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.

John Hussa is a financial advisor at Marco Investment Management LLC in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marco Investment Management since 2004. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm provides discretionary portfolio management with an investment approach that incorporates fundamental and technical analysis across multiple strategies, including options and derivative techniques.

Frank Akridge is a CFP® professional with 25 years of industry experience. He is currently affiliated with Optivise Advisory Services LLC and has been involved with Financial Pathfinder, LLC and Freedom Consultants LLC, a non-investment-related internet wholesale retail business he co-manages with his spouse. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios with diverse allocations and a co-advisory program for employer-sponsored defined contribution plans.

Bradley Barger is a financial advisor at Weaver Capital Management, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wells Fargo Clearing Services and SunTrust Advisory Services. He serves as co-trustee for a family trust. Weaver Capital Management serves individual clients, including high-net-worth families, as well as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach that incorporates tactical risk-management tools.

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® certified financial advisor with 14 years of industry experience. She has worked at Longview Wealth Management since 2011 and previously spent 11 years at Cambridge Investment Research, Inc. Longview Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm offers portfolio management, financial planning, divorce financial consulting, and access to third-party managed programs, employing a combination of economic, fundamental, and technical analysis across various investment vehicles.

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.

Daniel Mcnabb is a CFP® professional with 11 years of experience in the financial services industry. He currently works at Chicory Wealth and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2017. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified, long-term portfolios and offers additional services including tax preparation, estate planning assistance, and business consulting.

Adele Gipson is a CFP® and CFA® credentialed financial advisor with 20 years of experience, currently serving at CPC Advisors, LLC. She has worked at Raymond James Financial Services Advisors and has been with CPC Advisors since 2008. Gipson is a board member of the Georgia Campaign for Adolescent Power & Potential, where she serves on the Finance Committee. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes model portfolios and asset allocation strategies aligned with Modern Portfolio Theory, offering both discretionary and non-discretionary management with access to wrap-fee Ambassador accounts and third-party managers.

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.