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.

Carson Greene is a financial advisor at Financial Consultants Group Inc with Series 65 credentials and one year of industry experience. Prior to his current role, he spent a year at Blue Vault Alternative Investments and has experience in other sectors including electric services and agriculture. He has been involved with the UGA Football Letterman's Club for six years. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts with discretionary portfolio management and comprehensive financial planning. The firm uses a long-term discretionary trading approach grounded in fundamental analysis, modern portfolio theory, and technical analysis, and incorporates technology such as artificial intelligence and machine learning in some service areas.

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.

Thomas Keenan is a CFP®-certified financial advisor at Montag with 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Montag in 2022. Keenan holds Series 66 and Series 63 licenses. Montag serves high-net-worth individuals, families, trusts, estates, charitable organizations, foundations, and other advisers by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a structured data-gathering process to develop individualized investment objectives, combining fundamental and technical equity analysis with fixed-income management.

George Crews is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at West Paces Advisors, Inc. since 2018. Prior to this, he worked at West Paces Advisors, LLC from 2015 to 2017. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm uses customized investment programs implemented primarily on a discretionary basis, incorporating a range of strategies including index, engineered, and active approaches, and manages nearly $1 billion in discretionary assets.

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.

Ryan Myrick is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 credential and eight years of industry experience. He previously worked at Edward Jones for six years and at West Pharmaceutical Services for four years. Myrick is based in Alpharetta, GA. 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.

Pamela Tate is a Series 65 licensed financial advisor with Power Wealth Management in Alpharetta, GA, and has four years of industry experience. Prior to joining Power Wealth Management, she worked at T3 Trading Group, LLC and was self-employed. She is also a licensed insurance agent associated with Power Protection Strategies, LLC, spending up to 10% of her time on insurance-related activities. Power Wealth Management serves individuals, estates, and trusts with wealth management, discretionary portfolio management, and financial planning, managing approximately $430 million in discretionary assets across about 250 client relationships with a team of seven advisors. The firm employs a disciplined investment approach guided by its Investment Committee and offers educational workshops and retirement-plan participant seminars.

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 financial advisor at American Financial Advisors, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at American Financial Advisors for 34 years, in addition to a 34-year career at Delta Airlines. American Financial Advisors, LLC provides discretionary investment supervisory services and individual portfolio management using model asset-allocation portfolios. The firm serves individuals and certain corporate clients, managing approximately $950 million across about 816 accounts, and employs a combination of fundamental, technical, cyclical, and qualitative analysis in its investment approach.

Daniel Hall is a financial advisor at Highbrook Capital Partners in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He previously worked at Waypoint Wealth Counsel LLC for five years and Nicholas Hoffman & Company for six years. Highbrook Capital Partners provides discretionary and non-discretionary investment management, pension consulting, and standalone financial planning services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $509 million in assets and employs a range of investment strategies that include derivatives and margin transactions tailored to client risk profiles.

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.

Andrew Edwards is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding the Series 65 designation. He began his advisory career with Wright Wealth in 2025 and has prior experience serving in the US Army from 2021 to 2026. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses, using a blend of passive and active strategies guided by modern portfolio theory. The firm also offers educational seminars, retirement plan consulting, and tax preparation assistance as part of its advisory services.

Stephen Nolan is a financial advisor with Griffith & Werner, Inc. holding Series 65 and Series 63 licenses and has one year of experience in the industry. He has served as CEO of IFH Solutions Inc. since 2011, a consulting practice specializing in services for Housing Authorities, where he works as a CPA and consultant. Griffith & Werner, Inc. serves individual and high-net-worth clients through portfolio management, financial planning, and investment consulting. The firm emphasizes building personalized investment plans with in-house constructed portfolios focused on dividend-growth equities, fixed income, and selective use of ETFs or mutual funds.

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.