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 at BluePrint Private Wealth Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including JPM Ventures and Ameriprise. BluePrint Private Wealth Management LLC serves individual clients with discretionary and non-discretionary asset management and ongoing financial planning. The firm tailors investment programs to clients’ goals, time horizons, and risk tolerance, providing regular account reviews and a defined financial planning process.

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.

Charles Lassiter is a CFP® professional and founder of Lassiter Financial Advisors, LLC in Marietta, GA, with 15 years of industry experience. He has led his independent advisory firm since 2010, having transitioned the majority of his prior client base to the new practice at its inception. Lassiter Financial Advisors, LLC provides financial planning and consulting services to individuals, trusts, and estates, focusing on recommending and monitoring third-party money managers. The firm serves primarily high-net-worth clients by evaluating manager firms, recommending allocations, and reviewing performance without exercising direct portfolio management.

Andy Khoo is a financial advisor with A.I.M. Financial Group, Inc. in Alpharetta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including over two decades at A.I.M. Financial Group and affiliations with THE O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, he serves as vice-president of K&L Service, providing tax planning to clients. A.I.M. Financial Group, Inc. is a small wealth management firm offering discretionary portfolio management, financial planning, and third-party managed program recommendations. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, using fundamental analysis and growth and income strategies tailored to client goals and risk tolerance.

John McKinney is the sole advisor at McKinney Asset Management Inc. in Atlanta, GA, with 14 years of industry experience. He has led the firm since 1997, operating it as an independent, owner-run practice. McKinney Asset Management offers customized investment management and financial planning to a diverse client base, including individuals, trusts, small businesses, charitable organizations, and pension plans. The firm employs a range of analytical methods and integrates third-party technology to deliver discretionary portfolio management and a formal Pension Consulting program.

Jeffrey Payne, Jr., CFP® is the sole advisor at Payne Financial Management, L.L.C. in Kennesaw, GA, with 22 years of industry experience. He has led his firm since 1999, holding the CFP® designation and Series 65 license. Payne Financial Management, L.L.C. serves individual clients, focusing on those planning for, transitioning into, or already in retirement. The firm provides discretionary portfolio management and financial planning services tailored to each client’s goals and risk tolerance, with an emphasis on client education and regular portfolio reviews.

Conor Sen is a financial advisor at Peachtree Creek Investments with 13 years of industry experience. He holds a Series 65 designation and previously worked at Bloomberg and New River Investments. In addition to his advisory role, Sen is a contract writer and columnist for Bloomberg, focusing on economic and financial topics. Peachtree Creek Investments is an independent advisory firm managing approximately $37.4 million across 21 client relationships. The firm provides financial planning and wealth management services to individuals, high-net-worth clients, trusts, pension plans, and institutional investors, utilizing a range of investment strategies including fundamental, macroeconomic, technical, and cyclical analysis.

Mark Kanakaris is the principal advisor at Kanakaris and Associates in Woodstock, GA, holding a Series 65 credential with 13 years of industry experience. He founded Kanakaris and Associates in 2016 and previously worked at Royal Fund Management, LLC. In addition to his advisory role, he is involved in life, annuity, health, and disability insurance sales, as well as tax planning and preparation through Cherokee Tax Group. Kanakaris and Associates is a registered investment adviser managing approximately $7.5 million in discretionary assets for around 62 individual clients. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a quantitative, rules-based investment approach with model portfolios that include strategies such as covered-call writing and sector momentum analysis.

John Peterson is a CFP® and ChFC® with 17 years of industry experience. He is the principal of Corners Financial Planning, LLC in Peachtree Corners, GA, where he has worked since 2018. He also has experience with Dempsey Financial Network and Dempsey & Associates Inc. Outside of advisory work, he is involved in fixed insurance sales through Dempsey & Associates. Corners Financial Planning, LLC provides investment advisory and financial planning services to individuals and small businesses. The firm offers tailored advisory work using various strategies and manages a small client base with discretionary and non-discretionary accounts.

Bryan Ellis is a financial advisor with Horizon Investment Counsel LLC in Marietta, GA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 10 years at Horizon Investment Counsel and its predecessor firm. In addition to his advisory role, Bryan operates a licensed insurance agency offering life, property, and casualty insurance products. Horizon Investment Counsel provides discretionary portfolio management through two equity-focused programs, serving moderate to high net worth individuals and various institutional clients. The firm’s investment approach emphasizes long-term ownership of high-quality companies purchased at reasonable prices, managing primarily common stocks with a defined sell discipline.

Christopher Brown is the sole advisor at Brown Capital Advisors, LLC in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He previously worked at LPL Financial LLC and Hennsler Financial before founding his current firm in 2018. Brown Capital Advisors provides discretionary portfolio management, comprehensive financial planning, and CFO advisory services primarily to individuals, high-net-worth clients, and entrepreneurs or small-business owners. The firm manages approximately $16.7 million across about 20 client relationships, emphasizing fundamental analysis, asset allocation, diversification, and risk management, with the use of equities, ETFs, and select alternative investments. Its CFO advisory services to small businesses, combined with a willingness to utilize derivatives and complex investment vehicles, distinguish its offerings from many independent advisory firms.

Joel Smith is the principal and owner of Joel Smith & Associates, LLC, an independent investment advisory firm based in Atlanta, GA. He holds a Series 63 designation and has 27 years of industry experience, including 20 years at Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as a director for the FBI Georgia Law Enforcement Executive Development Seminar and assists the Euharlee Police Department on weekends. Joel Smith & Associates provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, as well as charitable organizations, foundations, and municipalities. The firm offers both discretionary and non-discretionary investment management and emphasizes strategic asset allocation, diversification, and periodic rebalancing in its client portfolios.

Benjamin Baldwin III is a CFP® professional with 27 years of experience in the financial advisory industry. He has been with Responsive Financial Group, Inc. since 2003. Outside of his advisory role, he is involved in commercial property leasing through ownership of RBC Phoenix Inc. Responsive Financial Group, Inc. is an independent firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, foundations, corporations, and other institutions. The firm utilizes model Risk Adjusted Portfolios (RAPs) across various management styles to address client needs, and it serves a range of clients including pension and profit-sharing plans, offering specialized ERISA plan consulting and fiduciary services.

Raymond King is the sole advisor at Clarity Wealth Solutions LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 24 years of industry experience. His career includes roles at several financial firms such as Woodstock Wealth Management and St Bernard Financial Services. He also operates a non-securities insurance business independent of trading hours. Clarity Wealth Solutions LLC is a veteran-owned registered investment adviser that provides portfolio management, subadviser services, pension consulting, and financial planning primarily to individuals, high-net-worth clients, and employee benefit plans. The firm uses a long-term trading approach based on multiple analytical methods and maintains a documented process that includes written investment policy statements and discretionary trading authority when applicable.

Cecily Welch is a CFP® professional with 12 years of industry experience, operating through her firm Welch Financial Investments, LLC in Atlanta, GA. She also owns Welch Financial Advisors, a CPA firm, and integrates accounting and financial advisory services. Welch has worked continuously with her firms since 2010. Welch Financial Investments serves a select group of individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, estates, charities, and business entities. The firm focuses on diversified asset allocation based on Modern Portfolio Theory, typically using mutual funds and ETFs, and provides comprehensive financial planning and discretionary management, often coordinating with third-party managers for portfolio implementation and reporting.

Robert Samsel is a financial advisor at Fortress Capital in Marietta, GA, holding a Series 65 license with five years of industry experience. Prior to founding Fortress Capital in 2021, he worked at Zep, Vanderlande Industries, and Cortland Partners. He is also involved with Top Tier Trees, an outside business activity. Fortress Capital provides discretionary portfolio management primarily to qualifying and high-net-worth individuals and entities, focusing on a single investment strategy based on bottom-up fundamental equity analysis. The firm manages concentrated portfolios emphasizing long-term capital growth and employs performance-based compensation arrangements for qualified clients.

Gary Whitehurst is a financial advisor at Brighter Investing, PB LLC in Atlanta, GA, with 29 years of industry experience. He holds a Series 63 designation and previously worked for Securian Financial Services and Minnesota Life for over two decades. Whitehurst is also involved in fund management as a managing member of affiliated entities Brighter GP, LLC and Brighter Private Credit GP, LLC. Brighter Investing, PB LLC provides fee-only investment management, financial planning, coordinated tax-preparation services through an independent CPA, and retirement-plan advisory for individual and institutional clients. The firm offers diversified exposure to public and private securities within a sustainable and impact investing framework, serving primarily high-net-worth and qualified investors.

Justin Porter is a CFP® and PFS™ credentialed advisor with 11 years of industry experience. He founded Porter Wealth Management, LLC in 2018 after working at HHM Wealth Advisors, LLC and Patton Albertson Miller Group, LLC. The firm serves individual clients as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. Porter Wealth Management primarily constructs passively managed portfolios using index mutual funds and ETFs alongside fundamental analysis for individual securities, and it utilizes client-specific investment policy statements to guide portfolio supervision.

Troy Harmon is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is the principal advisor at Due West Wealth Advisors LLC and serves as an adjunct professor at Kennesaw State University. Harmon is also the treasurer of the ASFIP Foundation, a nonprofit focused on financial education, and is CEO of A&E Investment Properties, Inc. Due West Wealth Advisors provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm employs fundamental analysis and a primarily long-term investment approach, managing portfolios that often include ETFs, equities, mutual funds, and options contracts.