Reagan Curl is a financial advisor with NetWorth Financial Services, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at LPL Financial and Berkeley Advisors. In addition to advisory services, he operates a tax preparation and accounting business associated with the firm. NetWorth Financial Services is a wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm provides comprehensive financial planning and portfolio management, employing fundamental analysis and strategic asset allocation with a focus on value equities, ETFs, mutual funds, and fixed-income securities.

Marc Daner is a CFP® and ChFC® with 37 years of industry experience. He is a principal at Daner Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. Daner is also licensed as an independent insurance agent. Daner Wealth Management provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored advice based on client objectives and risk tolerance, employing a flexible investment approach that includes asset allocation, technical analysis, and covered options strategies.

Walter Richards is a financial advisor at Capital Research Advisors, LLC in Suwanee, GA, holding a Series 65 designation with no prior industry experience. His work history includes roles at Brightstar 2911, LLC, Make a Miracle, and Work 4 a Living International. Capital Research Advisors serves individuals, families, and institutional clients such as businesses, foundations, religious organizations, and nonprofits, providing discretionary portfolio management, financial planning, and consulting services. The firm employs mathematically designed, rules-based investment models across fixed income, equity, and alternative assets, incorporating tactical overlays and risk management strategies.

Bancy Philip is a financial advisor at Soar Financial LLC with three years of industry experience. She holds a Series 65 credential and has prior work history at Equifax for 20 years. In addition to her advisory role, she is a partner and CPA at Cititax Associates, where she provides tax and accounting services. Soar Financial LLC offers investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios using a range of investment vehicles and emphasizes long-term strategies with tactical adjustments for tax or market considerations.

Clifford O'Conner is a financial advisor at C.W. O'Conner Wealth Advisors, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 23 years of industry experience. Clifford has been with C.W. O'Conner Wealth Advisors since 1995. C.W. O'Conner Wealth Advisors, Inc. is a fee-only, independent registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary portfolio management along with ongoing monitoring and rebalancing.

Andrea Soule is a financial advisor with Wealth With No Regrets® in Alpharetta, GA. She holds a Series 65 credential and has five years of industry experience. Her prior work includes roles at Indiana Trust Wealth Management and 1st Source Bank. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations by providing integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles and investment plans, using fundamental and technical analysis, long-term investing, and risk management in its discretionary management approach.

Paul Shaughnessy is a CFP® with 29 years of industry experience, currently serving as a financial advisor at MRP Capital Investments, LLC. His prior experience includes roles at Merrill and Brookhaven Capital Group, among others. MRP Capital Investments manages approximately $228 million for individual and high-net-worth clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm employs a tailored investment process that incorporates fundamental, technical, and cyclical analysis, with portfolios that may include a broad range of instruments, including derivatives and digital assets.

Kenneth Graves is the majority owner and investment advisor representative at Capital Research Advisors, LLC, with 33 years of industry experience. He has been with Capital Research Advisors since 2003 and also associated with Ceros Financial Services, Inc. since 2009. Outside of his advisory work, he serves as a volunteer board member for Frontline Policy, which aids state decisions on education and taxation, and holds officer roles in several nonprofit and community organizations. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, nonprofits, and other financial advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes, offering model-based management, financial planning, and unified managed account licensing.

Steven Smith is a financial advisor with Capital Research Advisors, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Capital Research Advisors since 2003 and has prior experience with Ceros Financial Services and All Star Printing. Additionally, Smith has served on the Taylor County Board of Education since 1988 and operates as a licensed insurance agent. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, non-profits, and other advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes and offers model licensing, financial planning, and non-investment consulting services.

Thomas Kozelka is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His career includes roles at Janus Henderson entities from 2004 to 2022, followed by positions at Cambridge Investment Research Advisors and Adapt Wealth Advisors before joining Integras Partners in 2026. Integras Partners provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, employee benefit plans, and charitable organizations. The firm manages approximately $245 million in client assets, employing model portfolios supported by fundamental, technical, charting, and cyclical analysis, and utilizes a diverse range of investment instruments including derivatives within managed accounts.

Brent Burgesser is a financial advisor at QRIA, Inc. with 26 years of industry experience and holds the Series 66 designation. His prior work includes roles at Brookwood Investment Group LLC, Belpointe Asset Management, International Assets Advisory, LPL Financial, Wells Fargo Clearing, Merrill, and Morgan Stanley DW Inc. He is also involved in insurance sales through Brookwood Insurance Group. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-method analytical approach and offers both discretionary and non-discretionary management, tailoring portfolios based on client risk tolerance, tax, and financial circumstances.

Arturo Molina Casas is a financial advisor at Mason Westbridge Asset Management LLC with nine years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at ADB Advertising Corp, PFS Investments Inc, and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and management services to individuals, retirement plans, and private investment companies, using diversified allocation models based on client risk questionnaires and Modern Portfolio Theory. The firm manages most accounts on a discretionary basis and employs a portfolio management team that monitors markets daily and conducts regular strategy reviews.

Travis Raish is a CFA® charterholder with 24 years of industry experience. He is a partner and portfolio manager at Circa Capital, LLC, where he has worked since 2011. His prior experience includes roles at Fiduciary Financial Group and Wealth With No Regrets, where he also serves as Chief Investment Officer. Circa Capital primarily serves individual investors, including high-net-worth clients, and institutions such as corporate pension and profit-sharing plans. The firm emphasizes fundamental analysis with a long-term, quality-and-value investment approach and manages concentrated portfolios tailored to client objectives.

Wesley Aikens is a financial advisor at Sunglow Wealth Advisory LLC with a Series 65 designation and six years of industry experience. He has been with Sunglow Wealth Advisory since 2019 and has operated The Aikens Firm, an accounting and tax advisory business, since 1980. The Aikens Firm provides business and individual advisement, including investment discussions as part of its CPA services. Sunglow Wealth Advisory LLC is a fee-only investment adviser managing approximately $61.5 million for about 62 clients. The firm serves individuals, trusts, estates, privately held companies, and qualified retirement plans, employing a value-oriented, fundamental analysis approach with multi-year holding periods and portfolio diversification, and it actively manages accounts primarily on a discretionary basis.

Paul Damm is a financial advisor at MRP Capital Investments, LLC in Alpharetta, GA, holding Series 65 and Series 66 licenses with 18 years of industry experience. His previous roles include positions at Balentine, Wilmington Trust Investment Management, and Aprio Wealth Management. MRP Capital Investments manages approximately $228 million for individual and high-net-worth clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis with a range of instruments, including derivatives and digital assets, while all investment decisions are made by staff rather than automated systems.

Andrew Straton is a financial advisor at Westhollow Wealth Management in Milton, GA. He holds a Series 65 designation and has experience in the financial services industry dating back to 2016, including roles at Carson Wealth and Jon Baker Financial Group. Outside of advisory work, he is involved with Bargain Bonanza, LLC. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities with integrated wealth management services that combine ongoing financial planning and portfolio management. The firm employs tailored investment programs based on clients’ goals, time horizons, and risk tolerances, emphasizing long-term holdings, rebalancing, and tax-aware monitoring.

J Cameron Zabko is a CFP® professional with four years of industry experience. He is the principal and sole owner of Westhollow Wealth Management, where he has worked since 2024. Prior to founding Westhollow, he was affiliated with CWM, LLC and Jon Baker Financial Group. Outside of his advisory role, Zabko engages in authorship. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities, offering integrated wealth management that includes financial planning and discretionary asset management. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, with a focus on long-term holdings, periodic rebalancing, and tax-aware strategies.

John Newsome is a financial advisor at NewCorp Wealth Management in Alpharetta, GA, with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Maryland Financial Group, among others. He is co-owner of NewCorp Financial Services and also works as an insurance agent providing insurance and fixed annuity solutions. NewCorp Wealth Management serves individual clients, including high-net-worth households, corporate clients, and sponsors of employer-sponsored retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting with tailored portfolios reviewed regularly and advisory services delivered through a small team.

Nimish Patel is a CFP® professional with 20 years of industry experience, currently serving at A & P Wealth Management since 2015. Prior to this, he worked at MCAP Investment Management, LLC, Woodbury Financial Services, Inc., FSC Securities Corporation, and Truist Investment Services, Inc. A & P Wealth Management is a supported advisory firm managing approximately $34.2 million for about 56 clients, including high-net-worth individuals, charitable organizations, and business entities. The firm combines fundamental and technical analysis to build diversified, long-term portfolios and offers an active trading program with advanced option-writing strategies, short sales, and margin borrowing.

Tiffany Johnson is a CFP® professional with five years of experience in financial advising. She is currently the sole advisor at Piece of Wealth Planning LLC in Dacula, GA. Her prior experience includes roles at Origin Financial, Creative Planning, Inc., and TrueWealth, LLC. Piece of Wealth Planning LLC provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that includes investment management, ongoing planning, and personal tax return preparation. The firm emphasizes passive, index-based portfolios guided by Modern Portfolio Theory and integrates accounting and tax services with its advisory offerings.