Kenneth Budd is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. He has an ownership interest in McShan Timberlands, LLC, a timberland investment, which he occasionally receives distributions from. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million with a five-advisor team. The firm offers portfolio management, financial planning, retirement plan consulting, annuity management, and project-based consulting, using both discretionary and non-discretionary portfolio implementation.

Kyleigh Cobett is a Series 66-licensed advisor with CPC Advisors, LLC in Atlanta, GA, with four years of industry experience. She has held roles at Raymond James Financial Services and Consolidated Planning Corporation, now CPC Advisors, including work as a relationship manager and associate advisor. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs for long-term investment strategies.

Jackson Metzger is a financial advisor at Paces Ferry Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial LLC, GERLoftin Wealth Advisors, and United Planners Financial Services. 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 a mix of passive and active investment approaches, utilizing tools such as tactical asset allocation, trend-following, options strategies, and alternative investments.

Lance Reising is a Series 65-licensed financial advisor with Investors Asset Management of Georgia Inc in Atlanta, GA, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Lutheran Church of the Resurrection. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm offers model portfolios and supports various retirement plans through its Investors Choice program, employing a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis.

Blake Flood is a financial advisor at CPC Advisors, LLC in Atlanta, GA, holding the CFP® designation and Series 63 license with 31 years of industry experience. He has worked at CPC Advisors since 2007 and previously at Raymond James Financial Services Advisors, Inc. He is also president of Blake A. Flood Inc., a support company unrelated to investment activities. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, utilizing mutual funds, equities, ETFs, and access to third-party managers and wrap-fee programs.

Michael Young is a Series 65-licensed financial advisor based in Atlanta, GA, currently serving as the sole advisor at Young Investment Advisors, Inc. He has one year of experience in wealth management following seven years at Dell Computers and four years at the University of Tennessee. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm employs a balanced investment strategy, primarily recommending mutual funds and occasionally exchange-traded funds, with advice based on client-provided financial information and supported by third-party research.

Stephan Szilvasi is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Arcus in 2026, he worked at Fidelity Investments and held various roles in academic and corporate settings. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $2.5 billion in client assets. The firm employs a personalized planning approach and portfolio construction that includes a range of investment vehicles, and it acts as adviser and General Partner to private funds and pooled vehicles.

Thomas Keenan is a CFP®-certified financial advisor at Montag with 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Montag in 2022. Keenan holds Series 66 and Series 63 licenses. Montag serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a structured data-gathering process to develop individualized investment objectives, combining fundamental and technical equity analysis with fixed-income management.

Mark Reffett is a financial advisor at EPG Wealth Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Arkadios Capital, ACG Wealth, and Triad Advisors, Inc. Outside of his advisory role, he is the owner of two non-investment-related entities, Stratford Capital LLC and RCM Capital LLC. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, access to third-party money managers, and retirement-plan consulting. The firm develops customized investment plans and manages accounts using a combination of fundamental, technical, and cyclical analysis, while also offering a branded wrap fee program and outsourcing certain fiduciary duties.

George Crews is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at West Paces Advisors, Inc. since 2018. Prior to this, he worked at West Paces Advisors, LLC from 2015 to 2017. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm uses customized investment programs implemented primarily on a discretionary basis, incorporating a range of strategies including index, engineered, and active approaches, and manages nearly $1 billion in discretionary assets.

Charles Goldberg is a financial advisor at Financial Innovations, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and OSAIC. Goldberg is also a licensed CPA and attorney, maintaining separate practices in tax preparation and legal services. Financial Innovations, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans. The firm employs a goals-based process and the VISION2020 Wealth Management Platform to deliver customized, non-discretionary investment advice across a broad range of assets.

Stephen Sloan is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 66 registrations with 20 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize sub-advisers and various investment strategies to meet client objectives.

Julio Barahona is a financial advisor at Smith & Howard Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Smith & Howard since 2018, following prior roles at Patton Albertson & Miller and SunTrust Bank. 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, ongoing portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers.

Dylan Mac Callum is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining EPG Wealth Management and Arkadios Capital in 2025, he worked at the University of Oregon and attended Pepperdine University. He holds minority ownership in two family-owned LLCs unrelated to his advisory role. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans, offering advisory services including advisor-managed portfolios, third-party money managers, financial planning, and fiduciary consulting. The firm manages accounts primarily on a discretionary basis using a range of analytical approaches and maintains a ten-advisor team across seven offices.

Ian Weinstein is a financial advisor with Regimen Wealth, LLC in Atlanta, GA. He holds the ChFC® designation and Series 63 and 66 licenses, with 25 years of industry experience. Prior to joining Regimen Wealth in 2020, he worked at Ameriprise for 20 years. Regimen Wealth provides discretionary investment management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $330 million across about 218 households and employs a multi-disciplinary investment approach that includes ETFs, independent sub-advisors, REITs, insurance, and private vehicles tailored to client risk tolerance and goals.

Michael Stark is a financial advisor at American Financial Advisors, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at American Financial Advisors for 34 years, in addition to a 34-year career at Delta Airlines. American Financial Advisors, LLC provides discretionary investment supervisory services and individual portfolio management using model asset-allocation portfolios. The firm serves individuals and certain corporate clients, managing approximately $950 million across about 816 accounts, and employs a combination of fundamental, technical, cyclical, and qualitative analysis in its investment approach.

Daniel Hall is a financial advisor with Highbrook Capital Partners in Atlanta, GA, holding a Series 65 designation and seven years of industry experience. Before joining Highbrook in 2026, he worked at Waypoint Wealth Counsel LLC for five years and Nicholas Hoffman & Company for six years. Highbrook Capital Partners offers discretionary and non-discretionary portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a mix of analytical techniques and strategies, including derivatives and options trading, while maintaining a formal affiliation with related entities under an information barrier to manage conflicts of interest.

Andrew Pratt is a CFA® charterholder with three years of industry experience. He has worked at Wiser Wealth Management, Inc. since 2023 and previously spent 12 years at Homrich Berg. Outside of his advisory role, he manages rental properties. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs an Investment Committee to construct diversified portfolios primarily using exchange-traded funds and Modern Portfolio Theory, and offers specialized services including a wrap-fee program and retirement-plan advisory.

Eric Burnette is a CFP® and holds a Series 66 license, with 16 years of industry experience. He has worked at PeachCap Tax & Advisory, LLC since 2011 and at PeachCap Securities, Inc. since 2015. Outside of his advisory roles, he is an owner of Peachcap CPA's, a CPA accounting firm. PeachCap Tax & Advisory, LLC is an SEC-registered advisory 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 services, utilizing diversified, model-based portfolios and a range of investment strategies tailored to client needs.

Kenny Conwell Jr. is a financial advisor with Capitalwize, LLC in Atlanta, GA, holding a Series 65 designation and eight years of industry experience. He is also the owner of CNK Companies & Co., where he is involved in marketing, consulting, and insurance sales. Kenny has worked at Money Savvy Financial, LLC since 2017 and at CNK Companies & Co. since 2016. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily for non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process based on client profiles and risk tolerance, often utilizing third-party managers and digital platforms for portfolio management.