Adam Hill is a CFP® and Series 66 credentialed advisor with 19 years of industry experience. He currently works at Resurgent Advisors and has been with Resurgent Financial Advisors LLC since 2026. Prior to that, he spent 16 years at American Wealth Management, Inc. He is also involved with Bey-Douglas LLC, an investment advisory firm based in Marietta, GA. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million in assets, serving individuals and families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and specialized advisory services guided by fundamental analysis.

Robert Cramer is a financial advisor at Sherrill & Hutchins Financial Advisory Inc. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Sherrill & Hutchins, he worked at Anduril Industries for four years and the Central Intelligence Agency for six years. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, and not-for-profit organizations. The firm manages portfolios based on client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs with periodic rebalancing.

Matthew Burton is a CFA® charterholder with 21 years of experience in the financial advisory industry. He has been with Narwhal Capital Management since 2005. Outside of his advisory role, Burton serves as chairman of the board for Matsco Incorporated and C.W. Matthews Contracting Incorporated, where he participates in executive decision-making and strategic planning. He is also a partner in Kenview Capital LLC, a family business involved in philanthropic coordination and non-public investment evaluation. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides tailored portfolio management and financial planning, integrating fundamental, technical, and cyclical investment analysis with an emphasis on diversified asset allocation. Narwhal’s offerings include discretionary management and consulting services, complemented by in-house tax and accounting capabilities.

Russell Hiller is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with George M. Hiller Companies, LLC since 1999. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a five-advisor team managing approximately $170 million for about 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation and diversification with a preference for long-term equity exposure using a variety of investment strategies.

Justin Ostrowski is a CFA® charterholder with one year of industry experience, currently serving at Reicon Wealth Advisors, LLC. He has previously worked at Reicon Capital, LLC and held positions at Dapper Labs and Superplastic. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, and private special purpose vehicles, managing portfolios with strategies that include equities, fixed income, alternatives, and direct private-capital investments. The firm is noted for organizing pooled investment vehicles and employing performance-based compensation structures.

Alexys Mckenzie is a financial advisor at SB Advisory, LLC with 31 years of industry experience. She has been with International Financial Solutions, Inc. since 2006. Outside of her advisory work, she is involved in several non-investment ventures, including a trucking business and handyman services, where she provides consulting and operational support. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm primarily serves individuals, businesses, and retirement plans, offering non-discretionary portfolio management, financial planning, and access to third-party manager programs.

Anthony Austreng is a CFP® and Series 66 designated advisor with 23 years of industry experience. He has been with Forthright Wealth Management, LLC since 2015 and previously worked at Truist Investment Services and Ameriprise. He is also a one-quarter owner of an office suite in Alpharetta, Georgia, through an LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, investment management, and financial planning. The firm manages over $773 million across a seven-advisor team and emphasizes customized, primarily long-term portfolios with periodic performance reporting beyond standard custodian statements.

Alexei Lutsayev is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Stargaze Tech Inc, Treeum, Silenca Tech, and Carbon Capital Services. Outside of his main role, he advises family and friends internationally on securities transactions. Persium Advisors serves retirement plan committees and individual investors, providing retirement plan advisory, direct investment management, consulting, and financial planning services. The firm manages approximately $456.3 million in discretionary assets and emphasizes fundamental analysis and tailored portfolio construction aligned with clients’ financial plans and risk tolerances.

James Exley IV is a CFP® with 29 years of industry experience, currently serving at Wealth Science Advisors LLC since 2022. He previously worked at Northwestern Mutual and its affiliated entities for over 25 years. Outside of advisory work, he is involved in several entrepreneurial ventures including psychological analytics and consulting, consumer product design, intellectual property research, and co-authoring a book. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management and financial planning, integrating traditional investment strategies with behavioral insights through its proprietary Wealth Science Assessment and Money Happiness concept. The firm also offers operational cash management and family-office services, managing approximately $512 million in discretionary assets across multiple offices.

Kenneth Budd is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. He has an ownership interest in McShan Timberlands, LLC, a timberland investment, which he occasionally receives distributions from. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million with a five-advisor team. The firm offers portfolio management, financial planning, retirement plan consulting, annuity management, and project-based consulting, using both discretionary and non-discretionary portfolio implementation.

John Foster is an advisor at Conscious Wealth Investments, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Hatton Investments LLC and Raymond James & Associates, Inc. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning to individuals, families, trusts, estates, and small businesses, typically serving clients with portfolios above $500,000. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build customized portfolios that may include equities, ETFs, bonds, and alternative investments, as well as derivative strategies.

Jackson Metzger is a financial advisor at Paces Ferry Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial LLC, GERLoftin Wealth Advisors, and United Planners Financial Services. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs a mix of passive and active investment approaches, utilizing tools such as tactical asset allocation, trend-following, options strategies, and alternative investments.

Lance Reising is a Series 65-licensed financial advisor with Investors Asset Management of Georgia Inc in Atlanta, GA, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Lutheran Church of the Resurrection. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm offers model portfolios and supports various retirement plans through its Investors Choice program, employing a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis.

Michael Young is a Series 65-licensed financial advisor based in Atlanta, GA, currently serving as the sole advisor at Young Investment Advisors, Inc. He has one year of experience in wealth management following seven years at Dell Computers and four years at the University of Tennessee. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm employs a balanced investment strategy, primarily recommending mutual funds and occasionally exchange-traded funds, with advice based on client-provided financial information and supported by third-party research.

Stephan Szilvasi is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Arcus in 2026, he worked at Fidelity Investments and held various roles in academic and corporate settings. 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, managing approximately $2.5 billion in client assets. The firm employs a personalized planning approach and portfolio construction that includes a range of investment vehicles, and it acts as adviser and General Partner to private funds and pooled vehicles.

Thomas Keenan is a CFP® with 11 years of industry experience. He has worked at Montag since 2022 and previously spent nine years at Ameriprise Financial Services, Inc. He holds insurance licensing in Georgia but is not actively engaged in insurance sales. Montag serves high-net-worth individuals, families, trusts, estates, charitable organizations, and foundations, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a structured approach to investment management, combining equity analysis, mutual fund and ETF selection, and fixed-income management, typically managing portfolios on a discretionary basis.

Mark Reffett is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at EPG Wealth Management since 2019 and has prior experience with Arkadios Capital, ACG Wealth, and Triad Advisors. Outside of his advisory role, he owns Stratford Capital LLC and RCM Capital LLC, both non-investment related entities. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans with advisory services including advisor-managed portfolios, third-party money managers, and financial planning. The firm uses a discretionary management approach offering customized investment plans based on client goals and risk profiles, integrating fundamental, technical, and cyclical analysis across various asset types.

George Crews is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with West Paces Advisors, Inc. since 2018 and worked at West Paces Advisors, LLC from 2015 to 2017. Based in Atlanta, GA, he is part of a four-advisor team. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients including endowments and pension plans. The firm employs a customized investment approach using a mix of index, engineered, and active strategies, with a focus on long-term management that can include opportunistic trades and non-traditional investments for qualified investors.

Anthony Branca is a financial advisor with Woodstock Wealth Management, Inc. in Woodstock, GA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at Woodstock Financial Group and Monmouth Capital Management LLC. Outside of advisory work, he is involved in several non-investment business activities, including consulting through Branca Financial Group, LLC, and managing a website related to music, sports, and history via Branca Enterprises LLC. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside managed accounts and third-party manager solutions.

Charles Goldberg is a financial advisor at Financial Innovations, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and OSAIC. Goldberg is also a licensed CPA and attorney, maintaining separate practices in tax preparation and legal services. Financial Innovations, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans. The firm employs a goals-based process and the VISION2020 Wealth Management Platform to deliver customized, non-discretionary investment advice across a broad range of assets.