Davis Bradley is a financial advisor at Bradley Wealth Group, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Pandowealth, LLC and Southern Company, as well as a brief tenure with Northwestern Mutual. Bradley Wealth Group is an independent, boutique firm providing investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a mix of passive and active strategies and offers portfolio management alongside retirement, tax, estate, and college-savings planning.

David Raymon is the principal of Raymon Capital Advisors, LLC, an independent firm based in Atlanta, GA. He holds a Series 66 designation and has 20 years of industry experience, including seven years at Charles Schwab. In addition to his advisory role, he is licensed as an insurance agent and engages in the sale of various insurance products. Raymon Capital Advisors provides investment advisory and financial planning services to individual clients, offering both discretionary and non-discretionary managed accounts without a minimum account size. The firm tailors portfolios based on client risk tolerance and investment objectives, employing strategies such as asset allocation and dollar-cost averaging.

David Boone is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is the sole advisor at Atlanta Wealth Management, Inc., a firm he has been with since 1991. Outside of his advisory role, he operates Financial Graphics Atlanta, providing spreadsheet and database consulting services unrelated to investment. Atlanta Wealth Management offers fee-only financial planning and investment advisory services to individuals, families, and trustees of personal trusts. The firm emphasizes integrated planning and portfolio management, discretionary management of mutual funds and ETFs, and specialized fiduciary services for trust investment stewards.

Robert Young Jr. is the sole advisor at Vanhov Wealth Partners LLC in Atlanta, GA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IP Financial Advisory Services, Supreme Alliance LLC, BNB Bank, and HSBC Securities Inc. Outside of financial advising, he is co-founder and EVP of VanHov Inc., a management and consulting firm specializing in broker marketing and endorsement deals for entertainers and sports athletes. Vanhov Wealth Partners serves individuals, high-net-worth clients, and small businesses with a portfolio management focus on U.S. equities, index funds, ETFs, and bonds. The firm employs a long-term, fundamentals-driven investment strategy supported by detailed historical analysis to tailor advice through wealth-management questionnaires and annual reviews.

Joshua Cochran is a CFA charterholder and holds a Series 66 designation with 16 years of industry experience. He is the sole advisor at Cochran Wealth LLC, an independent firm he has led since 2015. Cochran Wealth provides fee-only comprehensive financial planning and investment advisory services to individuals and select institutional clients. The firm offers customized financial plans, portfolio management, retirement and estate planning, and pension consulting, employing a mix of passive and active management strategies within a fiduciary framework.

Robert Stowe is a financial advisor at Foxholm Financial in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding Foxholm Financial, he worked at Sedgwick and Bottomline Technologies. Foxholm Financial is an independent, fee-only advisory firm that serves individuals, families, and institutions, with a focus on Georgia-based STEM professionals and clients with equity-compensation considerations. The firm provides hourly and flat-fee advisory services without managing client assets, emphasizing evidence-based investment guidance and comprehensive financial planning.

Leroy Tanker is a financial advisor at Legacy Wealth Advisors, LLC in Tucker, GA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benedetti And Gucer, Inc and Royal Mountain Gold, LLC. Outside of advising, he serves as a director for Almost Heaven Resort and Weddings, LLC and maintains a CPA practice. Legacy Wealth Advisors provides personalized financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, institutions, and businesses. The firm’s investment approach emphasizes diversified asset allocation with ongoing monitoring, offering both in-house management and third-party money manager options.

Benjamin Hames is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He has been with Eight Ventures Private Wealth Management since 2019 and previously worked at the Georgia Department of Economic Development from 2014 to 2019. Eight Ventures provides financial planning and discretionary investment management to individuals, trusts, foundations, charitable organizations, and businesses. The firm emphasizes long-term client relationships and customized financial plans, utilizing diversified portfolios and a range of analytical approaches to manage risk and optimize returns.

Harris Anderson is a financial advisor at Trinity Capital Management, LLP, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Trinity Capital Management since 2015. Trinity Capital Management provides discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including option and futures trading, and offers services through a wrap-fee arrangement on an institutional platform.

David Brown is a CFP®-certified financial advisor with 18 years of industry experience. He is the principal of D.S. Brown Wealth Advisors, LLC, an independent wealth management firm he has led since 2020. Prior to founding his firm, Brown worked at Signature Wealth Management Group LLC and SunTrust Advisory Services. In addition to his advisory work, he operates as an independent insurance agent. D.S. Brown Wealth Advisors serves individuals, high-net-worth clients, and small businesses, offering comprehensive financial planning and discretionary portfolio management. The firm employs a goals-based investment process grounded in Modern Portfolio Theory, with diversified allocations across equities, mutual funds, ETFs, fixed income, REITs, and ADRs.

Terrence Fox is a financial advisor at Safe Money Management in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Safe Money Management since 2011. Outside of his advisory role, he is the president and owner of Smart Risk Management, LLC, an insurance agency that provides life, long-term care, and disability insurance as part of his financial planning services. Safe Money Management offers fee-based financial planning to individual clients, including both non-high-net-worth and high-net-worth individuals, and works with third-party money managers to handle investment portfolios. The firm provides comprehensive planning services and serves as a liaison to external asset managers, using an analytical approach that incorporates fundamental, technical, and cyclical methods.

Bryan Ruiz is a CFP® professional with three years of industry experience, currently serving as the sole advisor at Harmonized Finance, LLC. His prior roles include positions at Divine Wealth Strategies, LLC and Kahler Financial Group. Outside of financial advising, he is involved with Your Serve Tennis, providing customer service and racket stringing. Harmonized Finance, LLC is a fee-only registered investment adviser offering investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a strategic asset allocation process combining passive and active methods and maintains a formal due diligence process for recommending outside managers.

Edward Kerns is a CFP® with 14 years of industry experience and is the sole advisor at Footlamp, an independent registered investment adviser based in Atlanta, GA. He has worked at Kerns Wealth Management, LLC since 2015 and has concurrently held roles at Lindner Capital Advisers, Inc. and Resource Horizons Group, L.L.C. since 2014. Kerns is also the sole owner and employee of Divorce Financial Strategies, LLC, a divorce financial planning firm in Opelika, AL. Footlamp serves individuals, high-net-worth clients, and pension or profit-sharing plans by providing portfolio management, financial planning, and referrals to third-party investment managers. The firm employs a primarily non-discretionary, long-term buy-and-hold approach using diversified investment vehicles and offers educational seminars, newsletters, and bundled planning options for complex clients.

John Miller is the sole advisor at Provident Capital Group, L.P., an independent firm based in Mableton, GA. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including prior roles at Bank of America, Merrill, and Resonant Brands LLC. In addition to his advisory work, Mr. Miller is a licensed insurance agent in Georgia, though his insurance activities represent less than 5% of his professional time. Provident Capital Group provides ongoing investment management and financial planning services to individuals, trusts, retirement plans, and small businesses. The firm emphasizes long-term asset allocation with continuous portfolio management, incorporating fundamental, technical, and cyclical analysis, and utilizes third-party investment platforms for trade execution and account management.

Anthony Colunga is a financial advisor with Attend Wealth Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Guardian/Park Avenue Securities, Mass Mutual MML, Evolution Financial, Morgan Stanley, and Bbva. Outside of his advisory work, he is associated with Colunga & Co., a non-investment-related business. Attend Wealth Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a long-term investment approach grounded in modern portfolio theory. The firm customizes investment policy statements and asset allocations based on clients’ goals, tax considerations, and risk tolerance, and utilizes third-party managers selected through a documented due diligence process.

Philip Cox Jr. is a CFP® professional with 25 years of experience in financial advisory services. He has been the principal advisor at Bluestone Wealth Planning, LLC since 2013. The firm provides financial planning, portfolio management, and consulting services to individuals, couples, high-net-worth clients, and corporations, focusing on retirement income distribution and clients near or in retirement. Bluestone follows a tactical portfolio management approach using proprietary algorithms and multiple model portfolios, emphasizing risk management through cash allocations, hedging, and selective option strategies.

Colin Jennings is a financial advisor at Crescendo Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has concurrently worked at CafePress since 2012, where he is involved in business analytics and reporting for the senior executive team. Crescendo Capital Management provides discretionary investment supervisory services to individual and high-net-worth clients, focusing on value-oriented, fundamental analysis to identify equities and fixed-income securities trading below intrinsic value. The firm operates with a single investment professional and employs a value-driven strategy that includes small- and mid-cap equities, stressed industries, and below-investment-grade corporate bonds.

Bruce Dobbs is a financial advisor at Resources Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Resources Asset Management, he was involved with Singh Biotechnology for six years and Gotcha Goat LLC for eight years. He is also active in drug development through Singh Molecular Medicine Inc. and works as an insurance agent with American Family Insurance. Resources Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses an active, asset-allocation-driven approach incorporating fundamental, quantitative, and technical analysis, and acts as a wrap fee program sponsor offering model-based strategies and educational seminars.

Brian Sadler is a financial advisor with Boardwalk Capital Management, Inc. in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. He has worked with Boardwalk Capital Management since 2009 and also has experience at Kingswood Wealth Advisors. Outside of his advisory role, Sadler consults for companies packaging investment vehicles around distressed real estate properties. Boardwalk Capital Management provides fee-based investment advisory and discretionary portfolio management to individuals, employee retirement plans, and charitable institutions. The firm employs a broad asset allocation strategy, integrating tax-aware positioning and Sustainable and Responsible Investing criteria when requested, and also offers insurance-based planning and business financing assistance.

Christopher Williams is a financial advisor with Inceptive Financial in Atlanta, GA, holding a Series 65 designation and four years of industry experience. Before founding his firm, he worked at North Highland and Novelis. Outside of advising, he serves as a partner and CFO of a preschool, where he manages financial and tax-related responsibilities. Inceptive Financial provides financial planning services to individual and high-net-worth clients, focusing on long-term asset allocation, diversification, and rebalancing aligned with Modern Portfolio Theory. The firm offers fixed-fee financial planning and tax preparation services, does not manage client assets, and serves a focused client roster.