Charles Holloway is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Marietta Wealth Management, LLC since 2015. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, pension/profit-sharing plans, and business entities. The firm operates on a fee-only basis, manages approximately $974 million in client assets, and delivers services through a team of nine advisors.

Harrison Pettigrew is a financial advisor at Narwhal Capital Management with a Series 65 designation and three years of industry experience. He has worked at Narwhal since 2022 and previously was with DM Capital Management from 2020 to 2022. His background also includes roles at the Georgia Institute of Technology, Curiosity Lab, McKesson, and Action Capital. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers financial planning and portfolio management using diversified asset allocation and integrates investment advisory work with in-house tax and accounting capabilities, supporting a broad range of client needs.

Brian Houghton is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm offers balanced investment strategies primarily through mutual funds and ETFs, delivering advice on a non-discretionary basis with quarterly reviews and periodic meetings.

Andrew Hall is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Narwhal Capital Management since 2011, contributing to the firm's team of 11 advisors based in Marietta, GA. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning, portfolio management, and retirement plan advisory services, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis methods. Its integration of investment advisory with in-house tax and accounting capabilities distinguishes it from many peer firms.

Craig Robson is a CFP® professional with 31 years of industry experience, currently working at Regent Peak Wealth Advisors, LLC. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Outside of his advisory work, he serves as a board member for Ceto, providing governance and strategic guidance, and is a member of the Cobb County Chamber of Commerce. Regent Peak Wealth Advisors offers investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios with a focus on ETFs and equities through model portfolios and third-party managers. The firm administers approximately $706 million in assets across nearly 190 client relationships.

Tina Tyson is a financial advisor at Chicory Wealth with a Series 65 designation and three years of industry experience. She has previously worked at Ameriprise Financial Services and Maggie Kulyk and Associates, and operates a bookkeeping business. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, alongside tax preparation, estate planning assistance, and business consulting. The firm utilizes fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and guide financial life plans.

Derek Nowatzki is a financial advisor with Haese Financial Group Inc in Mableton, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Haese Financial Group since 2011 and concurrently works part-time at AMS Services, a tax and accounting services and independent insurance agency. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets primarily on a non-discretionary basis using diversified strategies implemented through no-load or low-load mutual funds and ETFs, and offers ancillary accounting, tax services, and written financial evaluations.

Thaddeus Gilliam is a CFP® and CFA® with 15 years of experience in financial advising. He has been with Verisail Partners, LLC since 2010. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model.

Craig Seligman is a financial advisor with Proactive Wealth Strategies, LLC in Marietta, GA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm employs a predominantly top-down, performance-based approach, offering comprehensive financial planning and discretionary portfolio management with access to LPL-sponsored program portfolios and model solutions.

Benjamin Nye is a CFA® charterholder and Series 65 licensee with 14 years of industry experience. He has been with Narwhal Capital Management since 2016, currently serving as part of an 11-advisor team. Outside of his advisory role, he owns and operates Nye Consulting, LLC, providing management consulting services to small businesses. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers financial planning and portfolio management tailored to clients’ goals, employing diversified asset allocation and incorporating fundamental, technical, and cyclical investment analysis. Narwhal combines investment advisory services with in-house tax and accounting capabilities and serves a broad institutional client base.

Jonathon Mc Adow is a financial advisor at Adapt Wealth Advisors, LLC with 18 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Ameriprise, Orion Portfolio Solutions, Hidden Levers, Cambridge Investment Research, and LongView Wealth Management. In addition to his advisory role, he is self-employed in a non-investment-related capacity. Adapt Wealth Advisors serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans, offering comprehensive financial planning and investment management. The firm emphasizes fundamental analysis and a long-term investment approach tailored to client objectives, utilizing a range of investment vehicles including mutual funds, ETFs, individual equities, and alternative funds.

David Hunter is a financial advisor at CPC Advisors, LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CPC Advisors and Raymond James Financial Services since 2016. Outside of his advisory role, he manages rental properties through Airbnb and VRBO. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses model portfolios and asset allocation based on Modern Portfolio Theory, focusing on long-term investments in mutual funds, equities, and ETFs.

Joshua Weidie is a financial advisor at Paces Ferry Wealth Advisors, LLC with one year of industry experience. He previously worked at Alps Distributors, Inc. and G.W. Henssler & Associates, Ltd., where he spent eight and ten years respectively. 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 both discretionary and non-discretionary portfolio management, utilizing a combination of passive and active strategies informed by fundamental, technical, charting, and relative-strength analysis.

John Mateyko is a financial advisor at PeachCap Tax & Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked at PeachCap and its affiliated entities since 2018 and previously was with World Equity Group for eight years. Mateyko is also the managing partner of IDEX Financial Group LLC, where he dedicates additional time monthly. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, utilizing diversified model-based portfolios and a range of investment strategies.

Margaret Mayer is a financial advisor with Optivise Advisory Services LLC, holding a Series 65 designation and bringing 10 years of industry experience. She has worked at Optivise since 2019 and previously spent three years at The Optimized RIA, Inc., alongside more than a decade at Howard Capital Management, Inc. Ms. Mayer is also the sole owner of Milton Financial, LLC, through which she markets investment and insurance products. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and ERISA-plan advice, and operates a subscription-based co-advisory service for employer-sponsored defined contribution plans.

Katherine Howard is a financial advisor with Meadow Creek Wealth Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Balentine and Truist Investment Services. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, offering portfolio management, financial planning, retirement plan consulting, and project-based consulting. The firm employs both discretionary and non-discretionary portfolio management, utilizing a process led by an investment committee that monitors managers and implements strategies across client accounts.

Casey Smith is a financial advisor at Wiser Wealth Management, Inc with 18 years of industry experience. He holds a Series 66 designation and has been with Wiser Wealth Management since 2001. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm uses an Investment Committee to construct diversified model portfolios primarily based on exchange-traded funds and Modern Portfolio Theory, offering services that include retirement-plan advisory and a wrap-fee program for qualifying clients.

George Rall Jr. is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial, GER Financial LLC, Ger Loftin Wealth Advisors, LLC, and United Planners' Financial Services. Rall provides investment advisory services through Loftin Wealth Partners, where he is actively involved. Loftin Wealth Partners offers investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation, technical analysis, and both long- and short-term trading.

Scott Keller is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Marietta Wealth Management, LLC since 2015. The firm is a team of nine professionals based in Marietta, GA. Marietta Wealth Management provides wealth management, financial planning, retirement plan consulting, and general consulting services to individuals, families, trusts and estates, pension and profit-sharing plans, and business entities. The SEC-registered, fee-only firm manages approximately $1.39 billion in assets and employs a disciplined investment process guided by an internal Investment Committee that creates asset-allocation models and supports individualized portfolio construction.

Rebecca Phillips is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. She has worked at Disciplined Equity Management, Inc. since 2012. Disciplined Equity Management provides discretionary investment supervisory services and integrated financial planning to individuals, trusts, estates, small business owners, pension plans, and charitable entities. The firm employs an investment approach that combines fundamental analysis and modern portfolio theory within a low-cost, low-turnover, diversified asset allocation framework.