Michael Agurkis is a CFP® professional affiliated with Commonwealth Financial Planners Inc in Roswell, GA, with 19 years of industry experience. He has been with Commonwealth Financial Planners and Raymond James Financial Services since 2006. He serves as Treasurer and Board Member for the Rotary Club of Roswell, where he manages financial records and reporting. 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, utilizing a combination of fundamental, technical, charting, and cyclical analysis in its recommendations.

William Frerking II is a financial advisor with Georgia Advisory Group LLC in Alpharetta, GA, holding a Series 66 designation and nine years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management Inc throughout his career. Outside of his advisory role, he serves as Head of the Board of Stewardship at Living Faith Lutheran Church and coaches varsity football and junior varsity basketball at Wesleyan School. Georgia Advisory Group provides discretionary portfolio management and limited consulting services primarily to individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach emphasizing diversification, asset allocation, and risk management, managing approximately $105 million in client assets.

Mason Ware is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth With No Regrets®, he was affiliated with Boomfish Wealth Group, LLC, operating under the same brand. Wealth With No Regrets® provides integrated financial planning and discretionary portfolio management to individual and high-net-worth clients, small businesses, and charitable organizations. The firm emphasizes customized financial profiles and investment plans implemented through a disciplined approach that includes fundamental and technical analysis, long-term investing, and risk management.

Collin Adams is a financial advisor at Ridge Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC and First Allied Securities, Inc. prior to his current role. Ridge Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plan sponsors. The firm manages approximately $167.1 million in discretionary assets and offers wealth management, financial planning, portfolio management, and pension consulting services through a team of four advisors.

Kyle Koch is a financial advisor at Fiduciary Capital, Inc. with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at multiple firms including Counterweight Private Wealth and Realized Financial, Inc. Outside of his advisory role, he is co-owner of Barn Brothers, a men's ministry, and provides compliance and operational consulting through DNM Consulting. Fiduciary Capital serves individual and high-net-worth clients with discretionary asset management and financial planning services. The firm employs a fundamental, actively managed, long-term investment approach and is transitioning many clients to direct asset management on its primary custodian platform.

Scott Noble is a PFS™ credentialed advisor with 12 years of industry experience, currently serving at Wealth With No Regrets® in Alpharetta, GA. He has been involved with Boomfish Wealth Group, LLC since 2012 and Boomfish, Inc. since 2009, where he also works as a financial coach. Outside of his advisory work, he serves as CFO of Tri-Craft Properties, LLC, a home building and remodeling company. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations with integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles, long-term investing, risk management, and uses third-party sub-advisers alongside its own investment platform.

Reagan Curl is a financial advisor with Networth Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Berkeley Advisors, LPL Financial, and IFG Advisory. In addition to advisory work, he operates an affiliated tax preparation and accounting service. NetWorth Financial Services is a wealth management firm serving individuals, pension plans, charitable organizations, and other entities with a focus on comprehensive financial planning, consulting, and portfolio management. The firm utilizes fundamental analysis and strategic asset allocation, employing a range of securities for long-term growth and income, and integrates financial planning with portfolio management.

Marc Daner is a CFP® and ChFC® with 36 years of industry experience. He is a principal at Daner Wealth Management, LLC in Alpharetta, GA, where he has worked since 2021. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing Services for a combined 13 years. He is also licensed as an independent insurance agent. Daner Wealth Management serves individual and high-net-worth clients, managing approximately $176 million across 181 accounts. The firm provides portfolio management, financial planning, and consulting services with a tailored investment approach that includes asset allocation, option strategies, and both long- and short-term trading.

Bryan Totri is a CFP® with 17 years of industry experience and has been with St. John & Associates, Inc. since 2007. He holds a Series 63 designation and works from Roswell, GA. 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 uses a range of model asset-allocation portfolios combining active and passive strategies, supported by third-party sub-advisers and AI-enabled tools, with a focus on regular client communications and educational outreach.

Walter Richards is a financial advisor at Capital Research Advisors, LLC in Suwanee, GA, holding a Series 65 designation with no prior industry experience. His work history includes roles at Brightstar 2911, LLC, Make a Miracle, and Work 4 a Living International. Capital Research Advisors serves individuals, families, and institutional clients such as businesses, foundations, religious organizations, and nonprofits, providing discretionary portfolio management, financial planning, and consulting services. The firm employs mathematically designed, rules-based investment models across fixed income, equity, and alternative assets, incorporating tactical overlays and risk management strategies.

Joseph Martin is a financial advisor at Bales Financial Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Parrish Capital, LLC. In addition to his advisory role, he owns and operates Transcend Sports Performance LLC, a sports training facility. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a mix of strategies tailored to client profiles. The firm manages portfolios directly, may engage sub-advisors, and refers clients to third-party managers when appropriate.

Bancy Philip is a financial advisor at Soar Financial LLC with three years of industry experience. She holds a Series 65 credential and has prior work history at Equifax for 20 years. In addition to her advisory role, she is a partner and CPA at Cititax Associates, where she provides tax and accounting services. Soar Financial LLC offers investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios using a range of investment vehicles and emphasizes long-term strategies with tactical adjustments for tax or market considerations.

Andrea Soule is a Series 65-licensed financial advisor with Wealth With No Regrets® in Alpharetta, GA, bringing five years of industry experience. Her prior roles include positions 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 with integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial and investment plans, long-term investing, and risk management, utilizing third-party sub-advisers and the AE Wealth Management platform.

Dave Duley is the sole advisor at Georgia Advisory Group LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has led Georgia Advisory Group since 2008. Outside of advisory services, he is a 100% owner and independent insurance agent of Georgia Advisory Group, Inc., licensed since 1982. Georgia Advisory Group provides discretionary portfolio management and limited consulting services to individuals, high-net-worth individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach focused on diversification, asset allocation, and risk management, managing approximately $105 million in client assets.

Kenneth Graves is the majority owner and investment advisor representative at Capital Research Advisors, LLC, with 33 years of industry experience. He has been with Capital Research Advisors since 2003 and also associated with Ceros Financial Services, Inc. since 2009. Outside of his advisory work, he serves as a volunteer board member for Frontline Policy, which aids state decisions on education and taxation, and holds officer roles in several nonprofit and community organizations. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, nonprofits, and other financial advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes, offering model-based management, financial planning, and unified managed account licensing.

Steven Smith is a financial advisor with Capital Research Advisors, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Capital Research Advisors since 2003 and has prior experience with Ceros Financial Services and All Star Printing. Additionally, Smith has served on the Taylor County Board of Education since 1988 and operates as a licensed insurance agent. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, non-profits, and other advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes and offers model licensing, financial planning, and non-investment consulting services.

Timothy Boleman is a financial advisor at Financial Potential Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at World Investment Advisors and The 410 Bridge, as well as an eight-year tenure at Mission: Hope. Financial Potential Wealth Management provides advisory services to individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary portfolio management, one-time financial planning, and consulting on succession, philanthropic strategy, and business exit planning, employing a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Thomas Kozelka is a financial advisor at Integras Partners, LLC with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Janus Henderson and Cambridge Investment Research. Integras Partners provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, employee benefit plans, and charitable organizations. The firm employs investor-specific plans using model portfolios and a range of analytical methods, investing across diverse instruments including derivatives, which it uses in a manner less common among similar firms.

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.

Jeffrey Seiter is a financial advisor at COMPASS Wealth Management, LLC with seven years of industry experience. He holds the CFP® certification and Series 65 license. Prior to joining COMPASS Wealth Management in 2023, he was with Strategic Blueprint, LLC from 2017 to 2023 and worked at Georgia Institute of Technology from 2011 to 2017. COMPASS Wealth Management provides financial planning and asset-allocation advice to individual clients, focusing on retirement, education, estate, insurance, windfall, and special-needs planning. The firm delivers written comprehensive or limited plans but does not provide discretionary portfolio management directly.