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.

John Sicner is the sole advisor at Sicner Asset Management, L.L.C. in Alpharetta, GA, with 27 years at the firm and 11 years of industry experience. He provides discretionary portfolio management primarily using mutual funds, ETFs, and individual equities. Sicner Asset Management offers tailored investment plans for individuals, charitable organizations, trusts, and estates, combining investment supervision with limited financial planning. The firm is notable for its focus on charitable clients and individualized portfolios, managing approximately $88 million in assets with a small client base.

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.

Michael Crifasi is the sole advisor at CEI Financial Planning in Milton, GA, with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has a background including over a decade at Kovack Advisors and Kovack Securities, as well as longstanding involvement with Crifasi Enterprises. Outside of advisory services, he serves as a corporate advisor for a proprietary solid state fuel cell company, Fuel Cell Technology, Inc. CEI Financial Planning is an independent registered investment adviser serving primarily higher-net-worth individuals. The firm offers comprehensive financial planning and an investment approach based on cyclical and fundamental analysis, focusing on diversification and asset allocation, while assisting clients in selecting external money managers through non-discretionary advisory relationships.

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.

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.

Prasanna Srinivasan is a financial advisor with Opti Bloom Advisors LLC in Alpharetta, GA, holding a Series 65 designation and seven years of industry experience. He has been with Opti Bloom Advisors since 2018 and concurrently works as a project manager at Manhattan Associates Inc., a supply chain software company. Opti Bloom Advisors provides discretionary asset management, financial planning, and investment consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm constructs portfolios based on clients’ goals, time horizons, and risk tolerances, employing a mix of index and actively managed funds along with both fundamental and technical analysis methods.

Robert Valenti is the sole advisor at Archangel Investment Management in Woodstock, GA, with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Archangel (formerly Fiducia Capital Management) since 2015. Valenti is also the owner and managing member of Sierra Victor Management & Consulting, LLC, which provides management consulting and project management services outside of the investment industry. Archangel Investment Management offers discretionary, fee-based investment management and personalized portfolio solutions primarily for individual clients. The firm employs both fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, individual securities, and options, managing accounts under written guidelines with periodic rebalancing.

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.

David Rich is a financial advisor at Rich & Company LLC with a Series 65 designation and two years of industry experience. He previously worked for the United States Department of the Treasury for 17 years and serves as Managing Director of Southern Business Consulting, LLC, a CPA practice offering tax, accounting, and business advisory services. Rich & Company provides investment management, financial planning, and consulting services primarily to individuals and high-net-worth clients, as well as corporations, trusts, estates, retirement accounts, and some non-United States persons. The firm combines multiple analytical approaches to tailor recommendations and offers integrated tax planning through its affiliation with a licensed CPA practice.

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.

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.

Robert Cox is a financial advisor with Centurion Wealth Management LLC in Duluth, GA, holding a Series 65 credential and eight years of industry experience. He has previously worked with Gradient Advisors, LLC and Winchester Wealth Management, LLC, and also operates as an independent insurance agent. Centurion Wealth Management is a solo-registered investment adviser serving primarily individual clients, with a notably large client base for a single-advisor firm. The firm provides non-discretionary asset management, financial planning, and access to third-party managers and insurance products.

Jeffrey Morris is a financial advisor with CPA Allies, LLC in Atlanta, GA, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 14 years of industry experience, including roles at Insperity Inc, LPL Financial, and Wealthspan Financial Group. In addition to his advisory work, he has been employed full time as a Business Performance Advisor at Insperity, a professional employer organization that provides HR solutions to small and medium-sized businesses. CPA Allies, LLC offers financial planning, consulting, and access to third-party managed investment strategies for individuals, high-net-worth clients, accounting professionals, and CPA firms. The firm emphasizes fundamental analysis and due diligence in selecting sub-advisers and operates primarily on a non-discretionary basis, providing financial education seminars and various fee structures including hourly and fixed fees.

Woo Kang is a financial advisor with LK Wealth Management, LLC in Duluth, GA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with LK Wealth Management since 2013 and concurrently associated with BCG Securities, Inc. since 2012. LK Wealth Management provides personalized portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and offers both discretionary and non-discretionary management, including options and short sales strategies.

Harris Anderson is a financial advisor at Trinity Capital Management, LLP, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Trinity Capital Management since 2015. Trinity Capital Management provides discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including option and futures trading, and offers services through a wrap-fee arrangement on an institutional platform.

David Brown is a CFP®-certified financial advisor with 18 years of industry experience. He is the principal of D.S. Brown Wealth Advisors, LLC, an independent wealth management firm he has led since 2020. Prior to founding his firm, Brown worked at Signature Wealth Management Group LLC and SunTrust Advisory Services. In addition to his advisory work, he operates as an independent insurance agent. D.S. Brown Wealth Advisors serves individuals, high-net-worth clients, and small businesses, offering comprehensive financial planning and discretionary portfolio management. The firm employs a goals-based investment process grounded in Modern Portfolio Theory, with diversified allocations across equities, mutual funds, ETFs, fixed income, REITs, and ADRs.

Edward Kerns is a CFP® with 14 years of industry experience and is the sole advisor at Footlamp, an independent registered investment adviser based in Atlanta, GA. He has worked at Kerns Wealth Management, LLC since 2015 and has concurrently held roles at Lindner Capital Advisers, Inc. and Resource Horizons Group, L.L.C. since 2014. Kerns is also the sole owner and employee of Divorce Financial Strategies, LLC, a divorce financial planning firm in Opelika, AL. Footlamp serves individuals, high-net-worth clients, and pension or profit-sharing plans by providing portfolio management, financial planning, and referrals to third-party investment managers. The firm employs a primarily non-discretionary, long-term buy-and-hold approach using diversified investment vehicles and offers educational seminars, newsletters, and bundled planning options for complex clients.

John Miller is the sole advisor at Provident Capital Group, L.P., an independent firm based in Mableton, GA. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including prior roles at Bank of America, Merrill, and Resonant Brands LLC. In addition to his advisory work, Mr. Miller is a licensed insurance agent in Georgia, though his insurance activities represent less than 5% of his professional time. Provident Capital Group provides ongoing investment management and financial planning services to individuals, trusts, retirement plans, and small businesses. The firm emphasizes long-term asset allocation with continuous portfolio management, incorporating fundamental, technical, and cyclical analysis, and utilizes third-party investment platforms for trade execution and account management.

Anthony Colunga is a financial advisor with Attend Wealth Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Guardian/Park Avenue Securities, Mass Mutual MML, Evolution Financial, Morgan Stanley, and Bbva. Outside of his advisory work, he is associated with Colunga & Co., a non-investment-related business. Attend Wealth Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a long-term investment approach grounded in modern portfolio theory. The firm customizes investment policy statements and asset allocations based on clients’ goals, tax considerations, and risk tolerance, and utilizes third-party managers selected through a documented due diligence process.