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.

Jeffrey Taylor is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. He has been with Crescent Wealth Advisory since 2009 and Crescent Wealth Management since 2003, and has prior experience with Purshe Kaplan Sterling Investments and Lion Street Financial. Taylor is also involved in sales and marketing for fixed life insurance through Crescent Wealth Management. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm manages approximately $87.5 million across about 49 clients and employs a team of six investment professionals who use fundamental and technical analysis to construct individualized portfolios, offering continuous supervision, rebalancing, and access to alternative solutions including cryptocurrency accounts and third-party cash management programs.

Hugh Merkel is a CFA® charterholder with five years of industry experience, currently serving at MartinWright Advisory, LLC. His prior roles include positions at Mercer Investments, LLC and MGI Funds Distributors, LLC. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including institutional investors, individuals, trusts, and retirement plans. The firm employs both active and passive investment strategies with an emphasis on diversification and continuous portfolio management.

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 roles include positions at HB Wealth Management, The Vanguard Group, and Northwestern Mutual. Regent Peak Wealth Advisors offers portfolio management, financial planning, pension consulting, and wealth-planning services to individuals, high-net-worth clients, and select corporate plan clients. The firm emphasizes model portfolios based on Modern Portfolio Theory, primarily utilizing ETFs and equities, often through third-party money managers.

Kevin Rainwater is a financial advisor at BlueChip Wealth Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at 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, third-party manager selection, comprehensive financial planning, and retirement-plan consulting. The firm uses a goal-based, customizable approach that combines active and passive strategies and incorporates subscription-based reporting tools and educational sessions into client engagements.

Wesley Hackney is a CFP® professional with 12 years of industry experience. He is currently a financial advisor at Marietta Wealth Management, LLC, where he has worked for 11 years. Prior to joining Marietta Wealth Management, he was with Henssler Financial for two years. Marietta Wealth Management, LLC provides wealth management, financial planning, and retirement plan consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $1.39 billion in assets and employs an investment process guided by an internal Investment Committee that emphasizes individualized portfolio construction based on client risk profiles and investment policy statements.

Elias Crist is a CFP® with six years of industry experience, currently serving at Inlight Wealth. His prior roles include positions at Regent Peak Wealth Advisors, SignatureFD, and State Street Corporation. Outside of his advisory work, he owns residential rental properties in Atlanta. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm provides portfolio management, financial planning, and consulting services using fundamental analysis and may include options strategies within separately managed accounts.

Landon Morgan is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Partners, he worked at Thompson & Thurman Financial, C1 Insurance Group, and Pierce Tax Service. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and offers additional services including company-sponsored retirement plan management and a college-planning service that provides workshops and individual counseling.

Lori Morell is a Series 65-licensed financial advisor at Thayer Partners LLC in Alpharetta, GA, with eight years of industry experience. She worked at Linder Financial Services for seven years following a 34-year career at Kimberly-Clark Corp. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans with customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers a broader range of consulting services, including fiduciary support for ERISA plans and business advisory tied to Profit First methodology.

Mary Shaltis is a CFP® with 13 years of experience in the financial services industry. She is currently affiliated with Chicory Wealth and previously worked at M. Kulyk & Associates, LLC and Ameriprise Financial Services, Inc. Mary has involvement in real estate ownership related to multi-family investment. Chicory Wealth serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering financial life planning, discretionary portfolio management, and additional services such as tax preparation and estate planning. The firm incorporates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics into its investment approach and supports other advisers with model portfolio services.

Joseph Rollins is a ChFC® credentialed financial advisor with 15 years of industry experience. He has worked at Rollins Financial Advisors, LLC since 2021 and previously at Rollins Financial Nc. from 1990 to 2021. The firm serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, providing investment counseling, portfolio management, and related accounting and tax services. Rollins Financial Advisors manages approximately $1.38 billion in discretionary assets and employs a fiduciary, goal-oriented investment process that emphasizes asset allocation and ongoing portfolio monitoring.

Ryan Mccafferty is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Large and Gilbert Wealth Advisory, part of Keystone Financial Group, where he has worked for nine years following three years at Morgan Stanley. Outside of his advisory role, he is a partner in an e-commerce business focused on creating T-shirt designs. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million. The firm serves individuals, including high-net-worth clients, trusts, pension plans, and business entities, providing portfolio management, financial planning, and pension consulting services.

Mohammed Ghulam Reza is a Series 65 licensed advisor with Narwhal Capital Management, where he has worked since 2022. He has three years of industry experience and previously worked at the University of Georgia and Tucker High School. He is also a partner at MOEA, a mobile application development venture focused on building models and algorithms. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management using diversified asset allocation and combines investment advisory services with in-house tax and accounting capabilities.

Owen Douglas is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 credential and with two years of industry experience. He has been with Meadow Creek since 2019, with prior experience at Sun Trust Bank from 2016 to 2019. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, providing portfolio management, limited financial planning, and retirement plan consulting. The firm employs a structured investment process involving an investment committee and utilizes both discretionary and non-discretionary relationships, managing assets through third-party Separate Account Managers when appropriate.

Geri Lanning is a CFP® and holds a Series 66 license, currently serving as a Senior Wealth Advisor at CPC Advisors, LLC with six years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and AMB Group, LLC. Lanning is also associated with Consolidated Planning Corporation, Inc. and CPC Holding Company, LLC in senior advisory roles. CPC Advisors, LLC serves a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs an asset allocation and model-driven investment approach, utilizing third-party managers and the Raymond James institutional platform for portfolio management and execution.

George Wideman is a CFP® with 26 years of industry experience, currently serving at Cahaba Wealth Management, Inc. since 2012. Prior to this, he worked at Synovus Securities, Inc. and Creative Financial Group Ltd. He is a partner in Artist Clarity, Inc., a business management venture unrelated to investment advisory services. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm utilizes a long-term, risk-conscious investment process incorporating mutual funds, ETFs, and alternative investments when appropriate, and manages approximately $2.06 billion on a discretionary basis.

Lawrence Mendel is a financial advisor at Montag with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montag & Associates Inc. since 2016, following five years at Black Diamond Investment Partners. He serves on the investment and oversight committee of the Collat Family Foundation in a volunteer capacity. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, and other advisers, providing discretionary portfolio management, financial planning, consulting, and trustee or executor services. The firm combines fundamental and technical equity analysis with fixed-income management to build individualized investment objectives and typically manages portfolios on a discretionary basis.

James Jackson is a CFA® charterholder with 21 years of industry experience, currently serving at Builder Investment Group since 2000. He is based in Atlanta, GA, and is part of a four-advisor team. 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 across a broad range of securities and private investments, managing pooled investment vehicles and private syndications with formal compliance procedures.