Larry McNamara is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation and Series 65 license with nine years of industry experience. He has been associated with Paraklete Financial since 2024 and also operates McNamara Financial Solutions LLC. Outside of his advisory work, he serves as CFO and accountant for 3GS Services, LLC, a general maintenance and landscaping business. Paraklete Financial provides integrated, fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers focus on tax-centered, coordinated planning and client education, working through a network of professional referrers and delivering tailored engagements without managing assets or selling financial products.

Reid Trego is a financial advisor at Goodwin Investment Advisory with four years of industry experience. He holds a Series 65 designation and has worked at Goodwin Investment Advisory since 2021. Outside of advising, he coaches existing franchisees at United Franchise Group and provides consulting services through Reid Trego Coaching. Goodwin Investment Advisory offers discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344.4 million in discretionary assets and employs dynamic asset allocation strategies using a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies.

George Register is a financial advisor at Register Financial Advisors, LLC with 58 years of industry experience. He holds Series 63 and Series 66 designations and has been with Register Financial Advisors since 2007, following prior work at Register Financial Associates, Inc. since 1992. Outside of his advisory role, he serves as CEO of Register Capital Investments LLC, a small-cap portfolio management firm. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a broad range of instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and offers both discretionary and non-discretionary portfolio management through multiple wrap fee programs and third-party managed solutions.

Lily Hsieh is a financial advisor with HC Advisors LLC in Sandy Springs, GA, holding Series 63, 65, and 66 licenses and eight years of industry experience. She has worked at HC Advisors since 2015 and previously spent one year with the Stanford Group Company. Outside of her advisory role, she serves as Chief Operating Officer (uncompensated) at Henning, Dowdy, Jones, LLC. HC Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities, offering portfolio management, third-party money manager access, and financial planning. The firm manages approximately $500 million in client assets and employs a range of investment strategies tailored to client goals and risk profiles.

David Smith is a CFP® professional with 25 years of industry experience, currently affiliated with BlueChip Wealth Advisors LLC. His prior experience includes roles at BIP Wealth, Arkadios Capital, Triad Advisors, Cole Capital Corporation, and Equity Fund Advisors. Smith is also a senior partner at Ashworth Sullivan Wealth Management. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable investment approach that combines active and passive strategies across various asset classes and integrates subscription-based reporting tools and educational resources into its client services.

Shelley Fietsam is a financial advisor with Rollins Financial Advisors, LLC in Atlanta, GA, holding a Series 65 credential and bringing 10 years of industry experience. She has worked with Rollins Financial entities since 2010, including her current role at Rollins Financial Advisors since 2021. Rollins Financial Advisors serves individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, offering investment counseling, portfolio management, and related accounting and tax services. The firm manages approximately $1.38 billion in discretionary assets and follows a fiduciary, goal-oriented investment process emphasizing asset allocation and ongoing portfolio monitoring.

Sonia Crumpler is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience to her role since joining the firm in 2005. With a career in financial services dating back to 1988, Sonia has held various positions including Vice President of International Trust Services and International Financial Advisor, culminating in her current position where she focuses on comprehensive wealth management strategies. Her areas of expertise include family wealth management, personal retirement planning, portfolio management, small business strategies, and investment strategies for individuals and corporations. Sonia is a Personal Investment Advisor (PIA) and is fluent in both English and Spanish, enhancing her ability to serve a diverse client base. Sonia holds a High School Diploma/GED from Pima Community College. She lives in Tucson with her husband and two children and is actively involved in giving back to her local community, supporting local schools, charities, and community initiatives. Outside of her professional commitments, Sonia enjoys skiing, traveling, spending time with her family, and watching movies.

John Ellis is a CFP® with 17 years of experience in the financial services industry. He is currently affiliated with Forthright Wealth Management, LLC, where he has worked since 2015, and has prior experience at Purshe Kaplan Sterling Financial and Wells Fargo Clearing. Outside of his advisory work, Mr. Ellis holds a partial ownership interest in an office suite in Alpharetta, GA through his LLC. Forthright Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm specializes in customized, primarily long-term portfolio construction using mutual funds, ETFs, individual securities, and employs a multi-advisor team approach with over $773 million in assets under management.

Billy Loveless is a CFP® professional with 21 years of industry experience. He has been with George M. Hiller Companies, LLC since 2004. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a team of five managing about $170 million for approximately 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.

Jaime Benedetti is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Beam Wealth Advisors, Inc. in Atlanta, GA. He has been with the firm and its predecessor entities since 2013. Outside of his advisory role, Benedetti is a varsity boys’ soccer coach at Grady High School and is involved in timber and real estate management activities. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses with comprehensive financial planning and investment management. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and offers integrated tax and CPA services through affiliated entities.

Meghan Henderson is a financial advisor at IRC Wealth with six years of industry experience. She holds a Series 65 designation and has worked at IRC Wealth for two separate periods totaling seven years, with prior experience at Midwest Medical Enterprises. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporating technical screening, fundamental analysis, and proprietary research, and is distinguished by its affiliation with a separately registered Commodity Trading Advisor.

Dustin Dorhout is a financial advisor with Pgi Wealth Management in Alpharetta, GA, holding a Series 65 license and six years of industry experience. He has worked at several firms, including Carson Wealth and WealthPlan Partners, prior to his current role. Pgi Wealth Management is a team-based advisory firm with eight advisors managing approximately $930.6 million for nearly 500 clients. The firm offers portfolio management, financial planning, and pension consulting services, employing long-term investment strategies and integrating institutional research support.

Taylor Moody is a financial advisor at Regimen Wealth, LLC in Atlanta, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Regimen Wealth, he worked at Ameriprise Financial Services, Inc. and the ERA Hirsch Real Estate Team. 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 emphasizes tailored portfolios with exchange-traded funds, independent sub-advisors, and other vehicles, applying a blend of fundamental, technical, cyclical, and behavioral finance methods.

Dino Patelis is a financial advisor at AMC Wealth Management, LLC with 24 years of industry experience. He has held previous roles at Edward Jones, Cape Investment Advisory, American Global Wealth Management, and Chief Asset Management Group. AMC Wealth Management, LLC is a state-registered investment advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets with a six-advisor team and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds.

William Hutchins III is a Certified Financial Planner® with 15 years of experience in the financial services industry. He has been with Sherrill & Hutchins Financial Advisory, Inc. since 2012. Outside of his advisory role, he is a member of The Garden Of, LLC, a long-term rental property management business. Sherrill & Hutchins Financial Advisory 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 employs client-specific investment guidelines and primarily uses diversified no-load mutual funds and ETFs, offering a range of wealth management and fiduciary services.

Levi May is a financial advisor with Diversified, LLC in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Diversified, he worked with Florida Financial Advisors and Delaware North. Diversified, LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, and retirement plans. The firm employs a comprehensive planning process combined with tailored portfolio strategies and offers services such as discretionary and non-discretionary asset management, retirement plan advisory, and participation in third-party advisory programs.

John Glover Jr. is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with LPL Financial since 2009 and is also involved with Wellspring Wealth Management LLC and PlanMark Financial Group, serving in leadership roles. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of financial planning, model-portfolio advisory programs, and third-party asset management solutions through a large network of investment adviser representatives.

Francis Schafer is a Series 65-credentialed advisor at United Capital Management of Kansas, Inc. with one year of industry experience. His background includes a 20-year tenure with the US Army and roles in tutoring and tree service. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios and offers services including financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Steven Humphrey is a CFP® professional with 22 years of industry experience. He has been with George M. Hiller Companies, LLC since 2003. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a small team managing approximately $170 million for about 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, focusing on asset allocation and diversification with a preference for long-term equity exposure through mutual funds, ETFs, individual securities, and various trading strategies.

John Oglesby is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at West Paces Advisors, Inc. in Atlanta, GA. He has been with the West Paces organization in various capacities since 2015. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm constructs customized investment programs using a combination of index, engineered, and active strategies, managing portfolios with a long-term orientation while incorporating opportunistic trades and non-traditional investments where appropriate.