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.

Anuj Patel is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has operated Truvestor Wealth Management, an independent registered investment adviser, since 2016 and previously worked at JSK, LLC for 15 years. He also provides financial consulting and advisory services to businesses on a limited basis. Truvestor Wealth Management serves individual clients by offering financial planning, discretionary portfolio management—including an active trading program—and recommendations of third-party investment advisers. The firm combines asset allocation with fundamental and technical analysis, utilizing both long-term purchase strategies and actively managed trades that may include short sales, margin, options, and leveraged or inverse funds.

Ryan Mason is a CFP® professional with nine years of experience in financial advising. He is the principal of Mason Wealth Strategies, an independent firm he has led since 2020. His prior experience includes roles at Artisan Financial Strategies, Northwestern Mutual Investment Services, and ETRADE Financial. Mason Wealth Strategies provides discretionary portfolio management and financial planning services to individual clients, managing approximately $5.15 million in assets. The firm utilizes a blend of passive and active investment strategies based on fundamental analysis and offers tailored planning that includes retirement, cash flow, family, and tax considerations.

Manish Patel is a financial advisor with BluePrint Private Wealth Management LLC in Alpharetta, GA. He holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at JPM Ventures, Karish LLC, and Ameriprise Financial Services, LLC. BluePrint Private Wealth Management is an independent advisory firm serving primarily individual clients, managing approximately $95 million across 60 client relationships. The firm provides tailored portfolio management and financial planning services, employing fundamental and technical analysis with regular portfolio reviews and written recommendations.

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.

Paul Culbreth is a CFP® and holds a Series 66 license, with 21 years of experience in the financial services industry. He is the principal of Culbreth Wealth Management, an independent firm he has led since 2023. Prior to this, he worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, Culbreth serves on the board and as treasurer of Rainbow Village, Inc., a nonprofit organization providing transitional housing. Culbreth Wealth Management offers discretionary asset management and financial planning services to individuals, high-net-worth households, and institutional clients, including pension and profit-sharing plans. The firm employs a broad investment approach focused on asset allocation, utilizing various instruments and active pension consulting, with offerings that include custom portfolios and a wrap-fee program.

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.

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.

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.

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.

Jay Thurlow is a financial advisor at Kinetic Pathways Company in Dunwoody, GA, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, LLC, and operated his own business before joining Kinetic Pathways. Thurlow is also co-owner of The Insurance Shop LLC, where he is involved in life and health insurance sales and client service. Kinetic Pathways provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm custom-manages income-oriented portfolios using structured notes and market-linked certificates of deposit, and is notable for its integration of insurance activities alongside its investment advisory services.

Alexander Kutyukhin is a financial advisor at VCM Capital with four years of industry experience. He holds a Series 65 designation and has worked at VCM Capital since 2018, following prior roles at Sistema Capital / Redline Capital and as a self-employed market researcher. Outside of finance, he serves as the director of VCM Technologies, a software development company based in London. VCM Capital provides portfolio management services to individuals, high-net-worth clients, trusts, and corporations using a blended investment approach that incorporates global macro, fundamental, and technical analysis across a broad range of asset classes. The firm manages accounts on both discretionary and non-discretionary bases and may allocate assets to third-party managers.

Daniel Pascu is a financial advisor at Daxmar Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked briefly at Edward Jones in 2017. Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts through separately managed accounts at third-party custodians. The firm combines fundamental research with technical analysis to manage actively traded model portfolios focused on common stocks, ETFs, and closed-end funds, and also offers consulting services and published market commentary.

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.

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.