Caroline Hajost is a financial advisor at Builder Investment Group with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Builder Investment Group in 2024, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Builder Investment Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management using both fundamental and technical analysis and is notable for sponsoring pooled investment vehicles and managing private syndications.

Jessica Engebretsen is a CFP® professional with 15 years of industry experience, currently serving at LongView Wealth Management in Atlanta, GA. She has worked at LongView Wealth Management since 2011 and was previously with Cambridge Investment Research, Inc. for 11 years. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, and corporate clients, offering services such as financial planning, asset management, divorce consulting, and access to third-party manager programs.

Daniel Henning is a CFP® and Series 65 credentialed advisor with 22 years of industry experience. He has been with HC Advisors LLC since 2012 and is also a senior partner at Henning Dowdy & Jones LLC, an accounting firm. HC Advisors LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a range of strategies tailored to client objectives, including fundamental, technical, and cyclical analysis, and offers discretionary and non-discretionary portfolio management along with access to third-party money managers.

Raymond Prophater III is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Persium Advisors since 2011. Outside of his advisory role, he is a partner in Navix Holdings, LLC and Persium Group, LLC, which develop and provide business exit planning consulting services. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456 million in discretionary assets and provides consulting for nearly $894 million in pension and investment assets, using fundamental analysis and tailored portfolio construction based on clients’ financial plans and risk tolerances.

Marci Silverman is a financial advisor at Thayer Partners LLC with 13 years of industry experience. She has been with Linder Financial Services since 1997. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, other advisers, and retirement plans, including offshore investors. The firm employs a fundamental, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, along with individual securities as needed, and operates through a multi-office advisor network.

Jessica Sherrill is a CFP® with 18 years of industry experience and has been with Sherrill & Hutchins Financial Advisory Inc. in Atlanta, GA for 10 years. She is part of a six-advisor team at the firm. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm uses client-specific investment guidelines and primarily implements strategies through diversified no-load mutual funds and ETFs, offering a range of wealth management and retirement plan advisory services.

Christopher Hohlstein is a CFA® charterholder and holds Series 63 and 65 licenses. He has five years of industry experience, currently serving at SeaBridge Investment Advisors LLC since 2021. Prior to this, he worked at BNY Mellon from 2012 to 2020 and took a one-year sabbatical in 2020. SeaBridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios and also serves other advisers as a sub-adviser, supporting a mix of retail, institutional, and adviser-client relationships.

Lester Brackley is a financial advisor with Arkos Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Arkos Global Advisors since 2020 and previously at Lakeview Capital Partners, LLC from 2015 to 2020. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, using fundamental, technical, cyclical, and quantitative analysis to tailor portfolios and conducts ongoing monitoring and periodic reviews of client accounts.

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.

Brent Capehart is a financial advisor with The Lloyd Advisory Group in Suwanee, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AE Wealth Management, Capehart Financial, and Global Financial Private Capital. He is a member of the finance committee at New Hope United Methodist Church, where he contributes to financial planning and long-term forecasting. The Lloyd Advisory Group manages discretionary assets primarily for individual investors, trusts, estates, charitable organizations, and business entities, using a retirement-focused “three bucket” investment framework that addresses inflation, volatility, taxes, healthcare, and longevity risks.

Alexys Mckenzie is a financial advisor at SB Advisory, LLC with 30 years of industry experience. She has worked at International Financial Solutions, Inc. for 20 years. Outside of her advisory role, she is involved in non-investment-related ventures including a trucking business and several consulting and operational roles in startup and service companies. SB Advisory, LLC is a multi-team advisory firm serving individuals, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm primarily provides non-discretionary advice, employing fundamental, technical, and qualitative analysis to tailor client portfolios.

Anthony Austreng is a CFP® and Series 66-registered financial advisor at Forthright Wealth Management, LLC, with 23 years of industry experience. He has been with Forthright Wealth Management since 2015. Outside of his advisory role, he is a one-quarter owner of an office suite in Alpharetta, Georgia, through his LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, providing wealth management, investment management, and financial planning services. The firm manages over $773 million across a seven-advisor team and offers customized, primarily long-term portfolios that include mutual funds, ETFs, individual stocks, bonds, and may engage unaffiliated Independent Managers under ongoing oversight.

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.

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.