Ashish Desai is a CFA charterholder and the sole advisor at Desai Capital Management, Inc. He has 11 years of industry experience and has worked at Navigant Consulting since 2004. Based in Atlanta, GA, he focuses on equity research and portfolio management. Desai Capital Management is a state-registered investment adviser that serves clients meeting specific financial knowledge and risk tolerance criteria. The firm employs an absolute-return, concentrated value strategy primarily focused on domestic and international equities, using fundamental valuation models and selective options strategies.

Jamar Bates is a financial advisor with Bates Financial Group, LLC in Smyrna, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has led Bates Financial Group since 2014. Outside of advisory services, he is involved with Bates Realty Group, Inc., which engages in residential and commercial real estate brokerage. Bates Financial Group provides financial planning, consulting, and educational seminars to a diverse client base including individuals, trusts, estates, and business entities. The firm integrates advisory services with brokerage, insurance, and mortgage offerings, relying on third-party managers for investment guidance and emphasizing strategic and tactical asset allocation approaches.

Samuel Deane is a financial advisor at Rora Wealth, Inc. in Atlanta, GA, holding a Series 65 designation with four years of industry experience. Prior to founding Rora Wealth in 2018, he worked at Lincoln Financial Advisors and Transamerica Financial Advisors. Outside of his advisory role, he owns a media entity for which he is compensated for writing and public speaking. Rora Wealth, Inc. advises individual clients and families primarily in the technology sector, focusing on employees, executives, and startup founders. The firm offers discretionary portfolio management and comprehensive financial planning, employing diversified portfolios with ETFs, separate accounts, direct indexing, and option strategies, alongside access to an affiliated early-stage technology private fund.

Frank Brannon is a CFP® with 18 years of industry experience and has been the sole advisor at KMR Financial Advisory, Inc. since 1997. He is based in Atlanta, GA, and holds the Series 65 license. KMR Financial Advisory provides discretionary portfolio management and comprehensive financial planning for individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a Modern Portfolio Theory approach using ETFs, mutual funds, bonds, and CDs, and its client communication includes weekly account summaries and quarterly reports.

James Durden Jr. is a Series 65-licensed financial advisor with Edward Wealth Partners in Lithia Springs, GA. He has been with Edward Wealth Partners since 2025 and has over a decade of experience with Edward Financial Group, where he is also an owner and insurance agent. Edward Wealth Partners is an investment manager offering discretionary and non-discretionary asset management and consulting services, with a focus on retirement-plan work. The firm combines direct portfolio management with third-party manager recommendations and provides plan-sponsor fiduciary services as well as participant education.

At Prana Wealth, we help people over 50 invest smarter, lower their lifetime tax bill, and retire sooner. We are a fee-only financial planning firm based in Atlanta that serves clients across the country. Want to retire? Visit our website to learn more: https://www.pranawealth.com ABOUT PATRICK Patrick lives in Atlanta and enjoys travel, fitness, and photography.

Joseph Stacy is a financial advisor with Meranti Capital Partners, INC. in Atlanta, GA, holding Series 63 and Series 65 registrations and over 15 years of industry experience. He is also a licensed Georgia real estate instructor and works as a commercial real estate agent, independently contracting with Real Brokerage, LLC. His career includes roles at Kaplan Professional, Primerica Advisors, Real Broker, LLC, and Nokia. Meranti Capital Partners provides portfolio management and financial planning services to individuals, families, trusts, estates, and retirement plans. The firm uses a combination of analytical methods and diverse investment strategies, including options and alternative investments, tailoring solutions through Investment Policy Statements and offering discretionary account management when authorized.

Daniel Mahoney is a CFP® professional with eight years of industry experience. He has worked at True Square Financial LLC since 2017 and previously spent three years at Invesco Ltd. True Square Financial LLC serves individual clients as well as charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers investment management alongside financial planning, tax return preparation, and retirement plan consulting, using a combination of passive allocation and selective fundamental analysis tailored to client objectives.

Anthony Mensah is the sole advisor at Mensah Finance Group, LLC, an independent firm based in Atlanta, GA. He holds Series 63 and Series 65 credentials and has six years of industry experience. Mensah Finance Group also operates as a CPA/accounting firm providing accounting and tax services to clients, though these services are optional. Mensah Finance Group offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach and manages accounts using both long-term and short-term strategies across various asset classes, while also providing detailed investment policy statements and regular portfolio monitoring.

Erwin Matthews is a financial advisor with One Source Advisory Services, LLC in Atlanta, GA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with One Source Advisory Services since 2009. In addition to his advisory role, he is a Certified Public Accountant running a seasonal tax preparation and small business accounting service. One Source Advisory Services provides fee-based investment advisory and wealth management services primarily to retirees and small business owners, integrating financial planning with annual tax planning and small-business consulting. The firm employs Modern Portfolio Theory and strategic asset allocation with active management, typically using ETFs, no-load mutual funds, individual equities, and approved options strategies, delivering services through LPL Financial’s Strategic Wealth Management platform.

Ages Legacy Advisors is a full comprehensive financial planning and investment management firm. We offer financial planning for individuals and families navigating growth, transition, and retirement. We bring structure to complexity and confidence to every decision. Whether you are building wealth at the height of your career, preparing for retirement, adjusting after a major life change, or redefining your financial future, we provide integrated guidance across cash flow management, investment strategy, tax planning, estate coordination, and risk management, all aligned within one cohesive plan. Our approach is transparent, culturally aware, and judgment-free. We simplify financial complexity, provide thoughtful guidance aligned with your unique circumstances, and serve as a trusted partner in every major decision aligning your wealth with the life you want to live and the legacy you want to leave. We also work with small businesses and solo entrepreneurs. Our practice is designed for established companies generating consistent revenue and seeking structured financial oversight because we believe that small businesses deserve institutional-level structure. As a first generation wealth builder, entrepreneur and widow, I not only have the technical skills and expertise to advise with my clients, I also have shared lived experiences.

Ahron Golding is a financial advisor with Main Street Financial Group LLC in Atlanta, holding a Series 65 license and beginning his advisory career in 2026. He has over a decade of experience as a tax attorney at Roth & Co LLP, representing taxpayers in IRS tax controversies. Main Street Financial Group primarily serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach focused on asset allocation and fundamental analysis, incorporating tax and legal expertise into its planning process.

Scott Letson is a financial advisor at Letson Investment Management, Inc. in Atlanta, GA, holding a Series 66 designation and with 19 years of industry experience. He has been with Letson Investment Management since 2002. Letson Investment Management, Inc. provides discretionary investment management with a focus on equity and fixed-income portfolios. The firm serves a diverse client base including individuals, high-net-worth clients, profit-sharing plans, IRAs, trusts, estates, investment partnerships, and corporations, employing fundamental and cyclical analysis in its investment process.

Thad King is a financial advisor at Cedarwood Wealth with 13 years of industry experience. He previously worked at Citigroup and J.P. Morgan Securities, contributing six and seven years respectively. Thad holds Series 63 and Series 65 licenses. Cedarwood Wealth manages approximately $135.5 million across about 90 client accounts, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing asset allocation across ETFs, mutual funds, stocks, and bonds, supported by fundamental and cyclical analysis.

Mark Thomas is a CFP® with 11 years of industry experience, currently serving as an advisor at Root Wealth Management since 2024. Prior to this, he operated his own firm, Mark Thomas, L.L.C., for 10 years. Root Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, small businesses, trusts, and charitable organizations. The firm employs both fundamental analysis and Modern Portfolio Theory to build diversified portfolios, focusing on asset allocation, tax considerations, and risk tolerance.

Melissa George is a financial advisor with InvestHER Fiduciary Solutions, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has led Melissa L. George & Associates since 2006. Her outside activities include serving as Board Chair of the House Proud Non-Profit and as a board member of Girls Inc. Atlanta. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, offering fiduciary advisor services, participant education, and financial planning for business owners and retirees. The firm combines fiduciary oversight with investment management through a partnership with StreamSong Advisors, providing a range of billing options and participant-focused education.

Summer Roberts is a CFP® and holds a Series 66 license, with 19 years of industry experience. She has worked at Family Capital Advisors, LLC since 2018 and previously held roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. Roberts is also involved in insurance planning, advising on life and long-term care insurance. Family Capital Advisors, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary managed accounts. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of strategies including asset allocation, dollar-cost averaging, and technical analysis, and integrates third-party providers that use artificial intelligence and machine learning.

Thomas Moran Sr. is a financial advisor at Moran Tice Capital Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with six years of industry experience. He previously worked at TG Moran Capital Management, LLC from 2016 to 2020 before joining his current firm. Moran Tice Capital Management provides discretionary portfolio management through private pooled investment vehicles and separately managed accounts, primarily serving accredited, high-net-worth, and institutional investors. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities for hedging, employing research-supported trading and full discretionary authority over client accounts.

Anthony Lawal is a financial advisor with Ell Wess Advisors in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses and two years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Wells Fargo, and E*TRADE Securities LLC. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with a focus on financial planning and discretionary portfolio management. The firm uses fundamental analysis and a combination of long- and short-term investment strategies, offering programmatic fixed-fee services alongside asset-based management for a small, high-touch client base.

Robert Amato is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with COMPASS Wealth Management, LLC in Atlanta, GA, where he has worked since 2011. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Merrill. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients, offering integrated financial planning and discretionary portfolio management through diversified asset-allocation models. The firm is noted for conducting educational seminars often in partnership with other professionals and providing financial planning bundled with asset management.