Patrick Mueller is a financial advisor at Bella Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has previous experience at Fusion Capital Management, Virtue Capital Management, and Retirement Wealth Advisors. Mueller is also the chapter president of the American Financial Education Alliance, where he teaches financial education classes. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a goals-based, tailored approach that combines strategic asset allocation, tactical adjustments, and active trading by independent managers.

Kristin Mauger is a financial advisor at Gien Capital Management LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Advisors. Gien Capital Management LLC is a state-registered investment adviser serving primarily trusts, charitable entities, business owners, and estates. The firm builds individualized portfolios using a combination of fundamental, technical, charting, and cyclical analysis, managing assets on a discretionary basis with the use of third-party sub-advisors.

Lois Bafas is a financial advisor with Anovest Investment Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Anovest Financial Services and Anovest Investment Advisors since 2004. Outside of her advisory role, she is also licensed as a health and life insurance agent. Anovest serves individual households, including high-net-worth clients, by providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm employs a bottom-up, total-return investment approach with diversified portfolios tailored to clients’ risk tolerances and time horizons.

Kenneth O'Leary is a CFP® with 27 years of industry experience, currently serving as an advisor at Surepath Financial Services, LLC since 2017. His prior experience includes founding his sole proprietorship in 1999 and roles at Woodstock Financial Group and other ventures. Outside of advisory work, he owns a franchise business providing estate-planning software and is involved in direct sales of nutrition products. Surepath Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management through a wrap fee program and a web-based platform. The firm also conducts educational seminars and customizes investment strategies based on clients’ objectives and risk tolerance.

Loyd Crowe is a financial advisor with Optimum Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Optimum Wealth Management since 2017 and has been associated with LAC Wealth Management since 2006. Outside of his advisory roles, Crowe serves as managing partner of P&C Partnership, LLC, focusing on administrative and investment matters. Optimum Wealth Management provides personalized financial planning and discretionary investment management to individual and high-net-worth clients and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF core holdings with selective active satellite managers, implementing investment decisions under discretionary authority with regular client reviews.

Alexander Duncan is a financial advisor at A & P Wealth Management in Woodstock, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at MCAP Investment Management and Plurimi Wealth & Asset Management, as well as work as a self-employed consultant. A & P Wealth Management is a supported advisory firm managing approximately $34.2 million for around 56 clients, including individuals, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create diversified portfolios and offers an active trading program that uses advanced option-writing, short sales, and margin strategies.

As a life-long learner with great curiosity, I've seen a lot over the years and learned what works and what doesn’t. My experience led me to join a long-time friend to build a firm that is mission-driven…not profit-driven. A prior mentor would often say, “Always do what’s right, and everything else will work itself out.” That stuck with me and it still (along with my faith) guides me today. Now, we're working to redefine wealth management. We help families and individuals gain clarity and empower them to live their best life. Ultimately, life isn't about the money...it's about the journey, the memories you create, and the legacy you leave behind. Everyone deserves to live their best life! Sampling of how we help families and individuals (we do much more): - Clarify what's important (life goals, decisions, priorities, etc.) - Build for retirement (using 401(k)s, IRAs, HSAs, etc.) - How to tax efficiently produce income in retirement - Invest wisely using low cost, tax-efficient funds - Coordinate with CPA on tax saving ideas and opportunities - Coordinate with attorney on estate planning - Integrate charitable planning with the investments and tax planning - Protect your assets and income through insurance planning (note: we don't sell insurance) - Fund current or future education for children/grandchildren - Review company benefits during open enrollment I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I'm also a member of the Investments & Wealth Institute and hold the Certified Investment Management Analyst (CIMA®) designation, completing the program administered by the Wharton School of the University of Pennsylvania. I also received training at the Kinder Institute of Life Planning, which has given me the tools to have much more meaningful conversations about life goals with the families I serve. I am a 2018 graduate of the Catholic Charities Atlanta Leadership program and a 2019 graduate of the Philanthropic Advisor Leadership Institute, led by the three Balser Professional Advisors Council partnership organizations: the Community Foundation for Greater Atlanta, the Jewish Federation of Greater Atlanta, and the United Way of Greater Atlanta. In my personal time, I enjoy being with my kids, dating my wife, working our farm, dabbling in woodworking, hiking, learning new things, and singing in my church choir. Favorite quote: "When your values are clear to you, making decisions becomes easier." - Roy E. Disney What is a problem in the industry that you want to fix? How firms view their clients as "numbers". Some firms refer to their client as "A, B, or C" clients while others reference the portfolio size (a "$5 million client" as an example). I want the industry to stop putting dollar signs above clients' heads. A client is a "who" not a "what". Advisors should be here to serve people, and our industry (and clients) will thrive once we embrace life-centered planning over asset-centered planning. What are the values that drive you? I value faith, integrity, family, and service. To learn more, visit: https://journeybeyondwealth.com/the-jbw-difference/who-we-are

Jacob Jones is a financial advisor at 755 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Milliken & Co. Outside of his advisory role, he is involved with 755 Mortgage, providing mortgage and real estate services. 755 Financial is an SEC-registered investment adviser that offers portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary managed accounts. The firm tailors investment strategies to client objectives and employs various techniques including asset allocation and dollar-cost averaging.

Michael Agurkis is a CFP® and Series 66-licensed financial advisor with 20 years of experience, currently serving at CommonWealth Financial Planners Inc. in Roswell, GA. He has worked with Raymond James Financial Services, Inc. throughout his career and serves as Treasurer and Board Member of the Rotary Club of Roswell. CommonWealth Financial Planners provides personalized financial planning and investment management to individuals, retirement plans, corporations, and small businesses, serving both high-net-worth and non-HNW clients. The firm typically delivers advice on a non-discretionary basis using a blend of fundamental, technical, charting, and cyclical analysis.

William Frerking II is a financial advisor with Georgia Advisory Group LLC, holding a Series 66 credential and nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management Inc. since 2017. Outside of his advisory role, he serves as head of the Board of Stewardship for Living Faith Lutheran Church and coaches varsity football and junior varsity basketball at Wesleyan School. Georgia Advisory Group serves retail investors by providing discretionary portfolio management along with financial, retirement, and tax planning services. The firm emphasizes individual equities, select ETFs, and options strategies, managing client accounts on a discretionary basis while supporting a relatively large client roster for its size.

John Diczok is a financial advisor at Anovest Investment Advisors with 29 years of industry experience. He has been with Anovest Investment Advisors since 2007 and with the affiliated firm Anovest Financial Services since 2005. Outside of his advisory role, he volunteers with a nonprofit children’s website and prepares income taxes during the tax season. Anovest serves individual households, including high-net-worth clients, providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm uses a bottom-up, total-return investment approach with diversified strategies across multiple asset classes and offers personalized portfolio options tailored to clients’ time horizons and risk tolerances.

Scott Noble is a PFS™ credentialed financial advisor with 13 years of industry experience. He is affiliated with Wealth With No Regrets® in Alpharetta, GA, and has held roles at Boomfish Wealth Group, LLC since 2012. Outside of his advisory work, he serves as a financial coach with Boomfish, Inc. and acts as CFO for Tri-Craft Properties, a home building and remodeling company. Wealth With No Regrets® serves individual and high-net-worth clients, as well as small businesses and charitable organizations, providing integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles and investment plans, using fundamental and technical analysis alongside risk management to guide long-term investing.

Marc Daner is a CFP® and ChFC® with 37 years of industry experience. He is the principal advisor at Daner Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. Daner is also a licensed independent insurance agent. Daner Wealth Management provides investment advisory and financial planning services primarily to individuals and high net worth clients, offering tailored strategies that include covered options and a flexible approach combining asset allocation, technical analysis, and ongoing account reviews.

Graham Bailey is a financial advisor at 755 Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Edward Jones. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s client-driven approach tailors strategies to client objectives and risk tolerance and integrates affiliated tax, accounting, and insurance services within its ownership structure.

Bryan Totri is a CFP® professional with 17 years of industry experience, currently serving at St. John & Associates, Inc. since 2007. He has also held roles at Carson Wealth and CWM, LLC. St. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm emphasizes client education through regular communications and uses technology, including AI tools and third-party platforms, to support portfolio management and reporting.

Andrea Soule is a financial advisor with Wealth With No Regrets® in Alpharetta, GA. She holds a Series 65 credential and has five years of industry experience. Her prior work includes roles at Indiana Trust Wealth Management and 1st Source Bank. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations by providing integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles and investment plans, using fundamental and technical analysis, long-term investing, and risk management in its discretionary management approach.

Dave Duley is a financial advisor with Georgia Advisory Group LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Georgia Advisory Group LLC since 2008. In addition to his advisory role, he is the 100% owner of Georgia Advisory Group, Inc., an independent insurance agency licensed since 1982. Georgia Advisory Group serves retail investors by providing discretionary portfolio management along with financial, retirement, and tax planning services. The firm emphasizes individual equities, narrow ETFs, and options strategies, and manages portfolios on a discretionary basis while allowing client-imposed restrictions.

Thomas Kozelka is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Adapt Wealth Advisors, Cambridge Investment Research Advisors, and Janus Henderson entities, where he worked for nearly two decades. Integras Partners provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, employee benefit plans, and charitable organizations. The firm employs a range of investment strategies across multiple asset classes, including the use of derivatives and option-writing in managed accounts, and manages approximately $245 million in client assets.

Travis Raish is a CFA® charterholder with 24 years of industry experience. He is a partner and portfolio manager at Circa Capital, LLC, where he has worked since 2011. Raish also serves as Chief Investment Officer at Wealth With No Regrets, a position he has held since 2017. Prior to these roles, he worked at Fiduciary Financial Group from 2019 to 2021. Circa Capital primarily serves individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension and profit-sharing plans. The firm emphasizes fundamental analysis with a long-term, quality-and-value approach, managing concentrated portfolios and employing strategies that include short-term trades, margin, and hedging techniques tailored to client objectives.

Ben Harper is a financial advisor at Freedom Wealth Coaching, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at McBryar Advisory Services, Inc. for a decade before joining his current firm. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory relationship with Matson Money, focusing on efficient portfolios based on Modern Portfolio Theory and offering specialized retirement plan and pension consulting.