Michael Mccool is a CFP® with 25 years of industry experience, currently serving at CPC Advisors, LLC. He has previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services. Mccool is a board member and secretary of the Atlanta Ronald McDonald House Charities, where he also serves on the finance and investment committee and chairs the development committee. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes model portfolios and asset allocation based on Modern Portfolio Theory, with ongoing account monitoring and a long-term investment approach.

Tiffany Keefe is an investment advisor with MPWM Advisory Solutions LLC, holding Series 65 and Series 63 credentials and three years of industry experience. She has worked with MPWM Advisory Solutions and LPL Financial since 2019. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach and offers multiple implementation pathways, including both firm-managed portfolios and access to third-party and LPL Financial platforms.

James Pritchett Jr. is a financial advisor at Capital Management Services, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Capital Management Services, he worked in legal roles at Fouts Law Group, LLC, G Briceno Law Firm, and King & Spalding, LLP, among others. Capital Management Services provides portfolio management to individuals, trusts, businesses, and employee benefit plans, and serves as a money manager for other investment advisers. The firm employs a tactical asset allocation strategy using mutual funds and ETFs, with active rebalancing and occasional short positions.

Taylor Malone is a financial advisor with Wealth Science Advisors LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Mike Campbell. Malone also owns Wealth Science Analytics, a psychological 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 utilizes a proprietary psychological profiling tool, Finprint™, alongside asset-allocation principles, managing portfolios on a discretionary basis with periodic client reviews.

Kenneth Ezell is a CFA® charterholder with 22 years of industry experience. He has been with Marco Investment Management LLC since 2001. The firm serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. Marco Investment Management provides discretionary portfolio management supported by a multi-member Investment Strategy Committee, employing a range of strategies that incorporate fundamental and technical analysis as well as options and derivative techniques.

Carson Fields is a CFP® with five years of industry experience, currently serving at Forthright Wealth Management, LLC. Prior to joining Forthright in 2021, he held roles at the Department of Audits and Accounts, University of Georgia Graduate School, and several financial advisory firms. He also serves as President of the Chi Phi chapter of the Delta Pi Fraternity, overseeing budgeting and alumni events. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by offering wealth management, investment management, and financial planning. The firm manages over $773 million in assets with a seven-advisor team, emphasizing customized, primarily long-term portfolios using a range of investment vehicles and providing detailed performance reporting.

Christopher Cushman is a CFP® with 19 years of industry experience, currently serving at Legacy Planning Advisors, LLC since 2018. He has prior experience with The Strategic Financial Alliance, Inc. and Legacy Planning Group, Inc. Cushman is a part owner of an investment club, Ben Hur, which he co-founded with college acquaintances and has participated in since around 2007. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach, utilizes third-party advisory programs, and offers comprehensive financial planning through its Purposeful Planning™ process.

Sarah Wylde is a Certified Financial Planner (CFP®) with six years of industry experience. She has worked at Ferguson Shapiro LLC since 2019 and previously at the Public Company Accounting Oversight Board and Birnbrey, Minsk, Minsk and Perling. Outside of her advisory role, she operates Sarah Wylde CPA LLC, providing seasonal tax preparation services. Ferguson Shapiro LLC is a team-based SEC-registered investment adviser managing approximately $415 million for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm offers discretionary and non-discretionary portfolio management, written financial planning, and fee-based variable annuity advisory services, using a process that combines tailored financial planning with in-house enhanced strategies and third-party money managers.

Michele Grant is a CFP® professional with 25 years of industry experience, currently serving at Financial Enhancement Group. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of her advisory work, she is a distributor for Water4Wellness, providing water filtration and hydration systems to her community. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a blend of fundamental and technical analysis, proprietary research models, and tactical overlays, and integrates AI tools to support its multi-advisor platform.

William Shannon is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2019. Prior to his financial advisory career, he worked at Three Blind Mice Restaurant from 2013 to 2019. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a combination of fundamental and technical analysis alongside model-based allocations to construct portfolios tailored to client objectives and risk tolerance.

Derek Lawson is a CFP® with 18 years of industry experience, currently serving as an advisor at MPWM Advisory Solutions LLC. His prior roles include positions at LPL Financial, LLC and Wells Fargo Advisors, LLC. Outside of his advisory work, he is involved as an insurance agent and owns a real estate holdings business. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Jeffrey Curtis is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Ty J. Young, Inc. since 2016. Outside of advising, Curtis is a franchise partner in OfficeZilla, an e-commerce office-supply company, where he provides oversight as a silent investor. Young Investment Advisors serves a small client base, offering non-discretionary investment consulting and portfolio management with a balanced asset-allocation approach that utilizes mutual funds, ETFs, and third-party research. The firm primarily charges fixed fees, hourly rates, and retainers, with clients maintaining custody of their assets.

Jake Bryant is a Chartered Financial Consultant (ChFC®) with 28 years of experience in financial advisory roles. He is currently with Adapt Wealth Advisors, LLC and previously worked at Ameriprise Financial Services, Inc. for 19 years. Outside of his advisory work, Bryant holds a real estate license and is involved in managing several investment-related business ventures. Adapt Wealth Advisors, LLC serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans by providing comprehensive financial planning and both discretionary and non-discretionary investment management. The firm primarily uses fundamental analysis and a long-term investment horizon while maintaining flexibility for shorter-term trades, managing portfolios with a range of securities including mutual funds, ETFs, equities, and alternative investments.

Kenneth Shaw is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Montag since 2013. He holds the Series 63 license and is based in Atlanta, GA. Outside of his advisory role, Shaw is the Chief Financial Officer of Integral Physical Therapy, a physical therapy practice, where he manages financial and operational planning. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm employs a structured data-gathering process to establish investment objectives and implements them using a mix of equities, mutual funds, ETFs, and fixed-income instruments, operating primarily on a discretionary basis with dedicated equity and fixed-income research.

Laura Schilling is a CFP®, PFS™, and Series 63-licensed financial advisor with 23 years of industry experience. She is affiliated with Financial Innovations, LLC and has a background that includes roles at Osaic Wealth, Inc., Triad Advisors, Inc., and others. In addition to her advisory work, she operates a law practice specializing in estate planning and basic corporate law. Financial Innovations, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans, serving both individual and high-net-worth clients. The firm employs a goals-based process and the VISION2020 Wealth Management Platform to tailor non-discretionary investment strategies aligned with clients’ objectives and risk tolerance.

Christopher Conkell is a CFP® professional with 11 years of industry experience, currently serving at Cahaba Wealth Management, Inc. He has been with Cahaba Wealth Management for 15 years. Outside of his advisory role, Conkell is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm uses a team approach to build individualized plans with ongoing monitoring and incorporates alternative strategies when suitable.

Robert Durham is a financial advisor with Anchyra Partners LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Prior to joining Anchyra Partners in 2025, he worked at Stephens Inc. for six years and briefly at Wells Fargo Advisors in 2016. He serves as an advisory board member for Clockwork, a consulting firm for startups and mid-sized businesses. Anchyra Partners LLC provides portfolio management, financial planning, retirement-rollover guidance, and third-party manager selection primarily for high-net-worth individuals and institutional clients. The firm manages client accounts on a discretionary basis, utilizing a range of investment vehicles including equities, bonds, alternatives, and digital assets, and integrates third-party managers and operational services to support model allocations and reporting.

Geoffrey Gober is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked with West Paces Advisors, Inc. since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Bank. West Paces Advisors, Inc. provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm builds customized investment programs employing a range of strategies and offers ERISA fiduciary services, managing nearly $1 billion in discretionary assets.

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.