Jonah Tivey is a financial advisor at Bella Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Morgan Stanley and Coppell Advisory Solutions LLC. Outside of his advisory role, he works as an audio engineer at NTB Studios. Bella Wealth Management is a team-based investment adviser serving individual and high-net-worth clients, offering financial planning, consulting, and discretionary investment management with a goals-based, tailored approach. The firm employs a range of investment vehicles and selects independent sub-advisors when appropriate, providing services on a discretionary-only basis.

Karen Vining is a financial advisor at Incompass Financial Partners, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Triad Advisors, Inc., Wealth & Pension Services Group, Inc., and Vining Financial. Incompass Financial Partners, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm customizes investment advice based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation and dollar-cost averaging.

William Allen is a financial advisor at Sentara Capital with 18 years of industry experience. He holds a Series 66 designation and has been with Sentara Capital since 2012. Outside of his advisory role, Allen is involved with the Foundation for Personal Financial Education, a nonprofit focused on financial education, and owns WS Allen and Company, Inc., a business used for office leasing. Sentara Capital serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, offering comprehensive financial planning, investment consultation, and portfolio management. The firm employs six portfolio models ranging from Capital Preservation to Aggressive, combining core allocations with tactical and quantitative strategies, and regularly provides educational workshops on financial topics.

Alexander Stoehr is a Series 65 licensed advisor at Northstar Investment Partners with five years of industry experience. He has held roles at Northstar since 2025 and previously worked at Georgia Advisory Group, Fisher Investments, and Premier Financial Alliance. Prior to entering the financial industry, he spent seven years in full-time education. Northstar Investment Partners provides fee-only investment advisory and portfolio management services to individual clients, including accounts for minor children. The firm employs various option strategies as part of its approach and manages approximately $16 million in assets across about 50 client relationships.

Albert Browning is a CFP® with 21 years of industry experience, currently serving as an advisor at Integras Partners, LLC since 2014. He holds Series 63 and Series 66 licenses and has involvement as a managing member in a commercial real estate venture. Integras Partners serves individual investors, retirement plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of investment strategies, including derivatives and option techniques, to tailor portfolios according to clients’ goals and risk tolerance.

Patrick Dailey is a financial advisor at Capital Endurance Group, Inc. with 20 years of industry experience. He holds the CFP® certification and Series 66 designation. His prior roles include positions at Capital Endurance Partners, LLC and TRUEWEALTH MANAGEMENT. He is also a licensed Georgia real estate salesperson and occasionally uses his license for personal property transactions. Capital Endurance Group provides wealth management and financial planning services primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, emphasizing low-cost, tax-aware asset allocation and quantitative risk management, with discretionary portfolio management that may include the use of leverage and derivatives.

Patrick Mueller is a financial advisor at Bella Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has previous experience at Fusion Capital Management, Virtue Capital Management, and Retirement Wealth Advisors. Mueller is also the chapter president of the American Financial Education Alliance, where he teaches financial education classes. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a goals-based, tailored approach that combines strategic asset allocation, tactical adjustments, and active trading by independent managers.

Kristin Mauger is a financial advisor at Gien Capital Management LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Advisors. Gien Capital Management LLC is a state-registered investment adviser serving primarily trusts, charitable entities, business owners, and estates. The firm builds individualized portfolios using a combination of fundamental, technical, charting, and cyclical analysis, managing assets on a discretionary basis with the use of third-party sub-advisors.

Lois Bafas is a financial advisor with Anovest Investment Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Anovest Financial Services and Anovest Investment Advisors since 2004. Outside of her advisory role, she is also licensed as a health and life insurance agent. Anovest serves individual households, including high-net-worth clients, by providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm employs a bottom-up, total-return investment approach with diversified portfolios tailored to clients’ risk tolerances and time horizons.

Kenneth O'Leary is a CFP® with 27 years of industry experience, currently serving as an advisor at Surepath Financial Services, LLC since 2017. His prior experience includes founding his sole proprietorship in 1999 and roles at Woodstock Financial Group and other ventures. Outside of advisory work, he owns a franchise business providing estate-planning software and is involved in direct sales of nutrition products. Surepath Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management through a wrap fee program and a web-based platform. The firm also conducts educational seminars and customizes investment strategies based on clients’ objectives and risk tolerance.

Loyd Crowe is a financial advisor with Optimum Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Optimum Wealth Management since 2017 and has been associated with LAC Wealth Management since 2006. Outside of his advisory roles, Crowe serves as managing partner of P&C Partnership, LLC, focusing on administrative and investment matters. Optimum Wealth Management provides personalized financial planning and discretionary investment management to individual and high-net-worth clients and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF core holdings with selective active satellite managers, implementing investment decisions under discretionary authority with regular client reviews.

Alexander Duncan is a financial advisor at A & P Wealth Management in Woodstock, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at MCAP Investment Management and Plurimi Wealth & Asset Management, as well as work as a self-employed consultant. A & P Wealth Management is a supported advisory firm managing approximately $34.2 million for around 56 clients, including individuals, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create diversified portfolios and offers an active trading program that uses advanced option-writing, short sales, and margin strategies.

As a life-long learner with great curiosity, I've seen a lot over the years and learned what works and what doesn’t. My experience led me to join a long-time friend to build a firm that is mission-driven…not profit-driven. A prior mentor would often say, “Always do what’s right, and everything else will work itself out.” That stuck with me and it still (along with my faith) guides me today. Now, we're working to redefine wealth management. We help families and individuals gain clarity and empower them to live their best life. Ultimately, life isn't about the money...it's about the journey, the memories you create, and the legacy you leave behind. Everyone deserves to live their best life! Sampling of how we help families and individuals (we do much more): - Clarify what's important (life goals, decisions, priorities, etc.) - Build for retirement (using 401(k)s, IRAs, HSAs, etc.) - How to tax efficiently produce income in retirement - Invest wisely using low cost, tax-efficient funds - Coordinate with CPA on tax saving ideas and opportunities - Coordinate with attorney on estate planning - Integrate charitable planning with the investments and tax planning - Protect your assets and income through insurance planning (note: we don't sell insurance) - Fund current or future education for children/grandchildren - Review company benefits during open enrollment I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I'm also a member of the Investments & Wealth Institute and hold the Certified Investment Management Analyst (CIMA®) designation, completing the program administered by the Wharton School of the University of Pennsylvania. I also received training at the Kinder Institute of Life Planning, which has given me the tools to have much more meaningful conversations about life goals with the families I serve. I am a 2018 graduate of the Catholic Charities Atlanta Leadership program and a 2019 graduate of the Philanthropic Advisor Leadership Institute, led by the three Balser Professional Advisors Council partnership organizations: the Community Foundation for Greater Atlanta, the Jewish Federation of Greater Atlanta, and the United Way of Greater Atlanta. In my personal time, I enjoy being with my kids, dating my wife, working our farm, dabbling in woodworking, hiking, learning new things, and singing in my church choir. Favorite quote: "When your values are clear to you, making decisions becomes easier." - Roy E. Disney What is a problem in the industry that you want to fix? How firms view their clients as "numbers". Some firms refer to their client as "A, B, or C" clients while others reference the portfolio size (a "$5 million client" as an example). I want the industry to stop putting dollar signs above clients' heads. A client is a "who" not a "what". Advisors should be here to serve people, and our industry (and clients) will thrive once we embrace life-centered planning over asset-centered planning. What are the values that drive you? I value faith, integrity, family, and service. To learn more, visit: https://journeybeyondwealth.com/the-jbw-difference/who-we-are

Mark Anglin is a financial advisor at Bales Financial Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Retirement Wealth Advisors and Anglin Insurance Group, which he owns. Outside of his advisory role, he is involved in insurance sales through his own agency. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a client-profile-driven approach that includes long-term investments, trading, and technical analysis. The firm serves a broad base of smaller individual accounts and maintains affiliated insurance businesses alongside its advisory services.

Jacob Jones is a financial advisor at 755 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Milliken & Co. Outside of his advisory role, he is involved with 755 Mortgage, providing mortgage and real estate services. 755 Financial is an SEC-registered investment adviser that offers portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary managed accounts. The firm tailors investment strategies to client objectives and employs various techniques including asset allocation and dollar-cost averaging.

William Frerking II is a financial advisor with Georgia Advisory Group LLC in Alpharetta, GA, holding a Series 66 designation and nine years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management Inc throughout his career. Outside of his advisory role, he serves as Head of the Board of Stewardship at Living Faith Lutheran Church and coaches varsity football and junior varsity basketball at Wesleyan School. Georgia Advisory Group provides discretionary portfolio management and limited consulting services primarily to individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach emphasizing diversification, asset allocation, and risk management, managing approximately $105 million in client assets.

John Diczok is a financial advisor at Anovest Investment Advisors with 29 years of industry experience. He has been with Anovest Investment Advisors since 2007 and with the affiliated firm Anovest Financial Services since 2005. Outside of his advisory role, he volunteers with a nonprofit children’s website and prepares income taxes during the tax season. Anovest serves individual households, including high-net-worth clients, providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm uses a bottom-up, total-return investment approach with diversified strategies across multiple asset classes and offers personalized portfolio options tailored to clients’ time horizons and risk tolerances.

Mason Ware is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth With No Regrets®, he was affiliated with Boomfish Wealth Group, LLC, operating under the same brand. Wealth With No Regrets® provides integrated financial planning and discretionary portfolio management to individual and high-net-worth clients, small businesses, and charitable organizations. The firm emphasizes customized financial profiles and investment plans implemented through a disciplined approach that includes fundamental and technical analysis, long-term investing, and risk management.

Collin Adams is a financial advisor at Ridge Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC and First Allied Securities, Inc. prior to his current role. Ridge Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plan sponsors. The firm manages approximately $167.1 million in discretionary assets and offers wealth management, financial planning, portfolio management, and pension consulting services through a team of four advisors.

Scott Noble is a PFS™ credentialed advisor with 12 years of industry experience, currently practicing at Wealth With No Regrets® in Alpharetta, GA. He has held roles at Boomfish Wealth Group, LLC and Boomfish, Inc. since 2009. Outside of advisory services, he serves as a Dave Ramsey financial coach and acts as CFO for Tri-Craft Properties, a home-building and remodeling company. Wealth With No Regrets® provides integrated financial planning and discretionary portfolio management for individual and high-net-worth clients, small businesses, and charitable organizations. The firm emphasizes customized financial profiles and investment plans, employing fundamental and technical analysis, long-term investing, and risk management in its management approach.