David Jenkins is a financial advisor at Trestle Wealth Advisory, LLC in Duluth, GA, holding a Series 65 designation with 11 years of industry experience. He previously worked at Elevate Wealth Advisory, Inc. for nine years before joining Trestle Wealth Advisory. Trestle Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs modern portfolio theory to construct non-discretionary portfolios and conducts no-charge educational seminars, while relying on third-party platforms for account administration and trade processing.

Henry Klausman is the sole advisor at The Klausman Group in Atlanta, GA, holding a Series 63 designation with 55 years of industry experience. He previously worked at Triad Advisors, Inc. and Peachcap Tax & Advisory, LLC. Outside of investment advisory, he operates a tax and accounting practice and holds insurance appointments with multiple carriers. The Klausman Group provides investment advisory and financial planning services to high-net-worth individuals, business owners, and corporations. The firm combines advisor-managed portfolios with third-party management and research to support portfolio construction and monitoring, offering both discretionary and non-discretionary accounts.

Latoya Maddox is a CFP® with 19 years of industry experience. She is the principal of Infinity Financial Wealth Management LLC and has previously worked with NAMCOA - Naples Asset Management Company and the Financial Industry Regulatory Authority. Outside of her advisory role, Maddox is a licensed insurance agent and operates a tax preparation business, as well as teaching pre-license insurance courses and serving as a FINRA arbitrator. Infinity Financial Wealth Management LLC provides discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and Modern Portfolio Theory in portfolio construction and offers strategies including long-term investments, option writing, and derivatives within separately managed accounts.

Ali Elnajjar is the principal of AE Financial & Risk Management, Inc. in Alpharetta, GA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JBS Liberty Securities, Inc. since 2016. In addition to his advisory role, he is the owner and CFO of Avicenna Nutraceutical, LLC, a business involved in the sale of collagen supplements. AE Financial & Risk Management provides advisory services to individuals, trusts, charitable organizations, and businesses, offering asset management, financial planning, business consulting, and retirement-plan advisory services. The firm uses model portfolios tailored to client objectives and employs third-party research and managers, focusing on diversification and risk/return analysis within a long-term investment approach.

Richard Taylor is the sole advisor at Avid Wealth Management Group, LLC in Atlanta, GA, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Mutual Service Corp and HLB Advisory Services, LLC since 2009 and has been associated with HLB Gross Collins, P.C., a full-service CPA and consulting firm, since 1973. Outside of his advisory work, Taylor is a principal and shareholder at HLB Gross Collins and is also a flight instructor. Avid Wealth Management Group primarily serves individuals, high-net-worth clients, trusts, estates, and employers sponsoring defined-contribution plans. The firm combines fundamental and technical analysis to create individualized portfolios focused on long-term capital appreciation and diversification, managing accounts mostly on a discretionary basis with regular reviews and occasionally recommending third-party managers.

Isis Waites is a CFP® and Series 66-licensed financial advisor at Temperance Wealth Management in Atlanta, GA, with eight years of industry experience. Her career includes roles at firms such as Advocacy Wealth Management, ABG Financial Services, and Polaris Wealth Management. Waites is also a licensed insurance agent. Temperance Wealth Management serves individuals, non-profits, businesses, and institutional clients with portfolio management, financial planning, and consulting services. The firm uses a variety of investment methods and often employs third-party money managers through the AssetMark platform, combining model output with professional judgment in its discretionary management approach.

Raymond Willeford III is a CFP® with 23 years of industry experience, serving as the sole advisor at Dental Retirement Strategies, Inc. He has been involved with Willeford CPA Wealth Advisors, LLC since 2003 and Willeford & Associates, CPA, PC since 1975. Dental Retirement Strategies, Inc. specializes in advising individual and high-net-worth clients, as well as providing customized asset management and retirement plan design for dental practices. The firm employs an evidence-based, long-term passive investment approach using primarily institutional Dimensional Fund Advisors mutual funds, and offers tailored solutions including fixed-income bond ladders and retirement-plan consulting specific to the dental industry.

Kaya Ladejobi is a financial advisor at Earn Into Wealth Strategies with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Earn Into Wealth Strategies since 2015. In addition to her advisory work, she is a member and owner of Your Money MBA LLC, a financial education company where she develops educational workshops. Earn Into Wealth Strategies is a boutique advisory firm serving individuals, families, and business owners with comprehensive financial planning and modular wealth management services. The firm emphasizes diversified, low-cost index funds and ETFs, focusing on portfolio construction and ongoing monitoring while typically referring clients to third-party investment managers.

Trevor Gunter is a CFP® professional and the founder and lead advisor at Four Pines Financial. After earning a degree in Business and Economics at Wheaton College, Trevor built his career across large asset management firms and boutique planning practices. Along the way, he noticed a pattern: people were often paying more than they should, holding investments that didn’t match their goals, and feeling unsure about the “why” behind their financial decisions. He started Four Pines to offer a better experience - independent fiduciary advice that’s grounded in expertise and delivered in plain English. Trevor’s approach is steady and practical, with a focus on helping clients understand their plan, make confident decisions over time, and keep their money aligned with what matters most. Outside of the office, Trevor enjoys sports, travel, trying new restaurants, and spending time with family.

Edward Fleming is a CFA® charterholder and principal of Fleming Wealth Management, LLC in Johns Creek, GA, with 22 years of industry experience. He has operated his independent advisory firm since 2004. Fleming Wealth Management provides discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tailored, suitability-driven process and offers tax preparation services to advisory clients at no additional charge.

Richard Bryson is a financial advisor with Premier Financial Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. He is also a licensed attorney in Georgia since 1998 and serves as the attorney for his law practice, Bryson Law Firm, P.C., which he has operated since 2003. Additionally, he owns a property management company, Triforium Inc. Premier Financial Advisory Services is an independent registered investment adviser managing approximately $37.3 million for around 117 clients. The firm provides portfolio management and financial planning services to individuals, retirement plans, businesses, and trusts, with expertise in estate, retirement, and education planning. It creates individualized asset allocations based on client goals and risk tolerance, offering both discretionary and non-discretionary management alongside regular reviews and reporting.

Connor Shay is the principal of Shay Wealth Partners and holds a Series 65 designation. He has work experience at Synovus Bank, Pathward Bank, and Delta Community Credit Union, totaling several years in the financial sector. Outside of his advisory role, a substantial portion of his time is dedicated to an outside banking business. Shay Wealth Partners is a state-registered investment adviser that plans to serve individuals, small businesses, trusts, and high-net-worth clients with asset management and financial planning. The firm offers discretionary portfolio management tailored to client goals and risk tolerances and provides hourly financial planning covering areas such as cash flow and retirement strategy.

Thomas Carlson is a CFA charterholder and financial advisor at 8020 Capital LLC with five years of industry experience. He previously worked at Northern Trust Corporation for 11 years, including senior portfolio management roles. 8020 Capital LLC provides discretionary wealth management and financial planning services primarily to high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term, portfolio-specific investment approach using both fundamental and technical analysis to guide asset allocation and security selection.

Randall Martin is the sole advisor at Randall P Martin, an independent firm based in Brookhaven, GA. He holds a Series 65 designation and has 14 years of industry experience, having operated his firm since 1993. Randall P Martin provides discretionary portfolio management to individual clients through separately managed accounts and a privately offered 3(c)(1) fund. The firm’s investment approach integrates fundamental analysis, trend-following, and tactical allocation with an emphasis on quality securities, low turnover, and tailored risk management.

Matthew Greene is a financial advisor at Throckmorton Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been involved with Throckmorton Advisors since 2024. Outside of his advisory role, Greene is a co-owner of Pocket Shot LLC, a sporting goods company. Throckmorton Advisors provides portfolio management and financial planning services to high-net-worth individuals, utilizing a combination of long-term and short-term trading strategies that include technical and charting analysis. The firm offers both discretionary and non-discretionary management across a variety of asset classes.

Paul Earl is the principal advisor at P. G. Earl Investment Advisers, L.L.C. in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has operated his independent advisory firm since 1999. Outside of advisory services, he serves as treasurer for a family-owned real estate business. P. G. Earl Investment Advisers provides fee-based investment advisory and portfolio management services to individual and institutional clients. The firm employs a fundamental analysis approach with an emphasis on mutual funds and manages accounts on a discretionary basis.

Gabriel Feurdean is a financial advisor at Stardust Capital with a Series 65 designation and four years of industry experience. He has been with Stardust Capital since 2019 and was self-employed for 12 years prior. He also has a background in music and arts spanning 15 years. Stardust Capital is an independent, state-registered investment adviser that provides discretionary portfolio management to a small client base, including individuals, trusts, estates, investment companies, charitable organizations, other advisers, and corporations. The firm employs a goals-based, long-term investment approach with value-oriented security selection and occasionally uses lower-risk options strategies for income or hedging.

Michael Gutt is the sole advisor at Gutt Financial Management, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has been with Gutt Financial Management since 1986. Gutt Financial Management, LLC is a fee-only investment adviser that offers personalized financial planning and investment management services to individuals and other entities. The firm employs a strategic asset-allocation, core-and-satellite approach, using passively managed index funds and ETFs as core holdings supplemented by selective active managers, with portfolios globally diversified and managed on either a discretionary or non-discretionary basis.

Robert King is a financial advisor at King Financial Investments Inc with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Kingswood Wealth Advisors and has experience in both financial and accounting-related roles, including managing portfolios through an exemption at Bennie R King PC. King Financial Investments Inc is an independent SEC-registered adviser that provides discretionary portfolio management and ongoing investment oversight to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis and employs both long-term and short-term trading strategies, with account reviews conducted at least monthly.

James White is a CFP® professional with three years of industry experience. He currently leads Forty Two Wealth LLC and previously worked at Weaver Capital Management LLC and Homrich Berg. Prior to his financial advisory career, he operated James White Golf Enterprises LLC for six years. Forty Two Wealth LLC provides advisory services to individual and high-net-worth clients through discretionary portfolio management and non-discretionary monitoring. The firm manages a small client base with approximately $32 million in assets, employs a buy-and-hold strategy supplemented by various analytical methods, and offers specialized monitoring for alternative investments.