Barry Munro is the principal advisor at Munro Legacy Planners LLC in Woodstock, GA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as a senior benefit analyst at Federal Benefit Advocates since 2016. Additionally, Munro has been an independent insurance agent since 2000, providing insurance products alongside his advisory work. Munro Legacy Planners LLC serves individual clients, including high-net-worth households, by offering financial planning and acting as a liaison to third-party money managers. The firm integrates insurance products and federal benefits analysis into its services, focusing on plan creation and client referrals rather than direct asset management.

Moise Piram is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work includes roles at FOUNDATIONS INVESTMENT ADVISORS, MML Investors Services, LLC, and MassMutual Life Insurance Company. He is also active as an independent insurance agent, involved in the sale of various insurance products. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses third-party model portfolios and subadvisers to implement client strategies, managing portfolios on a discretionary basis tailored to client objectives and risk tolerances.

Julie Williamson is a financial advisor at Williamson Advisory Services, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Williamson Advisory Services since 2012. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans, managing approximately $105 million for about 73 clients. The firm offers both discretionary and non-discretionary portfolio management along with pension consulting, using fundamental analysis and longer-term strategies across multiple asset classes. It is affiliated with a CPA practice under common control, providing integrated investment and accounting resources.

Eric Stallworth is a financial advisor with Bella Wealth Management, LLC in Roswell, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Bella Wealth Management in 2025, he worked at Coppell Advisory Solutions LLC and Bella Advisors, Inc. He also served six years in the United States Army and spent seven years at Terry Reid Hyundai. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary investment management. The firm employs a goals-based approach incorporating strategic asset allocation, tactical adjustments, and active trading through independent managers, offering tailored portfolio construction and comprehensive financial planning services.

Kevin Bubb is a CFP® with 12 years of experience in financial advising. He has been with Estate Management Counselors, LLC since 2011 and also maintains a long-term position at Delta Air Lines. Estate Management Counselors, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm employs a strategic asset allocation approach using passive index and ETF cores combined with selective active managers, and offers in-house legal and tax implementation support through affiliated entities.

Thomas Heald is a CFA charterholder with 33 years of industry experience and has been with Eads & Heald Investment Counsel since 1987. He is based in Atlanta, GA, and holds a Series 65 license. Eads & Heald Wealth Management is a four-advisor team that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified portfolios with an emphasis on low turnover and full investment, and is also involved as a portfolio manager in third-party wrap fee programs and model provider platforms.

Eric Wimbush is a CFA® charterholder and financial advisor with nine years of industry experience. He has worked at Seraphim Wealth Advisors, Inc. since 2020 and concurrently serves as a Senior Relationship Manager at FHLBank Atlanta, where he assists financial institutions in managing balance sheet risk. Outside of his advisory role, he co-manages Wimbush Investments, an LLC involved in a real estate development project. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses. The firm’s investment approach includes the use of derivatives and offers both discretionary and non-discretionary account management without account minimums.

Anitha Rao is a CFP® professional with 16 years of industry experience, currently serving at Financial Architects, LLC since 2005. She is based in Woodstock, GA. Financial Architects serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm employs an investment approach grounded in academic research, focusing on low-cost mutual funds and ETFs with factor tilts and broad diversification.

Will Holdren is an advisor at Xception Family Office with Series 65 and Series 66 credentials. He has been in the financial advisory industry since 2023, with prior experience at Hightower Advisors and Elizabethtown College. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and certain corporate clients. The firm emphasizes asset allocation and a blend of passive vehicles and specialist third-party managers, using quantitative and qualitative due diligence to select independent managers and alternative investments.

Linda Kuehn is a financial advisor at McCormack Financial Planning Inc. in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. Her prior roles include positions at M. S. Howells & Co., Cambridge Investment Research, Inc., and Dempsey Lord Smith, LLC. McCormack Financial Planning, Inc. serves individual clients and small businesses by providing financial planning, advisory services, and discretionary asset management through a wrap-fee program. The firm employs a long-term, tailored investment process using a combination of fundamental, technical, and charting analysis, and manages approximately $115.7 million in client assets.

Michael Cordak is a financial advisor at Optimum Wealth Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Optimum Wealth Management since 2010. In addition to his advisory role, he has been a commercial airline pilot for Delta Airlines since 2006. Optimum Wealth Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF positions with selective active management, focusing on global diversification and integrating investment advice with broader life-planning topics.

Jason Daugherty is a financial advisor at Triumph Wealth Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Triumph Wealth Advisors since 2010, with prior experience at World Equity Group, Inc. and Taylor Capital Management, Inc. Outside of his advisory role, he owns a used auto modifying and sales business. Triumph Wealth Advisors provides asset management, financial planning, and consultation services to individual and business clients. The firm manages portfolios on a non-discretionary basis, tailoring investments using equities, fixed income, mutual funds, ETFs, and other strategies, and reported approximately $30.3 million in assets under management as of December 31, 2024.

Kimberly Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA, holding a Series 65 designation and five years of industry experience. Before joining Michael L. Ball, CPA, LLC in 2021, she worked at Commoneo, LLC and The Coca-Cola Company. Ball Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and other businesses. The firm offers discretionary portfolio management, financial planning, and tax preparation services, utilizing a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory and primarily employing passively managed mutual funds and ETFs.

Sharon Budnik is a financial advisor with Carlyle Wealth Planning in Atlanta, GA, holding a Series 63 designation and over 45 years of industry experience. She has worked at Carlyle Wealth Planning since 1988 and has been affiliated with The Strategic Financial Alliance since 2016. Outside of financial advising, she is involved in insurance sales through Dempsey & Assoc. Inc. Carlyle Wealth Planning provides comprehensive financial planning and advisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary planning with a small client roster and advises on a broad range of investments while monitoring third-party discretionary portfolio managers.

Jeffrey Eischeid is a PFS™ credentialed financial advisor with 17 years of industry experience. He is a partner at Bennett Thrasher LLP, a public accounting firm, and has been with Galleria Financial Advisors, LLC since 2010. Outside of his advisory role, he is a certified public accountant and holds ownership interests in several private companies, though he does not devote time to these businesses during trading hours. Galleria Financial Advisors, LLC is a fee-only investment management firm serving individuals, trusts, estates, and charitable organizations. The firm manages client assets through non-discretionary, globally diversified portfolios that combine passive index funds, ETFs, and select active managers, with client authorization required for all trades.

Michael Doyle is a financial advisor at Aurora Investment Counsel with 17 years of industry experience. He holds Series 65 and Series 66 designations and has been with Aurora Investment Counsel since 2005. Aurora Investment Counsel provides discretionary separate-account portfolio management and financial planning services primarily for high-net-worth individuals, pension plans, charitable organizations, trusts, and family offices. The firm follows a fundamentals-based “Growth At a Reasonable Price” investment approach and serves both direct clients and other registered investment advisers as a sub-advisor.

Jonah Tivey is a financial advisor at Bella Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Morgan Stanley and Coppell Advisory Solutions LLC. Outside of his advisory role, he works as an audio engineer at NTB Studios. Bella Wealth Management is a team-based investment adviser serving individual and high-net-worth clients, offering financial planning, consulting, and discretionary investment management with a goals-based, tailored approach. The firm employs a range of investment vehicles and selects independent sub-advisors when appropriate, providing services on a discretionary-only basis.

Phimar Patterson is a CFP® with 18 years of industry experience, currently serving at PR Squared Wealth Management LLC. He has held roles at Unified Legacy Group and Blue Clover Financial, where he is the owner of a marketing organization. Patterson also operates as a sole proprietor advising and selling life, disability, and medical insurance, as well as annuities. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, and ERISA 3(21) fiduciary services. The firm typically uses model allocations, sub-advisors, and platform tools to build portfolios, primarily on a non-discretionary basis, while also emphasizing retirement plan participant education and structured ongoing consulting.

Karen Vining is a financial advisor at Incompass Financial Partners, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Triad Advisors, Inc., Wealth & Pension Services Group, Inc., and Vining Financial. Incompass Financial Partners, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm customizes investment advice based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation and dollar-cost averaging.

William Allen is a financial advisor at Sentara Capital with 18 years of industry experience. He holds a Series 66 designation and has been with Sentara Capital since 2012. Outside of his advisory role, Allen is involved with the Foundation for Personal Financial Education, a nonprofit focused on financial education, and owns WS Allen and Company, Inc., a business used for office leasing. Sentara Capital serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, offering comprehensive financial planning, investment consultation, and portfolio management. The firm employs six portfolio models ranging from Capital Preservation to Aggressive, combining core allocations with tactical and quantitative strategies, and regularly provides educational workshops on financial topics.