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.

Connor Wilkins is a financial advisor at Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Loftin Wealth Partners, he worked at River Club Golf Course and attended the University of Georgia. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance using a combination of asset-allocation, dollar-cost averaging, and trading strategies, managing approximately $344.5 million in discretionary assets for about 387 clients as of early 2026.

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.

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.

Richard Stradtman is a financial advisor at FEFA Financial with five years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and Fefa Asset Management, LLC. Prior to his advisory career, he was involved with Mediterraneo Concepts Inc for nine years. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

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.

Philip Petersen is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at LPL Financial LLC, Woodbury Financial Services Inc., Allianz Life Financial Services LLC, and Curian Capital, LLC. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm utilizes a long-term, diversified investment approach combining firm-managed models and independent managers, and sponsors a bundled wrap fee program integrated with LPL Financial platforms.

George Wideman is a CFP® with 26 years of industry experience, currently serving at Cahaba Wealth Management, Inc. since 2012. Prior to this, he worked at Synovus Securities, Inc. and Creative Financial Group Ltd. He is a partner in Artist Clarity, Inc., a business management venture unrelated to investment advisory services. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm utilizes a long-term, risk-conscious investment process incorporating mutual funds, ETFs, and alternative investments when appropriate, and manages approximately $2.06 billion on a discretionary basis.

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 & Associates Inc. since 2016, following five years at Black Diamond Investment Partners. He serves on the investment and oversight committee of the Collat Family Foundation in a volunteer capacity. Montag & Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, and other advisers, providing discretionary portfolio management, financial planning, consulting, and trustee or executor services. The firm combines fundamental and technical equity analysis with fixed-income management to build individualized investment objectives and typically manages portfolios on a discretionary basis.

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.