Ryan Mccafferty is a CFP® professional with 11 years of industry experience, currently serving at Large and Gilbert Wealth Advisory. He previously worked at Morgan Stanley for three years before joining Keystone Financial Group, Inc. (dba Large and Gilbert Wealth Advisory) in 2017. Outside of his advisory role, he is a partner in an e-commerce business focused on designing T-shirts. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other business entities, offering discretionary portfolio management primarily through mutual funds and exchange-traded funds, along with comprehensive financial planning services.

Owen Douglas is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 1 year of industry experience. Prior to his current role, he worked at Sun Trust Bank from 2016 to 2019. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions by providing portfolio management, limited financial planning, retirement plan consulting, and project-based consulting. The firm employs an investment committee to oversee portfolio allocation and manager selection, utilizing both discretionary and non-discretionary strategies and working with third-party Separate Account Managers when appropriate.

Geri Lanning is a CFP® and holds a Series 66 license, currently serving as a Senior Wealth Advisor at CPC Advisors, LLC with six years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and AMB Group, LLC. Lanning is also associated with Consolidated Planning Corporation, Inc. and CPC Holding Company, LLC in senior advisory roles. CPC Advisors, LLC serves a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs an asset allocation and model-driven investment approach, utilizing third-party managers and the Raymond James institutional platform for portfolio management and execution.

Philip Petersen is a financial advisor at MPWM Advisory Solutions LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including LPL Financial, Woodbury Financial Services, Allianz Life Financial Services, and Jackson National Life Distributors. 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 using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets through both discretionary and non-discretionary strategies.

Lawrence Mendel is a financial advisor at Montag with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montag since 2016, following five years at Black Diamond Investment Partners. Mendel serves on the investment and oversight committee of the Collat Family Foundation and acts as an unpaid consultant on the investment committee of Bay Pine Holdings, a family limited partnership. 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 individual equities, mutual funds, ETFs, and fixed-income instruments, operating primarily on a discretionary basis with in-house research and trading.

James Jackson is a CFA® charterholder with 21 years of industry experience, currently serving at Builder Investment Group since 2000. He is based in Atlanta, GA, and is part of a four-advisor team. 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 across a broad range of securities and private investments, managing pooled investment vehicles and private syndications with formal compliance procedures.

William Saville is a CFP® professional with eight years of experience at Starr-Mathews Financial, LLC, where he has worked since 2017. Prior to that, he spent 24 years at Regions Bank. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and offers a wrap-fee program alongside managed accounts.

John Rinker is a CFP® with 12 years of industry experience, currently serving at Veracity Capital LLC since 2018. His prior roles include positions at The AYCO Company, L.P./Mercer Allied and Independent Financial Group. He is also a licensed insurance agent in Georgia, offering various types of insurance products. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, custom-driven investment approach using a range of strategies and asset types, including internally managed portfolios and outside managers.

Jerold Sniderman is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has held leadership roles at Sniderman Wealth Management, LLC and The Sniderman Group, LLC, among other firms. Outside of his advisory work, he serves as president of a local homeowners association, a nonprofit role he has held since 2005. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management services to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor portfolios to client objectives and risk tolerances, offering both discretionary and non-discretionary management and recommending institutional strategists when appropriate.

John Rogers is a financial advisor with Veracity Capital LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at firms including Mercer Allied, The AYCO Company, and Compass Securities Corporation. In addition to his advisory role, Rogers is involved in tax preparation and planning services through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, custom-driven investment approach that incorporates various analytical methods and offers a range of portfolio management options including the use of outside managers and option overlay strategies.

John Endriss is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Crescent Wealth Advisory, LLC and has previously worked with firms including M Holdings Securities, Inc., Lion Street Financial, and Winged Keel Group. He is also a licensed insurance agent. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients, managing approximately $87.5 million across 49 accounts. The firm employs fundamental and technical analysis to build individualized portfolios and offers access to alternative investments such as cryptocurrency accounts and third-party cash management programs.

Nathan Hoyt is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Regent Peak Wealth Advisors, LLC since 2019 and previously held roles at Purshe Kaplan Sterling Investments, Inc and Bank of America, N.A. Nathan is based in Atlanta, GA. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing approximately $706 million in discretionary assets. The firm employs model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities, and offers services including financial planning, pension consulting, and family office support.

Elizabeth Megret De Serilly Detigny is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at MassMutual Life Insurance Company, MML Investors Services, and Deloitte. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized portfolios that combine third-party managed models, mutual funds, ETFs, individual equities, and fixed income. The firm is notable for its formal pension-transfer services for U.K. nationals, including coordination with U.K. trustees and platforms and managing FCA-required suitability processes.

Lawrence Cummings Jr. is a financial advisor at Main Street Financial Solutions, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Outside of his advisory role, he is a passive owner in a family investment business. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, investment management, and retirement consulting. The firm’s investment approach is academic-based and multi-asset class, combining passive and active strategies tailored to client objectives and risk profiles.

Matthew Duncan is a financial advisor at Donaldson Capital Management LLC with 21 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Fis, Fisher Investments, and TD Ameritrade. Donaldson Capital Management serves individual and institutional clients, offering investment management, financial planning, and retirement-plan services through proprietary portfolio strategies focused on dividend-paying equities and fixed income. The firm emphasizes discretionary and non-discretionary management tailored to clients’ income needs and risk tolerances, and it also provides pooled-vehicle management and retirement-plan fiduciary services.

Matthew Prediletto is a CFP® with 18 years of industry experience, currently with OpenArc Corporate Advisory, LLC. He previously worked at Bank of America, Merrill, and The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he holds a fiduciary power of attorney position unrelated to investment activities. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services through both discretionary and non-discretionary models, utilizing a wide range of investment strategies including private markets and digital assets.

Marcus Bloom is a financial advisor at Donaldson Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Lifestyle Freedom Advisory Group, Array Partners, Royal Alliance Associates, Signator Investors, and The CORE Group. Donaldson Capital Management serves individual and institutional clients with a model-driven investment approach emphasizing dividend-paying equities and fixed income. The firm offers investment management, financial planning, and retirement-plan services, including fiduciary engagements and sub-advisory roles for collective investment trusts.

Gary Glover is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Concorde Asset Management and Concorde Investment Services since 2016. Outside of his advisory role, he serves as local service chair and foundation chair for Rotary International, organizing community events and managing grant writing and volunteer efforts. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm utilizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

Warren Prehmus is a financial advisor at BIP Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previous experience with firms including Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc. He is also a partner at Prehmus Financial Partners. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans with investment advisory and comprehensive financial planning. The firm manages approximately $5.29 billion across 3,100 client relationships, offering customized portfolios focused on diversified, low-cost mutual funds and ETFs, alongside individual bonds, stocks, and options.

Madison Grosse is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing two years of industry experience. Prior to joining Capital Investment Advisors, Madison worked at J.P. Morgan Securities LLC and JPMorgan Chase. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office–style support. The firm uses a centralized investment platform with standardized asset-allocation models and offers access to a variety of private investment solutions and formal pension consulting services.