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.

Eric Broadus is a financial advisor at Can Serve Free LLC with four years of industry experience. He holds a Series 65 designation and has worked at AGCO Corporation and Stryker. Can Serve Free LLC provides fee-based, primarily online investment advisory and quantitative portfolio management services focused on cancer/oncology stocks and healthcare real estate investment trusts. The firm serves individual investors, high net worth clients, businesses, and not-for-profit organizations using a Modern Portfolio Theory-based approach with fundamental and technical analysis.

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.

Robert Robinson is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Confidant Financial Solutions, LLC since 2015, where he is the sole advisor. Confidant Financial Solutions serves individual households, including high-net-worth clients, offering discretionary asset management and modular financial planning tailored through a fact-finding process. The firm uses model portfolios primarily composed of exchange-traded funds representing Morningstar style boxes and monitors accounts quarterly, with a focus on both long-term orientation and the ability to trade actively when authorized.

Jeffrey Barnard is a financial advisor with Barnard Financial Group, LLC in Roswell, GA, holding a Series 65 designation and 18 years of industry experience. He previously worked at AE Wealth Management, LLC and Global Financial Private Capital, LLC. In addition to his advisory role, he is active in insurance sales through an affiliated business. Barnard Financial Group offers discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm provides both limited-scope ERISA 3(21) and full discretionary 3(38) investment management, with a focus on pension consulting and an insurance-affiliated business.

William Griffin is the sole advisor at W.A. Griffin Financial Services Inc. in Gainesville, GA. He holds Series 63 and Series 66 designations and has 26 years of industry experience, including prior roles at Questar Asset Management and Questar Capital Corporation. Additionally, he is licensed to sell term life insurance and fixed annuities. W.A. Griffin Financial Services Inc. provides discretionary asset management and financial planning for individuals, high-net-worth clients, and corporate/business clients. The firm employs a variety of analytical methods and customizes investment programs based on client goals, with regular account reviews and a range of strategies including option writing and margin use.

Patrick Volpe is a financial advisor at Brooke Forest Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Latitude Advisors, LLC and Edward Jones. Outside of his advisory role, he is a licensed insurance agent. Brooke Forest Capital LLC serves individual clients, including high-net-worth individuals, offering portfolio management and financial planning without an account minimum. The firm employs various analytic approaches and maintains discretionary trading authority to manage a diverse range of investment vehicles.

Jon Bernier is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with TandemGrowth Financial Advisors, LLC in Alpharetta, GA since 2000. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside retirement-plan oversight and account aggregation tools. The firm uses a strategic, long-term investment approach across equity-risk spectrums, incorporating mutual funds, ETFs, independent managers, and alternative investments, and provides unique services such as a NextGen program and healthcare planning partnerships.

Patrick Paxton is a financial advisor at TruFP with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Investment Planning Advisors and Cambridge Investment Research Advisors. Paxton serves as treasurer for the Forsyth County Republican Party, handling bookkeeping and fundraising duties. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, employing various investment strategies tailored to client objectives and risk tolerance. The firm manages a high client-to-advisor ratio and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Andrew Castleberry is a financial advisor with TruFP, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Investment Planning Advisors, Cambridge Investment Research Advisors, E*Trade Securities, and Edward Jones. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, offering tailored advice through various portfolio management and financial planning strategies. The firm manages a large client base with a four-advisor team and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Owen Blank is a financial advisor at SafeWater Investment Management LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining SafeWater, Owen worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 10 years. Outside of finance, he is involved in manufacturing through Sujac Sewing and owns Snacks Music, an art and culture business in Decatur, Georgia. SafeWater Investment Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diverse investment approach incorporating multiple analytical methods and manages approximately $31.35 million for about 93 clients.

Lance Newsome is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Newcorp Wealth Management since 2018 and previously at Maryland Financial Group, Inc. and LPL Financial. Newsome is also involved in independent insurance sales focused on non-variable life and annuity products. Newcorp Wealth Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses tailored asset-allocation frameworks incorporating multiple investment strategies and offers ERISA fiduciary services alongside individual wealth management.

Darrell Roberts is a financial advisor with American Wealth Advisors, LLC in Johns Creek, GA, holding a Series 63 designation and over 21 years of industry experience. He has been with American Wealth Advisors since 2007. American Wealth Advisors, LLC provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm emphasizes fundamental analysis to build long-term, diversified portfolios primarily using low-cost funds, with ongoing personal contact and periodic reviews tailored to client needs.

Scott Mckee is a Series 65 credentialed advisor with six years at Lifetime Wealth Management P.C. and over a decade managing Ell LLC dba Sidecar Group, where he advises healthcare organization leaders on growth and development strategies. He also holds an ownership and vice president role at Recurrit, LLC, a software development company focused on time request and billing solutions. Lifetime Wealth Management provides financial planning and discretionary portfolio management services for individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive and active strategies, offers Puerto Rico Act 60 consulting, and assists with private investment review and placement.

Barry Spencer is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with 14 years of industry experience. He has been associated with Boomfish Wealth Group, LLC since 2010 and Boomfish Inc. since 2008. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations with integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles, long-term investing, risk management, and uses third-party sub-advisers and the AE Wealth Management platform to implement plans.

Terry Prillaman is the sole advisor at Northstar Investment Partners in Alpharetta, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Northstar Investment Partners since 2004. Northstar Investment Partners is an independent, fee-only registered investment adviser serving individual clients, including accounts for minor children. The firm employs multiple option strategies and bases its recommendations on clients’ goals and risk factors to seek capital appreciation.

Brice Thompson is a financial advisor at Ridge Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cetera and First Allied Securities. Outside of his advisory role, he is involved with Eleven Eleven Homes, LLC. Ridge Capital Management provides wealth management and financial planning to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning coordination, pension consulting, and third-party manager oversight, employing a diversified investment approach across various asset classes.

Craig Jennings is a financial advisor at Safewater Investment Management LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Jennings Financial Planning & Investments, World Equity Group, Nicholas Wealth Management, Kelley and Mullis Wealth Management, and Securities America. In addition to advising, he is a licensed insurance agent. Safewater Investment Management provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm applies various analytical methods and manages diverse asset types without outsourcing portfolio management, serving clients without an account minimum.

Niamh Lacey is a financial advisor at Bella Wealth Management, LLC in Roswell, GA. She holds a Series 65 designation and has been with Bella Wealth Management since 2023. Prior to joining the firm, she worked at Atlanta Womens' Health Group and St. Peter Chanel Catholic Church. Bella Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management with a focus on strategic and tactical asset allocation across various investment vehicles.

Andrew Avera is a CFP® professional with eight years of industry experience. He is currently with Journey Beyond Wealth, a team-based firm in Roswell, GA, and previously worked at Avera Wealth Advisors and Diversified Trust Company. Journey Beyond Wealth provides financial planning and discretionary investment management primarily to high-net-worth individuals and families, offering both comprehensive and limited-scope planning services. The firm employs a passive, Modern Portfolio Theory-based approach using low-cost mutual funds and ETFs, and provides specialized Family Office services including multigenerational education and facilitated family meetings.