John Sicner is the sole advisor at Sicner Asset Management, L.L.C. in Alpharetta, GA, with 27 years at the firm and 11 years of industry experience. He provides discretionary portfolio management primarily using mutual funds, ETFs, and individual equities. Sicner Asset Management offers tailored investment plans for individuals, charitable organizations, trusts, and estates, combining investment supervision with limited financial planning. The firm is notable for its focus on charitable clients and individualized portfolios, managing approximately $88 million in assets with a small client base.

Derek Hughes is a CFP® and holds a Series 66 license, with 11 years of industry experience. He is the sole advisor at Hughes & Company Investment Advisory, LLC, where he has worked since 2014. Outside of his advisory role, he supervises substation engineering at Georgia Transmission Corporation. Hughes & Company Investment Advisory provides financial planning and investment advisory services to individuals, high-net-worth clients, estates, trusts, and businesses. The firm employs a passive investment approach primarily using index mutual funds and ETFs, and typically manages client portfolios through third-party managers while conducting regular due diligence.

David Coleman is a financial advisor with Cornerstone Investment Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Coleman & Hancock Investment Advisors, Inc. since 1994. Cornerstone Investment Advisors provides discretionary portfolio management for individual investors, pension plans, and trusts, tailoring services to client preferences with investment restrictions when requested. The firm emphasizes strategic asset allocation using primarily low-cost, index-focused ETFs, supplemented by mutual funds, individual equities, bonds, and occasionally digital assets, depending on client preferences.

Michael Crifasi is the principal of CEI Financial Planning in Milton, GA, with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved in financial planning and investment advisory roles since the early 1980s. Outside of his advisory work, he serves as a corporate advisor to Fuel Cell Technology, Inc., providing political and other guidance. CEI Financial Planning is an independent registered investment adviser serving primarily higher-net-worth individuals. The firm offers comprehensive financial planning and emphasizes a non-discretionary investment approach based on cyclical and fundamental analysis, assisting clients in selecting outside money managers.

Jason Culp is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at BrightEdge Wealth Management in Marietta, GA. He has been with Pragmatic Financial Strategies since 2012, where his work has included tax and financial advice as well as estate, income tax, and insurance planning for individuals and small businesses. BrightEdge Wealth Management provides financial planning, retirement-plan consulting, tax planning, and investment advice to individuals, families, and businesses. The firm operates as a fee-only advisor, emphasizing strategic asset allocation and diversification through fundamental and technical analysis, and offers flexible billing arrangements tailored to client needs.

Dustin Beck is a Series 66 licensed advisor at Titanium Wealth Management LLC with recent experience across several financial services firms since 2020. His background includes roles at Transamerica Financial Advisors, Equitable Advisors, and DAI Securities. Titanium Wealth Management LLC is a state-registered investment adviser serving individual and high-net-worth clients through discretionary investment management, financial planning, and consulting. The firm employs a goals-based, asset-allocation approach with multiple management strategies and utilizes third-party sub-advisers via the GeoWealth platform.

Prasanna Srinivasan is a financial advisor with Opti Bloom Advisors LLC in Alpharetta, GA, holding a Series 65 designation and seven years of industry experience. He has been with Opti Bloom Advisors since 2018 and concurrently works as a project manager at Manhattan Associates Inc., a supply chain software company. Opti Bloom Advisors provides discretionary asset management, financial planning, and investment consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm constructs portfolios based on clients’ goals, time horizons, and risk tolerances, employing a mix of index and actively managed funds along with both fundamental and technical analysis methods.

Robert Valenti is the sole advisor at Archangel Investment Management in Woodstock, GA, with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Archangel (formerly Fiducia Capital Management) since 2015. Valenti is also the owner and managing member of Sierra Victor Management & Consulting, LLC, which provides management consulting and project management services outside of the investment industry. Archangel Investment Management offers discretionary, fee-based investment management and personalized portfolio solutions primarily for individual clients. The firm employs both fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, individual securities, and options, managing accounts under written guidelines with periodic rebalancing.

Sharon Yu is a financial advisor at Yongchang Company Inc with seven years of industry experience. She holds a Series 66 designation and has worked at HD Vest Advisory Services and related entities, as well as owning and managing an accounting and tax preparation business, Global Financial Center, Inc. She operates out of Duluth, GA. Yongchang Company Inc provides retirement planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm integrates tax-smart retirement planning with discretionary portfolio management, combining fundamental analysis to build diversified portfolios that may include equities, ETFs, mutual funds, and fixed income, complemented by ongoing monitoring and periodic rebalancing.

Kishore Joshi is a financial advisor with Joshi Capital Management, LLC in Cumming, GA, holding a Series 65 designation and six years of industry experience. He previously worked at AT&T Services, Inc. for ten years before founding his current firm in 2019. Joshi Capital Management provides discretionary investment management through separately managed accounts and offers hourly financial planning and consultation to individuals, including high-net-worth clients, and entities. The firm focuses on value investing with relatively concentrated portfolios and long-term horizons, employing fundamental, technical, and cyclical analysis to identify undervalued opportunities.

David Rich is a financial advisor at Rich & Company LLC with a Series 65 designation and two years of industry experience. He previously worked for the United States Department of the Treasury for 17 years and serves as Managing Director of Southern Business Consulting, LLC, a CPA practice offering tax, accounting, and business advisory services. Rich & Company provides investment management, financial planning, and consulting services primarily to individuals and high-net-worth clients, as well as corporations, trusts, estates, retirement accounts, and some non-United States persons. The firm combines multiple analytical approaches to tailor recommendations and offers integrated tax planning through its affiliation with a licensed CPA practice.

Phillip Kleiber is a CFP® professional and founder of First Pitch Planning and Tax LLC, with four years of experience in financial advising. Prior to establishing his firm, he worked for The Coca-Cola Company for 27 years and was involved in CFP education and tax-related volunteer roles. First Pitch Planning and Tax LLC is a single-advisor independent firm that offers financial planning, tax planning, and coaching primarily to younger and lower-to-medium net worth individuals. The firm focuses on teaching clients to become self-directed investors and integrates tax considerations into its planning process, delivering advice through fee-based, hourly, and subscription models without taking custody of assets or selling commissioned products.

Robert Cox is a financial advisor with Centurion Wealth Management LLC in Duluth, GA, holding a Series 65 credential and eight years of industry experience. He has previously worked with Gradient Advisors, LLC and Winchester Wealth Management, LLC, and also operates as an independent insurance agent. Centurion Wealth Management is a solo-registered investment adviser serving primarily individual clients, with a notably large client base for a single-advisor firm. The firm provides non-discretionary asset management, financial planning, and access to third-party managers and insurance products.

Jeffrey Morris is a financial advisor at CPA Allies, LLC in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Insperity Inc, LPL Financial, and Wealthspan Financial Group. Outside of advisory work, he was employed full time as a Business Performance Advisor at Insperity, a professional employer organization serving small and medium-sized businesses. CPA Allies, LLC provides financial planning and consulting to individuals, high-net-worth clients, accounting professionals, and CPA firms. The firm focuses on recommending and implementing investment strategies through third-party managed platforms and model portfolios, emphasizing due diligence and ongoing monitoring of money managers.

Woo Kang is a financial advisor with LK Wealth Management, LLC in Duluth, GA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with LK Wealth Management since 2013 and concurrently associated with BCG Securities, Inc. since 2012. LK Wealth Management provides personalized portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and offers both discretionary and non-discretionary management, including options and short sales strategies.

Jugalkishor Malpani is a financial advisor with Chanakya Business Ventures LLC, holding a Series 65 designation and five years of industry experience. His prior work includes positions at Nesco Resources and IBM. In addition to his advisory role, he is involved in information-technology contracting. Chanakya Business Ventures LLC provides portfolio management services primarily to individual and high-net-worth clients, as well as charitable organizations and corporate clients. The firm focuses on fundamental analysis and investment strategies centered on equities and exchange-traded funds, offering tailored investment programs with documented client goals and risk tolerance.

Paul Kindzia is a CFP® professional with 23 years of industry experience. He is the principal of Kindzia Investments, an independent firm based in Johns Creek, GA, and has operated multiple businesses since 2008, including Dokonamie Media Corporation and Finish Line Framing, Inc. Additionally, he provides tax and accounting services through a sole proprietorship, dedicating a small portion of his time to these non-investment activities. Kindzia Investments serves individual clients, trusts, and estates with discretionary asset management, focusing on customized portfolio construction and ongoing account monitoring. The firm employs a value-oriented, fundamental approach using various market valuation metrics to assess risk and emphasizes loss prevention through tactical reallocations. It also offers consulting and due diligence services for commercial real estate transactions and private placements.

Ulric Maduro Jr. is a financial advisor with UCS Investment Co in Suwanee, GA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with UCS Investment Co since 2007, the sole advisor at the independent firm. UCS Investment Co serves organizations and businesses with complex, longer-term financial needs by providing services such as risk management, treasury products, structured products, retirement planning, and physical commodity and natural gas sales. The firm emphasizes low-cost financial products, active market and risk monitoring, tax preparation and planning, and combines accounting-oriented services with commodity and energy product offerings.

As the daughter of a banker, I learned early on that if I wanted something, I had to earn it. I rolled my dad’s spare change for a 10% cut and birthday presents were stock certificates … not exactly on my wish list. At 16, I was already investing in the stock market and experiencing the sense of freedom and independence that comes when you understand your money. With this knowledge, I was paving the way to live life on my terms. This was so intoxicating I became a financial advisor to share my passion with others. As a financial advisor, I quickly learned that most women did not share my love of investing. In fact, many felt intimidated, guilty, and uncomfortable with their lack of knowledge, yet they yearn for financial independence. That’s why my true purpose as a financial advisor is to create an environment where women (and those who love them) feel heard, where they are encouraged and supported to express their fears and concerns without judgement. My unique brilliance is creating a positive wealth management experience, so they become more engaged in the conversation, while building the knowledge and confidence they need to live life on their terms.

Nicholas Garofalo is a financial advisor with Openhanded Wealth LLC, holding a Series 65 designation and two years of industry experience. He also works at i3 Verticals, LLC, where he performs financial analysis and reporting. Openhanded Wealth LLC provides fee-only investment management and financial planning to individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and incorporates Biblically Responsible Investing by selecting screened fund families, with portfolios managed primarily through mutual funds, ETFs, and discretionary strategies.