously with Rollins Financial Nc. from 2004 to 2021. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, providing investment counseling, portfolio management, and related accounting and tax services. The firm manages approximately $1.38 billion in discretionary assets and follows a fiduciary, goal-oriented investment process focused on asset allocation and ongoing portfolio monitoring.

James Beck is a financial advisor at Griffith & Werner, Inc. with two years of industry experience. Prior to joining the firm, he worked for seven years at The Home Depot SSC. Griffith & Werner, Inc. serves individual and high-net-worth clients by providing portfolio management, financial planning, and investment consulting services. The firm constructs portfolios in-house, focusing on individual equity positions with dividend-growth characteristics, along with fixed income and select ETFs or mutual funds.