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.

Olga Lee is a CFA® charterholder based in Atlanta, GA, with 16 years of industry experience. She has worked at A. Montag & Associates since 2006. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other investment advisers. The firm uses a structured data-gathering process to establish investment objectives and implements them through a mix of equities, mutual funds, ETFs, and fixed-income instruments, primarily on a discretionary basis.

Colby Wheeler is a financial advisor at Wealth Science Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Science Advisors, he worked at The Home Depot and has an academic background from The University of Alabama. Wealth Science Advisors serves primarily individual and family clients with discretionary portfolio management and financial planning. The firm integrates traditional asset allocation and modern portfolio theory with behavioral assessments, using proprietary tools like the Wealth Science Assessment and its “Money Happiness” concept to guide investment plans.

Donnie Robinson is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor at Adapt Wealth Advisors, LLC, having joined in 2024 after eight years at Ameriprise Financial Services, Inc. Outside of his advisory role, Robinson is involved in several business ventures, including ownership interests in real estate and other enterprises. Adapt Wealth Advisors, LLC provides comprehensive financial planning and investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm utilizes fundamental analysis and a long-term investment approach tailored to clients’ goals and risk profiles, offering both discretionary and non-discretionary portfolio management with a diverse range of investment options.

Garnett Keith Jr. is a CFA® and ChFC® credentialed advisor with over 21 years of industry experience. He has been with SeaBridge Investment Advisors LLC since 1996, except for a retirement period from 2017 to 2021. Outside of his primary role, he serves as Chairman of the Investment Committee for 10 Talents Investors, where he reviews private equity funds and participates in annual meetings. SeaBridge Investment Advisors LLC provides discretionary portfolio management and financial planning services to individuals and institutional clients. The firm focuses on global, equity-centered portfolios and also acts as a discretionary sub-adviser to other advisors, supporting a variety of client types including high-net-worth individuals, foundations, and foreign investment vehicles.

Antonio Maselli is a financial advisor at Weaver Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Home Depot and DecisionLink, among other roles. Weaver Capital Management serves individual clients, including high-net-worth families, as well as employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach, and employs tactical risk-management tools on a discretionary basis.

Scott Herndon is a financial advisor at Adapt Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and The Hershey Company. Outside of his advisory role, he serves as an ambassador for the Milledgeville/Baldwin County Chamber of Commerce. Adapt Wealth Advisors, LLC provides comprehensive financial planning and investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis with a long-term investment approach tailored to client goals, risk profiles, and tax considerations, utilizing a range of investment vehicles including mutual funds, ETFs, and alternative funds.

Stephen Michael is a financial advisor at Marietta Wealth Management, LLC in Marietta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marietta Wealth Management since 2016. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, and business entities. The firm operates on a fee-only basis, managing approximately $974 million in client assets through a team of nine advisors.

Richard Miller is a financial advisor at American Wealth Management, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with American Wealth Management since 1993. American Wealth Management, Inc. is an SEC-registered firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm offers asset and portfolio management, financial planning, and both discretionary and non-discretionary advisory services, employing a range of investment strategies from long-term buy-and-hold to shorter-term trading and options.

Andrew Gilbert is a CFP® professional with 16 years of industry experience. He is affiliated with Large and Gilbert Wealth Advisory, a team-based registered investment adviser, and has previously worked at Cambridge Investment Research, Inc. for eight years. Gilbert is also an independent insurance agent for various insurance companies. Large and Gilbert Wealth Advisory manages approximately $247 million and serves individuals, trusts, pension plans, and business entities. The firm focuses on discretionary portfolio management using model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning services.

John Darby is a CFA® charterholder with four years of industry experience. He is currently part of the team at Inlight Wealth and previously worked at Sage Mountain Advisors, CI Brightworth Private Wealth, Brightworth, and Regions Bank. Inlight Wealth offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $843 million in client assets and employs a range of investment strategies including separately managed accounts, mutual funds, ETFs, individual equities, fixed income, and options.

Robert Jamison is a CFP® professional with 22 years of experience in financial advising. He has been with Jamison Private Wealth Management, Inc. (formerly Diversified Financial Planning) since 1998. 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 emphasizes individualized investment plans focused on common stocks, mutual funds, ETFs, and select fixed-income instruments, and it offers in-house tax preparation through CPA-qualified staff.

Thomas Tillery is a CFP® and ChFC® with 20 years of experience in financial planning. He has worked at Paraklete Financial, Inc. since 2006. 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 provides fee-for-service financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers prepare comprehensive plans without managing assets or selling financial products, focusing on tax-centered, coordinated planning delivered by CPA/PFS credentialed advisers.

Jeffrey Taylor is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. He has been with Crescent Wealth Advisory since 2009 and Crescent Wealth Management since 2003, and has prior experience with Purshe Kaplan Sterling Investments and Lion Street Financial. Taylor is also involved in sales and marketing for fixed life insurance through Crescent Wealth Management. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm manages approximately $87.5 million across about 49 clients and employs a team of six investment professionals who use fundamental and technical analysis to construct individualized portfolios, offering continuous supervision, rebalancing, and access to alternative solutions including cryptocurrency accounts and third-party cash management programs.

Hugh Merkel is a CFA® charterholder with five years of industry experience. He currently works at MartinWright Advisory, LLC and previously held positions at Mercer Investments, LLC, and MGI Funds Distributors, LLC. 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 both active and passive investment approaches with an emphasis on diversification and continuous portfolio management, utilizing tools such as tactical asset allocation, relative strength analysis, and alternative investments.

Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.

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 roles include positions 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 certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily using ETFs and equities, and often implements strategies through sub-advisers or third-party managers.