William Turner is a CFP®, ChFC®, and Series 65 licensed advisor with eight years of industry experience. He is principal at Turner Wealth Advisory in Woodstock, GA, and also operates Turner and Associates C.P.A, P.C., a tax accounting practice. Prior to founding his firms, he worked at Deloitte Tax LLP for one year. Turner Wealth Advisory provides discretionary portfolio management and financial planning services primarily to individuals, high net worth clients, and trusts. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with accounts monitored against client risk profiles on a quarterly basis.

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.

Sergio De La Torre is a financial advisor at Pandora Wealth, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Spotlight Asset Group and JOYN Advisors. Outside of his advisory role, he owns and operates Pet Wants Alpharetta, a pet nutrition company specializing in natural pet food with online and home-delivery services. Pandora Wealth provides discretionary portfolio management and financial planning to individual and select institutional clients. The firm creates customized, diversified portfolios and utilizes fundamental and cyclical analysis, offering services such as estate-planning document production and a self-sponsored wrap fee program.

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.

Moise Piram is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work includes roles at FOUNDATIONS INVESTMENT ADVISORS, MML Investors Services, LLC, and MassMutual Life Insurance Company. He is also active as an independent insurance agent, involved in the sale of various insurance products. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses third-party model portfolios and subadvisers to implement client strategies, managing portfolios on a discretionary basis tailored to client objectives and risk tolerances.

Julie Williamson is a financial advisor at Williamson Advisory Services, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Williamson Advisory Services since 2012. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans, managing approximately $105 million for about 73 clients. The firm offers both discretionary and non-discretionary portfolio management along with pension consulting, using fundamental analysis and longer-term strategies across multiple asset classes. It is affiliated with a CPA practice under common control, providing integrated investment and accounting resources.

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.

Jarod Nichols is a financial advisor at Asset Guidance Group, LLC with four years of industry experience. He holds the Series 65 designation and has worked in financial services roles with Shellpoint Mortgage Servicing and Ditech Financial prior to joining his current firm. Asset Guidance Group, LLC serves individuals and families, including accredited investors, through fee-based financial planning and both discretionary and non-discretionary portfolio management. The firm combines a proprietary automated management system with human oversight and offers services such as private placement due diligence, educational seminars, and a subscription research publication.

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.

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.

Kimberly Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA, holding a Series 65 designation and five years of industry experience. Before joining Michael L. Ball, CPA, LLC in 2021, she worked at Commoneo, LLC and The Coca-Cola Company. Ball Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and other businesses. The firm offers discretionary portfolio management, financial planning, and tax preparation services, utilizing a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory and primarily employing passively managed mutual funds and ETFs.

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.

Jonah Tivey is a financial advisor at Bella Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Morgan Stanley and Coppell Advisory Solutions LLC. Outside of his advisory role, he works as an audio engineer at NTB Studios. Bella Wealth Management is a team-based investment adviser serving individual and high-net-worth clients, offering financial planning, consulting, and discretionary investment management with a goals-based, tailored approach. The firm employs a range of investment vehicles and selects independent sub-advisors when appropriate, providing services on a discretionary-only basis.

Karen Vining is a financial advisor at Incompass Financial Partners, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Triad Advisors, Inc., Wealth & Pension Services Group, Inc., and Vining Financial. Incompass Financial Partners, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm customizes investment advice based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation and dollar-cost averaging.

William Allen is a financial advisor at Sentara Capital with 18 years of industry experience. He holds a Series 66 designation and has been with Sentara Capital since 2012. Outside of his advisory role, Allen is involved with the Foundation for Personal Financial Education, a nonprofit focused on financial education, and owns WS Allen and Company, Inc., a business used for office leasing. Sentara Capital serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, offering comprehensive financial planning, investment consultation, and portfolio management. The firm employs six portfolio models ranging from Capital Preservation to Aggressive, combining core allocations with tactical and quantitative strategies, and regularly provides educational workshops on financial topics.