Lily Hsieh is a financial advisor at HC Advisors LLC with eight years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses and has been with HC Advisors since 2015. Outside of her advisory role, she serves as the unpaid Chief Operating Officer of Henning, Dowdy, Jones, LLC. HC Advisors LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations, managing approximately $500 million in client assets. The firm customizes portfolios using various analytical methods and Modern Portfolio Theory, offering both discretionary and non-discretionary management and access to third-party money managers.

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.

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 five years of industry experience. She holds a Series 65 designation and has worked at IRC Wealth in two separate periods totaling seven years. Prior to her financial advisory career, she was employed at Midwest Medical Enterprises from 2013 to 2017. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, focusing on long-term, retirement-oriented portfolios primarily composed of stocks, ETFs, and cash equivalents. The firm employs a disciplined investment process that includes technical screening, fundamental analysis, and proprietary criteria to manage client portfolios.

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.

Rachel Neblett is a financial advisor at Capitalwize, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Capstar Financial for five years. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process beginning with a financial audit and client intake, and often utilizes third-party managers and digital platforms for portfolio management while maintaining discretionary authority.

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.

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.

Jeffrey Dingle is a financial advisor at Brooklyn FI, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lido Advisors, LLC and Elwood & Goetz. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm uses a primarily passive investment approach alongside specialized outside managers and offers educational seminars and comprehensive oversight of held-away accounts.

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.

Mote Andrews IV is a financial advisor at Rowland Miller + Partners LLC in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Rowland Miller + Partners since 2011. Rowland Miller + Partners provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamentals-based equity selection process and a tailored approach to investment-grade fixed income, managing portfolios with low turnover and tax considerations.

David Mcbride is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 2011, where he is part of a five-advisor team. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as pension plans and government entities. Marco Investment Management provides discretionary portfolio management using a combination of fundamental and technical analysis across multiple strategies, including equity and fixed income, and is notable for its management of assets within wrap fee programs.

William Gilmore II is a CFP® professional with 22 years of industry experience. He is currently with FCIG Wealth Management, LLC, where he has worked since 2024. His prior experience includes roles at Cambridge Investment Research and The Investment Center. Outside of advisory work, Gilmore serves as president of an independent insurance agency. FCIG Wealth Management LLC provides wealth management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs discretionary asset management and financial planning, utilizing sub-advisors and third-party platforms to manage various asset types in alignment with clients’ objectives and risk tolerances.

Zachary Morris is a CFP® with 14 years of industry experience and is currently with Paces Ferry Wealth Advisors, LLC, where he has worked since 2019. His prior experience includes roles at tru Independence Asset Management, LLC and J.P. Morgan Securities LLC. Paces Ferry Wealth Advisors manages approximately $430 million across a range of individual, high-net-worth, trust, estate, charitable, and institutional clients. The firm employs a combination of fundamental, technical, and charting analysis alongside both passive and active management strategies, offering discretionary and non-discretionary advisory services tailored to diverse client needs.

Kyle Grandstaff is a CFA® charterholder with eight years of industry experience. He currently works at Colton Groome Financial Advisors, LLC and has held previous roles at IFG Advisory, LPL Financial, Truist Advisory Services, Truist Securities, and SunTrust Robinson Humphrey. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm manages approximately $725 million in assets across a team of ten advisors and employs strategic asset allocation using both passive and active managers, supported by an investment committee and advanced analytical tools.

Kaitlin Theobald is a CFP® professional with seven years of experience at Sherrill & Hutchins Financial Advisory Inc in Atlanta, GA. She has been with the firm since 2014, including a team role since 2024. Sherrill & Hutchins provides financial planning and discretionary portfolio management services to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm manages portfolios according to client-specific Investment Guidelines, primarily using diversified no-load mutual funds and ETFs with periodic rebalancing and model portfolios for participant-directed plans.

Jennifer Stewart is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LongView Wealth Management since 2007. She previously worked with Cambridge Investment Research for 15 years. Stewart holds board roles with the Morgan County Foundation for Excellence in Public Education and the Northeast Georgia Regional Commission, and serves on the Georgia State School Superintendent Parent Advisory Council. LongView Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and businesses, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through multiple program structures and custodians.