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.

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.

Conor Sen is a financial advisor at Peachtree Creek Investments with 13 years of industry experience. He holds a Series 65 designation and previously worked at Bloomberg and New River Investments. In addition to his advisory role, Sen is a contract writer and columnist for Bloomberg, focusing on economic and financial topics. Peachtree Creek Investments is an independent advisory firm managing approximately $37.4 million across 21 client relationships. The firm provides financial planning and wealth management services to individuals, high-net-worth clients, trusts, pension plans, and institutional investors, utilizing a range of investment strategies including fundamental, macroeconomic, technical, and cyclical analysis.

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.

Justin Porter is a CFP® and PFS™ credentialed advisor with 10 years of industry experience. He is the sole advisor at Porter Wealth Management, LLC, where he has worked since 2018. Prior to that, he was with HHM Wealth Advisors, LLC and Patton Albertson Miller Group, LLC. Porter Wealth Management, LLC provides individualized investment management and financial planning for individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, combined with fundamental analysis to develop client-specific asset allocations and security selections, implementing portfolios aligned with investment policy statements and providing comprehensive financial planning services.

Allison Mitchamore is a CFA® charterholder with 19 years of industry experience. She is employed by BellSouth Corporation as Director of General Ledger, managing a team of 28 accountants responsible for accounting across 30 affiliate companies. Mitchamore is in the process of establishing WealthWise Financial Solutions, LLC to offer financial planning services. WealthWise Financial Solutions provides financial planning, investment management, and advisory consultations to individuals, small businesses, trusts, estates, and retirement plans. The firm combines fundamental analysis with customized asset-allocation strategies and integrates accounting and tax-preparation services alongside investment 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.

Elias Mc Quade III is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is the principal advisor at Mindful Capital Management, where he has worked since 2026. Prior to this, he spent ten years at Marotta Wealth Management and six years at the University of Virginia. Outside of financial advising, he owns Mindful Tea LLC, a loose leaf tea and meditation supplies business, and co-owns Boards and Brews, a board game café. Mindful Capital Management provides fee-only investment advisory services to individuals, families, retirement plans, nonprofits, and endowments. The firm employs a combination of fundamental and quantitative analysis with modern portfolio theory, utilizing long-term buy-and-hold and tax-aware strategies, and offers specialized alpha-seeking approaches for accredited and institutional clients. The firm also publishes investment periodicals and conducts educational seminars for clients and plan sponsors.

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.

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.

Tri Truong is a financial advisor with Elite Wealthcare LLC in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. Prior to founding Elite Wealthcare in 2022, he worked at Bank of America and Merrill Lynch for ten years. Outside of his advisory role, he is a co-owner of a family rental property business. Elite Wealthcare LLC serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and business clients, providing discretionary portfolio management, financial planning, and consulting services. The firm tailors investment advice to client objectives using various strategies and manages a small client base with a few million dollars in assets under management.

Philippe Joseph Eustache is a financial advisor at Privé Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at firms such as Edward Jones, Bank of America, Merrill Lynch, and Morgan Stanley. Outside of financial services, he has been involved with Sovereign Sports Performance LLC, indicating interests beyond the advisory field. Privé Wealth Management serves individuals, families, business owners, trusts, small businesses, and nonprofit organizations through a range of financial planning and investment management services. The firm emphasizes a goals-based investment approach with diversified, low-cost index funds and tax-efficient strategies, offering both discretionary and non-discretionary services without minimum account sizes.

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.

I’ve spent two decades in an industry that doesn’t always make it easy to know who to trust. Hidden fees, half-answers, and vague promises aren’t good enough. That’s why everything we do is transparent—how we charge, how we plan, how we execute. You should never wonder what’s happening with your money. Our flat fee structure is based on a commitment to placing client interests first, reducing conflicts of interest, providing transparent & predictable pricing, and making financial advisory services more accessible. Financial Review (aka “Try before you buy”) clients and full-service clients will receive a comprehensive financial review & retirement field guide to achieve their retirement field guide to achieve their desired goals. I started Sonas FP to help individuals and families like you understand how a healthy relationship with your money can lead to a lifetime of financial peace, wellness, and freedom. Sonas Financial Planning is owned and operated by Bradley Hilton, a CERTIFIED FINANCIAL PLANNER™, MBA, and Tax Planning Certified Professional® with over 18 years of experience as the sole financial advisor to more than 110 clients throughout the U.S., including dentists, small business owners, millionaires next door, and top executives at Fortune 500 companies. We’re constantly asking ourselves how we can do more and make a greater impact – and that is part of the reason Sonas Financial Planning was launched. Every good idea starts with a problem. Here was ours: Quality retirement planning and investment management can be expensive for clients under the traditional asset under management (AUM) fee structure. Also, many people fear working with a financial advisor because of either the high fees or the reputation that advisors earn commissions and will sell you products you don’t need. And finally, many wealth management firms do not emphasize financial planning or deliver data-driven financial roadmaps to guide clients. We take a people-centered approach. Our process begins with a free Zoom call so we can get to know one another and learn about your needs. There is no cost and no pressure to move forward. If we are not a good fit for each other, we will let you know upfront and try to recommend an alternative. Schedule a free consultation by calling 404-545-5368 or email [email protected].