James Daniel is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. He has been the sole advisor at The Advisory Firm, LLC in Alpharetta, GA since 2006. The Advisory Firm provides discretionary investment management, comprehensive financial planning, and tax return preparation primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, strategic asset allocation approach using ETFs and cash instruments, incorporates both fundamental and technical analysis, and offers a unique Wealth 360° program that integrates investment management, planning, and tax services.

Adrian Tate is a financial advisor with Your Wealth Consultants LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Prior to founding his independent practice, he was associated with firms including Equitable Advisors, AXA Advisors LLC, and Alder Pelzer Group. Outside of advisory work, he has experience managing rental properties. Your Wealth Consultants LLC is a small, independent, state-registered advisory firm serving individuals, families, trusts, small businesses, and nonprofits. The firm employs a diversified, low-cost investment approach based on modern portfolio theory, utilizing primarily passively managed ETFs alongside other investment vehicles tailored to client objectives and risk tolerances.

Valerie Bowman is a financial advisor with Bowman Wealth Management in Smyrna, GA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include work with Empower Retirement and Havenn Hills, and she has been leading Bowman Wealth Management since 2019. She also has experience teaching at UCLA Extension. Bowman Wealth Management serves individual investors as well as institutional and tax-entity clients, including trusts, estates, charitable organizations, municipalities, and endowments. The firm offers discretionary investment management, financial planning with an emphasis on planned giving, tax return preparation, and educational workshops, combining institutional breadth with specialized services uncommon among similar-sized independent advisors.

Harkaran Talwar is a financial advisor with Soina Financial Group, LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Angel Oak Capital Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Soina Financial Group is an independent, state-registered investment adviser that provides discretionary investment management and tailored advisory services to individuals, including high-net-worth clients. The firm emphasizes modern portfolio theory and an efficient-market approach, using diversified portfolios primarily composed of passive mutual funds and ETFs, while also employing derivatives for hedging and tactical purposes.

Tomas Blanno is a financial advisor with Tomas A. Blanno and Company, LLC in Roswell, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Tomas A. Blanno and Company, LLC since 2004. In addition to advisory services, he offers tax preparation services. Tomas A. Blanno & Company, LLC provides discretionary asset management, financial planning, and consultations to individuals, including high-net-worth clients, as well as corporations and other business entities. The firm manages approximately $23.8 million and employs documented Investment Policy Statements, fundamental analysis, and asset allocation, often utilizing third-party allocation models and separately managed accounts.

You're building a life most people only imagine, and you've earned the right to enjoy it without carrying the weight of every financial decision alone. I started FWI to honor my mother – treating people with her care and compassion. I treat every client like family: I'm in your corner, one of your first calls when life changes, and there for the little questions too. I bring the highest credentials in the profession, more than two decades of experience, and the discipline of a former Marine. I'm a fee-only fiduciary with no conflicts, so my only interest is yours. My work goes beyond your plan: protecting your parents, preparing your children, and helping you step around the landmines you can't see coming. You get back your time, your peace of mind, and the confidence that your wealth reflects what matters most to you. If you've ever wondered whether you could be doing things a little better, let's find out together.

Mark Wisneski is the principal and sole advisor at Southern Incomes, LLC, an independent registered investment adviser based in Marietta, GA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has managed Southern Incomes, LLC since 1999. Outside of advisory services, he is a licensed insurance agent offering annuities and life, health, disability, and long-term care insurance products. Southern Incomes, LLC manages approximately $48.9 million for about 58 clients, including individuals, trusts, estates, and corporate entities. The firm provides discretionary portfolio management and financial planning services, utilizing a mix of fundamental and technical analysis across various risk-return profiles.

Brenton Meese is the sole advisor at Brentonian Capital Management LLC, holding a Series 65 designation with two years of industry experience. He has been affiliated with Brentonian Capital Management since 2014 and also worked with Vina Del Mar Group LLC from 2014 to 2023. Brentonian Capital Management LLC provides discretionary asset management to individual and high-net-worth clients, managing approximately $4.0 million across eight accounts. The firm employs both fundamental and technical analysis, incorporating strategies such as option writing, derivatives, and leverage, with separate account management and quarterly reviews.

Nivedita Persaud is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been the principal advisor at Transition Planning & Guidance, LLC since 2010. In addition to her advisory work, she is the founder of Pistevo, LLC, a consulting firm that promotes the 5 P's of Life Concept to help clients define personal and professional goals, and she occasionally conducts financial seminars at military bases through Zeiders Enterprises, Inc. Transition Planning & Guidance, LLC provides financial consulting focused on life transitions such as divorce, retirement, and career changes. The firm offers services including estate planning advice, cash-flow review, retirement and education funding planning, and asset-allocation guidance, operating on a non-discretionary, fee-based model without selling investment or insurance products.

Lenet Rivas is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Blue Otter Financial Planning in Decatur, GA. Prior to founding Blue Otter, Rivas worked at Cresset Asset Management and Fidelity Investments. Rivas’s background also includes roles at Oxford College of Emory University and Emory University. Blue Otter Financial Planning offers comprehensive financial planning for individuals and high-net-worth clients, focusing on areas such as retirement planning, estate planning, and Social Security strategies. The firm emphasizes educational workshops and one-on-one sessions, providing investment consultation centered on a passive, long-term asset allocation approach without offering ongoing portfolio management or executing trades.

Joseph Giambrone is the sole advisor at JPG Wealth Management, an independent firm based in Marietta, GA. He holds a Series 66 designation and has 11 years of industry experience. In addition to his advisory role, he is also an attorney. JPG Wealth Management offers discretionary portfolio management, financial planning, and retirement plan sponsor services to individuals, high-net-worth clients, and qualified plans. The firm combines fundamental and technical analysis with ongoing supervision and periodic rebalancing to create tailored portfolios and provides specialized plan management services including investment policy statements and overlay management of third-party strategist models.

Laura Davis is a CFP® with nine years of industry experience, currently serving as the sole advisor at Financial Lab Inc. She previously worked at Dew Wealth Management, LLC, and Cuthbert Financial Guidance, Inc. In addition to her advisory role, she dedicates part of her time to financial coaching. Financial Lab Inc. is a fee-only registered adviser offering financial planning and investment management to individuals, high-net-worth clients, and corporations. The firm applies asset-allocation and Modern Portfolio Theory principles, typically using passive strategies with index funds and ETFs, and also provides educational seminars, coaching, and subject-matter expert engagements.

Abdul Majid Hasan is a financial advisor at Rock One Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Rock One Advisors since its founding in 2013. Outside of financial advising, he has a background in music publishing, having produced and composed copyrights sold to major record labels. Rock One Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios using a range of public and private securities and provides ongoing, individualized account supervision with a focus on both long-term and active trading strategies.

Kasey Gaines is a CFP®-certified financial advisor with five years of industry experience, currently serving as the sole advisor at Psalm Capital in Atlanta, GA. Prior to founding Psalm Capital, Gaines worked at RBC Capital Markets, Independent Capital Management, and JP Morgan Chase Co. Psalm Capital is an independent firm providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental, quantitative, and technical analysis to manage portfolios that include public and private securities, alternative investments, and tailored risk strategies for a small, concentrated client base.

Catherine Morgan is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. She is the principal of Access Planning Partners, LLC, an independent firm she has led since 2018, and previously worked at Elm3 Financial Group. In addition to her advisory role, she operates a separate CPA practice providing tax preparation and bookkeeping services. Access Planning Partners, LLC is a fee-only registered investment adviser serving individuals, families, businesses, trusts, and employer-sponsored retirement plans. The firm integrates financial planning with tax and estate considerations, employs a primarily passive investment approach grounded in Modern Portfolio Theory, and offers ERISA retirement plan consulting and fiduciary services for plan sponsors.

Henry Yin is a financial advisor at Long Faith Capital LLC in Alpharetta, GA, with five years of industry experience. He holds a Series 65 designation and has previously worked at CareSource, Inc. as a Senior Data Analyst, where he supports quality improvement through patient claims analysis. Long Faith Capital LLC provides portfolio management and limited financial planning services to individual and high-net-worth clients, employing a mix of cyclical, fundamental, modern portfolio theory, and quantitative analysis. The firm offers both discretionary and non-discretionary services and distinguishes itself by publishing subscription newsletters with securities advice and offering performance-based fee arrangements to eligible clients.

Walter Hammond is a financial advisor with Cedar Valley Capital LLC in Roswell, GA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley from 2013 to 2019 and is also involved as a registered representative at Supreme Alliance, LLC, a registered broker-dealer. Hammond is a principal and owner of Cedar Valley Capital, where he provides investment management and financial planning services. Cedar Valley Capital serves individual investors, including both high-net-worth and non-high-net-worth clients, as well as corporate and institutional clients such as pension and profit-sharing plans, middle-market businesses, and charitable organizations. The firm uses a primarily fundamental value-based investment approach supplemented by technical and macro considerations and offers portfolio management, financial planning, and pension consulting services.

Prashanth Chintanapalli is a financial advisor at SRC Wealth Advisors LLC in Dunwoody, GA, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with SRC Wealth Advisors since 2015, previously working at HFA Investments, LLC. SRC Wealth Advisors provides customized financial planning and investment management services for individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental and technical analysis with strategic asset allocation and offers both non-discretionary and discretionary management, including due diligence on alternative investments and retirement plans.

Alleson Tate is a CFP® with 14 years of industry experience, currently serving as the principal of Avere Wealth Management, LLC in Atlanta, GA. Prior to founding Avere Wealth Management and Avere Tax Planning, LLC, he spent over a decade with Goldman Sachs in various financial advisory roles. He holds an insurance license and dedicates a portion of his time to tax planning through his affiliated firm. Avere Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, endowments, and retirement plans, managing approximately $19 million. The firm offers customized portfolio construction incorporating ETFs, mutual funds, individual securities, and alternative investments, with an emphasis on long-term holdings and tactical rebalancing, and includes specialized services such as digital asset planning and ERISA retirement-plan advisory.

John Sicner is the sole advisor at Sicner Asset Management, L.L.C. in Alpharetta, GA, with 27 years at the firm and 11 years of industry experience. He provides discretionary portfolio management primarily using mutual funds, ETFs, and individual equities. Sicner Asset Management offers tailored investment plans for individuals, charitable organizations, trusts, and estates, combining investment supervision with limited financial planning. The firm is notable for its focus on charitable clients and individualized portfolios, managing approximately $88 million in assets with a small client base.