Francine Payne is a financial advisor at Persium Advisors, LLC in Atlanta, GA. She holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Persium Advisors, she worked for Republic National Distributing Co., LLC for 21 years. 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 roughly $894.4 million in pension and investment consulting assets.

Olga Lee is a CFA® charterholder based in Atlanta, GA, with 16 years of industry experience. She has worked at A. Montag & Associates since 2006. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured data-gathering process to establish investment objectives and implements them through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

Colby Wheeler is a financial advisor at Wealth Science Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Science Advisors, he worked at The Home Depot and has an academic background from The University of Alabama. Wealth Science Advisors serves primarily individual and family clients with discretionary portfolio management and financial planning. The firm integrates traditional asset allocation and modern portfolio theory with behavioral assessments, using proprietary tools like the Wealth Science Assessment and its “Money Happiness” concept to guide investment plans.

Donnie Robinson is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor at Adapt Wealth Advisors, LLC, having joined in 2024 after eight years at Ameriprise Financial Services, Inc. Outside of his advisory role, Robinson is involved in several business ventures, including ownership interests in real estate and other enterprises. Adapt Wealth Advisors, LLC provides comprehensive financial planning and investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm utilizes fundamental analysis and a long-term investment approach tailored to clients’ goals and risk profiles, offering both discretionary and non-discretionary portfolio management with a diverse range of investment options.

Antonio Maselli is a financial advisor at Weaver Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Home Depot and DecisionLink, among other roles. Weaver Capital Management serves individual clients, including high-net-worth families, as well as employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach, and employs tactical risk-management tools on a discretionary basis.

Contey Smith is a CFP® professional with five years of industry experience, currently with Origin Investment Advisory LLC. Prior to joining Origin, Smith worked at Motus Wealth, LLC, Elwood & Goetz Wealth Advisory Group, and TrueWealth. Smith also provides financial planning services under contract for Blend Financial, Inc. doing business as Origin Financial. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs. The firm uses a Modern Portfolio Theory-based investment approach enhanced with behavioral finance adjustments and employs an AI-driven advisory platform to deliver personalized recommendations.

Scott Herndon is a financial advisor at Adapt Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and The Hershey Company. Outside of his advisory role, he serves as an ambassador for the Milledgeville/Baldwin County Chamber of Commerce. Adapt Wealth Advisors, LLC provides comprehensive financial planning and investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis with a long-term investment approach tailored to client goals, risk profiles, and tax considerations, utilizing a range of investment vehicles including mutual funds, ETFs, and alternative funds.

Richard Miller is a financial advisor at American Wealth Management, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with American Wealth Management since 1993. American Wealth Management, Inc. is an SEC-registered firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm offers asset and portfolio management, financial planning, and both discretionary and non-discretionary advisory services, employing a range of investment strategies from long-term buy-and-hold to shorter-term trading and options.

Andrew Gilbert is a CFP® professional with 16 years of industry experience. He is affiliated with Large and Gilbert Wealth Advisory, a team-based registered investment adviser, and has previously worked at Cambridge Investment Research, Inc. for eight years. Gilbert is also an independent insurance agent for various insurance companies. Large and Gilbert Wealth Advisory manages approximately $247 million and serves individuals, trusts, pension plans, and business entities. The firm focuses on discretionary portfolio management using model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning services.

Robert Jamison is a CFP® professional with 22 years of experience in financial advising. He has been with Jamison Private Wealth Management, Inc. (formerly Diversified Financial Planning) since 1998. Jamison Private Wealth Management provides discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes individualized investment plans focused on common stocks, mutual funds, ETFs, and select fixed-income instruments, and it offers in-house tax preparation through CPA-qualified staff.

Jeffrey Taylor is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. He has been with Crescent Wealth Advisory since 2009 and Crescent Wealth Management since 2003, and has prior experience with Purshe Kaplan Sterling Investments and Lion Street Financial. Taylor is also involved in sales and marketing for fixed life insurance through Crescent Wealth Management. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm manages approximately $87.5 million across about 49 clients and employs a team of six investment professionals who use fundamental and technical analysis to construct individualized portfolios, offering continuous supervision, rebalancing, and access to alternative solutions including cryptocurrency accounts and third-party cash management programs.

Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.

Solomon Cohen is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at HB Wealth Management, The Vanguard Group, Connect America, and Northwestern Mutual. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, family office services, and third-party money manager selection for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily using ETFs and equities, and often implements strategies through sub-advisers or third-party managers.

Laura Brannen is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for five years and BBWH Insurors for four years. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach combining fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Kevin Rainwater is a financial advisor at BlueChip Wealth Advisors LLC with 23 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Mercer Global Advisors Inc., Arkadios Wealth Advisors, Arkadios Capital, LLC, and ACG Wealth Inc. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm uses a goal-based, customizable approach combining active and passive investment strategies and incorporates subscription-based reporting tools and documented planning deliverables in its client services.

Wes Peterson is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Cetera and Regions Bank before joining LPL Financial in 2025. MPWM Advisory Solutions LLC provides investment advisory and related services to a diverse client base including individuals, high-net-worth clients, 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 portfolios through a combination of in-house management, independent managers, and LPL-hosted platforms.

Elias Crist is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Inlight Wealth and has previously held positions at Regent Peak Wealth Advisors, SignatureFD, ProEquities, Legacy Investment Advisors, and State Street Corporation. Outside of his advisory role, he is a residential property owner with active leasing responsibilities. Inlight Wealth provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, trusts, estates, charitable organizations, and retirement plan participants, managing approximately $843 million in client assets. The firm creates individualized financial profiles and investment plans and employs a diverse range of investment strategies, including the use of derivatives and options.

Lori Morell is a financial advisor at Thayer Partners LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Linder Financial Services since 2018. Prior to her career in financial advising, she spent 34 years at Kimberly-Clark Corp. Thayer Partners LLC offers customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach using diversified portfolios of mutual funds, ETFs, individual securities, and independent managers, operating through a multi-office advisor network.

Connor Wilkins is a financial advisor at Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Loftin Wealth Partners, he worked at River Club Golf Course and studied at the University of Georgia and the University of North Georgia. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management, employing strategies such as hedging, leverage, options, and margin when appropriate, and manages approximately $292.4 million in discretionary assets for about 363 clients.

David Harvey is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 credential and six years of industry experience. He has worked at GER Loftin Wealth Advisors, LLC since 2020 and concurrently has a long-term employment history with American Airlines beginning in 1992. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing a range of strategies including asset allocation, dollar-cost averaging, and tactical trading approaches.