Stephen Johnson is a financial advisor with Great Bay Wealth Management in Roswell, GA, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He founded Great Bay Wealth Management in 2017 after a brief tenure at Quest Capital Strategies, Inc. The firm provides discretionary investment management and advisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans, managing approximately $29.4 million in client assets. Great Bay Wealth Management emphasizes fundamental analysis to create diversified, goal-based portfolios primarily using mutual funds, ETFs, and fixed income, while also incorporating tactical strategies such as options, margin, ADRs, and bitcoin ETFs when appropriate.

Andy Khoo is a financial advisor with A.I.M. Financial Group, Inc. in Alpharetta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including over two decades at A.I.M. Financial Group and affiliations with THE O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, he serves as vice-president of K&L Service, providing tax planning to clients. A.I.M. Financial Group, Inc. is a small wealth management firm offering discretionary portfolio management, financial planning, and third-party managed program recommendations. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, using fundamental analysis and growth and income strategies tailored to client goals and risk tolerance.

Mark Kanakaris is the principal of Kanakaris and Associates in Woodstock, GA, holding a Series 65 credential with 13 years of industry experience. He has worked at Royal Fund Management, LLC since 2013 and operates his own tax planning and preparation business, Cherokee Tax Group. Kanakaris is also licensed to sell life, annuity, health, and disability insurance. Kanakaris and Associates manages approximately $7.5 million in discretionary assets for about 62 individual clients, offering portfolio management, financial planning, and consulting services. The firm uses a quantitative, rules-based investment process featuring model portfolios, covered-call strategies, sector momentum analysis, and may allocate assets to sub-advisers or third-party models.

John Peterson is a CFP® and ChFC® with 17 years of industry experience. He is the principal of Corners Financial Planning, LLC in Peachtree Corners, GA, where he has worked since 2018. He also has experience with Dempsey Financial Network and Dempsey & Associates Inc. Outside of advisory work, he is involved in fixed insurance sales through Dempsey & Associates. Corners Financial Planning, LLC provides investment advisory and financial planning services to individuals and small businesses. The firm offers tailored advisory work using various strategies and manages a small client base with discretionary and non-discretionary accounts.

Bryan Ellis is a financial advisor with Horizon Investment Counsel LLC in Marietta, GA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 10 years at Horizon Investment Counsel and its predecessor firm. In addition to his advisory role, Bryan operates a licensed insurance agency offering life, property, and casualty insurance products. Horizon Investment Counsel provides discretionary portfolio management through two equity-focused programs, serving moderate to high net worth individuals and various institutional clients. The firm’s investment approach emphasizes long-term ownership of high-quality companies purchased at reasonable prices, managing primarily common stocks with a defined sell discipline.

Tung Ngo is a financial advisor at Focus Investments, LLC in Duluth, GA, holding a Series 65 designation with 30 years of industry experience. He has been with Focus Investments since 1995. Focus Investments serves individual and corporate clients by providing discretionary investment advisory and portfolio management services, primarily investing in corporate securities using fundamental and economic analysis. The firm manages accounts directly for individuals, does not participate in wrap fee programs, and employs a tiered percentage-of-assets billing method.

Benjamin Baldwin III is a CFP® professional with 27 years of experience in the financial advisory industry. He has been with Responsive Financial Group, Inc. since 2003. Outside of his advisory role, he is involved in commercial property leasing through ownership of RBC Phoenix Inc. Responsive Financial Group, Inc. is an independent firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, foundations, corporations, and other institutions. The firm utilizes model Risk Adjusted Portfolios (RAPs) across various management styles to address client needs, and it serves a range of clients including pension and profit-sharing plans, offering specialized ERISA plan consulting and fiduciary services.

Samuel Newland is a financial advisor at Lighthouse Investment Advisors, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Investment Advisors since 2016 and Lighthouse Financial, Inc. since 2017. Prior to his advisory career, he spent 29 years at Southern Company. Newland is also the owner of Lighthouse Financial, Inc., where he acts as an insurance agent specializing in life, health, and annuity products. Lighthouse Investment Advisors is an independent, fee-based firm serving individual clients and qualified retirement plans. The firm offers non-discretionary asset management, ERISA 3(21) consulting for plan sponsors, and educational seminars, emphasizing investment strategies based on fundamental, technical, and cyclical analysis.

Robert Sell is a financial advisor at Polaris Asset Management, LLC with six years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Axiom Asset Management, Actify Investor Retirements, and Weaver Capital Management. Outside of advising, he works as a self-employed mathematics tutor, providing instruction to high school students and college entrants. Polaris Asset Management offers private wealth management, financial planning, and retirement plan advisory services to individuals, families, and institutional clients. The firm employs a risk-profile-based investment approach and provides formal retirement-plan consulting and fiduciary services, including discretionary and non-discretionary account management.

Robert Frank III is the principal of Atlas Investment Advisory LLC in Canton, GA, and holds the CFP® designation along with Series 63 and 66 licenses. He has 24 years of industry experience, including ten years with LPL Financial and founding his independent advisory firm in 2016. Outside of his advisory work, he is a co-owner of Twin Ridge Defence, LLC, a non-investment-related business. Atlas Investment Advisory serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm utilizes a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses across a wide range of investment instruments and strategies, conducting quarterly account reviews.

Gregory Corneille is a CFP® professional with 18 years of industry experience. He has been with Choice Wealth Management, LLC since 2013. Choice Wealth Management provides discretionary investment supervisory services to individuals, businesses, and non-profit organizations. The firm develops Investment Policy Statements for clients and manages portfolios using individual stocks, ETFs, and options, employing both long-term and short-term trading strategies with regular portfolio monitoring.

Thomas Cloud is a CFP® and ChFC® with 21 years of experience in financial advisory services. He has worked at Eleven Two Fund Management for 12 years before founding Third Act Retirement Planning, Inc. in 2017, where he remains the sole advisor. Third Act Retirement Planning provides individualized financial planning, discretionary portfolio management, estate-planning consulting, and insurance guidance to individuals, retirement plans, trusts, estates, and other entities. The firm manages approximately $30.4 million on a discretionary basis and offers modular and holistic planning services, utilizing a variety of investment strategies and ongoing portfolio monitoring.

Eric Holcomb is the founder of Holcomb Financial and holds a Series 65 designation with two years of industry experience. He also serves as a Project Manager at Irrational Kindness, LLC, the operator of Chick-fil-A Canton. Holcomb Financial provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, small business owners, employer retirement plans, and charitable organizations. The firm operates on a fee-only basis, offering discretionary portfolio management and personalized investment strategies, and is noted for providing educational seminars and speaking engagements to the public.

Ashley Roth is a financial advisor with Arrowhead Investment Advisors, LLC, holding a Series 65 designation and 14 years of industry experience. She has been with Arrowhead since 2011. Arrowhead Investment Advisors is a fee-only registered investment adviser managing approximately $43.1 million for individuals, families, trusts, non-profit organizations, and corporate retirement plans. The firm focuses on long-term growth through equities and bonds using a fundamentally driven research process and provides tailored portfolio management with discretionary authority.

Tiberiu Marian is a CFP® and Series 66-registered advisor with 13 years of industry experience. He is the principal at Shadowbrook Private Wealth LLC, serving there since 2022. Prior to founding Shadowbrook, he worked at Morgan Stanley Private Bank and JPMorgan Securities. He also serves as a guest lecturer at the University of Bucharest. Shadowbrook Private Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm constructs customized portfolios with a range of investments and combines discretionary management with comprehensive financial planning, using AI tools alongside fundamental and technical analysis to support decision-making.

Gary Hyde is a CFP® professional with 10 years of experience in financial services. He is the principal of Shepherd Financial LLC, an independent firm he has led since 2020. Prior to founding Shepherd Financial, he worked at Northwestern Mutual in various roles from 2015 to 2020. Outside of his advisory work, Hyde provides baseball instruction to children. Shepherd Financial LLC offers wealth management, discretionary portfolio management, and financial planning primarily to individuals, high-net-worth households, trusts, estates, and retirement plans. The firm’s investment approach is long-term and ETF-oriented, with additional use of individual securities and occasional shorter-term trades, and it combines individual wealth management with retirement plan consulting services.

Jeffrey Wilson is a CFP® professional with 18 years of industry experience, serving as the sole advisor at Wilson Financial Group, LLC since 2001. He holds the Series 63 and Series 65 licenses. Outside of advisory services, he dedicates part of his time to business consulting and tax and accounting work through his firm. Wilson Financial Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $38.3 million for around 37 clients, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning and consulting.

Matthew Checkon is a financial advisor at MJ Wealth Management LLC in Roswell, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding MJ Wealth Management, he worked at Ernst & Young for ten years. MJ Wealth Management LLC provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses, with offerings that range from foundational planning for lower- and middle-net-worth households to comprehensive wealth management. The firm’s investment process focuses on asset allocation guided by an Investment Policy Statement and includes discretionary management, educational workshops, and flexible billing arrangements.

Srikanth Madineni is a financial advisor at Omega Advisory LLC in Cumming, GA, holding a Series 65 designation with nine years of industry experience. He has been with Omega Advisory LLC since 2017. Omega Advisory LLC provides fee-based financial planning, investment consulting, and portfolio management services to individual, high-net-worth, corporate, and non-U.S. clients. The firm focuses on a mix of fundamental, technical, and cyclical analysis to identify undervalued assets, with an emphasis on long-term investments alongside short-term strategies when appropriate.

Hi, I’m Luke McCord, a fee-only Certified Financial Planner™ (CFP®) and the founder of Greenway Financial Planning. I was born and raised in Atlanta, and I still live in the North Atlanta area with my wife and children. An Eagle Scout and proud Georgia Tech graduate (Class of 2000), I learned early the value of integrity, hard work, and serving others. Those lessons continue to shape how I run my practice today. I’m a Christian, a husband, and a father — and I bring those values into my work every day. How I Help Clients At Greenway Financial Planning, we provide clear, professional financial planning and investment management to individuals and families across Alpharetta, Cumming, Forsyth County, and the broader North Atlanta area. We specialize in helping growing families and pre-retirees with practical matters such as: -Investment and retirement planning -Cash flow and budgeting -Tax-efficient strategies -Education savings and debt management There are no asset minimums and no long-term contracts. My goal is simple: deliver honest, fiduciary advice that helps you gain clarity and confidence with your money — without pressure or complexity. My Approach I’m openly Christian, and my faith is an important part of who I am. I especially enjoy working with clients who share similar values. That said, the planning itself is straightforward and practical. You won’t get preached to — just competent, personalized guidance tailored to your real-life goals and situation. I take time to truly listen and understand what matters most to you and your family. Whether you’re focused on building a secure retirement, saving for your children’s future, or simply creating more peace around money, I help you make clear, confident decisions. My role is to simplify the complex parts of financial planning so you can focus on living your life with purpose. Giving I’m passionate about the community that raised me. Locally, I stay involved with North Atlanta churches and groups. I also support Jungle Kids for Christ, an organization that helps children in Ecuador break the cycle of poverty through education, nutrition, and hope.