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. He has worked at Marietta Wealth Management, LLC since 2015 and previously spent 12 years at Henssler Financial. Keller holds a Series 63 license and is based in Marietta, GA. Marietta Wealth Management, LLC 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 firm manages approximately $1.39 billion in assets and employs an internal Investment Committee to develop asset-allocation models, guiding individualized portfolios based on client risk profiles.

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.

Kevin Ross is a financial advisor with Cardea Capital Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at 3iCO Securities LLC, Innovation Partners, and Bridgeway Wealth Partners. Outside of his advisory work, he volunteers for ZOA, a nonprofit organization focused on advancing the US-Israel relationship, combating anti-Semitism, and protecting civil rights. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory, offering diversified model portfolios and separately managed accounts, along with wholesaling, marketing support, and educational services for advisors and clients.

Helen Donahue is a CFA® charterholder with 23 years of experience in the financial industry. She has worked at Montag and its predecessor firms since 1997. Donahue serves as a member of the Holy Innocents Episcopal School Investment Committee, a volunteer role she has held since 2014. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured process to establish investment objectives and implements strategies through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

David Hale is a financial advisor at Narwhal Capital Management with one year of industry experience. Prior to joining Narwhal Capital Management, he worked at Color Reflections and spent over a decade with MLB/MiLB. Hale serves as treasurer for Deep Dive Ventures LLC, a business investment partnership. 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 tailored portfolio management and financial planning, employing diversified asset allocation and incorporating fundamental, technical, and cyclical investment analysis methods.

Christophe Cadiou is a financial advisor at Plum Street Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Plum Street Advisors in 2024, he spent ten years at PricewaterhouseCoopers LLP and retired briefly from 2022 to 2023. Plum Street Advisors is a boutique wealth management firm serving individuals, including high-net-worth clients, charitable organizations, and retirement-plan sponsors. The firm employs a goals-based investment process centered on strategic asset allocation, low-cost ETFs and mutual funds, active rebalancing, and tax-aware management, and utilizes third-party quantitative model platforms as part of its separately managed account solutions.

Gary Fortier is a financial advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with Keystone Financial Group, Inc. since 2004 and has experience with Cambridge Investment Research, Inc. Additionally, Fortier is an independent insurance agent and a partner at Large & Gilbert, Inc., a CPA firm providing tax and accounting services to high-net-worth clients. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm offers discretionary portfolio management with model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning and pension consulting services.

Max Kulyk is a financial advisor at Chicory Wealth with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years before founding M. Kulyk & Associates, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop diversified portfolios and financial life plans.

Jeremy Hudson is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Golden Reserve Retirement, LLC and previously worked at Hoffman Financial Group, Retirement Wealth Advisors, and Impact Partnership. Outside of his advisory role, he is involved in using fixed indexed annuities and life insurance as part of financial planning for clients. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on tailored advice, ongoing portfolio management, and retirement planning. The firm emphasizes long-term, diversified investment strategies and integrates estate-planning and tax services within a fixed annual fee structure.

Clark Weeks is a financial advisor with Intercarolina Financial Services, Inc. He holds a Series 66 credential and has 16 years of industry experience. Prior to his current role, Weeks worked at Dempsey Lord Smith, LLC for 11 years and has been associated with Wrs since 2005. He serves on the board of trustees and the finance committee for the Secamp Association, Newfound Harbor Institute, advising on pension plans and investment performance. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Tyler Robinson is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Adapt Wealth Advisors, LLC and previously held positions at Fuller and Company, RangeWater Real Estate, the Georgia Department of Audits, and Smith & Howard. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, discretionary and non-discretionary investment management, consulting, and retirement-plan advisory services, employing a long-term investment approach complemented by fundamental analysis.

Sara Mcintosh is a CFP®-certified financial advisor with 13 years of industry experience, currently serving clients at LongView Wealth Management in Atlanta, GA. She has worked at LongView since 2012, with concurrent experience at Cambridge Investment Research and M. S. Howells & Co. Mcintosh is also licensed as a life insurance agent, dedicating limited time to that role alongside her advisory work. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets and serving individuals, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, divorce consulting, and access to third-party manager programs, using a variety of investment vehicles and analytical approaches.

Crawford Asman is a CFP® and Series 65 licensed advisor at Cahaba Wealth Management, Inc. with two years of industry experience. His prior roles include positions at Morgan Stanley and California Renewable Energy. Outside of financial advising, he operates a top-rated eBay retail website selling collectibles and clothing. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm uses a structured investment process focused on long-term cash flow projections and risk assessment, employing primarily mutual funds and ETFs alongside alternatives when appropriate.

Erik Anhaus is a financial advisor at Beam Wealth Advisors, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and BEAM Wealth Advisors (formerly Benedetti, Gucer & Associates) since 2013. Outside of his advisory role, he serves as a committee member for Business Networking International, reviewing new member applications. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a variety of investment strategies guided by asset allocation and portfolio theory, supported by licensed software and independent manager selection, and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Alexander Alba is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Regent Peak Wealth Advisors, LLC with five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Merit Financial Group, LPL Financial, and Ameriprise Financial Services. Regent Peak Wealth Advisors provides investment advisory and wealth planning services to individuals and corporations, managing portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm offers discretionary portfolio management, financial planning, pension consulting, and family office services.

Richard Bond is a financial advisor at Highbrook Capital Partners in Atlanta, GA, with 20 years of industry experience and a Series 66 designation. His prior roles include positions at Atticus Wealth Management, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Truist Investment Services. Highbrook Capital Partners provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering discretionary portfolio management and financial planning. The firm uses a comprehensive investment approach that incorporates fundamental, quantitative, technical, and charting analysis and employs a broad range of strategies through separately managed accounts and institutional custodians.

Janet Miller is a CFA® charterholder with 15 years of industry experience. She has been with Rowland Miller + Partners LLC and its predecessor firm since 1981. Rowland Miller + Partners provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamentals-based equity selection process combined with tailored investment-grade fixed income strategies, managing portfolios with generally low turnover and tax considerations.

Christine Quillian is a CFP® and CFA® with 19 years of industry experience. She has been with Montag since 2010. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm combines institutional-scale assets with a compact advisor team and offers a structured investment process that includes discretionary portfolio management supported by in-house research and trading.

Andrew Wright is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Wellspring Wealth Management in 2018, he worked at Wellspring Associates and The Leaders Group Inc. Wellspring Wealth Management LLC provides investment advisory, financial planning, and portfolio management services to individuals, families, trusts, estates, and related entities, including high-net-worth clients. The firm uses individualized strategic asset allocations overseen by an internal Investment Policy Committee and offers access to LPL Financial programs while employing multiple industry affiliations and dual registrations.