Rodney Williams is a financial advisor at Brown Investors Wealth Management in Atlanta, GA, holding a Series 65 credential with four years of industry experience. He previously worked at ARC Unified and the Social Security Administration. Since 2024, he has been a licensed insurance agent, providing insurance services independently on a limited basis. Brown Investors Wealth Management serves individual clients with discretionary and non-discretionary portfolio management, utilizing equities, municipal and U.S. government securities, options, and insurance products. The firm customizes portfolios using various analytical methods and employs derivatives strategies, including option writing, in separately managed accounts.

Valerie Bowman is a financial advisor with Bowman Wealth Management in Smyrna, GA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include work with Empower Retirement and Havenn Hills, and she has been leading Bowman Wealth Management since 2019. She also has experience teaching at UCLA Extension. Bowman Wealth Management serves individual investors as well as institutional and tax-entity clients, including trusts, estates, charitable organizations, municipalities, and endowments. The firm offers discretionary investment management, financial planning with an emphasis on planned giving, tax return preparation, and educational workshops, combining institutional breadth with specialized services uncommon among similar-sized independent advisors.

Tomas Blanno is a financial advisor with Tomas A. Blanno and Company, LLC in Roswell, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Tomas A. Blanno and Company, LLC since 2004. In addition to advisory services, he offers tax preparation services. Tomas A. Blanno & Company, LLC provides discretionary asset management, financial planning, and consultations to individuals, including high-net-worth clients, as well as corporations and other business entities. The firm manages approximately $23.8 million and employs documented Investment Policy Statements, fundamental analysis, and asset allocation, often utilizing third-party allocation models and separately managed accounts.

You're building a life most people only imagine, and you've earned the right to enjoy it without carrying the weight of every financial decision alone. I started FWI to honor my mother – treating people with her care and compassion. I treat every client like family: I'm in your corner, one of your first calls when life changes, and there for the little questions too. I bring the highest credentials in the profession, more than two decades of experience, and the discipline of a former Marine. I'm a fee-only fiduciary with no conflicts, so my only interest is yours. My work goes beyond your plan: protecting your parents, preparing your children, and helping you step around the landmines you can't see coming. You get back your time, your peace of mind, and the confidence that your wealth reflects what matters most to you. If you've ever wondered whether you could be doing things a little better, let's find out together.

Mark Wisneski is the principal and sole advisor at Southern Incomes, LLC, an independent registered investment adviser based in Marietta, GA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has managed Southern Incomes, LLC since 1999. Outside of advisory services, he is a licensed insurance agent offering annuities and life, health, disability, and long-term care insurance products. Southern Incomes, LLC manages approximately $48.9 million for about 58 clients, including individuals, trusts, estates, and corporate entities. The firm provides discretionary portfolio management and financial planning services, utilizing a mix of fundamental and technical analysis across various risk-return profiles.

Jennifer Kramer is a CFP® professional with 11 years of industry experience. She has been with Jayco Wealth Management since 2014, where she serves as the sole advisor. The firm provides financial planning and discretionary portfolio management mainly for individual and high-net-worth clients, as well as small businesses and charitable organizations. Jayco Wealth Management employs a long-term, buy-and-hold investment approach focused on diversified, low-cost mutual funds and ETFs, with attention to tax efficiency and specialized services such as divorce and small-business planning.

Brenton Meese is the sole advisor at Brentonian Capital Management LLC, holding a Series 65 designation with two years of industry experience. He has been affiliated with Brentonian Capital Management since 2014 and also worked with Vina Del Mar Group LLC from 2014 to 2023. Brentonian Capital Management LLC provides discretionary asset management to individual and high-net-worth clients, managing approximately $4.0 million across eight accounts. The firm employs both fundamental and technical analysis, incorporating strategies such as option writing, derivatives, and leverage, with separate account management and quarterly reviews.

Nivedita Persaud is a CFP® with 16 years of industry experience, currently leading Transition Planning & Guidance, LLC since 2010. She previously worked at Merrill from 2002 to 2005. In addition to her advisory work, she founded Pistevo, LLC, a consulting firm focused on personal and professional goal achievement through the 5 P's of Life Concept, and conducts financial seminars for military personnel as a Personal Financial Consultant with Zeiders Enterprises, Inc. Transition Planning & Guidance, LLC provides financial consulting for individuals, businesses, trusts, and estates, specializing in clients undergoing life transitions such as divorce, career changes, or retirement. The firm operates on a consulting-only model without managing assets or selling investment products, offering tailored advice and recommending outside managers when appropriate.

Joseph Abboud is a financial advisor at Rinzler Capital LLC in Marietta, GA, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Invesco and BlackRock. Rinzler Capital LLC is an independent advisory firm serving individual and high-net-worth clients, with a focus on medical professionals. The firm provides discretionary portfolio management and financial planning, emphasizing equities and exchange-traded funds while utilizing a combination of charting, fundamental, and technical analysis.

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® with six years of industry experience, currently serving as the sole advisor at Psalm Capital in Atlanta, GA. Her prior roles include positions at RBC Capital Markets, Independent Capital Management, and JP Morgan Chase Co. She also worked at Pepperdine University for two years. Psalm Capital is an independent firm providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis to guide investment decisions across a range of public and private securities, including alternative investments, with portfolios tailored to client risk tolerance and goals.

Walter Hammond is a financial advisor at Cedar Valley Capital LLC in Roswell, GA, with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Supreme Alliance, LLC. In addition to his advisory role, he is a registered representative of a broker-dealer and is involved in securities and insurance product sales. Cedar Valley Capital is an independent, state-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, middle-market businesses, and charitable organizations. The firm employs a value-based investment approach supplemented by technical and macroeconomic analysis, and it offers pension consulting as well as management of held-away participant accounts through a third-party platform.

Prashanth Chintanapalli is a financial advisor with SRC Wealth Advisors LLC in Dunwoody, GA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with SRC Wealth Advisors since 2015 and previously worked at HFA Investments, LLC. SRC Wealth Advisors LLC is a boutique wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and other business entities. The firm offers portfolio management, financial planning, and retirement plan advisory services, applying fundamental and technical analysis alongside strategic asset allocation and tactical drift across various investment vehicles.

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 a financial advisor at Raymon Capital Advisors, LLC in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Charles Schwab, Morgan Stanley, and Citigroup Global Markets. He is also licensed as an insurance agent, involved in the sale of various insurance products on a limited basis. Raymon Capital Advisors provides investment advisory and financial planning services to individual clients through discretionary and non-discretionary managed accounts. The firm employs tailored investment strategies based on client objectives, time horizons, and risk tolerance, and includes risk assessment, estate planning, and financial organization as part of its asset management offering.

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.