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 designations and has previously worked at Mercer Global Advisors Inc., Arkadios Wealth Advisors, Arkadios Capital, LLC, and ACG Wealth Inc. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm uses a goal-based, customizable approach combining active and passive investment strategies and incorporates subscription-based reporting tools and documented planning deliverables in its client services.

Wesley Hackney is a CFP® with 12 years of industry experience, currently serving at Marietta Wealth Management, LLC since 2015. He holds a Series 63 license and works within a team of nine advisors based in Marietta, GA. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, pension/profit-sharing plans, and business entities. The firm operates on a fee-only basis, manages approximately $974 million in client assets, and uses a team-based approach supported by an Investment Committee to guide portfolio management.

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® and holds a Series 66 license with five years of industry experience. He currently works at Inlight Wealth and has previously held positions at Regent Peak Wealth Advisors, SignatureFD, ProEquities, Legacy Investment Advisors, and State Street Corporation. Outside of his advisory role, he is a residential property owner with active leasing responsibilities. Inlight Wealth provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, trusts, estates, charitable organizations, and retirement plan participants, managing approximately $843 million in client assets. The firm creates individualized financial profiles and investment plans and employs a diverse range of investment strategies, including the use of derivatives and options.

Lori Morell is a financial advisor at Thayer Partners LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Linder Financial Services since 2018. Prior to her career in financial advising, she spent 34 years at Kimberly-Clark Corp. Thayer Partners LLC offers customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach using diversified portfolios of mutual funds, ETFs, individual securities, and independent managers, operating through a multi-office advisor network.

Connor Wilkins is a financial advisor at Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Loftin Wealth Partners, he worked at River Club Golf Course and studied at the University of Georgia and the University of North Georgia. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management, employing strategies such as hedging, leverage, options, and margin when appropriate, and manages approximately $292.4 million in discretionary assets for about 363 clients.

Mary Shaltis is a CFP® with 12 years of industry experience, currently serving at Chicory Wealth. She previously worked at Ameriprise Financial Services, Inc. and M. Kulyk & Associates, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering additional services such as tax preparation, estate planning assistance, and business consulting. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop diversified, long-term portfolios and financial life plans.

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.

David Harvey is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 credential and six years of industry experience. He has worked at GER Loftin Wealth Advisors, LLC since 2020 and concurrently has a long-term employment history with American Airlines beginning in 1992. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing a range of strategies including asset allocation, dollar-cost averaging, and tactical trading approaches.

Ryan Mccafferty is a CFP® professional with 11 years of industry experience, currently serving at Large and Gilbert Wealth Advisory. He previously worked at Morgan Stanley for three years before joining Keystone Financial Group, Inc. (dba Large and Gilbert Wealth Advisory) in 2017. Outside of his advisory role, he is a partner in an e-commerce business focused on designing T-shirts. 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 discretionary portfolio management primarily through mutual funds and exchange-traded funds, along with comprehensive financial planning 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 designation with 1 year of industry experience. Prior to his current role, he worked at Sun Trust Bank from 2016 to 2019. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions by providing portfolio management, limited financial planning, retirement plan consulting, and project-based consulting. The firm employs an investment committee to oversee portfolio allocation and manager selection, utilizing both discretionary and non-discretionary strategies and working with 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.

Philip Petersen is a financial advisor at MPWM Advisory Solutions LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including LPL Financial, Woodbury Financial Services, Allianz Life Financial Services, and Jackson National Life Distributors. 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 using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets through both discretionary and non-discretionary strategies.

George Wideman is a CFP® with 25 years of industry experience and has been with Cahaba Wealth Management, Inc. since 2012. He holds a Series 63 license and is based in Nashville, TN. Outside of his advisory role, he is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts. The firm offers comprehensive financial planning and portfolio management, utilizing a disciplined investment process based on long-term cash-flow projections and formal risk assessments.

Lawrence Mendel is a financial advisor at Montag with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montag since 2016, following five years at Black Diamond Investment Partners. Mendel serves on the investment and oversight committee of the Collat Family Foundation and acts as an unpaid consultant on the investment committee of Bay Pine Holdings, a family limited partnership. 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 individual equities, mutual funds, ETFs, and fixed-income instruments, operating primarily on a discretionary basis with in-house research and trading.

James Jackson is a CFA® charterholder with 21 years of industry experience, currently serving at Builder Investment Group since 2000. He is based in Atlanta, GA, and is part of a four-advisor team. Builder Investment Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management across a broad range of securities and private investments, managing pooled investment vehicles and private syndications with formal compliance procedures.

Rosanna Neil is a CFP® and Series 65-licensed advisor at Chicory Wealth with four years of industry experience. She has worked at Chicory Wealth since 2021 and previously held roles at North American Marine Alliance, The Population Institute, and as a self-employed professional. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct long-term diversified portfolios and deliver financial life plans.

John Rinker is a CFP® with 12 years of industry experience, currently serving at Veracity Capital LLC since 2018. His prior roles include positions at The AYCO Company, L.P./Mercer Allied and Independent Financial Group. He is also a licensed insurance agent in Georgia, offering various types of insurance products. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, custom-driven investment approach using a range of strategies and asset types, including internally managed portfolios and outside managers.