William Medcalf is a CFP® professional with experience at Wiser Wealth Management, Inc. since 2023. His prior roles include positions at Turner & Patat, P.C., Elwood & Goetz Wealth Advisory Group, and Raymond James. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses by providing comprehensive financial planning and discretionary portfolio management. The firm employs diversified model portfolios based on Modern Portfolio Theory and offers specialized services such as the Flightpath wrap-fee program and retirement-plan advisory solutions.

Joseph Sroka is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NovaPoint Capital LLC since 2015. He holds a Series 63 license and is based in Atlanta, GA. Outside of his advisory role, he owns The Algorquin Company, LLC, a consulting business unrelated to investment activities. NovaPoint Capital LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, and corporate entities. The firm employs a dividend-growth equity strategy focused on long-term holdings and uses a combination of quantitative, fundamental, and technical analysis in portfolio construction.

Aiki Altmets is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Regimen Wealth, LLC since 2020 and previously spent five years at Ameriprise Financial Services, LLC. Regimen Wealth, LLC is a four-advisor team managing approximately $330 million for about 218 individual and high-net-worth clients. The firm provides discretionary investment management, financial planning, and consulting, focusing on tailored portfolios that incorporate exchange-traded funds, sub-advisors, REITs, insurance, and private vehicles, using a blend of fundamental, technical, cyclical, and behavioral finance methods.

William Bowen is a CFP® with 12 years of experience in the financial advisory industry. He has been with Persium Advisors, LLC since 2013. Bowen holds the Series 63 license and is based in Atlanta, GA. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting advice on about $894.4 million in pension and investment consulting assets.

Matthew Canine is a financial advisor at EPG Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He has been with EPG Wealth Management since 2019. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting services. The firm typically manages accounts on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, and offers both advisor-managed accounts and a wrap fee program.

Dale Hajost is a financial advisor at Builder Investment Group in Atlanta, GA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Builder Investment Group since 1992. Hajost serves as co-general partner in a passive private equity partnership, contributing several hours monthly to this investment-related activity. Builder Investment Group provides discretionary portfolio management to individuals, pension plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management using both fundamental and technical analysis, and it sponsors pooled investment vehicles and private syndications, a distinctive role for a firm of its size.

John Adair is a CFA® charterholder with six years of industry experience. He is affiliated with Patton Albertson Miller Group, LLC and has been employed at SunTrust Bank since 1988. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis along with model-based allocations to construct diversified portfolios.

Michael Baratta is a financial advisor with Fiscal Wisdom Wealth Management LLC in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, having worked at firms including Portsmouth Financial Services, Securian Financial Services Inc., and Virginia Asset Management. Baratta is also the owner of Baratta Investments, LLC, where he engages in equity trading. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolio construction, financial planning across retirement, tax, estate, and business succession areas, and facilitates referrals to third-party money managers while maintaining a diverse range of investment strategies.

Beth Conklin is a ChFC® with two years of industry experience, currently serving as an advisor at Paces Ferry Wealth Advisors, LLC. She previously worked at Chappell Financial Group, LLC for 12 years. She is also listed as an agent on certain life and disability insurance policies associated with a family business succession plan. Paces Ferry Wealth Advisors manages approximately $430 million across several hundred accounts, providing wealth management, financial planning, retirement plan consulting, and portfolio management for individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutional plans. The firm employs a combination of fundamental, technical, and charting analysis along with both passive and active management strategies, including leveraged approaches for some high-net-worth clients.

Cameron Clement is a CFA® charterholder with 11 years of industry experience. He is currently with Eagle Rock Investment Company, LLC, where he has worked since 2021, and previously spent nine years at Cornerstone Investment Partners, LLC. Eagle Rock Investment Company, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, foundations, businesses, and other registered investment advisors. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to construct discretionary portfolios and manages approximately $660 million in client assets.

Rodolfo Rodriguez is a financial advisor with EPG Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Equity Services Inc. and National Life Group. Outside of his advisory role, he serves as CEO of Kinship Wealth Partners LLC, a financial services practice. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and access to third-party money managers. The firm develops customized investment plans and typically manages accounts on a discretionary basis using a combination of fundamental, technical, and cyclical analysis.

Hannah Thompson is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at MartinWright Advisory, LLC and has previous experience with Truist Investment Services and SunTrust entities. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, utilizing both active and passive investment strategies with an emphasis on diversification and continual portfolio monitoring.

Robert Hamill is a CFP® and ChFC® with 10 years of experience in the financial services industry. He is currently with Benedict Financial Advisors, Inc. and LPL Financial, LLC, having joined both firms in 2021. His prior roles include positions at Ameriprise Financial Services, Everence Trust Company, ProEquities, Inc., and Everence Financial. Benedict Financial Advisors, Inc. serves individual investors as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $475 million across about 319 client relationships, providing financial planning focused on retirement income, discretionary portfolio management, and client education through lectures and workshops.

Robin Leahy is a financial advisor with Register Financial Advisors, LLC, based in Atlanta, GA. He holds a Series 63 designation and has 23 years of industry experience, including 11 years at Morgan Stanley Smith Barney LLC prior to joining Register Financial in 2020. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a wide range of investment instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and employs model allocations with ongoing monitoring and reporting to manage client portfolios.

Lydia Gumina is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses. She has been with Register Financial Advisors and its affiliated Register Financial Associates, Inc. since 2026. Prior to her advisory roles, she held various positions including work in education at West Forsyth High School and Liberty Middle School, as well as service industry roles. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies and manages portfolios using both in-house and third-party resources, including discretionary and non-discretionary management, with access to multiple wrap fee programs and managed solution platforms.

Amanda Ingwersen is a financial advisor at DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. She has worked at DAI Wealth since 2025 and was previously employed at DAI Securities, LLC and Guardian Pharmacy. DAI Wealth, LLC manages approximately $330 million in assets across a multi-advisor team, serving a diverse client base that includes high-net-worth individuals, institutional investors, and various charitable and governmental entities. The firm offers customized investment management solutions through multiple account types and platforms, incorporating ongoing manager due diligence and performance reporting.

Jeffery Pierce is a financial advisor with Berkeley Capital Partners, LLC, holding a Series 65 designation and seven years of industry experience. He has been with Berkeley Capital Partners since 2018 and previously worked at Invesco from 2015 to 2018. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, foundations, and businesses. The firm employs global asset allocation strategies across multiple asset classes and sponsors private pooled investment vehicles with performance-based incentive structures.

Candace Brown is a financial advisor with DAI Wealth, LLC in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Investacorp Inc. from 2011 to 2019 before joining DAI Wealth and its affiliated broker-dealer, Dai Securities LLC, in 2019. Outside of her advisory role, she manages Firas Capital Group, LLC, where she provides consulting services to independent broker-dealers. DAI Wealth, LLC offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm utilizes multiple custodial and platform providers and combines fundamental and technical analysis to tailor portfolios according to client objectives.

William Gardner is a financial advisor with Arkos Global Advisors, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Arkos Global Advisors in 2023, he worked at Edward Jones from 2019 to 2023 and was affiliated with River Church from 2016 to 2019. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis alongside in-house and third-party research to create diversified, goal-oriented portfolios, serving both retail and high-net-worth clients.

Peter Geckeler is a CFP® professional affiliated with Legacy Planning Advisors, LLC, with 12 years of industry experience. He has worked concurrently at The Strategic Financial Alliance, Inc. and Legacy Planning Advisors since 2014. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach, using third-party managers and custodial platforms, and manages approximately $234 million primarily on a non-discretionary basis across about 755 client accounts.