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 with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moran Tice Capital Management since 2020, following four years at TG Moran Capital Management. Moran Tice Capital Management LLC provides discretionary portfolio management primarily to accredited, high-net-worth, and institutional investors through private pooled investment vehicles and separately managed accounts. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities and employs research-supported trading with full discretionary authority over client accounts.

Anthony Lawal is a financial advisor at Ell Wess Advisors with Series 63, 65, and 66 licenses and two years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo. Lawal is based in Atlanta, GA. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning and portfolio management with an emphasis on discretionary management and coordinated client services. The firm manages a small client base with approximately $5.9 million in assets and provides specialized fixed-fee programs alongside asset-based investment management.

John Amberg II is a financial advisor at Bloomwood with 11 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Morgan Stanley and Corporate Finance Associates. Outside of his advisory role, he is a minority shareholder in Aries Adaptive Media, a media business based in Charlotte, NC. Bloomwood Capital Advisors is a supported registered investment adviser serving individual, high-net-worth, and institutional clients. The firm emphasizes fundamental value analysis supported by technical and cyclical methods, offering discretionary portfolio management, financial planning, and pension consulting, with access to certain alternative and tax-advantaged real estate investments.

Our Services: *Fiduciary* Our client's interests come first 100% of the time *Retirement Income Planning* Providing customer solutions to fit your needs *Active Wealth Management* Strategic and tactical management of your portfolio *Insurance Analysis* Most insurance is sold, not bought. We help you understand the difference *Tax Planning* Long-term tax customization so you don't tip the IRS *Social Security Optimization* Understand your options to make the best decision *Risk Assessment* Determine how much risk to take to meet your goals

Emma Foulkes is a CFP® professional with 24 years of industry experience. She is currently with Collective Wealth Partners, LLC, where she has worked since 2021. Prior to that, she spent seven years with Cambridge Investment Research. Outside of her advisory role, Foulkes is an author and speaker on financial education, owner of a financial television network, and serves on multiple nonprofit boards. She also volunteers as a subject matter expert for the CFP Board’s exam development. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management and financial planning services. The firm uses fundamental analysis to construct diversified portfolios and offers educational seminars and financial-wellness programs, including counseling targeted to women and minorities.

Ellis Carson II is a financial advisor at Sunbeam Capital Management, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with 13 years of industry experience. Prior to joining Sunbeam in 2017, he worked at Credit Suisse Securities (USA) LLC from 2008 to 2017. Sunbeam Capital Management serves high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm emphasizes a long-term, fundamentals-based investment approach with customized asset allocations, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and alternative investments.

Joseph Young is a financial advisor with 25 years of industry experience, currently serving at 34 Financial, LLC. He holds a Series 66 designation and has worked at Mercer Global Advisors Inc., Arkadios Capital LLC, ACG Wealth, Inc., and Triad Advisors, Inc. 34 Financial, LLC is a small advisory team managing approximately $101 million across about 90 client relationships, providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm employs fundamental, technical, and cyclical analysis to develop client-specific investment policies and offers portfolio management that may include the use of margin, options, leveraged/inverse ETFs, and structured products.

Ana Hata is a financial advisor with AKPRIDE Financial Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Raymond James & Associates, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she serves as Membership Chair for the American Killfish Association, focusing on conservation and education related to freshwater fish. AKPRIDE Financial Services provides investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, families, business owners, and corporate plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored portfolio management and financial planning services through platforms like eMoney and Orion.

James Letson is a financial advisor with Letson Investment Management, Inc. in Atlanta, GA, holding the PFS™ designation and Series 65 license, with 19 years of industry experience. He has been with Letson Investment Management since 1987. Letson Investment Management, Inc. provides discretionary investment management services, including equity and fixed-income portfolio management, for a diverse client base ranging from individuals to institutional accounts. The firm employs fundamental and cyclical analysis in its investment process and manages portfolios on a discretionary basis with regular reviews and detailed quarterly reporting.

Porsche Love is a financial advisor with InvestHER Fiduciary Solutions, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has previously worked at firms including National Life Group, Massmutual Life Insurance Co, AXA Advisors LLC, and Wells Fargo. Outside of her advisory work, she is involved in public speaking and writing on home ownership and financial literacy. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets while offering financial planning and implementation services for business owners, retirees, and plan participants. The firm provides fiduciary advisor services with support for plan education, portfolio management through a strategic partnership, and a range of billing options beyond traditional asset-based fees.

James Bridges is a CFP® with 19 years of industry experience, currently serving as Managing Director at Family Capital Advisors, LLC since 2018. His prior experience includes roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. In addition to his advisory work, he is a director and owner of Family Capital Advisors Insurance Group, LLC, which provides insurance options to clients. Family Capital Advisors, LLC offers investment advisory and financial planning services to individuals and high-net-worth clients, managing both discretionary and non-discretionary accounts with a range of investment strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm integrates third-party AI and machine-learning tools into its processes and combines advisory services with broker-dealer registration and insurance offerings.

Christopher Morris is a CFP® with 26 years of industry experience and serves as chairman at CMA Financial Services. He has been with CMA Financial Services since 2016 and also maintains a CPA practice through Chris Morris & Assoc. PC. Additionally, he is an author of a published book. CMA Financial Services serves individual investors, high-net-worth clients, trusts, estates, and business entities, managing approximately 90 client relationships with a two-advisor team. The firm employs a combination of fundamental, technical, and charting analysis, utilizing both long- and short-term strategies, including options and derivatives within separately managed accounts.

Jessica Morris is a CFP® with 14 years of industry experience, currently serving at CMA Financial Services since 2016. She is also involved with Jessica's Enterprises, Ltd., where she brokers insurance products. Jessica is based in Atlanta, GA. CMA Financial Services serves individual investors, trusts, estates, and business entities through a two-advisor practice managing approximately 90 client relationships. The firm provides discretionary asset management and written financial planning, utilizing a blend of fundamental, technical, and charting analysis along with option-writing strategies to tailor portfolios to client objectives.

Kamila Elliott is a CFP® professional with 23 years of industry experience, currently serving at Collective Wealth Partners, LLC. Her prior roles include positions at Dimensional Fund Advisors, LPL Financial, and The Vanguard Group. She chairs the CFP Board of Standards and contributes to the CNBC Financial Advisor Council. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, and business consulting. The firm emphasizes fundamental analysis and portfolio construction while offering educational seminars and financial-wellness programs, including services tailored to women and minorities.

Courtney Deveau is a financial advisor at Peachtree Investment Partners, LLC with a Series 65 designation and two years of industry experience. Prior to joining Peachtree in 2023, Deveau worked at Pace Academy and The Museum of Modern Art. Peachtree Investment Partners provides discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities, managing approximately $336 million across about 227 client accounts. The firm emphasizes long-term, growth-oriented investing primarily in common stocks selected through fundamental analysis, complemented by bonds and index ETFs.

Jeffrey Shaver is a financial advisor at 34 Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Mercer Global Advisors, Arkadios Capital, Atlanta Capital Group, Triad Advisors, and LPL Financial. 34 Financial, LLC provides discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm uses fundamental, technical, and cyclical analysis to construct client-specific portfolios, managing roughly $101 million across about 90 client relationships.

Alan Ovdat is a financial advisor at Main Street Financial Group LLC in Atlanta, GA, holding a Series 65 designation. He began his advisory role in 2026 and previously worked in packaging and supply-related companies. Main Street Financial Group primarily serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm utilizes an active investment approach featuring asset allocation, fundamental analysis, and model portfolios with Dimensional funds and ETFs.

Allan Mathis is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with Berkeley Advisors, Inc. since 2019. Outside of his advisory role, Mathis volunteers as a youth soccer coach and serves as an on-site property manager and secretary for HamLam Properties, LLC. Berkeley Advisors serves individual and high-net-worth clients, as well as trusts and estates, providing ongoing financial planning and discretionary portfolio management. The firm employs a diversified, Modern Portfolio Theory–based investment approach using mutual funds, ETFs, and selected individual securities, and operates its own Wrap Fee Program.

Justin Florence is a financial advisor at Capital and Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2004. Justin joined Capital and Planning in 2023. Capital and Planning, LLC provides investment management and financial planning services to individuals, small businesses, trusts, estates, and charitable entities. The firm offers both discretionary and non-discretionary portfolio management across a range of asset classes and delivers customized portfolios based on client objectives, with ongoing monitoring and periodic reviews.