Francine Payne is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential and one year of industry experience. Prior to joining Persium Advisors, she worked for Republic National Distributing Co., LLC for 21 years. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement-plan services alongside direct investment management and financial planning. The firm manages discretionary assets exceeding $580 million and provides consulting for nearly $1 billion in pension and investment assets.

Jennifer Friberg is a CFA® charterholder and holds a Series 66 license with six years of experience in the financial services industry. She currently works at MartinWright Advisory, LLC and previously held positions at Balentine, LLC and BlackRock Investments LLC. MartinWright Advisory is a privately owned firm managing approximately $160.7 million in discretionary assets for around 108 clients. The firm employs a combination of active and passive investment strategies, including tactical asset allocation, relative-strength and technical analysis, and may delegate assets to third-party managers while maintaining oversight.

Olga Lee is a CFA® charterholder based in Atlanta, GA, with 16 years of industry experience. She has worked at A. Montag & Associates since 2006. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured data-gathering process to establish investment objectives and implements them through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

Colby Wheeler is a financial advisor at Wealth Science Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Science Advisors, he worked at The Home Depot and has an academic background from The University of Alabama. Wealth Science Advisors serves primarily individual and family clients with discretionary portfolio management and financial planning. The firm integrates traditional asset allocation and modern portfolio theory with behavioral assessments, using proprietary tools like the Wealth Science Assessment and its “Money Happiness” concept to guide investment plans.

Donnie Robinson is a financial advisor at Adapt Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 license with 21 years of industry experience. Prior to joining Adapt Wealth Advisors in 2024, he worked at Ameriprise Financial Services, Inc. for eight years. Outside of advisory work, Robinson is involved in several business activities, including ownership and management roles in multiple entities unrelated to investment advisory services. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, discretionary and non-discretionary investment management, consulting, and retirement-plan advisory services, using a process that combines fundamental analysis with both long-term and opportunistic trading strategies.

Garnett Keith Jr. is a CFA® and ChFC® credentialed advisor with over 21 years of industry experience. He has been with SeaBridge Investment Advisors LLC since 1996, except for a retirement period from 2017 to 2021. Outside of his primary role, he serves as Chairman of the Investment Committee for 10 Talents Investors, where he reviews private equity funds and participates in annual meetings. SeaBridge Investment Advisors LLC provides discretionary portfolio management and financial planning services to individuals and institutional clients. The firm focuses on global, equity-centered portfolios and also acts as a discretionary sub-adviser to other advisors, supporting a variety of client types including high-net-worth individuals, foundations, and foreign investment vehicles.

Scott Herndon is a financial advisor at Adapt Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His work history includes roles at Ameriprise and The Hershey Company. He is also an ambassador for the Milledgeville/Baldwin County Chamber of Commerce. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and a range of investment management services, focusing on a customized planning process and a long-term investment approach incorporating diverse asset types.

Stephen Michael is a financial advisor at Marietta Wealth Management, LLC in Marietta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marietta Wealth Management since 2016. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, and business entities. The firm operates on a fee-only basis, managing approximately $974 million in client assets through a team of nine advisors.

Richard Miller is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with American Wealth Management since 1993. American Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, charitable institutions, and endowments, offering asset and portfolio management, financial planning, and investment management. The firm employs both tactical and strategic investment approaches using various analytical techniques and manages approximately $310 million in client assets.

Andrew Gilbert is a CFP® professional with 17 years of industry experience. He is affiliated with Large and Gilbert Wealth Advisory and has prior experience at Cambridge Investment Research, Inc. Andrew also works as an independent insurance agent for various insurance companies. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other business entities, offering portfolio management, financial planning, and pension consulting services.

John Darby is a CFA® charterholder with four years of industry experience. He is currently an advisor at Inlight Wealth Management and previously worked at Sage Mountain Advisors, CI Brightworth Private Wealth, Brightworth, and Regions Bank. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using traditional fundamental analysis and may incorporate options strategies within separately managed accounts.

Robert Jamison is a CFP® professional with 23 years of industry experience. He has been with Jamison Private Wealth Management, Inc., formerly Diversified Financial Planning, since 1998. The firm provides portfolio management and consulting services to a range of clients including individuals, pension plans, corporations, and charitable organizations. Jamison Private Wealth Management offers individualized investment plans primarily through direct equity selection and supplements them with other investment vehicles, managing approximately $1.05 billion across a small advisory team.

Thomas Tillery is a CFP® and ChFC® with 21 years of experience in financial advising. He has been with Paraklete Financial, Inc. since 2006 and previously worked at Cetera Advisors LLC and Mass Mutual Investors Services. Outside of his advisory role, he serves as Vice President of Financial Planning Advocate, LLC, where he writes textbooks, speaks publicly, and provides continuing education to accountants, attorneys, and financial advisers. Paraklete Financial, Inc. provides integrated, fee-for-service financial planning primarily to individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on comprehensive, tax-centered planning coordinated with outside professionals and does not manage client assets or sell financial products.

Hugh Merkel is a CFA® charterholder based in Atlanta, GA, serving as an advisor with MartinWright Advisory, LLC. He has five years of industry experience and has held prior roles at Mercer Investments, LLC, MGI Funds Distributors, LLC, and Morgan Keegan & Company, LLC. MartinWright Advisory is a privately owned investment adviser that manages approximately $160.7 million in discretionary assets for about 108 clients through a seven-advisor team. The firm combines active and passive management techniques, including tactical asset allocation and alternative investments, and coordinates with third-party managers while maintaining oversight of performance.

Edward Moore Jr. is a CFA® charterholder with 18 years of industry experience. He is currently with Resurgent Advisors and has previously worked at Bey Douglas, LLC and Merrill. Moore is also involved with Bey-Douglas LLC as an investment advisor representative. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million in assets, serving individuals, families, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment management, and specialized advice on legacy positions, retirement, tax optimization, and cash flow, using fundamental analysis and a range of investment vehicles.

Solomon Cohen is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at HB Wealth Management, The Vanguard Group, Connect America, and Northwestern Mutual. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, family office services, and third-party money manager selection for individuals and corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, often using sub-advisers or third-party managers.

Laura Brannen is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for five years and BBWH Insurors for four years. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach combining fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Kevin Rainwater is a financial advisor at BlueChip Wealth Advisors LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at BIP Wealth, Mercer Global Advisors Inc., Arkadios Wealth Advisors, Arkadios Capital LLC, ACG Wealth Inc., and Stancorp Investment Advisers, Inc. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a goal-based, customizable investment approach combining active and passive strategies and emphasizes documented planning deliverables and educational client sessions.

Wesley Hackney is a CFP® professional with 13 years of industry experience, currently serving at Carson Wealth since 2026 and previously at Marietta Wealth Management, LLC from 2015 to 2026. He also worked at Henssler Financial for two years. Hackney holds the Series 63 license. Marietta Wealth Management, LLC is a fee-only firm managing approximately $1.39 billion in assets across around 448 client relationships. The firm offers wealth management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and business entities, using an investment approach guided by an internal committee and individualized client risk profiles.

Wes Peterson is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Cetera and Regions Bank before joining LPL Financial in 2025. MPWM Advisory Solutions LLC provides investment advisory and related services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through a combination of in-house management, independent managers, and LPL-hosted platforms.