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.

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.

Philip Cox Jr. is a CFP® professional with 25 years of experience in financial advisory services. He has been the principal advisor at Bluestone Wealth Planning, LLC since 2013. The firm provides financial planning, portfolio management, and consulting services to individuals, couples, high-net-worth clients, and corporations, focusing on retirement income distribution and clients near or in retirement. Bluestone follows a tactical portfolio management approach using proprietary algorithms and multiple model portfolios, emphasizing risk management through cash allocations, hedging, and selective option strategies.

Jugalkishor Malpani is a financial advisor with Chanakya Business Ventures LLC, holding a Series 65 designation and five years of industry experience. His prior work includes positions at Nesco Resources and IBM. In addition to his advisory role, he is involved in information-technology contracting. Chanakya Business Ventures LLC provides portfolio management services primarily to individual and high-net-worth clients, as well as charitable organizations and corporate clients. The firm focuses on fundamental analysis and investment strategies centered on equities and exchange-traded funds, offering tailored investment programs with documented client goals and risk tolerance.

Paul Kindzia is a CFP® professional with 23 years of industry experience. He is the principal of Kindzia Investments, an independent firm based in Johns Creek, GA, and has operated multiple businesses since 2008, including Dokonamie Media Corporation and Finish Line Framing, Inc. Additionally, he provides tax and accounting services through a sole proprietorship, dedicating a small portion of his time to these non-investment activities. Kindzia Investments serves individual clients, trusts, and estates with discretionary asset management, focusing on customized portfolio construction and ongoing account monitoring. The firm employs a value-oriented, fundamental approach using various market valuation metrics to assess risk and emphasizes loss prevention through tactical reallocations. It also offers consulting and due diligence services for commercial real estate transactions and private placements.

Ulric Maduro Jr. is a financial advisor with UCS Investment Co in Suwanee, GA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with UCS Investment Co since 2007, the sole advisor at the independent firm. UCS Investment Co serves organizations and businesses with complex, longer-term financial needs by providing services such as risk management, treasury products, structured products, retirement planning, and physical commodity and natural gas sales. The firm emphasizes low-cost financial products, active market and risk monitoring, tax preparation and planning, and combines accounting-oriented services with commodity and energy product offerings.

As the daughter of a banker, I learned early on that if I wanted something, I had to earn it. I rolled my dad’s spare change for a 10% cut and birthday presents were stock certificates … not exactly on my wish list. At 16, I was already investing in the stock market and experiencing the sense of freedom and independence that comes when you understand your money. With this knowledge, I was paving the way to live life on my terms. This was so intoxicating I became a financial advisor to share my passion with others. As a financial advisor, I quickly learned that most women did not share my love of investing. In fact, many felt intimidated, guilty, and uncomfortable with their lack of knowledge, yet they yearn for financial independence. That’s why my true purpose as a financial advisor is to create an environment where women (and those who love them) feel heard, where they are encouraged and supported to express their fears and concerns without judgement. My unique brilliance is creating a positive wealth management experience, so they become more engaged in the conversation, while building the knowledge and confidence they need to live life on their terms.

You've built something meaningful. Maybe it's a startup, a career in tech, a creative practice, or a business that finally found its footing. But with that growth comes complexity, and suddenly, your financial life doesn't feel like it's working for you. You're fielding K-1s, juggling RSUs, navigating AMT surprises, and wondering what to do with all these "opportunities" no one prepared you for. That's where I come in. I'm Mark Stancato, CFP®, EA, ECA, CRPS®, and founder of VIP Wealth Advisors. I work with people whose lives don't follow a straight line - tech professionals, business owners, executives, creatives. People with vision and drive but who don't have the time or desire to untangle spreadsheets, decode tax law, or second-guess every financial move. They want clarity. Confidence. A partner they can trust with the stuff that keeps them up at night. I didn't come from Wall Street. I came from the startup world, the stage, the grind of building something from nothing. I've bootstrapped businesses, advised founders through life-changing equity events, and helped creatives transform uncertain income into real wealth. I've been in rooms where ambition collides with identity, where money isn't just about numbers - it's about freedom, leverage, and making sure this all means something. That's the lens I bring to financial planning. At VIP Wealth Advisors, I combine deep tax expertise, thoughtful investment management, and white-glove service into one integrated experience. I file your returns, manage your assets, and help you make smart decisions with long-term impact. I'm not here to sell you products or overwhelm you with jargon. My purpose is to help you breathe easier, sleep better, and take action - knowing someone's watching the details. VIP stands for Very Intentional Planning, because that's what your life deserves. If you've outgrown generic advice and want a true partner who understands both the strategy and the story behind your success - we should talk. This isn't just planning. It's designing a life on your terms, with clarity and confidence at every step.

Anuj Patel is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has operated Truvestor Wealth Management, an independent registered investment adviser, since 2016 and previously worked at JSK, LLC for 15 years. He also provides financial consulting and advisory services to businesses on a limited basis. Truvestor Wealth Management serves individual clients by offering financial planning, discretionary portfolio management—including an active trading program—and recommendations of third-party investment advisers. The firm combines asset allocation with fundamental and technical analysis, utilizing both long-term purchase strategies and actively managed trades that may include short sales, margin, options, and leveraged or inverse funds.

Hovey Garvin is a financial advisor with Strategic Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He served 30 years at Lamon & Stern, Inc. and is the owner and president of Pension Financial Services, a firm he manages alongside his advisory role. Garvin dedicates significant time to designing qualified and non-qualified retirement plans, including plan design, investment offerings, and employee communications. Strategic Advisors focuses on consulting retirement plan sponsors and investment committees, providing investment analysis, participant education, and enrollment support. The firm emphasizes fundamental analysis and delivers written reports quarterly, without exercising investment discretion, distinguishing itself through its participant-focused educational approach.

Casey Metcalf is a CFA® charterholder with 14 years of industry experience. He is the sole advisor and owner of Metcalf Investment Management, LLC, an independent advisory firm he founded in 2020. Prior to establishing his firm, he worked at Aon Securities LLC and Aon Hewitt from 2013 to 2020. Metcalf Investment Management provides discretionary asset management, non-custodial investment advice, and retirement plan (ERISA) services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes portfolios based on client objectives and constraints, employing a blend of fundamental, technical, charting, and cyclical analyses, and maintains a pension consulting practice that offers ERISA plan services and limited-scope 3(21) fiduciary functions.

Manish Patel is a financial advisor with BluePrint Private Wealth Management LLC in Alpharetta, GA. He holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at JPM Ventures, Karish LLC, and Ameriprise Financial Services, LLC. BluePrint Private Wealth Management is an independent advisory firm serving primarily individual clients, managing approximately $95 million across 60 client relationships. The firm provides tailored portfolio management and financial planning services, employing fundamental and technical analysis with regular portfolio reviews and written recommendations.

Stephen Johnson is a financial advisor with Great Bay Wealth Management in Roswell, GA, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He founded Great Bay Wealth Management in 2017 after a brief tenure at Quest Capital Strategies, Inc. The firm provides discretionary investment management and advisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans, managing approximately $29.4 million in client assets. Great Bay Wealth Management emphasizes fundamental analysis to create diversified, goal-based portfolios primarily using mutual funds, ETFs, and fixed income, while also incorporating tactical strategies such as options, margin, ADRs, and bitcoin ETFs when appropriate.