Andrew Lloyd is a financial advisor with The Lloyd Advisory Group in Suwanee, GA, holding a Series 65 designation and three years of industry experience. He has been involved with Lloyd Advisory Services, LLC since 2022 and The Lloyd Group, Inc. since 2019. Outside of his advisory role, he works as a client design specialist in an affiliated insurance agency. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm employs a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

Dewitt Weaver is a CFP® with 29 years of industry experience and has been with Weaver Capital Management, LLC since 2005. He holds a Series 63 license and is based in Suwanee, GA. Weaver Capital Management, LLC provides fee-only investment management and comprehensive wealth management services to individual and high-net-worth clients, as well as retirement-plan advisory and fiduciary consulting to employer-sponsored plans. The firm employs a long-term, value-oriented investment approach using model portfolios tailored to client risk profiles and incorporates alternative strategies and tactical ETF adjustments to manage risk.

Robert Black is a financial advisor at Legacy Planning Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Legacy Planning Advisors and its predecessor entities since 1996. Outside of his advisory role, he serves as an elder at a local church, a position he has held since 1997. Legacy Planning Advisors, LLC offers financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm emphasizes a long-term buy-and-hold investment approach implemented primarily through third-party managers and provides comprehensive financial planning and retirement plan consulting.

Christopher Cushman is a CFP® with 19 years of industry experience, currently serving at Legacy Planning Advisors, LLC since 2018. He has prior experience with The Strategic Financial Alliance, Inc. and Legacy Planning Group, Inc. Cushman is a part owner of an investment club, Ben Hur, which he co-founded with college acquaintances and has participated in since around 2007. 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, utilizes third-party advisory programs, and offers comprehensive financial planning through its Purposeful Planning™ process.

Samuel Hutto is a financial advisor with Legacy Planning Advisors, LLC and holds a Series 66 designation. He has experience working with The Strategic Financial Alliance, Ameriprise Financial, and has a background that includes roles in education and entrepreneurship. Outside of finance, he was involved with Kona Ice, a mobile dessert business. Legacy Planning Advisors, LLC offers 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 supported by third-party managers and provides retirement plan consulting and participant education.

Shaun Duffy is a financial advisor at The Lloyd Advisory Group with two years of industry experience. He holds a Series 65 designation and has been with The Lloyd Advisory Group since 2019. Prior to his advisory career, he worked at Outback Steakhouse for 13 years. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm uses a three-bucket investment approach and relies on third-party model portfolios and money managers accessed through AE Wealth Management’s platform.

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.

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.

Gregory Waters is a financial advisor at Investors Asset Management of Georgia Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm offers customized portfolios typically diversified among stocks, bonds, and mutual funds, using a buy-and-hold strategy with tactical adjustments based on economic cycles.

Brent Capehart is a financial advisor with The Lloyd Advisory Group in Suwanee, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AE Wealth Management, Capehart Financial, and Global Financial Private Capital. He is a member of the finance committee at New Hope United Methodist Church, where he contributes to financial planning and long-term forecasting. The Lloyd Advisory Group manages discretionary assets primarily for individual investors, trusts, estates, charitable organizations, and business entities, using a retirement-focused “three bucket” investment framework that addresses inflation, volatility, taxes, healthcare, and longevity risks.

Derek Bell is a CFP® professional with four years of industry experience, currently serving at Legacy Planning Advisors, LLC. His prior roles include positions at The Strategic Financial Alliance, Inc., E*TRADE Securities LLC, and the University of Georgia. 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 with periodic reviews and rebalancing, utilizing third-party managers and custodial platforms to implement strategies.

Mark Lloyd Sr. is a Series 65-licensed financial advisor with 17 years of industry experience. He is principal at The Lloyd Advisory Group and has been involved with The Lloyd Group, Inc. since 1995. Outside of his advisory role, he owns a marketing company that provides public speaking on financial industry training and education. The Lloyd Advisory Group offers discretionary investment management and financial planning primarily for individual clients and personal trusts. The firm employs a three-bucket investment approach focusing on growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

James Morris is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He has been with The Lloyd Advisory Group since 2009 and previously worked at JB Financial Advisors, Inc. from 2008 to 2019. Morris is also an insurance agent involved in the sale of insurance products through The Lloyd Group, Inc. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm utilizes a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, and relies on third-party model portfolios and money managers accessed via AE Wealth Management’s platform.

Antonio Maselli is a financial advisor at Weaver Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Home Depot and DecisionLink, among other roles. Weaver Capital Management serves individual clients, including high-net-worth families, as well as employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach, and employs tactical risk-management tools on a discretionary basis.

Contey Smith is a CFP® professional with five years of industry experience, currently with Origin Investment Advisory LLC. Prior to joining Origin, Smith worked at Motus Wealth, LLC, Elwood & Goetz Wealth Advisory Group, and TrueWealth. Smith also provides financial planning services under contract for Blend Financial, Inc. doing business as Origin Financial. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs. The firm uses a Modern Portfolio Theory-based investment approach enhanced with behavioral finance adjustments and employs an AI-driven advisory platform to deliver personalized recommendations.

Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.

Gary Glover is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Concorde Asset Management and Concorde Investment Services since 2016. Outside of his advisory role, he serves as local service chair and foundation chair for Rotary International, organizing community events and managing grant writing and volunteer efforts. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm utilizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

Ralph Brooks Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 15 years before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

James Read is a financial advisor with Jefferies Investment Advisers LLC in Duluth, GA, holding a Series 63 designation and 46 years of industry experience. He has been with Jefferies & Company, Inc since 2009. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers areas such as tax and estate planning, executive compensation, and philanthropic planning.

Arlene Alexander is a financial advisor at Cyndeo Wealth Partners with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and financial consulting. The firm customizes portfolios using a combination of proprietary models, third-party managers, and a TAMP platform, investing across various asset classes while also providing business advisory services for middle-market owners.