Andrew Gilbert is a CFP® professional with 17 years of industry experience. He is affiliated with Large and Gilbert Wealth Advisory and has prior experience at Cambridge Investment Research, Inc. Andrew also works as an independent insurance agent for various insurance companies. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other business entities, offering portfolio management, financial planning, and pension consulting services.

John Darby is a CFA® charterholder with four years of industry experience. He is currently an advisor at Inlight Wealth Management and previously worked at Sage Mountain Advisors, CI Brightworth Private Wealth, Brightworth, and Regions Bank. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using traditional fundamental analysis and may incorporate options strategies within separately managed accounts.

Robert Jamison is a CFP® professional with 23 years of industry experience. He has been with Jamison Private Wealth Management, Inc., formerly Diversified Financial Planning, since 1998. The firm provides portfolio management and consulting services to a range of clients including individuals, pension plans, corporations, and charitable organizations. Jamison Private Wealth Management offers individualized investment plans primarily through direct equity selection and supplements them with other investment vehicles, managing approximately $1.05 billion across a small advisory team.

Thomas Tillery is a CFP® and ChFC® with 21 years of experience in financial advising. He has been with Paraklete Financial, Inc. since 2006 and previously worked at Cetera Advisors LLC and Mass Mutual Investors Services. Outside of his advisory role, he serves as Vice President of Financial Planning Advocate, LLC, where he writes textbooks, speaks publicly, and provides continuing education to accountants, attorneys, and financial advisers. Paraklete Financial, Inc. provides integrated, fee-for-service financial planning primarily to individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on comprehensive, tax-centered planning coordinated with outside professionals and does not manage client assets or sell financial products.

Hugh Merkel is a CFA® charterholder based in Atlanta, GA, serving as an advisor with MartinWright Advisory, LLC. He has five years of industry experience and has held prior roles at Mercer Investments, LLC, MGI Funds Distributors, LLC, and Morgan Keegan & Company, LLC. MartinWright Advisory is a privately owned investment adviser that manages approximately $160.7 million in discretionary assets for about 108 clients through a seven-advisor team. The firm combines active and passive management techniques, including tactical asset allocation and alternative investments, and coordinates with third-party managers while maintaining oversight of performance.

Edward Moore Jr. is a CFA® charterholder with 18 years of industry experience. He is currently with Resurgent Advisors and has previously worked at Bey Douglas, LLC and Merrill. Moore is also involved with Bey-Douglas LLC as an investment advisor representative. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million in assets, serving individuals, families, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment management, and specialized advice on legacy positions, retirement, tax optimization, and cash flow, using fundamental analysis and a range of investment vehicles.

Solomon Cohen is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at HB Wealth Management, The Vanguard Group, Connect America, and Northwestern Mutual. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, family office services, and third-party money manager selection for individuals and corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, often using sub-advisers or third-party managers.

Laura Brannen is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for five years and BBWH Insurors for four years. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach combining fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Kevin Rainwater is a financial advisor at BlueChip Wealth Advisors LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at BIP Wealth, Mercer Global Advisors Inc., Arkadios Wealth Advisors, Arkadios Capital LLC, ACG Wealth Inc., and Stancorp Investment Advisers, Inc. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a goal-based, customizable investment approach combining active and passive strategies and emphasizes documented planning deliverables and educational client sessions.

Wesley Hackney is a CFP® professional with 13 years of industry experience, currently serving at Carson Wealth since 2026 and previously at Marietta Wealth Management, LLC from 2015 to 2026. He also worked at Henssler Financial for two years. Hackney holds the Series 63 license. Marietta Wealth Management, LLC is a fee-only firm managing approximately $1.39 billion in assets across around 448 client relationships. The firm offers wealth management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and business entities, using an investment approach guided by an internal committee and individualized client risk profiles.

Wes Peterson is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Cetera and Regions Bank before joining LPL Financial in 2025. MPWM Advisory Solutions LLC provides investment advisory and related services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through a combination of in-house management, independent managers, and LPL-hosted platforms.

Elias Crist is a CFP® with six years of industry experience, currently serving at Inlight Wealth. His prior roles include positions at Regent Peak Wealth Advisors, SignatureFD, and State Street Corporation. Outside of his advisory work, he owns residential rental properties in Atlanta. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm provides portfolio management, financial planning, and consulting services using fundamental analysis and may include options strategies within separately managed accounts.

Landon Morgan is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Partners, he worked at Thompson & Thurman Financial, C1 Insurance Group, and Pierce Tax Service. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and offers additional services including company-sponsored retirement plan management and a college-planning service that provides workshops and individual counseling.

Lori Morell is a Series 65-licensed financial advisor at Thayer Partners LLC in Alpharetta, GA, with eight years of industry experience. She worked at Linder Financial Services for seven years following a 34-year career at Kimberly-Clark Corp. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans with customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers a broader range of consulting services, including fiduciary support for ERISA plans and business advisory tied to Profit First methodology.

Mary Shaltis is a CFP® with 13 years of experience in the financial services industry. She is currently affiliated with Chicory Wealth and previously worked at M. Kulyk & Associates, LLC and Ameriprise Financial Services, Inc. Mary has involvement in real estate ownership related to multi-family investment. Chicory Wealth serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering financial life planning, discretionary portfolio management, and additional services such as tax preparation and estate planning. The firm incorporates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics into its investment approach and supports other advisers with model portfolio services.

Joseph Rollins is a ChFC® credentialed financial advisor with 15 years of industry experience. He has worked at Rollins Financial Advisors, LLC since 2021 and previously at Rollins Financial Nc. from 1990 to 2021. The firm serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, providing investment counseling, portfolio management, and related accounting and tax services. Rollins Financial Advisors manages approximately $1.38 billion in discretionary assets and employs a fiduciary, goal-oriented investment process that emphasizes asset allocation and ongoing portfolio monitoring.

Ryan Mccafferty is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Large and Gilbert Wealth Advisory, part of Keystone Financial Group, where he has worked for nine years following three years at Morgan Stanley. Outside of his advisory role, he is a partner in an e-commerce business focused on creating T-shirt designs. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million. The firm serves individuals, including high-net-worth clients, trusts, pension plans, and business entities, providing portfolio management, financial planning, and pension consulting services.

Mohammed Ghulam Reza is a Series 65 licensed advisor with Narwhal Capital Management, where he has worked since 2022. He has three years of industry experience and previously worked at the University of Georgia and Tucker High School. He is also a partner at MOEA, a mobile application development venture focused on building models and algorithms. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management using diversified asset allocation and combines investment advisory services with in-house tax and accounting capabilities.

Owen Douglas is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 credential and with two years of industry experience. He has been with Meadow Creek since 2019, with prior experience at Sun Trust Bank from 2016 to 2019. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, providing portfolio management, limited financial planning, and retirement plan consulting. The firm employs a structured investment process involving an investment committee and utilizes both discretionary and non-discretionary relationships, managing assets through third-party Separate Account Managers when appropriate.

Geri Lanning is a CFP® and holds a Series 66 license, currently serving as a Senior Wealth Advisor at CPC Advisors, LLC with six years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and AMB Group, LLC. Lanning is also associated with Consolidated Planning Corporation, Inc. and CPC Holding Company, LLC in senior advisory roles. CPC Advisors, LLC serves a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs an asset allocation and model-driven investment approach, utilizing third-party managers and the Raymond James institutional platform for portfolio management and execution.