Gary Whitehurst is a financial advisor with Brighter Investing, PB LLC in Atlanta, GA, holding a Series 63 designation and 29 years of industry experience. His work history includes nearly two decades at GV Financial Advisors, Inc. and related firms, along with senior roles at Brighter GP, LLC and Brighter Private Credit GP, LLC. He is also a licensed insurance agent assisting clients with insurance gap assessments. Brighter Investing, PB LLC offers fee-only investment management, financial planning, tax-preparation coordination, and retirement-plan advisory services to individuals, including high-net-worth clients, and institutional accounts. The firm emphasizes diversified exposure across public and private securities within a sustainable and impact investing framework and provides affiliated private fund interests primarily to accredited investors.

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.

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.

Johnny Masters Sr. is the principal of John Masters, CPA, PC in Atlanta, GA, with 22 years of industry experience and holds Series 63 and Series 65 licenses. He has been associated with his firm and its predecessor since 1974. Outside of his advisory role, he operates a law practice specializing in tax and estate planning. John Masters, CPA, PC serves individual clients including business owners, professionals, retirees, and family members by providing integrated investment advisory, accounting, tax, estate, and probate planning services. The firm employs a combined fundamental and technical investment approach with a focus on dividend-paying and out-of-favor opportunities, managing discretionary portfolios with daily oversight.

Kenneth Brown is a financial advisor at Core Capital Markets, LLC in Atlanta, GA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Inc. and Dempsey Lord Smith, LLC. Brown is also the president of Core Capital Markets, LLC. Core Capital Markets provides model-based investment strategies primarily to registered platform providers and their advisers, with limited direct retail clients. The firm focuses on market efficiency and strategic asset allocation, using mutual funds and ETFs exclusively from Dimensional Fund Advisors to build diversified portfolios tailored to various investment goals.

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.

Samuel Deane is a financial advisor at Rora Wealth, Inc. in Atlanta, GA, holding a Series 65 designation with four years of industry experience. Prior to founding Rora Wealth in 2018, he worked at Lincoln Financial Advisors and Transamerica Financial Advisors. Outside of his advisory role, he owns a media entity for which he is compensated for writing and public speaking. Rora Wealth, Inc. advises individual clients and families primarily in the technology sector, focusing on employees, executives, and startup founders. The firm offers discretionary portfolio management and comprehensive financial planning, employing diversified portfolios with ETFs, separate accounts, direct indexing, and option strategies, alongside access to an affiliated early-stage technology private fund.

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.

Matthew Checkon is a financial advisor at MJ Wealth Management LLC in Roswell, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding MJ Wealth Management, he worked at Ernst & Young for ten years. MJ Wealth Management LLC provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses, with offerings that range from foundational planning for lower- and middle-net-worth households to comprehensive wealth management. The firm’s investment process focuses on asset allocation guided by an Investment Policy Statement and includes discretionary management, educational workshops, and flexible billing arrangements.

Caroline McInerney is a CFP® with nine years of industry experience currently serving as the principal of HWM Wealth Management LLC in Atlanta, GA. She previously worked with Nicholas Hoffman & Company, Raymond James & Associates, Clements Financial Services, and HD Vest Investment Services. In addition to her advisory role, she operates Owner's Dividend LLC, a separate business that publishes educational content on financial and business planning. HWM Wealth Management LLC provides fee-only investment management and financial planning services to individuals, families, businesses, and foundations. The firm employs a long-term, principles-based investment approach focused on asset allocation, diversification, and tax-aware strategies, managing portfolios primarily on a discretionary basis.

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.

Jonathan White is a financial advisor at Pearson Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at both Pearson Investment Management and AonHewitt since 2015. Pearson Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporations, with a particular focus on corporate benefit plans and retirement arrangements. The firm’s investment approach integrates fundamental, technical, and cyclical analysis across various asset classes and may include frequent trading and short sales, while also utilizing third-party managers and digital custody platforms.

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.

Joseph Stacy is a financial advisor with Meranti Capital Partners, INC. in Atlanta, GA, holding Series 65 and Series 63 licenses and possessing 15 years of industry experience. His background includes roles at Kaplan Professional, Primerica Advisors, and Nokia. Outside of advising, he is a licensed real estate instructor and a commercial real estate agent. Meranti Capital Partners offers portfolio management and financial planning services to individuals, families, trusts, estates, and retirement plans. The firm uses a variety of analytical methods and investment strategies, including alternative and private investments, with services tailored through an Investment Policy Statement and may manage accounts on a discretionary basis when authorized by clients.

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].

John Lawrence is the sole advisor at J.A. Lawrence Wealth Management and holds a Series 65 credential with five years of industry experience. His prior work includes roles at Gibbs Wealth Management and the Lawrence & Monaghan Insurance Group. Outside of his advisory work, he coaches tennis at Ace Tennis Academy. J.A. Lawrence Wealth Management provides discretionary asset management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and businesses. The firm employs a range of investment strategies incorporating fundamental and cyclical analysis and may engage third-party managers while combining advisory services with commission-based insurance activities.

Donald Mccarty Jr. is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Financial Decision Partners, LLC in Snellville, GA. He has been with Financial Decision Partners since 2000. Financial Decision Partners manages approximately $14.1 million across about 36 client relationships, providing financial planning and portfolio management to individuals, trusts, and estates. The firm employs a fundamentally value-oriented investment approach with a long-term perspective and offers comprehensive, limited, and hourly financial planning alongside discretionary and non-discretionary asset management.