Stephen Sloan is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 66 registrations with 20 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize sub-advisers and various investment strategies to meet client objectives.

Julio Barahona is a financial advisor at Smith & Howard Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Smith & Howard since 2018, following prior roles at Patton Albertson & Miller and SunTrust Bank. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, ongoing portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers.

Pamela Tate is a financial advisor at Power Wealth Management in Alpharetta, GA, with three years of industry experience. She holds a Series 65 designation and has previously worked at T3 Trading Group, LLC, and operated as a self-employed advisor. In addition to her advisory role, Ms. Tate is a licensed insurance agent affiliated with Power Protection Strategies, LLC, where she spends up to 10% of her time on insurance-related activities. Power Wealth Management serves individual investors, estates, and trusts with holistic wealth management and standalone financial planning. The firm offers discretionary portfolio management guided by an internal Investment Committee and utilizes both third-party model allocations and derivatives within separately managed accounts.

Dylan Mac Callum is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining EPG Wealth Management and Arkadios Capital in 2025, he worked at the University of Oregon and attended Pepperdine University. He holds minority ownership in two family-owned LLCs unrelated to his advisory role. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans, offering advisory services including advisor-managed portfolios, third-party money managers, financial planning, and fiduciary consulting. The firm manages accounts primarily on a discretionary basis using a range of analytical approaches and maintains a ten-advisor team across seven offices.

Ian Weinstein is a financial advisor with Regimen Wealth, LLC in Atlanta, GA. He holds the ChFC® designation and Series 63 and 66 licenses, with 25 years of industry experience. Prior to joining Regimen Wealth in 2020, he worked at Ameriprise for 20 years. Regimen Wealth provides discretionary investment management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $330 million across about 218 households and employs a multi-disciplinary investment approach that includes ETFs, independent sub-advisors, REITs, insurance, and private vehicles tailored to client risk tolerance and goals.

Michael Stark is a Series 65 licensed financial advisor with American Financial Advisors, LLC in Marietta, GA, bringing 23 years of industry experience. He has worked with American Financial Advisors since 1992 and spent 34 years at Delta Airlines prior to his advisory role. American Financial Advisors, LLC offers discretionary investment supervisory services, individual portfolio management using model asset-allocation portfolios, and written financial planning. The firm serves both individual and certain corporate clients, managing approximately $950 million across about 816 accounts, employing a disciplined approach based on fundamental, technical, cyclical, and qualitative analysis.

Daniel Hall is a financial advisor at Highbrook Capital Partners with six years of industry experience. He holds the Series 65 designation and previously worked at Waypoint Wealth Counsel LLC and Nicholas Hoffman & Company. Highbrook Capital Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, pension plans, and business entities. The firm manages approximately $235.8 million in assets across roughly 58 client relationships, employing a mix of fundamental, quantitative, technical, and charting analysis to construct and monitor portfolios.

Andrew Pratt is a CFA® charterholder with three years of industry experience. He has worked at Wiser Wealth Management, Inc. since 2023 and previously spent 12 years at Homrich Berg. Outside of his advisory role, he manages rental properties. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs an Investment Committee to construct diversified portfolios primarily using exchange-traded funds and Modern Portfolio Theory, and offers specialized services including a wrap-fee program and retirement-plan advisory.

Eric Burnette is a CFP® with 16 years of industry experience, currently serving at PeachCap Tax & Advisory, LLC. He has worked with PeachCap Securities, Inc. since 2015 and PeachCap Tax and Advisory, LLC since 2011. Outside of his advisory role, he is an owner of a CPA accounting firm, Peachcap CPA's, based in Atlanta. PeachCap Tax & Advisory 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 various investment strategies.

Kenny Conwell Jr. is a financial advisor with Capitalwize, LLC in Atlanta, GA, holding a Series 65 designation and eight years of industry experience. He is also the owner of CNK Companies & Co., where he is involved in marketing, consulting, and insurance sales. Kenny has worked at Money Savvy Financial, LLC since 2017 and at CNK Companies & Co. since 2016. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily for non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process based on client profiles and risk tolerance, often utilizing third-party managers and digital platforms for portfolio management.

Andrew Edwards is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding a Series 65 designation. He has one year of experience at Wright Wealth and previously served five years in the US Army. Wright Wealth LLC provides investment management and financial planning services to individuals, employer-sponsored retirement plans, charitable organizations, and businesses. The firm combines passive and active investment approaches, offers educational seminars, and operates a subscription-based financial health membership.

Nathan York is a financial advisor at Generational Financial Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including Eagle Strategies and NYLIFE Securities LLC. York has been associated with Generational Financial Partners, LLC in various capacities since 2015. Generational Financial Partners, LLC is an SEC-registered investment adviser that offers discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs a client-specific investment process considering time horizon and risk tolerance, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis.

Matthew Garrett is a financial advisor at Enclave Advisors, LLC in Atlanta, GA, holding Series 63, 65, and 66 licenses with 12 years of industry experience. He has been with Enclave Advisors since 2014. Enclave Advisors serves a selective client base including high-net-worth individuals, trusts, estates, and foundations, providing comprehensive wealth management and discretionary investment advisory services. The firm employs an academically grounded investment approach focused on diversification, risk management, and cost-conscious return measurement, managing approximately $1.1 billion in assets across a small team.

Kevin Boutwell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Veracity Capital LLC. His prior experience includes roles at Veracity Capital Tax Advisors, LLC, F3 Logic, LLC, and The AYCO Company, L.P./Mercer Allied. He serves on the Board of Directors for the Cobb County Public Safety Foundation. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach using a range of asset types and analytic methods, and offers affiliated tax and insurance services.

George Hiller Jr. is a CFP® with 21 years of industry experience, currently serving at George M. Hiller Companies, LLC since 2003. The firm is a team of five advisors based in Atlanta, GA. George M. Hiller Companies, LLC is an SEC-registered advisory firm managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, with an investment approach focused on asset allocation, diversification, and a preference for long-term equity exposure using a variety of securities and strategies.

Benjamin Crowe is a CFP® and CFA® with 21 years of industry experience. He is a managing member of Ben H. Crowe, C.P.A., LLC, a full-service CPA firm separate from his advisory role, and has worked at Marietta Wealth Management, LLC since 2015. Crowe also spent six years with Bowen-Crowe Group, LLC prior to his current firm. Marietta Wealth Management provides wealth management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and business entities. The SEC-registered, fee-only firm manages approximately $974 million in client assets and serves about 405 client households through a team of nine advisors.

James Hamilton III is a financial advisor at Resurgent Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Raymond James & Associates from 2013 to 2026. Resurgent Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, typically including mutual funds, ETFs, and allocations to independent Sub-Advisors.

Charles Barry Jr. is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Berkeley Capital Partners and Triad Advisors, Inc. since 2015. Berkeley Capital Partners, LLC manages discretionary portfolios for a diverse client base, including high-net-worth individuals, trusts, retirement plans, and corporations. The firm employs global asset allocation strategies across various asset classes and is notable for sponsoring private pooled investment vehicles and using performance-based incentive allocations.

Enoch Morris IV is a financial advisor at Highbrook Capital Partners with 17 years of industry experience. He holds the Series 66 designation and has worked at Level8 Ventures LLC since 2025 and Atticus Asset Management, LLC since 2014. He is also involved as a manager and member of Atticus Wealth Management Registered Investment Advisors. Highbrook Capital Partners offers discretionary and non-discretionary portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a variety of analytical methods and investment strategies, including options and derivatives, and maintains formal affiliations with related entities while employing institutional custodians.

Michael Mueller is a CFP® professional at Smith & Howard Wealth Management, LLC with nine years at the firm and five years of industry experience. Prior to joining Smith & Howard, he worked for three years at Hope Animal Medical Center. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management primarily through mutual funds and ETFs, and retirement plan consulting, managing approximately $727 million for about 217 clients with a six-advisor team.