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.

Scott Mckee is a financial advisor at Lifetime Wealth Management P.C. in Alpharetta, GA, holding a Series 65 designation with five years of industry experience. He has been with Lifetime Wealth Management since 2020 and is also the managing member and owner of Ell, LLC dba Sidecar Group, where he advises leaders in healthcare organizations on growth and development strategies. Additionally, he serves as vice president and owner of Recurrit, LLC dba Tempus, a software development company focused on time request and billing solutions. Lifetime Wealth Management P.C. provides personalized financial planning and investment management services to individuals, high-net-worth clients, estates, small businesses, and charitable organizations. The firm employs a core-and-satellite investment approach combining passive and active strategies and offers discretionary and non-discretionary portfolio management along with specialized planning and consulting services.

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 affiliated 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, providing integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles and investment plans implemented through a risk-managed, long-term investment approach that incorporates fundamental and technical analysis.

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.

Kristin Gerdvil is a ChFC® with two years of experience, currently serving as a financial advisor at Turner Wealth Advisory. She also has a longstanding role at Turner & Associates, CPA PC, a tax accounting practice where she spends a significant portion of her time. Turner Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, utilizing tailored asset-allocation strategies and regular account reviews. The firm integrates outsourced portfolio management with in-house tax and planning resources through its affiliation with a separate CPA practice.

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.

Marvin Strozier is a financial advisor at 755 Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Dempsey Lord Smith, LLC. Outside his advisory role, Strozier is involved with insurance agencies and mortgage-related businesses. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a client-driven approach, tailoring investment strategies to objectives, time horizon, and risk tolerance, and is affiliated with related tax, accounting, and insurance businesses.

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.

Monica Ladson is a financial advisor at Elm3 Financial Group, LLC, holding a Series 65 credential. She has three years of industry experience, including prior roles at Club DiOGi and CVS Health. In addition to her advisory work, Monica supports Elm3 CPA Tax and Accounting in an administrative capacity. Elm3 Financial Group serves individuals, families, trusts, estates, and small businesses, providing discretionary portfolio management, financial planning, and consulting services. The firm employs an active, multi-disciplinary investment approach that integrates macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading.

Barry Munro is the principal advisor at Munro Legacy Planners LLC in Woodstock, GA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as a senior benefit analyst at Federal Benefit Advocates since 2016. Additionally, Munro has been an independent insurance agent since 2000, providing insurance products alongside his advisory work. Munro Legacy Planners LLC serves individual clients, including high-net-worth households, by offering financial planning and acting as a liaison to third-party money managers. The firm integrates insurance products and federal benefits analysis into its services, focusing on plan creation and client referrals rather than direct asset management.

Eric Stallworth is a financial advisor with Bella Wealth Management, LLC in Roswell, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Bella Wealth Management in 2025, he worked at Coppell Advisory Solutions LLC and Bella Advisors, Inc. He also served six years in the United States Army and spent seven years at Terry Reid Hyundai. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary investment management. The firm employs a goals-based approach incorporating strategic asset allocation, tactical adjustments, and active trading through independent managers, offering tailored portfolio construction and comprehensive financial planning services.

Stacey Nickens is a CFP® with 20 years of industry experience, currently serving at Elm3 Financial Group, LLC since 2006. In addition to her advisory role, she owns and operates Elm3 CPA, a tax, payroll, and bookkeeping service, as well as Sweet Clover Creek Farm, a small livestock and vegetable farm, and Big Pine Landscaping LLC. Elm3 Financial Group serves individuals and families, including high-net-worth clients, as well as trusts, estates, and small businesses, offering discretionary portfolio management, financial planning, and consulting. The firm employs an active, multi-disciplinary investment approach combining macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading.

Anitha Rao is a CFP® professional with 16 years of industry experience, currently serving at Financial Architects, LLC since 2005. She is based in Woodstock, GA. Financial Architects serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm employs an investment approach grounded in academic research, focusing on low-cost mutual funds and ETFs with factor tilts and broad diversification.

Gordon Sylvester is a financial advisor at Latitude Investment Group with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Questar Capital Corporation and Allianz Life Insurance Company of North America. Outside of advisory work, he manages Divergent Financial Group Corp., an insurance marketing organization. Latitude Investment Group provides investment advisory and financial planning services to individual clients, offering managed accounts, portfolio reviews, and tailored investment strategies. The firm serves 87 clients with $6.3 million in assets under management and employs both discretionary and non-discretionary approaches.

Michael Cordak is a financial advisor at Optimum Wealth Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Optimum Wealth Management since 2010. In addition to his advisory role, he has been a commercial airline pilot for Delta Airlines since 2006. Optimum Wealth Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF positions with selective active management, focusing on global diversification and integrating investment advice with broader life-planning topics.

Robert Ostapower is a CFP® professional with 23 years of experience in financial advising. He currently works at NetWorth Financial Services, LLC, where he has been since 2016, and has been associated with LPL Financial LLC since 2012. Outside of his advisory work, he is involved in tax preparation and accounting services through related business activities. NetWorth Financial Services is a wealth management firm serving individuals, including high-net-worth clients, as well as retirement plans, foundations, and trusts. The firm integrates financial planning with investment portfolio management, emphasizing fundamental analysis, strategic asset allocation, and diversification to pursue long-term growth and income.

Jason Daugherty is a financial advisor at Triumph Wealth Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Triumph Wealth Advisors since 2010, with prior experience at World Equity Group, Inc. and Taylor Capital Management, Inc. Outside of his advisory role, he owns a used auto modifying and sales business. Triumph Wealth Advisors provides asset management, financial planning, and consultation services to individual and business clients. The firm manages portfolios on a non-discretionary basis, tailoring investments using equities, fixed income, mutual funds, ETFs, and other strategies, and reported approximately $30.3 million in assets under management as of December 31, 2024.

Theodore Jenkin is a CFP® with 33 years of industry experience, currently serving as an advisor at Exit Wealth Advisors. His prior roles include positions at Kestra Advisory Services, Investacorp Advisory Services, and Ameriprise. Outside of his advisory work, he produces content for the "What Ted Says" YouTube channel and serves on the board of directors for Klondike Financial, a FinTech software company focused on budgeting tools. Exit Wealth Advisors provides investment management and personalized financial planning primarily for high-net-worth individuals, business owners, and related entities, managing approximately $243 million in regulatory assets across roughly 170 clients. The firm offers tailored investment strategies using a broad range of asset classes with a long-term orientation, supported by an AI-enabled financial planning platform.