Beth Conklin is a ChFC® with two years of industry experience, currently serving as an advisor at Paces Ferry Wealth Advisors, LLC. She previously worked at Chappell Financial Group, LLC for 12 years. She is also listed as an agent on certain life and disability insurance policies associated with a family business succession plan. Paces Ferry Wealth Advisors manages approximately $430 million across several hundred accounts, providing wealth management, financial planning, retirement plan consulting, and portfolio management for individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutional plans. The firm employs a combination of fundamental, technical, and charting analysis along with both passive and active management strategies, including leveraged approaches for some high-net-worth clients.

Cameron Clement is a CFA® charterholder with 11 years of industry experience. He is currently with Eagle Rock Investment Company, LLC, where he has worked since 2021, and previously spent nine years at Cornerstone Investment Partners, LLC. Eagle Rock Investment Company, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, foundations, businesses, and other registered investment advisors. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to construct discretionary portfolios and manages approximately $660 million in client assets.

William Jones is a financial advisor at Paraklete Financial, Inc. with a PFS™ designation and two years of industry experience. He has worked at Paraklete Financial since 2023 and previously spent two years at Terra Group. Jones has also been associated with Jones CPAs and Advisors, Inc. since 2014. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers focus on tax-centered, coordinated planning without managing client assets or selling financial products, working closely with external investment, legal, tax, and insurance advisers.

Rodolfo Rodriguez is a financial advisor with EPG Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Equity Services Inc. and National Life Group. Outside of his advisory role, he serves as CEO of Kinship Wealth Partners LLC, a financial services practice. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and access to third-party money managers. The firm develops customized investment plans and typically manages accounts on a discretionary basis using a combination of fundamental, technical, and cyclical analysis.

Hannah Thompson is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at MartinWright Advisory, LLC and has previous experience with Truist Investment Services and SunTrust entities. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, utilizing both active and passive investment strategies with an emphasis on diversification and continual portfolio monitoring.

Robert Hamill is a CFP® and ChFC® with 10 years of experience in the financial services industry. He is currently with Benedict Financial Advisors, Inc. and LPL Financial, LLC, having joined both firms in 2021. His prior roles include positions at Ameriprise Financial Services, Everence Trust Company, ProEquities, Inc., and Everence Financial. Benedict Financial Advisors, Inc. serves individual investors as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $475 million across about 319 client relationships, providing financial planning focused on retirement income, discretionary portfolio management, and client education through lectures and workshops.

Robin Leahy is a financial advisor with Register Financial Advisors, LLC, based in Atlanta, GA. He holds a Series 63 designation and has 23 years of industry experience, including 11 years at Morgan Stanley Smith Barney LLC prior to joining Register Financial in 2020. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a wide range of investment instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and employs model allocations with ongoing monitoring and reporting to manage client portfolios.

Lydia Gumina is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses. She has been with Register Financial Advisors and its affiliated Register Financial Associates, Inc. since 2026. Prior to her advisory roles, she held various positions including work in education at West Forsyth High School and Liberty Middle School, as well as service industry roles. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies and manages portfolios using both in-house and third-party resources, including discretionary and non-discretionary management, with access to multiple wrap fee programs and managed solution platforms.

Amanda Ingwersen is a financial advisor at DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. She has worked at DAI Wealth since 2025 and was previously employed at DAI Securities, LLC and Guardian Pharmacy. DAI Wealth, LLC manages approximately $330 million in assets across a multi-advisor team, serving a diverse client base that includes high-net-worth individuals, institutional investors, and various charitable and governmental entities. The firm offers customized investment management solutions through multiple account types and platforms, incorporating ongoing manager due diligence and performance reporting.

Jeffery Pierce is a financial advisor with Berkeley Capital Partners, LLC, holding a Series 65 designation and seven years of industry experience. He has been with Berkeley Capital Partners since 2018 and previously worked at Invesco from 2015 to 2018. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, foundations, and businesses. The firm employs global asset allocation strategies across multiple asset classes and sponsors private pooled investment vehicles with performance-based incentive structures.

Candace Brown is a financial advisor with DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Investacorp Inc. from 2011 to 2019 before joining DAI Wealth and its affiliated broker-dealer, Dai Securities LLC, in 2019. Outside of her advisory role, she manages Firas Capital Group, LLC, where she provides consulting services to independent broker-dealers. DAI Wealth, LLC offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm utilizes multiple custodial and platform providers and combines fundamental and technical analysis to tailor portfolios according to client objectives.

William Gardner is a financial advisor at Arkos Global Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and River Church. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis alongside diverse investment strategies, including active management and margin borrowing, serving both retail and high-net-worth clients.

John Hussa is a financial advisor with Marco Investment Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Marco Investment Management since 2004. Marco Investment Management serves a diverse client base including high-net-worth individuals, institutional clients, and government entities. The firm employs a team-based, top-down investment approach focused on high-quality equities, mid-cap opportunities, and valuation-aware value processes, supplemented by active fixed-income management and selective use of options, derivatives, and margin strategies.

Frank Akridge is a CFP® professional with 25 years of industry experience. He is currently affiliated with Optivise Advisory Services LLC and has been involved with Financial Pathfinder, LLC and Freedom Consultants LLC, a non-investment-related internet wholesale retail business he co-manages with his spouse. 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 with diverse allocations and a co-advisory program for employer-sponsored defined contribution plans.

Caroline Hajost is a financial advisor at Builder Investment Group with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Builder Investment Group in 2024, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Builder Investment Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management using both fundamental and technical analysis and is notable for sponsoring pooled investment vehicles and managing private syndications.

Jessica Engebretsen is a CFP® professional with 15 years of industry experience, currently serving at LongView Wealth Management in Atlanta, GA. She has worked at LongView Wealth Management since 2011 and was previously with Cambridge Investment Research, Inc. for 11 years. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, and corporate clients, offering services such as financial planning, asset management, divorce consulting, and access to third-party manager programs.

Daniel Henning is a CFP® and Series 65 credentialed advisor with 22 years of industry experience. He has been with HC Advisors LLC since 2012 and is also a senior partner at Henning Dowdy & Jones LLC, an accounting firm. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a range of strategies tailored to client objectives, including fundamental, technical, and cyclical analysis, and offers discretionary and non-discretionary portfolio management along with access to third-party money managers.

Raymond Prophater III is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Persium Advisors since 2011. Outside of his advisory role, he is a partner in Navix Holdings, LLC and Persium Group, LLC, which develop and provide business exit planning consulting services. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456 million in discretionary assets and provides consulting for nearly $894 million in pension and investment assets, using fundamental analysis and tailored portfolio construction based on clients’ financial plans and risk tolerances.

Marci Silverman is a financial advisor at Thayer Partners LLC with 13 years of industry experience. She has been with Linder Financial Services since 1997. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, other advisers, and retirement plans, including offshore investors. The firm employs a fundamental, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, along with individual securities as needed, and operates through a multi-office advisor network.

Daniel Mcnabb is a CFP® professional with 11 years of experience in the financial services industry. He currently works at Chicory Wealth and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2017. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified, long-term portfolios and offers additional services including tax preparation, estate planning assistance, and business consulting.