Nivedita Persaud is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been the principal advisor at Transition Planning & Guidance, LLC since 2010. In addition to her advisory work, she is the founder of Pistevo, LLC, a consulting firm that promotes the 5 P's of Life Concept to help clients define personal and professional goals, and she occasionally conducts financial seminars at military bases through Zeiders Enterprises, Inc. Transition Planning & Guidance, LLC provides financial consulting focused on life transitions such as divorce, retirement, and career changes. The firm offers services including estate planning advice, cash-flow review, retirement and education funding planning, and asset-allocation guidance, operating on a non-discretionary, fee-based model without selling investment or insurance products.

Joseph Abboud is a financial advisor at Rinzler Capital LLC in Atlanta, GA, holding a Series 65 designation with four years of industry experience. Prior to founding Rinzler Capital, he worked at Invesco and BlackRock. Rinzler Capital LLC provides portfolio management, wealth management, and financial planning services to individual and high-net-worth clients, offering discretionary portfolio oversight tailored to each client’s goals and risk tolerance. The firm employs a combination of fundamental, technical, and charting analyses, focusing primarily on equities and exchange-traded funds, and uses flat dollar and negotiable fixed or hourly fee structures rather than percentage-of-assets fees.

Lenet Rivas is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Blue Otter Financial Planning in Decatur, GA. Prior to founding Blue Otter, Rivas worked at Cresset Asset Management and Fidelity Investments. Rivas’s background also includes roles at Oxford College of Emory University and Emory University. Blue Otter Financial Planning offers comprehensive financial planning for individuals and high-net-worth clients, focusing on areas such as retirement planning, estate planning, and Social Security strategies. The firm emphasizes educational workshops and one-on-one sessions, providing investment consultation centered on a passive, long-term asset allocation approach without offering ongoing portfolio management or executing trades.

Joseph Giambrone is the sole advisor at JPG Wealth Management, an independent firm based in Marietta, GA. He holds a Series 66 designation and has 11 years of industry experience. In addition to his advisory role, he is also an attorney. JPG Wealth Management offers discretionary portfolio management, financial planning, and retirement plan sponsor services to individuals, high-net-worth clients, and qualified plans. The firm combines fundamental and technical analysis with ongoing supervision and periodic rebalancing to create tailored portfolios and provides specialized plan management services including investment policy statements and overlay management of third-party strategist models.

Laura Davis is a CFP® with nine years of industry experience, currently serving as the sole advisor at Financial Lab Inc. She previously worked at Dew Wealth Management, LLC, and Cuthbert Financial Guidance, Inc. In addition to her advisory role, she dedicates part of her time to financial coaching. Financial Lab Inc. is a fee-only registered adviser offering financial planning and investment management to individuals, high-net-worth clients, and corporations. The firm applies asset-allocation and Modern Portfolio Theory principles, typically using passive strategies with index funds and ETFs, and also provides educational seminars, coaching, and subject-matter expert engagements.

Kasey Gaines is a CFP®-certified financial advisor with five years of industry experience, currently serving as the sole advisor at Psalm Capital in Atlanta, GA. Prior to founding Psalm Capital, Gaines worked at RBC Capital Markets, Independent Capital Management, and JP Morgan Chase Co. Psalm Capital is an independent firm providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental, quantitative, and technical analysis to manage portfolios that include public and private securities, alternative investments, and tailored risk strategies for a small, concentrated client base.

Prashanth Chintanapalli is a financial advisor at SRC Wealth Advisors LLC in Dunwoody, GA, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with SRC Wealth Advisors since 2015, previously working at HFA Investments, LLC. SRC Wealth Advisors provides customized financial planning and investment management services for individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental and technical analysis with strategic asset allocation and offers both non-discretionary and discretionary management, including due diligence on alternative investments and retirement plans.

Alleson Tate is a CFP® with 14 years of industry experience, currently serving as the principal of Avere Wealth Management, LLC in Atlanta, GA. Prior to founding Avere Wealth Management and Avere Tax Planning, LLC, he spent over a decade with Goldman Sachs in various financial advisory roles. He holds an insurance license and dedicates a portion of his time to tax planning through his affiliated firm. Avere Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, endowments, and retirement plans, managing approximately $19 million. The firm offers customized portfolio construction incorporating ETFs, mutual funds, individual securities, and alternative investments, with an emphasis on long-term holdings and tactical rebalancing, and includes specialized services such as digital asset planning and ERISA retirement-plan advisory.

Davis Bradley is a financial advisor at Bradley Wealth Group, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Pandowealth, LLC and Southern Company, as well as a brief tenure with Northwestern Mutual. Bradley Wealth Group is an independent, boutique firm providing investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a mix of passive and active strategies and offers portfolio management alongside retirement, tax, estate, and college-savings planning.

David Raymon is the principal of Raymon Capital Advisors, LLC, an independent firm based in Atlanta, GA. He holds a Series 66 designation and has 20 years of industry experience, including seven years at Charles Schwab. In addition to his advisory role, he is licensed as an insurance agent and engages in the sale of various insurance products. Raymon Capital Advisors provides investment advisory and financial planning services to individual clients, offering both discretionary and non-discretionary managed accounts without a minimum account size. The firm tailors portfolios based on client risk tolerance and investment objectives, employing strategies such as asset allocation and dollar-cost averaging.

Derek Hughes is a CFP® and holds a Series 66 license, with 11 years of industry experience. He is the sole advisor at Hughes & Company Investment Advisory, LLC, where he has worked since 2014. Outside of his advisory role, he supervises substation engineering at Georgia Transmission Corporation. Hughes & Company Investment Advisory provides financial planning and investment advisory services to individuals, high-net-worth clients, estates, trusts, and businesses. The firm employs a passive investment approach primarily using index mutual funds and ETFs, and typically manages client portfolios through third-party managers while conducting regular due diligence.

Jason Culp is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at BrightEdge Wealth Management in Marietta, GA. He has been with Pragmatic Financial Strategies since 2012, where his work has included tax and financial advice as well as estate, income tax, and insurance planning for individuals and small businesses. BrightEdge Wealth Management provides financial planning, retirement-plan consulting, tax planning, and investment advice to individuals, families, and businesses. The firm operates as a fee-only advisor, emphasizing strategic asset allocation and diversification through fundamental and technical analysis, and offers flexible billing arrangements tailored to client needs.

David Boone is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is the sole advisor at Atlanta Wealth Management, Inc., a firm he has been with since 1991. Outside of his advisory role, he operates Financial Graphics Atlanta, providing spreadsheet and database consulting services unrelated to investment. Atlanta Wealth Management offers fee-only financial planning and investment advisory services to individuals, families, and trustees of personal trusts. The firm emphasizes integrated planning and portfolio management, discretionary management of mutual funds and ETFs, and specialized fiduciary services for trust investment stewards.

Robert Young Jr. is the sole advisor at Vanhov Wealth Partners LLC in Atlanta, GA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IP Financial Advisory Services, Supreme Alliance LLC, BNB Bank, and HSBC Securities Inc. Outside of financial advising, he is co-founder and EVP of VanHov Inc., a management and consulting firm specializing in broker marketing and endorsement deals for entertainers and sports athletes. Vanhov Wealth Partners serves individuals, high-net-worth clients, and small businesses with a portfolio management focus on U.S. equities, index funds, ETFs, and bonds. The firm employs a long-term, fundamentals-driven investment strategy supported by detailed historical analysis to tailor advice through wealth-management questionnaires and annual reviews.

Joshua Cochran is a CFA charterholder and holds a Series 66 designation with 16 years of industry experience. He is the sole advisor at Cochran Wealth LLC, an independent firm he has led since 2015. Cochran Wealth provides fee-only comprehensive financial planning and investment advisory services to individuals and select institutional clients. The firm offers customized financial plans, portfolio management, retirement and estate planning, and pension consulting, employing a mix of passive and active management strategies within a fiduciary framework.

Sharon Yu is a financial advisor at Yongchang Company Inc with seven years of industry experience. She holds a Series 66 designation and has worked at HD Vest Advisory Services and related entities, as well as owning and managing an accounting and tax preparation business, Global Financial Center, Inc. She operates out of Duluth, GA. Yongchang Company Inc provides retirement planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm integrates tax-smart retirement planning with discretionary portfolio management, combining fundamental analysis to build diversified portfolios that may include equities, ETFs, mutual funds, and fixed income, complemented by ongoing monitoring and periodic rebalancing.

Robert Stowe is a financial advisor at Foxholm Financial in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding Foxholm Financial, he worked at Sedgwick and Bottomline Technologies. Foxholm Financial is an independent, fee-only advisory firm that serves individuals, families, and institutions, with a focus on Georgia-based STEM professionals and clients with equity-compensation considerations. The firm provides hourly and flat-fee advisory services without managing client assets, emphasizing evidence-based investment guidance and comprehensive financial planning.

Leroy Tanker is a financial advisor at Legacy Wealth Advisors, LLC in Tucker, GA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benedetti And Gucer, Inc and Royal Mountain Gold, LLC. Outside of advising, he serves as a director for Almost Heaven Resort and Weddings, LLC and maintains a CPA practice. Legacy Wealth Advisors provides personalized financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, institutions, and businesses. The firm’s investment approach emphasizes diversified asset allocation with ongoing monitoring, offering both in-house management and third-party money manager options.

Benjamin Hames is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He has been with Eight Ventures Private Wealth Management since 2019 and previously worked at the Georgia Department of Economic Development from 2014 to 2019. Eight Ventures provides financial planning and discretionary investment management to individuals, trusts, foundations, charitable organizations, and businesses. The firm emphasizes long-term client relationships and customized financial plans, utilizing diversified portfolios and a range of analytical approaches to manage risk and optimize returns.

Phillip Kleiber is a CFP® professional and founder of First Pitch Planning and Tax LLC, with four years of experience in financial advising. Prior to establishing his firm, he worked for The Coca-Cola Company for 27 years and was involved in CFP education and tax-related volunteer roles. First Pitch Planning and Tax LLC is a single-advisor independent firm that offers financial planning, tax planning, and coaching primarily to younger and lower-to-medium net worth individuals. The firm focuses on teaching clients to become self-directed investors and integrates tax considerations into its planning process, delivering advice through fee-based, hourly, and subscription models without taking custody of assets or selling commissioned products.