Richard Bond is a financial advisor at Highbrook Capital Partners with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Atticus Wealth Management, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Truist Investment Services. Highbrook Capital Partners provides discretionary and non-discretionary investment management, pension consulting, and standalone financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of investment strategies, including derivatives and margin trading, and manages approximately $509 million in regulatory assets.

Janet Miller is a CFA® charterholder with 15 years of industry experience. She has been with Rowland Miller + Partners LLC and its predecessor firm since 1981. Rowland Miller + Partners provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamentals-based equity selection process combined with tailored investment-grade fixed income strategies, managing portfolios with generally low turnover and tax considerations.

Christine Quillian is a CFP® and CFA® with 19 years of industry experience. She has been with Montag since 2010. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm combines institutional-scale assets with a compact advisor team and offers a structured investment process that includes discretionary portfolio management supported by in-house research and trading.

Andrew Wright is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Wellspring Wealth Management in 2018, he worked at Wellspring Associates and The Leaders Group Inc. Wellspring Wealth Management LLC provides investment advisory, financial planning, and portfolio management services to individuals, families, trusts, estates, and related entities, including high-net-worth clients. The firm uses individualized strategic asset allocations overseen by an internal Investment Policy Committee and offers access to LPL Financial programs while employing multiple industry affiliations and dual registrations.

Gary Burger is a financial advisor at Park Square Financial Group LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Park Square Financial Group, he operated Gary Burger Investments LLC since 2008. Additionally, Gary is a licensed insurance agent. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates with discretionary investment management, financial planning, and consulting services. The firm employs an asset-allocation approach that uses equities, ETFs, and mutual funds, and it serves as a wrap fee program sponsor managing advisory accounts through third-party model managers and administrative services.

Brendan Wagner is a financial advisor at Montag with 14 years of industry experience. He holds a Series 65 designation and has worked at A. Montag & Associates, Inc. since 2017, following a one-year tenure at Gratus Capital, LLC. Montag is a team-based firm serving high-net-worth individuals, families, trusts, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm combines fundamental and technical equity analysis with fixed-income management and operates with a specialized internal structure to support its advisory services.

James Senkbeil is a financial advisor at Benedict Financial Advisors, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Street Asset Management, LLC and LPL Financial, LLC. Senkbeil provides investment advisory services through Benedict Financial Advisors, an independent firm. Benedict Financial Advisors, Inc. offers discretionary portfolio management, limited financial planning focused on retirement income, and educational services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes tailored investment plans and structured client education while managing over $529 million in discretionary assets.

Ashley Thompson is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Benedict Financial Advisors, Inc. since 2006. Thompson is also a notary public in Cobb County, Georgia. Benedict Financial Advisors, Inc. provides discretionary portfolio management and limited financial planning focused on retirement income, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs a tailored investment approach using stocks, ETFs, mutual funds, and bonds, combined with fundamental and technical analysis, and places emphasis on client education through publications and events.

Marcus Ashworth is a CFP® with 29 years of experience in the financial industry. He has been with BlueChip Wealth Advisors LLC since 2009, previously operating under the name Ashworth Sullivan Wealth Management Group, and worked with Triad Advisors from 2009 to 2021. Outside of advising, he is the sole owner and hunting guide of a timber farm and hunting preserve in Central Georgia. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable investment approach, combining active and passive strategies vetted by an internal committee, and incorporates subscription-based reporting tools and educational resources in its client services.

Steven Dougherty is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining MPWM Advisory Solutions in 2019, he was associated with LPL Financial and had a two-year retirement period. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes a long-term, diversified investment approach using a mix of firm-managed models and third-party managers, supported by its role as sponsor of a bundled wrap program and integration with LPL Financial.

Carlos Bonilla Grajales is a financial advisor at Capitalwize, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with six years of industry experience. His work history includes roles at Mutual of Omaha Insurance Company and Primerica, as well as teaching at Ana G. Mendez University. Capitalwize is a fee-only financial planning firm serving individuals and business entities, focusing on non–high-net-worth clients. The firm offers a variety of advisory engagements and group educational seminars, often using third-party managers for portfolio management while providing ongoing oversight.

Christine Michaletz is a financial advisor with DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Lewis Financial Group, L.C. since 2018 and previously at Concorde Investment Services, LLC. Michaletz also serves as COO and Investment Advisor Representative at DAI Wealth Inc. and oversees business operations for related entities. Outside of her advisory role, she manages several non-investment ventures, including a firearms training business and multiple holding companies. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs a multi-advisor platform and uses third-party managers and platforms to tailor portfolios according to client objectives.

Christopher Cristallo is a CFP®-certified financial advisor with nine years of industry experience. He has been with BEAM Wealth Advisors, Inc. and its predecessor firms since 2019, following prior roles at Cetera Advisor Networks LLC and LPL Financial, LLC. Cristallo is based in Atlanta, GA. BEAM Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, employing portfolio construction techniques grounded in Modern and Post-Modern Portfolio Theory and behavioral finance, with integrated tax, CPA, and insurance services available under separate engagements.

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.

Timothy Agnew is a CFP® professional with 23 years of industry experience, currently serving at Smith & Howard Wealth Management, LLC since 1999. He is also a partner at Smith & Howard, P.C., a CPA and consulting firm, where he has been involved since 1991. Approximately 40% of his time is dedicated to Smith & Howard Wealth Management. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning and portfolio management primarily through mutual funds and ETFs, supported by accounting and tax expertise from its affiliated CPA and consulting firm.

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.

Kurt Grimmer is a financial advisor at American Wealth Management, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at American Wealth Management since 2020 and Wells Fargo Advisors Financial Network since 2015. Outside of his advisory work, he serves as a commissioner for the Peninsula Metropolitan Park District and the Tacoma Narrows Airport Advisory Commission in Washington. American Wealth Management is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional accounts. The firm employs a range of investment strategies informed by micro- and macroeconomic analysis, fundamental and technical research, and offers both discretionary and non-discretionary advisory services.

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.