Kaitlin Theobald is a CFP® professional with seven years of experience at Sherrill & Hutchins Financial Advisory Inc in Atlanta, GA. She has been with the firm since 2014, including a team role since 2024. Sherrill & Hutchins provides financial planning and discretionary portfolio management services to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm manages portfolios according to client-specific Investment Guidelines, primarily using diversified no-load mutual funds and ETFs with periodic rebalancing and model portfolios for participant-directed plans.

Jennifer Stewart is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LongView Wealth Management since 2007. She previously worked with Cambridge Investment Research for 15 years. Stewart holds board roles with the Morgan County Foundation for Excellence in Public Education and the Northeast Georgia Regional Commission, and serves on the Georgia State School Superintendent Parent Advisory Council. LongView Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and businesses, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through multiple program structures and custodians.

Christine Kopin is a financial advisor at Power Wealth Management with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley and E*TRADE Capital Management. Outside of finance, she is a freelance illustrator specializing in fashion, portrait, and bridal commissions. Power Wealth Management serves individual investors, estates, and trusts, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm constructs individualized portfolios using internal guidance and third‑party models, and it features the use of derivatives in separately managed accounts, client borrowing options, and regular educational workshops.

Joseph Clark is a financial advisor at Adapt Wealth Advisors, LLC with two years of industry experience. He holds the Series 66 credential and previously worked at Raymond James & Associates. Prior to his financial career, he held various roles in personal training and fitness. Adapt Wealth Advisors, LLC serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans, providing comprehensive financial planning and investment management. The firm employs fundamental analysis with a long-term investment approach, using a diverse range of portfolio instruments tailored to client objectives.

Kevin Ferguson is a CFP® professional with 30 years of industry experience. He is a principal at Ferguson Shapiro LLC and has previously worked at AXA Advisors, LLC. Outside of his advisory role, he owns Kevin Ferguson, LLC, an entity used to manage business expenses and payroll. Ferguson Shapiro LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers both discretionary and non-discretionary advisory services, access to third-party money managers, and a range of reporting and data-storage solutions, with a focus on tailored investment policy development and enhanced portfolio management strategies.

David Ragland is a Series 65-licensed financial advisor with 10 years of industry experience. He has been with IRC Wealth, LLC since 2014 and is also affiliated with Investors Research Corporation, where he has worked since 1985. At IRC Wealth, he serves as CEO, providing financial planning and outsourced CFO services. IRC Wealth offers financial planning and both discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios using a disciplined investment process that includes technical screening, fundamental analysis, and proprietary criteria.

Robert Jamison Jr. is a financial advisor with Jamison Private Wealth Management, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Jamison Private Wealth Management since 2006. Outside of his advisory role, Jamison serves as the mayor of Milton, Georgia, a position to which he was elected in 2021. Jamison Private Wealth Management provides discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm develops individualized investment plans emphasizing common stocks, supplemented by mutual funds, ETFs, and select fixed-income instruments, and also offers in-house tax preparation services through CPA-qualified staff.

Benjamin Esser is a financial advisor at Inlight Wealth with 25 years of industry experience. He has held positions at Morgan Stanley Smith Barney and Citigroup Global Markets prior to joining Inlight Wealth in 2017. Esser holds Series 63 and Series 65 licenses. Inlight Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm develops tailored financial profiles and investment plans, employing strategies that include separately managed accounts, mutual funds, ETFs, and individual securities, and uses derivatives and options strategies in client portfolios.

Mark Beaver is a CFP® with 23 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has been with Benedict Financial Advisors since 2001 and has worked with LPL Financial, LLC since 2003. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning focused on retirement income, discretionary portfolio management, and client education, employing a combination of fundamental, technical, and cyclical analysis across a range of investment strategies.

Thomas Windom is a financial advisor at Capitalwize, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ethos Financial Planning LLC, Cambridge Investment Research Advisors Inc., and Ohio National Financial Services. Outside of financial advising, he has operated a sports performance business. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily focusing on non-high-net-worth clients. The firm offers various advisory engagements, including one-time and extended planning programs, and conducts group educational seminars and an alumni program, while commonly utilizing third-party managers for portfolio management.

Charles Shiver is a financial advisor at Arkos Global Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Rubicon Global prior to joining Arkos. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis alongside internal and external research to build diversified portfolios, serving both retail and high-net-worth clients.

Jack Miller is a Series 65-registered financial advisor at Jamison Private Wealth Management, Inc. with two years of industry experience. His prior roles include positions at Homrich Berg Wealth Management and Crossroads Strategy Group LLC, as well as a teaching role at the University of Georgia. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes individualized investment plans focusing on common stocks, mutual funds, ETFs, and select fixed-income instruments, and features in-house tax preparation services provided by CPA-qualified staff.

Myles Jerdan is an advisor at Craft Wealth Services in Atlanta, GA. He holds a Series 65 designation and has been in the industry since 2016, with prior experience at Premier Financial Consulting Services, Inc. from 2016 to the present and Craft Asset Management since 2026. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, offering portfolio management and standalone plans with a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis. The firm employs tactical allocation and options strategies and customizes advisory relationships through interviews and questionnaires, providing discretionary account management with continuous monitoring and at least annual reviews.

George Hiller is a CFP® with 26 years of industry experience and has been with George M. Hiller Companies, LLC since 1985. He holds the Series 63 designation and is based in Atlanta, GA. Outside of advisory work, firm management includes licensed attorney and real estate broker credentials. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a small team managing approximately $170 million for around 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation, diversification, and a preference for long-term equity exposure through various investment strategies.

Patrick Ungashick is a financial advisor at Persium Advisors, LLC in Atlanta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Persium Advisors since 2004. Outside of his advisory role, he is involved in self-publishing several books and owns businesses that develop exit planning tools and provide merger and acquisition advisory services for family and founder-owner companies. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and provides consulting advice for about $894.4 million in pension and investment consulting assets, employing a fundamental analysis approach and hands-on plan governance support.

Paul Jacobs is a CFP® professional with 18 years of experience in the financial industry. He has been with Palisades Hudson Asset Management, L.P. since 2002. Jacobs also serves as Vice President of Palisades Hudson Financial Group LLC, a financial planning firm where he provides clients with tax preparation and planning, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors. The firm focuses on long-term, asset-allocation-based investing primarily using mutual funds and ETFs, and manages both discretionary and non-discretionary accounts as well as private equity funds.

Katherine Oliver is a Series 65-licensed financial advisor with Investors Asset Management of Georgia Inc, based in Atlanta, GA. She has seven years of experience in the financial industry and has been with her current firm since 2018. Prior to her advisory career, she spent 12 years at KIPP Metro Atlanta, where she currently serves on the Development Committee, focusing on fundraising efforts. Additionally, she is involved with the Leukemia & Lymphoma Society as a candidate for Woman of the Year and advises women on finance through the Kristine Pettoni Foundation. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm emphasizes individualized portfolios with a buy-and-hold strategy complemented by tactical adjustments, and it supports various retirement plans through specialized programs and model portfolios.

Samuel Carlyle Jr. is a financial advisor at Investors Asset Management of Georgia Inc. with 22 years of industry experience and holds a Series 63 designation. He has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm employs a buy-and-hold investment approach with tactical adjustments and supports various retirement plans through its Investors Choice program and model portfolios.

Francine Payne is a financial advisor at Persium Advisors, LLC in Atlanta, GA. She holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Persium Advisors, she worked for Republic National Distributing Co., LLC for 21 years. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting advice on roughly $894.4 million in pension and investment consulting assets.

Jennifer Friberg is a CFA® charterholder and holds the Series 66 designation with six years of industry experience. She currently works at MartinWright Advisory, LLC and previously held roles at Balentine, LLC, BlackRock Investments LLC, LPL Financial, and Securities Service Network. Jennifer is based in Atlanta, GA. MartinWright Advisory provides discretionary and non-discretionary investment management, financial planning, and consulting services to institutional investors, individuals, trusts and estates, qualified purchasers, retirement plans, and other entities. The firm employs a blend of active and passive investment strategies, emphasizing diversification and continuous portfolio management using both traditional and alternative investment tools.