Larry Fisher Jr. is a financial advisor with LongView Wealth Management in Atlanta, GA, holding a Series 63 designation and over 42 years of industry experience. He has been with LongView Wealth Management since 2005 and previously worked at Cambridge Investment Research, Inc. Fisher is also an independent insurance agent. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension and profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing mutual funds, ETFs, stocks, and bonds with an approach that includes economic, fundamental, and technical analysis.

George Richerson is a financial advisor at Southbridge Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wealth and Pension Services Group, Inc. and Triad Advisors Inc. Outside of advising, he participates in a referral arrangement for state and federal tax credits through McMillan & Associates. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor asset allocations and employs both direct strategies and third-party Institutional Strategists selected through a due-diligence process.

James Jennings Jr. is a financial advisor at Unity Financial Planning Group LLC with 17 years of industry experience. He holds a Series 66 credential and has worked at firms including NFP and Silver Oak Securities. Jennings is also involved with nonprofit organizations supporting education, serving as an officer and director for the Paulding Education Foundation and the Bartow Edification Foundation. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services using a disciplined investment process focused on fundamental analysis and long-term holdings.

Amy Getz is a financial advisor at IRC Wealth in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. She has been with IRC Wealth since 2019, following a prior period as a homemaker. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach focused on long-term value and income, utilizing stocks, ETFs, options, and fixed income, and is notable for its affiliation with a separately registered Commodity Trading Advisor.

Lauren Way is a CFP® with seven years of industry experience, currently serving as a financial advisor at Elwood & Goetz Wealth Advisory. Her prior experience includes roles at Fidelity Investment and Vision Financial Group. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm that serves affluent and emerging-affluent clients, including individuals, families, and institutions. The firm uses a broadly diversified, tax-efficient investment approach grounded in Modern Portfolio Theory and manages approximately $1.07 billion in discretionary assets with a team of 21 advisors.

Hafeez Fazal is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at Register Financial Advisors, LLC and Register Financial Associates, Inc since 2018 and previously at Raymond James & Associates from 2013 to 2018. 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 broad range of investment instruments and strategies, integrating both in-house and third-party managers, and offers discretionary and non-discretionary portfolio management along with access to multiple wrap fee programs.

Michael Turgeon is a financial advisor at Unity Financial Planning Group LLC with over 38 years of industry experience. He holds the ChFC® designation and securities licenses (Series 63, 65, 66). Prior to joining Unity Financial Planning Group in 2025, he worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Thrivent Financial. Outside of advising, he leads an invention project in the apparel industry focused on innovative accessories and co-manages a financial networking platform. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services, emphasizing fundamental analysis, strategic asset allocation, and long-term holdings implemented through ETFs, mutual funds, and individual equities.

Edward Wilcox is a CFP®, CFA®, and Series 65 licensed financial advisor with 18 years of industry experience. He has been with Rollins Financial Advisors, LLC since 2021 and was previously with Rollins Financial Nc. from 2004 to 2021. Rollins Financial Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, providing 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 focused on asset allocation and ongoing portfolio monitoring.

Mark Gaynoe is a financial advisor at Lebenthal Global Advisors, LLC, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Lebenthal in 2020, he worked at Avenir Private Advisors, Capital Guardian Wealth Management, Lowe's, and Home Depot. Lebenthal Global Advisors serves individuals, high-net-worth clients, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm employs model-based, tax-sensitive portfolio strategies managed through an affiliated sub-adviser and provides financial planning services to portfolio management clients.

Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc. based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including a one-year tenure at Voya Financial Advisors. Bermudez is also an independent insurance agent, selling fixed insurance products. Young Investment Advisors provides investment consulting and portfolio management to a small number of individual clients, focusing on balanced asset allocation using mutual funds and ETFs. The firm offers non-discretionary advisory services primarily through fixed fees, hourly billing, and retainers, with clients retaining custody of their assets and proxy voting rights.

Trenton Bryde is a financial advisor at Factory Capital LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at B&G Capital Partners LLC and Cresset Capital, as well as work at the University of Georgia. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm leverages outsourced solutions and third-party managers across active and passive strategies, including alternative asset classes, while maintaining disclosures on affiliations and conflicts of interest.

Baburhan Gucer is a financial advisor with Beam Wealth Advisors, Inc. in Atlanta, GA, holding CFP® and ChFC® designations with 27 years of industry experience. He has been with Beam Wealth Advisors and its predecessor entities since 2013. Outside of his advisory work, he serves as Vice President of the Galatasaray USA Alumni Association and is involved in several business ventures including timber management and CPA services. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Joshua Studebaker is a financial advisor at Loftin Wealth Partners with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Prudential / LPL Enterprise LLC, BJM Financial, Inc., and 49 Wealth Management. Outside of advising, he is involved with Spark Collective Holdings LLC and works with Heart of Georgia Health Insurance and Virtus Accounting. 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 and employs strategies such as hedging, leverage, and options when appropriate.

Benjamin Treece is a financial advisor with Unity Financial Planning Group LLC in Kennesaw, GA, holding a Series 66 designation and 15 years of industry experience. He previously worked at San Blas Advisory and San Blas Securities and has been involved in various business activities including writing an informational newsletter called Pickle Jar Finance and consulting on a software solution for statistical analysis. He is also an owner of a staffing company and has experience managing private business ventures. Unity Financial Planning Group serves individuals, families, and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management using a combination of individual stocks, ETFs, and mutual funds, guided by customized Investment Policy Statements and a mix of proprietary and tailored portfolios.

Ellis Liddell is an investment advisor at ELE Advisory Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked in hospitality and entertainment before joining ELE Wealth Management, Inc. He also serves as a director for a wealth-building program and works as an insurance agent. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars for individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing portfolios across various asset classes while largely maintaining non-discretionary client control.

Brian O’Neill is a CFP® professional with 24 years of industry experience, currently serving at Cahaba Wealth Management, Inc. since 2009. He holds Series 63 and Series 65 licenses and has been involved with a non-investment business, Artist Clarity, Inc., focused on business management activities. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm emphasizes long-term cash-flow projections and quantified risk assessments to guide asset allocation, primarily utilizing mutual funds and ETFs while offering alternatives when appropriate.

Riley Gessner is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 designations with five years of industry experience. Prior to joining Regent Peak Wealth Advisors in 2026, he worked at Ivy Asset Group and CAIS Capital LLC, among other firms. Regent Peak Wealth Advisors offers portfolio management, financial planning, pension consulting, family office and wealth-planning services, and selects third-party money managers for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, and frequently uses sub-advisers or third-party managers in its strategies.

Thomas Klecker is a financial advisor at Narwhal Capital Management with a Series 65 designation and one year of industry experience. His prior work includes positions at Tsunami and educational roles at the University of Utah and Alexandria Area Schools. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management services, employing diversified asset allocation and combining investment advisory with in-house tax and accounting capabilities.

Travis James is a CFP® professional with 24 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has worked at both Benedict Financial Advisors and LPL Financial LLC for over two decades. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes retirement income planning, discretionary portfolio management, and client education through lectures and workshops, utilizing a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies.

Adam Waller is a financial advisor at Register Financial Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. His background also includes roles at Wells Fargo and various other organizations. 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 tools, including discretionary and non-discretionary portfolio management, and sponsors multiple wrap fee programs with a service model that incorporates derivatives and borrowing within managed accounts.