Robert Sell is a financial advisor at Polaris Asset Management, LLC with six years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Axiom Asset Management, Actify Investor Retirements, and Weaver Capital Management. Outside of advising, he works as a self-employed mathematics tutor, providing instruction to high school students and college entrants. Polaris Asset Management offers private wealth management, financial planning, and retirement plan advisory services to individuals, families, and institutional clients. The firm employs a risk-profile-based investment approach and provides formal retirement-plan consulting and fiduciary services, including discretionary and non-discretionary account management.

Robert Frank III is the principal of Atlas Investment Advisory LLC in Canton, GA, and holds the CFP® designation along with Series 63 and 66 licenses. He has 24 years of industry experience, including ten years with LPL Financial and founding his independent advisory firm in 2016. Outside of his advisory work, he is a co-owner of Twin Ridge Defence, LLC, a non-investment-related business. Atlas Investment Advisory serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm utilizes a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses across a wide range of investment instruments and strategies, conducting quarterly account reviews.

Troy Harmon is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is the principal advisor at Due West Wealth Advisors LLC and serves as an adjunct professor at Kennesaw State University. Harmon is also the treasurer of the ASFIP Foundation, a nonprofit focused on financial education, and is CEO of A&E Investment Properties, Inc. Due West Wealth Advisors provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm employs fundamental analysis and a primarily long-term investment approach, managing portfolios that often include ETFs, equities, mutual funds, and options contracts.

Gregory Corneille is a CFP® professional with 18 years of industry experience. He has been with Choice Wealth Management, LLC since 2013. Choice Wealth Management provides discretionary investment supervisory services to individuals, businesses, and non-profit organizations. The firm develops Investment Policy Statements for clients and manages portfolios using individual stocks, ETFs, and options, employing both long-term and short-term trading strategies with regular portfolio monitoring.

Thomas Cloud is a CFP® and ChFC® with 21 years of experience in financial advisory services. He has worked at Eleven Two Fund Management for 12 years before founding Third Act Retirement Planning, Inc. in 2017, where he remains the sole advisor. Third Act Retirement Planning provides individualized financial planning, discretionary portfolio management, estate-planning consulting, and insurance guidance to individuals, retirement plans, trusts, estates, and other entities. The firm manages approximately $30.4 million on a discretionary basis and offers modular and holistic planning services, utilizing a variety of investment strategies and ongoing portfolio monitoring.

Jay Thurlow is a financial advisor at Kinetic Pathways Company in Dunwoody, GA, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, LLC, and operated his own business before joining Kinetic Pathways. Thurlow is also co-owner of The Insurance Shop LLC, where he is involved in life and health insurance sales and client service. Kinetic Pathways provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm custom-manages income-oriented portfolios using structured notes and market-linked certificates of deposit, and is notable for its integration of insurance activities alongside its investment advisory services.

Alexander Kutyukhin is a financial advisor at VCM Capital with four years of industry experience. He holds a Series 65 designation and has worked at VCM Capital since 2018, following prior roles at Sistema Capital / Redline Capital and as a self-employed market researcher. Outside of finance, he serves as the director of VCM Technologies, a software development company based in London. VCM Capital provides portfolio management services to individuals, high-net-worth clients, trusts, and corporations using a blended investment approach that incorporates global macro, fundamental, and technical analysis across a broad range of asset classes. The firm manages accounts on both discretionary and non-discretionary bases and may allocate assets to third-party managers.

Eric Holcomb is the founder of Holcomb Financial and holds a Series 65 designation with two years of industry experience. He also serves as a Project Manager at Irrational Kindness, LLC, the operator of Chick-fil-A Canton. Holcomb Financial provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, small business owners, employer retirement plans, and charitable organizations. The firm operates on a fee-only basis, offering discretionary portfolio management and personalized investment strategies, and is noted for providing educational seminars and speaking engagements to the public.

Daniel Pascu is a financial advisor at Daxmar Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked briefly at Edward Jones in 2017. Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts through separately managed accounts at third-party custodians. The firm combines fundamental research with technical analysis to manage actively traded model portfolios focused on common stocks, ETFs, and closed-end funds, and also offers consulting services and published market commentary.

Ashley Roth is a financial advisor with Arrowhead Investment Advisors, LLC, holding a Series 65 designation and 14 years of industry experience. She has been with Arrowhead since 2011. Arrowhead Investment Advisors is a fee-only registered investment adviser managing approximately $43.1 million for individuals, families, trusts, non-profit organizations, and corporate retirement plans. The firm focuses on long-term growth through equities and bonds using a fundamentally driven research process and provides tailored portfolio management with discretionary authority.

Tiberiu Marian is a CFP® and Series 66-registered advisor with 13 years of industry experience. He is the principal at Shadowbrook Private Wealth LLC, serving there since 2022. Prior to founding Shadowbrook, he worked at Morgan Stanley Private Bank and JPMorgan Securities. He also serves as a guest lecturer at the University of Bucharest. Shadowbrook Private Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm constructs customized portfolios with a range of investments and combines discretionary management with comprehensive financial planning, using AI tools alongside fundamental and technical analysis to support decision-making.

Jeffrey Wilson is a CFP® professional with 18 years of industry experience, serving as the sole advisor at Wilson Financial Group, LLC since 2001. He holds the Series 63 and Series 65 licenses. Outside of advisory services, he dedicates part of his time to business consulting and tax and accounting work through his firm. Wilson Financial Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $38.3 million for around 37 clients, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning and consulting.

Matthew Checkon is a financial advisor at MJ Wealth Management LLC in Roswell, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding MJ Wealth Management, he worked at Ernst & Young for ten years. MJ Wealth Management LLC provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses, with offerings that range from foundational planning for lower- and middle-net-worth households to comprehensive wealth management. The firm’s investment process focuses on asset allocation guided by an Investment Policy Statement and includes discretionary management, educational workshops, and flexible billing arrangements.

Srikanth Madineni is a financial advisor at Omega Advisory LLC in Cumming, GA, holding a Series 65 designation with nine years of industry experience. He has been with Omega Advisory LLC since 2017. Omega Advisory LLC provides fee-based financial planning, investment consulting, and portfolio management services to individual, high-net-worth, corporate, and non-U.S. clients. The firm focuses on a mix of fundamental, technical, and cyclical analysis to identify undervalued assets, with an emphasis on long-term investments alongside short-term strategies when appropriate.

Caroline McInerney is a CFP® with nine years of industry experience currently serving as the principal of HWM Wealth Management LLC in Atlanta, GA. She previously worked with Nicholas Hoffman & Company, Raymond James & Associates, Clements Financial Services, and HD Vest Investment Services. In addition to her advisory role, she operates Owner's Dividend LLC, a separate business that publishes educational content on financial and business planning. HWM Wealth Management LLC provides fee-only investment management and financial planning services to individuals, families, businesses, and foundations. The firm employs a long-term, principles-based investment approach focused on asset allocation, diversification, and tax-aware strategies, managing portfolios primarily on a discretionary basis.

Tri Truong is a financial advisor with Elite Wealthcare LLC in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. Prior to founding Elite Wealthcare in 2022, he worked at Bank of America and Merrill Lynch for ten years. Outside of his advisory role, he is a co-owner of a family rental property business. Elite Wealthcare LLC serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and business clients, providing discretionary portfolio management, financial planning, and consulting services. The firm tailors investment advice to client objectives using various strategies and manages a small client base with a few million dollars in assets under management.

Jonathan White is a financial advisor at Pearson Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at both Pearson Investment Management and AonHewitt since 2015. Pearson Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporations, with a particular focus on corporate benefit plans and retirement arrangements. The firm’s investment approach integrates fundamental, technical, and cyclical analysis across various asset classes and may include frequent trading and short sales, while also utilizing third-party managers and digital custody platforms.

Philippe Joseph Eustache is a financial advisor at Privé Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at firms such as Edward Jones, Bank of America, Merrill Lynch, and Morgan Stanley. Outside of financial services, he has been involved with Sovereign Sports Performance LLC, indicating interests beyond the advisory field. Privé Wealth Management serves individuals, families, business owners, trusts, small businesses, and nonprofit organizations through a range of financial planning and investment management services. The firm emphasizes a goals-based investment approach with diversified, low-cost index funds and tax-efficient strategies, offering both discretionary and non-discretionary services without minimum account sizes.

Hi, I’m Luke McCord, a fee-only Certified Financial Planner™ (CFP®) and the founder of Greenway Financial Planning. I was born and raised in Atlanta, and I still live in the North Atlanta area with my wife and children. An Eagle Scout and proud Georgia Tech graduate (Class of 2000), I learned early the value of integrity, hard work, and serving others. Those lessons continue to shape how I run my practice today. I’m a Christian, a husband, and a father — and I bring those values into my work every day. How I Help Clients At Greenway Financial Planning, we provide clear, professional financial planning and investment management to individuals and families across Alpharetta, Cumming, Forsyth County, and the broader North Atlanta area. We specialize in helping growing families and pre-retirees with practical matters such as: -Investment and retirement planning -Cash flow and budgeting -Tax-efficient strategies -Education savings and debt management There are no asset minimums and no long-term contracts. My goal is simple: deliver honest, fiduciary advice that helps you gain clarity and confidence with your money — without pressure or complexity. My Approach I’m openly Christian, and my faith is an important part of who I am. I especially enjoy working with clients who share similar values. That said, the planning itself is straightforward and practical. You won’t get preached to — just competent, personalized guidance tailored to your real-life goals and situation. I take time to truly listen and understand what matters most to you and your family. Whether you’re focused on building a secure retirement, saving for your children’s future, or simply creating more peace around money, I help you make clear, confident decisions. My role is to simplify the complex parts of financial planning so you can focus on living your life with purpose. Giving I’m passionate about the community that raised me. Locally, I stay involved with North Atlanta churches and groups. I also support Jungle Kids for Christ, an organization that helps children in Ecuador break the cycle of poverty through education, nutrition, and hope.

Robert Robinson is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Confidant Financial Solutions, LLC since 2015, where he is the sole advisor. Confidant Financial Solutions serves individual households, including high-net-worth clients, offering discretionary asset management and modular financial planning tailored through a fact-finding process. The firm uses model portfolios primarily composed of exchange-traded funds representing Morningstar style boxes and monitors accounts quarterly, with a focus on both long-term orientation and the ability to trade actively when authorized.