Frank Akridge is a CFP® professional with 25 years of industry experience. He is currently affiliated with Optivise Advisory Services LLC and has been involved with Financial Pathfinder, LLC and Freedom Consultants LLC, a non-investment-related internet wholesale retail business he co-manages with his spouse. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios with diverse allocations and a co-advisory program for employer-sponsored defined contribution plans.

Hamilton Brandenburg is a financial advisor with CS Planning Corp and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Edward Jones and GM Financial. Brandenburg also operates a seasonal tax preparation service, Brandenburg Tax Services, in Canton, Georgia. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, and charitable organizations through a multi-advisor model. The firm employs a systematic investment strategy with diversified portfolios tailored to client risk profiles and goals, often managing accounts on a discretionary basis.

Anthony Branca is a financial advisor with Woodstock Wealth Management, Inc. in Woodstock, GA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at Woodstock Financial Group and Monmouth Capital Management LLC. Outside of advisory work, he is involved in several non-investment business activities, including consulting through Branca Financial Group, LLC, and managing a website related to music, sports, and history via Branca Enterprises LLC. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside managed accounts and third-party manager solutions.

Stephen Nolan is an advisor at Griffith & Werner, Inc. with Series 63 and Series 65 licenses and one year of industry experience. He is also the CEO of IFH Solutions Inc., a consulting practice serving Housing Authorities across the country, where he has worked for 15 years. Nolan is a CPA by trade and dedicates 20 to 30 hours weekly to his consulting clients. Griffith & Werner, Inc. advises individual and high-net-worth clients through portfolio management, financial planning, and investment consulting services. The firm constructs portfolios in-house with a focus on dividend-growth equities supplemented by fixed income and selected ETFs or mutual funds, managing accounts on a discretionary basis and employing tax management strategies at the security level.

Reid Trego is a financial advisor at Goodwin Investment Advisory with four years of industry experience. He holds a Series 65 designation and has worked at Goodwin Investment Advisory since 2021. Outside of advising, he coaches existing franchisees at United Franchise Group and provides consulting services through Reid Trego Coaching. Goodwin Investment Advisory offers discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344.4 million in discretionary assets and employs dynamic asset allocation strategies using a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies.

Landon Morgan is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Partners, he worked at Thompson & Thurman Financial, C1 Insurance Group, and Pierce Tax Service. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and offers additional services including company-sponsored retirement plan management and a college-planning service that provides workshops and individual counseling.

Geri Lanning is a CFP® and holds a Series 66 license, currently serving as a Senior Wealth Advisor at CPC Advisors, LLC with six years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and AMB Group, LLC. Lanning is also associated with Consolidated Planning Corporation, Inc. and CPC Holding Company, LLC in senior advisory roles. CPC Advisors, LLC serves a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs an asset allocation and model-driven investment approach, utilizing third-party managers and the Raymond James institutional platform for portfolio management and execution.

Sarah Gallagher is a CERTIFIED FINANCIAL PLANNER™ with 14 years of industry experience. She currently works at Facet and has previous experience at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Her background also includes five years with Fulton County Schools. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients through phone, video, and a proprietary platform. The firm offers a broad range of planning services and implements model-based asset allocations using technology-driven processes and a flat subscription fee structure.

Greg Dangar is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors and GWN Securities since 2010. In addition to his advisory work, he serves as president of the Georgia chapter of the National Association of Tax Professionals and is involved in accounting and tax consulting through Dangar Associates. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Mark Schulte is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Gradient Advisors since 2024 and previously spent nine years with DYCHE Wealth Management, Inc., while also owning and operating Powell & Schulte, Inc. since 1992. Schulte is involved in financial planning and advisory services through his ownership of Schulte Wealth Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model that combines fundamental, technical, and cyclical portfolio analysis.

Robert Battin is a financial advisor with Nations Financial Group, Inc. in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Summit Financial Group Inc., and Cetera Advisor Networks LLC. Outside of his advisory work, he is an owner of a commercial property business in Silverdale, WA. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach involves proprietary model portfolios combined with outside manager options, allowing advisors to tailor strategies based on client objectives and risk tolerance.

Rachel Baker is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. Her career includes roles at Center Street Advisors, Inc. and Hill and Hill Financial, where she is a co-owner of an interior/exterior home painting business called Blessed Transformations. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model portfolios, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

David Kapchinske is a financial advisor with The Strategic Financial Alliance, Inc. in Acworth, GA, holding Series 63 and Series 66 designations and having 34 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he operates KAP Financial Solutions and is involved in fixed insurance sales through various carriers. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm uses both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

Kim Martin is a financial advisor with Apollon Wealth Management, LLC, holding a Series 63 designation and 31 years of industry experience. Prior to joining Apollon, Kim worked at Raymond James & Associates from 2016 to 2020 and has been associated with J Alden Associates, Inc since 2020. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, nonprofit organizations, and pooled vehicles. The firm combines centrally managed investment strategies with locally managed portfolios, offering a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles, incorporating various asset classes and tax-managed solutions.

Curtis Turner III is a financial advisor with Lifemark Securities Corp. in Canton, GA, holding a ChFC® designation and Series 63 license. He has 49 years of industry experience, including prior roles at Foresters Equity Services, Inc. and a long tenure as president of Executive Ideas, Inc., where he serves as an independent insurance agent. He is also a volunteer board member of the Cadence Homeowners Association. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering various portfolio management programs and tailored, suitability-driven advice.

Matthew Parker is a financial advisor at Arete Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Synovus Securities Inc. and CREATIVE Financial Group. Outside of his advisory role, he is an associate at HILL & HILL FINANCIAL LLC in Woodstock, GA. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Jefferson Olney is a financial advisor at Kingswood Wealth Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Dempsey Lord Smith, LLC and Synovus Bank. Outside of finance, he is a contract musician and has ownership in a brewery as well as involvement in renting audio equipment. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with third-party managers and an operational model that supports insurance-linked account management.

Saverio Paglioni is a financial advisor at JFS Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integer Wealth Advisors Group LLC and Deloitte Investment Advisors LLC. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Planning process combined with an Investment Committee using Modern Portfolio Theory to guide discretionary and non-discretionary portfolio management across a range of investment vehicles.

Justin Stanfill is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Walser Wealth Management and Prudential Insurance Company of America. In addition to his role at Gradient Advisors, he is co-owner and Investment Advisor Representative at Cerrito & Stanfill Wealth Management in Canton, GA. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a non-discretionary model with third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Katrina Falke is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and having 40 years of industry experience. Her prior work includes nearly three decades at INVEST Financial Corp, as well as roles at LPL Financial and Fortis Group Advisors. She is also the owner of Denali Wealth Management and engages in writing fixed insurance policies. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.