Samuel Carlyle Jr. is a financial advisor at Investors Asset Management of Georgia Inc. with 22 years of industry experience and holds a Series 63 designation. He has been with Investors Asset Management of Georgia since 1990. 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 employs a buy-and-hold investment approach with tactical adjustments and supports various retirement plans through its Investors Choice program and model portfolios.

Francine Payne is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential and one year of industry experience. Prior to joining Persium Advisors, she worked for Republic National Distributing Co., LLC for 21 years. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement-plan services alongside direct investment management and financial planning. The firm manages discretionary assets exceeding $580 million and provides consulting for nearly $1 billion in pension and investment assets.

Jennifer Friberg is a CFA® charterholder and holds the Series 66 designation with six years of industry experience. She currently works at MartinWright Advisory, LLC and previously held roles at Balentine, LLC, BlackRock Investments LLC, LPL Financial, and Securities Service Network. Jennifer is based in Atlanta, GA. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to institutional investors, individuals, trusts and estates, qualified purchasers, retirement plans, and other entities. The firm employs a blend of active and passive investment strategies, emphasizing diversification and continuous portfolio management using both traditional and alternative investment tools.

Olga Lee is a CFA® charterholder based in Atlanta, GA, with 16 years of industry experience. She has worked at A. Montag & Associates since 2006. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured data-gathering process to establish investment objectives and implements them through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

Donnie Robinson is a financial advisor at Adapt Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 license with 21 years of industry experience. Prior to joining Adapt Wealth Advisors in 2024, he worked at Ameriprise Financial Services, Inc. for eight years. Outside of advisory work, Robinson is involved in several business activities, including ownership and management roles in multiple entities unrelated to investment advisory services. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as entities such 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, using a process that combines fundamental analysis with both long-term and opportunistic trading strategies.

Garnett Keith Jr. is a CFA® and ChFC® credentialed advisor with over 21 years of industry experience. He has been with SeaBridge Investment Advisors LLC since 1996, except for a retirement period from 2017 to 2021. Outside of his primary role, he serves as Chairman of the Investment Committee for 10 Talents Investors, where he reviews private equity funds and participates in annual meetings. SeaBridge Investment Advisors LLC provides discretionary portfolio management and financial planning services to individuals and institutional clients. The firm focuses on global, equity-centered portfolios and also acts as a discretionary sub-adviser to other advisors, supporting a variety of client types including high-net-worth individuals, foundations, and foreign investment vehicles.

Perry Chesney Jr. is a CFP® with 43 years of industry experience, currently serving at TVAMP, LLC. His prior roles include positions at Merrill, Truist Investment Services, and HC Advisors LLC. He also devotes part of his time to Perry L Chesney Consulting, an advisory practice focused on coaching and educational workshops for organizations and professional advisors. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy and offers services such as ongoing asset management, retirement-plan advisory, and sub-advisory relationships.

Scott Herndon is a financial advisor at Adapt Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His work history includes roles at Ameriprise and The Hershey Company. He is also an ambassador for the Milledgeville/Baldwin County Chamber of Commerce. 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 and a range of investment management services, focusing on a customized planning process and a long-term investment approach incorporating diverse asset types.

Stephen Michael is a financial advisor at Marietta Wealth Management, LLC in Marietta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marietta Wealth Management since 2016. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, and business entities. The firm operates on a fee-only basis, managing approximately $974 million in client assets through a team of nine advisors.

Andrew Gilbert is a CFP® professional with 17 years of industry experience. He is affiliated with Large and Gilbert Wealth Advisory and has prior experience at Cambridge Investment Research, Inc. Andrew also works as an independent insurance agent for various insurance companies. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other business entities, offering portfolio management, financial planning, and pension consulting services.

John Darby is a CFA® charterholder with four years of industry experience. He is currently an advisor at Inlight Wealth Management and previously worked at Sage Mountain Advisors, CI Brightworth Private Wealth, Brightworth, and Regions Bank. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using traditional fundamental analysis and may incorporate options strategies within separately managed accounts.

Thomas Tillery is a CFP® and ChFC® with 20 years of experience in financial planning. He has worked at Paraklete Financial, Inc. since 2006. Outside of his advisory role, he serves as vice president of Financial Planning Advocate, LLC, where he writes textbooks, speaks publicly, and provides continuing education to accountants, attorneys, and financial advisers. Paraklete Financial provides fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers prepare comprehensive plans without managing assets or selling financial products, focusing on tax-centered, coordinated planning delivered by CPA/PFS credentialed advisers.

David Pressly is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding a Series 66 designation with 26 years of industry experience. He has been with Register Financial Advisors and its affiliated entity, Register Financial Associates, Inc., since 2011. Register Financial Advisors provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm employs a broad range of instruments and strategies, including both in-house and third-party management, and offers access to multiple wrap fee programs administered through Wells Fargo Clearing Services.

Jeffrey Taylor is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. He has been with Crescent Wealth Advisory since 2009 and Crescent Wealth Management since 2003, and has prior experience with Purshe Kaplan Sterling Investments and Lion Street Financial. Taylor is also involved in sales and marketing for fixed life insurance through Crescent Wealth Management. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm manages approximately $87.5 million across about 49 clients and employs a team of six investment professionals who use fundamental and technical analysis to construct individualized portfolios, offering continuous supervision, rebalancing, and access to alternative solutions including cryptocurrency accounts and third-party cash management programs.

Hugh Merkel is a CFA® charterholder with five years of industry experience. He currently works at MartinWright Advisory, LLC and previously held positions at Mercer Investments, LLC, and MGI Funds Distributors, LLC. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to institutional investors, individuals, trusts and estates, qualified purchasers, retirement plans, and other entities. The firm employs both active and passive investment approaches with an emphasis on diversification and continuous portfolio management, utilizing tools such as tactical asset allocation, relative strength analysis, and alternative investments.

Solomon Cohen is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at HB Wealth Management, The Vanguard Group, Connect America, and Northwestern Mutual. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, family office services, and third-party money manager selection for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily using ETFs and equities, and often implements strategies through sub-advisers or third-party managers.

Wesley Hackney is a CFP® with 12 years of industry experience, currently serving at Marietta Wealth Management, LLC since 2015. He holds a Series 63 license and works within a team of nine advisors based in Marietta, GA. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, pension/profit-sharing plans, and business entities. The firm operates on a fee-only basis, manages approximately $974 million in client assets, and uses a team-based approach supported by an Investment Committee to guide portfolio management.

Elias Crist is a CFP® with five years of industry experience, currently serving at Inlight Wealth. His prior experience includes roles at Regent Peak Wealth Advisors, SignatureFD, ProEquities, Legacy Investment Advisors, and State Street Corporation. Outside of his advisory work, he owns and manages two residential rental properties in Atlanta. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm provides portfolio management, financial planning, and consulting services, utilizing fundamental analysis and strategies that may include options within separately managed accounts.

Mary Shaltis is a CFP® with 12 years of industry experience, currently serving at Chicory Wealth. She previously worked at Ameriprise Financial Services, Inc. and 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, offering additional services such as tax preparation, estate planning assistance, and business consulting. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop diversified, long-term portfolios and financial life plans.

Joseph Rollins is a ChFC® credentialed financial advisor with 15 years of industry experience. He has worked at Rollins Financial Advisors, LLC since 2021 and previously at Rollins Financial Nc. from 1990 to 2021. The firm 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. Rollins Financial Advisors manages approximately $1.38 billion in discretionary assets and employs a fiduciary, goal-oriented investment process that emphasizes asset allocation and ongoing portfolio monitoring.