Daniel Hall is a financial advisor at Highbrook Capital Partners in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He previously worked at Waypoint Wealth Counsel LLC for five years and Nicholas Hoffman & Company for six years. Highbrook Capital Partners serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, providing discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm employs a multi-disciplinary investment approach and utilizes a range of strategies implemented through separately managed accounts and institutional custodians.

Andrew Edwards is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding the Series 65 designation. He began his advisory career with Wright Wealth in 2025 and has prior experience serving in the US Army from 2021 to 2026. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses, using a blend of passive and active strategies guided by modern portfolio theory. The firm also offers educational seminars, retirement plan consulting, and tax preparation assistance as part of its advisory services.

Stephen Nolan is an advisor at Griffith & Werner, Inc. with Series 65 and Series 63 licenses and one year of industry experience. He is also the CEO of IFH Solutions Inc., a consulting practice serving Housing Authorities nationwide, where he has worked for 15 years as a CPA. Griffith & Werner, Inc. advises individual and high-net-worth clients through portfolio management, financial planning, and investment consulting services. The firm primarily constructs portfolios in-house with a focus on dividend-growth equities, supplemented by fixed income and select ETFs or mutual funds, managing accounts on a discretionary basis with attention to tax efficiency and income strategies.

Matthew Garrett is a financial advisor at Enclave Advisors, LLC in Atlanta, GA. He holds Series 63, Series 65, and Series 66 licenses and has 12 years of industry experience, all with Enclave Advisors since 2014. Enclave Advisors serves high-net-worth individuals, trusts, estates, foundations, endowments, and businesses with comprehensive wealth management and discretionary investment advisory services. The firm employs an academically grounded investment approach focused on diversification and risk management, using both internal analysis and third-party research to build client-specific Investment Policy Statements.

Kevin Boutwell is a CFP® with 13 years of industry experience, currently serving at Veracity Capital LLC. His career includes roles at Veracity Capital Tax Advisors, LLC, Veracity Capital, LLC, F3 Logic, LLC, and The AYCO Company, L.P./Mercer Allied. He serves on the Board of Directors for the Cobb County Public Safety Foundation. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, supported by multiple analytical methods and option overlay strategies.

George Hiller Jr. is a CFP® with 21 years of industry experience, currently serving at George M. Hiller Companies, LLC since 2003. The firm is a team of five advisors based in Atlanta, GA. George M. Hiller Companies, LLC is an SEC-registered advisory firm managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, with an investment approach focused on asset allocation, diversification, and a preference for long-term equity exposure using a variety of securities and strategies.

Charles Barry Jr. is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Berkeley Capital Partners and Triad Advisors, Inc. since 2015. Berkeley Capital Partners, LLC manages discretionary portfolios for a diverse client base, including high-net-worth individuals, trusts, retirement plans, and corporations. The firm employs global asset allocation strategies across various asset classes and is notable for sponsoring private pooled investment vehicles and using performance-based incentive allocations.

Enoch Morris IV is a financial advisor at Highbrook Capital Partners with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Level8 Ventures LLC, Atticus Asset Management, LLC, SPC, New England Securities, and Equitable Advisors. He is also involved with Atticus Wealth Management as a registered investment advisors manager and member. Highbrook Capital Partners serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary portfolio management, pension consulting, and financial planning. The firm employs a blend of fundamental, quantitative, technical, and charting analysis and uses a wide range of investment tools in separately managed accounts and institutional custody arrangements.

Russell Clarke is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Beam Wealth Advisors, Inc., having previously worked at Purshe Kaplan Serling Investments and Ameriprise Financial Services. Outside of his advisory role, he serves as treasurer of the Bettie Brand Mothers' Endowment Fund, a nonprofit organization. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, charities, and businesses, providing comprehensive financial planning, investment management, and retirement consulting. The firm employs asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory, alongside tactical techniques used by some advisers, and supports coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Bryan Kiss is a CFP® certificant with one year of industry experience. He is currently with Helium Advisors LLC and has prior experience at Truist Bank, Fifth Third Securities, and SunTrust Bank. Helium Advisors serves a diverse client base including individuals, pension and retirement plans, charitable organizations, corporations, and private funds. The firm employs a multi-method investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, and provides services such as portfolio management, financial planning, retirement plan consulting, and tax preparation support through an affiliated entity.

Reid Trego is a financial advisor at Goodwin Investment Advisory with four years of industry experience. He holds a Series 65 designation and has worked at Goodwin Investment Advisory since 2021. Outside of advising, he coaches existing franchisees at United Franchise Group and provides consulting services through Reid Trego Coaching. Goodwin Investment Advisory offers discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344.4 million in discretionary assets and employs dynamic asset allocation strategies using a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies.

George Register is a financial advisor at Register Financial Advisors, LLC with 58 years of industry experience. He holds Series 63 and Series 66 designations and has been with Register Financial Advisors since 2007, following prior work at Register Financial Associates, Inc. since 1992. Outside of his advisory role, he serves as CEO of Register Capital Investments LLC, a small-cap portfolio management firm. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a broad range of instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and offers both discretionary and non-discretionary portfolio management through multiple wrap fee programs and third-party managed solutions.

Lily Hsieh is a financial advisor with HC Advisors LLC in Sandy Springs, GA, holding Series 63, 65, and 66 licenses and eight years of industry experience. She has worked at HC Advisors since 2015 and previously spent one year with the Stanford Group Company. Outside of her advisory role, she serves as Chief Operating Officer (uncompensated) at Henning, Dowdy, Jones, LLC. HC Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities, offering portfolio management, third-party money manager access, and financial planning. The firm manages approximately $500 million in client assets and employs a range of investment strategies tailored to client goals and risk profiles.

David Smith is a CFP® professional with 25 years of industry experience, currently affiliated with BlueChip Wealth Advisors LLC. His prior experience includes roles at BIP Wealth, Arkadios Capital, Triad Advisors, Cole Capital Corporation, and Equity Fund Advisors. Smith is also a senior partner at Ashworth Sullivan Wealth Management. 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 employs a goal-based, customizable investment approach that combines active and passive strategies across various asset classes and integrates subscription-based reporting tools and educational resources into its client services.

Shelley Fietsam is a financial advisor with Rollins Financial Advisors, LLC in Atlanta, GA, holding a Series 65 credential and bringing 10 years of industry experience. She has worked with Rollins Financial entities since 2010, including her current role at Rollins Financial Advisors since 2021. 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 follows a fiduciary, goal-oriented investment process emphasizing asset allocation and ongoing portfolio monitoring.

John Ellis is a CFP® with 17 years of experience in the financial services industry. He is currently affiliated with Forthright Wealth Management, LLC, where he has worked since 2015, and has prior experience at Purshe Kaplan Sterling Financial and Wells Fargo Clearing. Outside of his advisory work, Mr. Ellis holds a partial ownership interest in an office suite in Alpharetta, GA through his LLC. Forthright Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm specializes in customized, primarily long-term portfolio construction using mutual funds, ETFs, individual securities, and employs a multi-advisor team approach with over $773 million in assets under management.

Derek Bell is a CFP® professional with four years of industry experience, currently serving at Legacy Planning Advisors, LLC. His prior roles include positions at The Strategic Financial Alliance, Inc., E*TRADE Securities LLC, and the University of Georgia. 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 with periodic reviews and rebalancing, utilizing third-party managers and custodial platforms to implement strategies.

Billy Loveless is a CFP® professional with 21 years of industry experience. He has been with George M. Hiller Companies, LLC since 2004. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a team of five managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation and diversification with a preference for long-term equity exposure.

Jaime Benedetti is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Beam Wealth Advisors, Inc. in Atlanta, GA. He has been with the firm and its predecessor entities since 2013. Outside of his advisory role, Benedetti is a varsity boys’ soccer coach at Grady High School and is involved in timber and real estate management activities. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses with comprehensive financial planning and investment management. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and offers integrated tax and CPA services through affiliated entities.

Dustin Dorhout is a financial advisor with Pgi Wealth Management in Alpharetta, GA, holding a Series 65 license and six years of industry experience. He has worked at several firms, including Carson Wealth and WealthPlan Partners, prior to his current role. Pgi Wealth Management is a team-based advisory firm with eight advisors managing approximately $930.6 million for nearly 500 clients. The firm offers portfolio management, financial planning, and pension consulting services, employing long-term investment strategies and integrating institutional research support.