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 at Cedar Valley Capital LLC in Roswell, GA, with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Supreme Alliance, LLC. In addition to his advisory role, he is a registered representative of a broker-dealer and is involved in securities and insurance product sales. Cedar Valley Capital is an independent, state-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, middle-market businesses, and charitable organizations. The firm employs a value-based investment approach supplemented by technical and macroeconomic analysis, and it offers pension consulting as well as management of held-away participant accounts through a third-party platform.

Sean Gray is a financial advisor with Marathon Wealth Incorporated in Suwanee, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Redwood Wealth Management, LLC from 2016 to 2018. Marathon Wealth provides financial planning, portfolio management, and consulting services to individuals, families, and small business owners. The firm develops tailored financial profiles and investment plans, typically managing assets on a discretionary basis with an emphasis on asset allocation across mutual funds and ETFs.

Prashanth Chintanapalli is a financial advisor with SRC Wealth Advisors LLC in Dunwoody, GA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with SRC Wealth Advisors since 2015 and previously worked at HFA Investments, LLC. SRC Wealth Advisors LLC is a boutique wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and other business entities. The firm offers portfolio management, financial planning, and retirement plan advisory services, applying fundamental and technical analysis alongside strategic asset allocation and tactical drift across various investment vehicles.

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.

David Coleman is a financial advisor with Cornerstone Investment Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Coleman & Hancock Investment Advisors, Inc. since 1994. Cornerstone Investment Advisors provides discretionary portfolio management for individual investors, pension plans, and trusts, tailoring services to client preferences with investment restrictions when requested. The firm emphasizes strategic asset allocation using primarily low-cost, index-focused ETFs, supplemented by mutual funds, individual equities, bonds, and occasionally digital assets, depending on client preferences.

Michael Crifasi is the sole advisor at CEI Financial Planning in Milton, GA, holding Series 63 and Series 65 licenses with 37 years of industry experience. His prior roles include positions at Kovack Advisors, Inc. and Kovack Securities Inc., along with operating Crifasi Enterprises, Inc. since 1992. Outside of financial advising, he serves as a corporate advisor providing political and strategic guidance for a proprietary solid-state fuel cell company. CEI Financial Planning is an independent registered investment adviser focusing primarily on higher-net-worth individuals while also offering lower-cost reviews for clients with simpler needs. The firm employs an investment approach based on cyclical and fundamental analysis, emphasizing diversification and asset allocation, and works with third-party money managers under primarily non-discretionary advisory relationships.

Dustin Beck is a Series 66 licensed advisor at Titanium Wealth Management LLC with recent experience across several financial services firms since 2020. His background includes roles at Transamerica Financial Advisors, Equitable Advisors, and DAI Securities. Titanium Wealth Management LLC is a state-registered investment adviser serving individual and high-net-worth clients through discretionary investment management, financial planning, and consulting. The firm employs a goals-based, asset-allocation approach with multiple management strategies and utilizes third-party sub-advisers via the GeoWealth platform.

Robert Young Jr. is the sole advisor at Vanhov Wealth Partners LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at IP Financial Advisory Services, Supreme Alliance LLC, BNB Bank, HSBC Securities Inc., Vanhov Inc., and FFP Advisory Services Inc. Outside of his advisory work, he is EVP and co-founder of VanHov Inc., a management and consulting firm focused on broker marketing and endorsement deals for entertainers and sports athletes. Vanhov Wealth Partners serves individuals, high-net-worth clients, and small businesses, offering portfolio management centered on U.S. equities, index funds, ETFs, and bonds. The firm employs a long-term, fundamentals-driven investment approach and emphasizes tailored advice through detailed historical analysis and annual reviews.

Prasanna Srinivasan is a financial advisor with Opti Bloom Advisors LLC in Alpharetta, GA, holding a Series 65 designation and seven years of industry experience. He has been with Opti Bloom Advisors since 2018 and concurrently works as a project manager at Manhattan Associates Inc., a supply chain software company. Opti Bloom Advisors provides discretionary asset management, financial planning, and investment consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm constructs portfolios based on clients’ goals, time horizons, and risk tolerances, employing a mix of index and actively managed funds along with both fundamental and technical analysis methods.

Sharon Yu is a financial advisor at Yongchang Company Inc with seven years of industry experience. She holds a Series 66 designation and has worked at HD Vest Advisory Services and related entities, as well as owning and managing an accounting and tax preparation business, Global Financial Center, Inc. She operates out of Duluth, GA. Yongchang Company Inc provides retirement planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm integrates tax-smart retirement planning with discretionary portfolio management, combining fundamental analysis to build diversified portfolios that may include equities, ETFs, mutual funds, and fixed income, complemented by ongoing monitoring and periodic rebalancing.

Kishore Joshi is a financial advisor with Joshi Capital Management, LLC in Cumming, GA, holding a Series 65 designation and six years of industry experience. He previously worked at AT&T Services, Inc. for ten years before founding his current firm in 2019. Joshi Capital Management provides discretionary investment management through separately managed accounts and offers hourly financial planning and consultation to individuals, including high-net-worth clients, and entities. The firm focuses on value investing with relatively concentrated portfolios and long-term horizons, employing fundamental, technical, and cyclical analysis to identify undervalued opportunities.

David Rich is a financial advisor at Rich & Company LLC with a Series 65 designation and two years of industry experience. He previously worked for the United States Department of the Treasury for 17 years and serves as Managing Director of Southern Business Consulting, LLC, a CPA practice offering tax, accounting, and business advisory services. Rich & Company provides investment management, financial planning, and consulting services primarily to individuals and high-net-worth clients, as well as corporations, trusts, estates, retirement accounts, and some non-United States persons. The firm combines multiple analytical approaches to tailor recommendations and offers integrated tax planning through its affiliation with a licensed CPA practice.

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.

Phillip Kleiber is a CFP® professional and founder of First Pitch Planning and Tax LLC, with four years of experience in financial advising. Prior to establishing his firm, he worked for The Coca-Cola Company for 27 years and was involved in CFP education and tax-related volunteer roles. First Pitch Planning and Tax LLC is a single-advisor independent firm that offers financial planning, tax planning, and coaching primarily to younger and lower-to-medium net worth individuals. The firm focuses on teaching clients to become self-directed investors and integrates tax considerations into its planning process, delivering advice through fee-based, hourly, and subscription models without taking custody of assets or selling commissioned products.

Robert Cox Jr. is a financial advisor at Centurion Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors, Winchester Wealth Management, and has been involved in insurance as an independent agent. He also maintains a role as an insurance agent at Winchester Financial Planning, where he engages in client interface and product recommendations. Centurion Wealth Management LLC provides non-discretionary investment advice primarily to individual clients, recommending third-party managers and assisting with paperwork and performance monitoring. The firm customizes investment strategies based on client goals, time horizon, and risk tolerance, and integrates insurance activities as part of its business model.

Jeffrey Morris is a financial advisor with CPA Allies, LLC in Atlanta, GA, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 14 years of industry experience, including roles at Insperity Inc, LPL Financial, and Wealthspan Financial Group. In addition to his advisory work, he has been employed full time as a Business Performance Advisor at Insperity, a professional employer organization that provides HR solutions to small and medium-sized businesses. CPA Allies, LLC offers financial planning, consulting, and access to third-party managed investment strategies for individuals, high-net-worth clients, accounting professionals, and CPA firms. The firm emphasizes fundamental analysis and due diligence in selecting sub-advisers and operates primarily on a non-discretionary basis, providing financial education seminars and various fee structures including hourly and fixed fees.

Woo Kang is a financial advisor at LK Wealth Management, LLC in Duluth, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at LK Wealth Management since 2013 and previously at BCG Securities, Inc. and MSI Financial Services, Inc. LK Wealth Management offers personalized portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm utilizes a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and is notable for accepting pension and profit-sharing plan clients and providing fixed-fee financial plans alongside hourly consulting.

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.