Wesley Aikens is a financial advisor at Sunglow Wealth Advisory LLC with a Series 65 designation and six years of industry experience. He has been with Sunglow Wealth Advisory since 2019 and has operated The Aikens Firm, an accounting and tax advisory business, since 1980. The Aikens Firm provides business and individual advisement, including investment discussions as part of its CPA services. Sunglow Wealth Advisory LLC is a fee-only investment adviser managing approximately $61.5 million for about 62 clients. The firm serves individuals, trusts, estates, privately held companies, and qualified retirement plans, employing a value-oriented, fundamental analysis approach with multi-year holding periods and portfolio diversification, and it actively manages accounts primarily on a discretionary basis.

Amy Mawson is a CFP® and Series 65 credentialed advisor with Minerva Planning Group in Decatur, GA. She has seven years of industry experience, including nine years with Minerva Planning Group. Prior to her financial advisory career, she was a homemaker for three years. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, typically incorporating Dimensional Fund Advisors (DFA) funds as core holdings.

Jonathan Lindvig is a financial advisor with Peachtree Wealth Advisors, Inc., holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Morgan Stanley DW Inc., Triad Advisors, Inc., and Arkadios Capital before his long tenure at Peachtree Wealth Advisors. Lindvig is also involved as an insurance agent with multiple carriers. Peachtree Wealth Advisors, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, and institutions such as pension plans, foundations, and trusts. The firm employs a top-down, fundamental investment approach and manages accounts internally while utilizing third-party managers, maintaining a high client-to-advisor ratio with two advisors serving roughly 450 clients.

Mark Sofge is a CFP® with 10 years of industry experience, currently serving at Charleston Equity Partners, LLC since 2019. He has prior experience with Piedmont Private Equity and Yukon Property Consultants, where he is involved in real estate holdings and solar farm development. Charleston Equity Partners manages the Charleston Opportunity Zone Fund, focusing on direct or indirect investments in qualified opportunity zone real estate for accredited investors. The firm operates on a discretionary basis with an emphasis on investment oversight and compliance with tax-driven holding requirements.

Ruth Goldstein is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mainstreet Financial Group LLC. Her previous roles include positions at Advisory Alpha, LLC, Planners Alliance LLC, and AlphaStar Capital Management, LLC. She also directs Mainstreet Financial Education, Inc., where she provides financial literacy workshops and seminars on topics such as retirement, investment, and Medicare insurance. Mainstreet Financial Group LLC serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach utilizing asset allocation, fundamental analysis, and model portfolios that may include Dimensional mutual funds and ETFs.

Michael Edmondson is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Wells Fargo Clearing. Edmondson also provides investment advisory services through Capital and Planning, LLC, an independent investment advisory firm he is involved with. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a wide range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Justin Ostrowski is a CFA® charterholder with one year of industry experience, currently serving at Reicon Wealth Advisors, LLC. He has previously worked at Reicon Capital, LLC and held positions at Dapper Labs and Superplastic. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, and private special purpose vehicles, managing portfolios with strategies that include equities, fixed income, alternatives, and direct private-capital investments. The firm is noted for organizing pooled investment vehicles and employing performance-based compensation structures.

Kathryn Edmunds is a financial advisor at The Renn Wealth Management Group, Inc. in Atlanta, GA, with 29 years of industry experience. She holds a Series 63 designation and has been with The Renn Wealth Management Group since 2002. In addition to her advisory role, she is a licensed insurance agent, providing clients with guidance on insurance needs. The Renn Wealth Management Group, Inc. offers investment management and fee-based financial planning to individuals, business owners, trusts, and retirement plans, including high-net-worth clients. The firm employs an institutional investment approach that integrates capital markets assumptions, asset allocation optimization, and relative strength analysis, tailoring portfolios to clients’ risk profiles and objectives.

Dianne Martin is a CFP® and holds a Series 63 license with 15 years of industry experience. She has been with The Marin Group Inc. since 2008, where she operates as one of two advisors. The Marin Group Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, overseeing approximately $128 million across 140 accounts. The firm employs a proprietary "Cycle Investing" methodology that uses economic cycles and technical analysis to guide investment decisions across a diversified mix of asset classes.

Raymond Payne Jr. is a financial advisor at Cerner Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Cerner Capital Management since 2001. Cerner Capital Management provides discretionary investment management and comprehensive financial planning for individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s investment approach is tailored to individual goals and risk tolerance, using fundamental analysis to build growth-and-income portfolios, and may include active trading and the use of derivatives and margin when appropriate.

David Frank is a financial advisor with Peachtree Wealth Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Peachtree Wealth Advisors since 2005 and previously spent 17 years with Triad Advisors, Inc. and three years at Arkadios Capital. Peachtree Wealth Advisors serves individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a fundamental, top-down investment approach across a range of strategies, including long-term buy-and-hold and short-term trading.

Joshua Chamberlain is a financial advisor at Chamberlain Financial Advisors, Inc. in Decatur, GA, holding a Series 65 designation with 8 years of industry experience. He has been with Chamberlain Financial Advisors since 2017 and also serves as principal of JB&JM Group, Inc., a business operations consulting firm. Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, employing a Modern Portfolio Theory-based approach using broadly diversified, low-cost mutual funds and ETFs. The firm provides services including retirement, education, estate, and divorce planning, and offers educational workshops and investment consultation.

Joseph Norton is a financial advisor at Capital and Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wisdom Planning Center, Principal Life Insurance, and Woodbury Financial Services. Norton is also involved in fixed insurance sales, offering life insurance, annuities, Medicare, disability, and long-term care insurance. Capital and Planning, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $193.9 million in assets and emphasizes asset allocation, fundamental and technical analysis, and mutual fund and ETF selection tailored to clients’ objectives.

Colton Sowash is a financial advisor with Sunglow Wealth Advisory LLC in Snellville, GA, holding a Series 66 credential and four years of industry experience. He is also the owner of Big Creek Capital Management, an investment advisory firm focused on developing and managing client portfolios. Sowash's prior experience includes roles at LCG Associates and Mercer University. Sunglow Wealth Advisory LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, privately held companies, and qualified retirement plans. The fee-only firm manages approximately $73.7 million, employing a value-oriented, fundamental analysis approach that incorporates options strategies and emphasizes diversification and a multi-year investment horizon.

Kevin La Mont is a financial advisor at San Blas Advisory, Inc. in Atlanta, GA, with 21 years of industry experience. He has previously worked at Prime Capital Investment Advisors, 20/20 Capital Management, RB Capital Management, and operates The Lamont Group. La Mont also works as an insurance agent involved in the sale and service of fixed insurance products. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and businesses. The firm employs a multi-faceted investment approach combining fundamental, technical, and qualitative analysis, and manages approximately $218.9 million for around 664 clients across ten offices.

Chad Lackey is a financial advisor at Beacon Financial Advisers, Inc. in Conyers, GA, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Beacon Financial Advisers since 2010. Beacon Financial Advisers serves individuals, including high-net-worth clients, as well as trusts, retirement plans, corporations, and not-for-profit entities, managing approximately $108.8 million across about 96 households. The firm provides fee-only wealth and asset management, comprehensive financial planning, and specialized retirement plan services, employing a process centered on written Financial Goals Plans and Investment Policy Statements to guide globally diversified, value-biased portfolios.

Catherine Mathis is a CFP® professional with 20 years of experience in the financial services industry. She is affiliated with Berkeley Advisors, Inc., where she has worked since 2004, and previously spent 12 years at ProEquities, Inc. Outside of her advisory role, she is an author of historical fiction, including a novel set in medieval Portugal titled *Death in Coimbra*. Berkeley Advisors is a small, supported registered investment adviser serving individuals, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a planning-first approach based on Modern Portfolio Theory, using primarily mutual funds and ETFs alongside individual securities and derivatives when suitable.

Tammy Gruen is a financial advisor at Chamberlain Financial Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at Financial Consultants Group and Raymond James Financial. Outside of her advisory role, she serves as Treasurer and Secretary for the Grand Cascades Home Owner’s Association. Chamberlain Financial Advisors provides comprehensive financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach using diversified, low-cost mutual funds and ETFs, and offers educational workshops as well as specialized support for divorce planning.

Adam Meyer is a Series 65-licensed advisor at Moonstone Asset Management, Inc. with one year of industry experience. His prior roles include positions at Honeymeyer Wealth LLC, Twin Oak ETF Company, Huron Consulting Group, and Envision Healthcare. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management alongside financial planning and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios that may include mutual funds, ETFs, equities, fixed income, and, when appropriate, option strategies and other leveraged instruments.

Richard Wells is a financial advisor at Marco Investment Management LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Stansberry Asset Management and Camarda Wealth Advisory Group before joining Marco Investment Management in 2019. Marco Investment Management serves individual and institutional clients such as high-net-worth individuals, pension plans, corporations, and government entities. The firm employs a team-based investment approach focusing on high-quality equities, mid-cap opportunities, and value processes, utilizing options and derivatives within tailored portfolio strategies.