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.

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.

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.

You've built something meaningful. Maybe it's a startup, a career in tech, a creative practice, or a business that finally found its footing. But with that growth comes complexity, and suddenly, your financial life doesn't feel like it's working for you. You're fielding K-1s, juggling RSUs, navigating AMT surprises, and wondering what to do with all these "opportunities" no one prepared you for. That's where I come in. I'm Mark Stancato, CFP®, EA, ECA, CRPS®, and founder of VIP Wealth Advisors. I work with people whose lives don't follow a straight line - tech professionals, business owners, executives, creatives. People with vision and drive but who don't have the time or desire to untangle spreadsheets, decode tax law, or second-guess every financial move. They want clarity. Confidence. A partner they can trust with the stuff that keeps them up at night. I didn't come from Wall Street. I came from the startup world, the stage, the grind of building something from nothing. I've bootstrapped businesses, advised founders through life-changing equity events, and helped creatives transform uncertain income into real wealth. I've been in rooms where ambition collides with identity, where money isn't just about numbers - it's about freedom, leverage, and making sure this all means something. That's the lens I bring to financial planning. At VIP Wealth Advisors, I combine deep tax expertise, thoughtful investment management, and white-glove service into one integrated experience. I file your returns, manage your assets, and help you make smart decisions with long-term impact. I'm not here to sell you products or overwhelm you with jargon. My purpose is to help you breathe easier, sleep better, and take action - knowing someone's watching the details. VIP stands for Very Intentional Planning, because that's what your life deserves. If you've outgrown generic advice and want a true partner who understands both the strategy and the story behind your success - we should talk. This isn't just planning. It's designing a life on your terms, with clarity and confidence at every step.

Christian Koch is a CFP® and holds a Series 65 license, with 16 years of experience in the financial industry. He is the sole advisor at Kam-South, LLC, an independent firm based in Atlanta, GA. Koch has a background that includes an ongoing academic appointment alongside his advisory role. Kam-South provides fee-only investment management and financial planning to individuals, families, and a select group of institutional and tax-exempt clients. The firm employs a long-term, value-oriented investment approach grounded in fundamental research and offers customized portfolios with specialized strategies and performance-based fee arrangements.

Casey Metcalf is a CFA® charterholder with 14 years of industry experience. He is the sole advisor and owner of Metcalf Investment Management, LLC, an independent advisory firm he founded in 2020. Prior to establishing his firm, he worked at Aon Securities LLC and Aon Hewitt from 2013 to 2020. Metcalf Investment Management provides discretionary asset management, non-custodial investment advice, and retirement plan (ERISA) services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes portfolios based on client objectives and constraints, employing a blend of fundamental, technical, charting, and cyclical analyses, and maintains a pension consulting practice that offers ERISA plan services and limited-scope 3(21) fiduciary functions.

John McKinney is the sole advisor at McKinney Asset Management Inc. in Atlanta, GA, with 14 years of industry experience. He has led the firm since 1997, operating it as an independent, owner-run practice. McKinney Asset Management offers customized investment management and financial planning to a diverse client base, including individuals, trusts, small businesses, charitable organizations, and pension plans. The firm employs a range of analytical methods and integrates third-party technology to deliver discretionary portfolio management and a formal Pension Consulting program.

Conor Sen is a financial advisor at Peachtree Creek Investments with 13 years of industry experience. He holds a Series 65 designation and previously worked at Bloomberg and New River Investments. In addition to his advisory role, Sen is a contract writer and columnist for Bloomberg, focusing on economic and financial topics. Peachtree Creek Investments is an independent advisory firm managing approximately $37.4 million across 21 client relationships. The firm provides financial planning and wealth management services to individuals, high-net-worth clients, trusts, pension plans, and institutional investors, utilizing a range of investment strategies including fundamental, macroeconomic, technical, and cyclical analysis.

Joel Smith is the principal and owner of Joel Smith & Associates, LLC, an independent investment advisory firm based in Atlanta, GA. He holds a Series 63 designation and has 27 years of industry experience, including 20 years at Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as a director for the FBI Georgia Law Enforcement Executive Development Seminar and assists the Euharlee Police Department on weekends. Joel Smith & Associates provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, as well as charitable organizations, foundations, and municipalities. The firm offers both discretionary and non-discretionary investment management and emphasizes strategic asset allocation, diversification, and periodic rebalancing in its client portfolios.

Raymond King is a financial advisor with Clarity Wealth Solutions LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at St Bernard Financial Services, Inc. and Woodstock Wealth Management, Inc. He also owns a non-securities insurance business, which he has operated since 2003. Clarity Wealth Solutions LLC is a veteran-owned registered investment adviser providing portfolio management, pension consulting, subadviser services, and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs multiple analytical methods and a long-term trading approach while maintaining a documented investment policy for client objectives and risk tolerances.