Raymond Brown is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Goodwin Investment Advisory with three years of industry experience. He has been involved with Cast & Crew Production since 2012. Outside of his advisory role, he operates Production Badger, LLC, a service and rental company providing plastic ID card printers and supplies primarily for film industry production teams. Goodwin Investment Advisory manages approximately $344.4 million in discretionary assets across about 358 client relationships, serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs dynamic asset allocation strategies and constructs portfolios using a range of investment vehicles, including proprietary strategies and partnerships with institutional providers.

Ginette Mayer is a financial advisor with MPWM Advisory Solutions LLC and holds a Series 66 designation. She has three years of industry experience, including roles at LPL Financial and Mayer Private Wealth. Outside of advisory work, she operates a DBA related to her LPL business under Mayer Private Wealth Management. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies across multiple platforms.

Mark Winston is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Wellspring Wealth Management LLC since 2017 and previously at Planmark Capital Management and LPL Financial. He provides investment advisory services primarily through Wellspring Wealth Management, an independent registered investment advisor firm. Wellspring Wealth Management serves individuals, high-net-worth clients, families, trusts, and certain business or retirement entities with tailored wealth management and advisory services. The firm’s investment process includes strategic asset allocation overseen by an internal Investment Policy Committee, with access to a range of mutual funds, ETFs, alternative investments, and third-party wrap programs.

Timothy McGannon is a financial advisor at Strategic Wealth Partners, Ltd. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Securities, Inc. and Suntrust Capital Markets Inc. from 2006 to 2022. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts, providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion across 19 advisors and employs a range of investment strategies including fundamental, technical, and charting analysis to create diversified portfolios.

Daren Sexton is a financial advisor with CPC Advisors, LLC in Woodstock, GA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J Thompson Ross Investments, Wells Fargo Advisors, Raymond James Financial Services, and Consolidated Planning Corporation. In addition to his advisory work, he assists the business owner and branch manager at Consolidated Planning Corporation in daily operations and portfolio management. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses model portfolios and asset allocation consistent with Modern Portfolio Theory, with a focus on long-term investments in mutual funds, equities, and ETFs.

Wade Marcy is a financial advisor at Unity Financial Planning Group LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Financial and Prudential Insurance Company of America. Outside of his advisory role, he owns Unity Life & Legacy, providing insurance services, and co-manages Financial Concierge Partners, LLC, a networking platform for financial referral partners. Unity Financial Planning Group is a team-based registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management with a focus on fundamental analysis, strategic asset allocation, and long-term holdings, integrating ancillary professionals such as tax and estate specialists as part of its coordinated service model.

Darrell Ellis is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Ideal Office Machines, Cornerstone Life, LLC, and State Farm Insurance. Outside of his advisory work, he is involved with Cornerstone Life, LLC, a company he has been associated with for six years. Legacy Partners Financial Group provides discretionary investment management and financial planning for individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and employs a range of analytical methods to construct and manage diversified portfolios.

Andrew Winn is a financial advisor at Legacy Partners Financial Group, LLC in Woodstock, GA. He holds a Series 65 credential and has recently begun his career in the industry. Prior to his current role, his work experience includes positions at Auburn University, Magnolia Golf Group, Burns & McDonnell, Chick-fil-A, and Publix Super Markets. Legacy Partners Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, and businesses. The firm employs model portfolios based on Modern Portfolio Theory and uses a combination of fundamental, technical, cyclical, and charting analyses to guide portfolio construction and security selection.

Stuart Blewett is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Berkeley Capital Partners and Triad Advisors, Inc. since 2015. Blewett is a limited partner in Berkeley Capital Partners Venture I, LLC, an entity formed to invest in a medical device company. Berkeley Capital Partners, LLC manages discretionary portfolios for individuals, trusts, retirement plans, and other entities, using global asset allocation strategies across a broad range of investment types. The firm sponsors private pooled investment vehicles and employs performance-based incentive allocations, operating with multiple offices and utilizing derivatives and leverage in managed accounts.

Dennis Wright is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wellspring Wealth Management in 2018, he worked at The Leaders Group Inc and The Wellspring Group LLC. Wellspring Wealth Management LLC provides investment advisory, financial planning, and consulting services to individuals, families, trusts, and estates, including high-net-worth clients. The firm employs individualized strategic asset allocations overseen by an internal Investment Policy Committee and supports both discretionary and non-discretionary portfolios using mutual funds, ETFs, individual securities, and REITs.

Jessica Vickery is a financial advisor with BlueChip Wealth Advisors LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Arkadios Capital and Triad Advisors, in addition to her current firm. Outside of advising, she operates a bookkeeping business from her residence. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a goal-based approach combining active and passive strategies, supports a range of investment platforms, and incorporates subscription-based reporting tools and educational sessions into client services.

John Gjertsen is a CFP® and CFA® with 18 years of industry experience. He has worked at BlueSky Wealth Advisors, LLC since 2018 and previously spent seven years at D.L. Blain & Co., LLC. Gjertsen holds a Series 65 license and is based in Acworth, GA. BlueSky Wealth Advisors serves individual and high-net-worth clients, as well as institutional and trust entities, providing comprehensive financial planning, discretionary investment management, and select tax preparation services. The firm manages over $1 billion in discretionary assets with a team of nine advisors, emphasizing strategic asset allocation with a primarily passive, tax-aware investment approach supplemented by active managers when appropriate.

Joseph Beckford is a CFP® professional with 14 years of industry experience. He has been with Goodwin Investment Advisory since 2011 and previously worked at B & G Financial Mortgage, LLC for 10 years. Beckford holds a Series 65 license and is based in Woodstock, GA. Goodwin Investment Advisory is a team of five advisors managing approximately $344.4 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs dynamic asset allocation strategies and constructs portfolios using a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and proprietary strategies such as the Goodwin Large-Cap 20.

Steven Mayer is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MPWM Advisory Solutions since 2015 and has worked with LPL Financial since 2010. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

John Ensley is a financial advisor at Legacy Partners Financial Group, LLC with four years of industry experience. He holds the ChFC® designation and Series 65 license. His career includes roles at Guardin Pointe Private Wealth Management, LLC and operating his own financial services businesses. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients, utilizing model portfolios based on Modern Portfolio Theory. The firm also offers a separate college-planning service and acts as a 3(38) fiduciary manager for plan sponsors.

Charles Arnold III is a financial advisor at Forthright Wealth Management, LLC in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Forthright Wealth Management, he worked in various roles including as a contract lacrosse coach at 3d Lacrosse and Mount Pisgah Christian School. Outside of his advisory work, Arnold coaches youth lacrosse on weekends. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets and offers customized, primarily long-term portfolios using a variety of investment vehicles while providing detailed performance reporting and leveraging a multi-credentialed advisory team.

Meagan Mcguire is a financial advisor at SLP Wealth with seven years of industry experience. She holds the CFP® and ChFC® designations and has worked with firms including MassMutual and Student Loan Planner. In addition to her advisory role, she provides student loan repayment consulting through her involvement with Student Loan Planner. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm employs diversified, risk-based portfolios primarily using no-load mutual funds and ETFs and offers additional services such as 401(k) plan advisory and tax preparation without a minimum account size.

Oscar Spain is a CFP® professional with 17 years of industry experience, currently serving at Jamison Private Wealth Management, Inc. He has been with the firm, formerly known as Diversified Financial Planning, since 2002. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm develops individualized investment plans primarily through fundamental analysis and direct equity selection, supplemented by mutual funds, ETFs, fixed income, and other vehicles, managing approximately $1.05 billion across a small team of advisors.

Michael Brown is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Berkeley Capital Partners since 2016 and concurrently serves as a Software Consultant at IBM. Outside of his advisory role, Michael is President of Brown Development Partners, LLC, a company involved in buying, renovating, and selling houses in the Atlanta metropolitan area. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, and other entities. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive structures.

Sarah Pryor is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Wealth Science Advisors LLC since 2022 and previously held positions at Northwestern Mutual Investment Services LLC and James Exley. Outside of her advisory role, she owns Wealth Science Analytics, a psychological analytics and consulting business focused on psychological assessments. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm combines proprietary psychological profiling tools with modern portfolio theory to manage portfolios across multiple offices and affiliated entities.