Joseph Norton is a financial advisor at Capital and Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wisdom Planning Center, Principal Life Insurance, and Woodbury Financial Services. Norton is also involved in fixed insurance sales, offering life insurance, annuities, Medicare, disability, and long-term care insurance. Capital and Planning, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $193.9 million in assets and emphasizes asset allocation, fundamental and technical analysis, and mutual fund and ETF selection tailored to clients’ objectives.

Yarenis Rodriguez is a financial advisor at Pursue Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Kingswood Capital Partners, J Alden Associates, iCapital Wealth, Cantella & Co., Raymond James, and Fidelity Brokerage Services. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis to create customized portfolios using a broad range of investment vehicles and employs both internal management and independent managers, supported by a relationship with Raymond James for custodial and operational services.

Philip Lichtman is a financial advisor at Concert Financial Planning, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has worked with various firms, including Maycomb Wealth Advisors LLC and The Lichtman Firm, LLC. Outside of financial advising, Lichtman is also a mediator and attorney at Mills Law Group PA. Concert Financial Planning serves primarily BigLaw attorneys and their families, along with individual and high-net-worth clients. The firm employs a passive, low-cost investment approach enhanced by fundamental and economic analysis, incorporating options overlay strategies to manage risk and income, and typically manages accounts on a discretionary basis with tailored portfolios.

Christopher Ciovacco is the founder and sole advisor at Ciovacco Capital Management in Atlanta, GA. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. Mr. Ciovacco has managed his firm since 1999. Ciovacco Capital Management provides discretionary portfolio management on a fee-only, fiduciary basis, primarily serving individuals, high-net-worth investors, and business entities. The firm uses a proprietary, backtested market model to guide ETF allocations and manages over 200 client accounts with approximately $182 million in discretionary assets.

Cinthya Miceli is a financial advisor at Carrington Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Carrington Advisors since 2021. Her prior roles include positions at Regal Investment Advisors, the Fuqua School of Business, and Miceli Castellon. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, typically requiring a minimum account size. The firm offers discretionary portfolio management, third-party manager selection, and financial planning services, utilizing a personalized investment approach that combines fundamental and technical analysis with both long- and short-term trading strategies.

Carroll Davenport is a financial advisor with TCM in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Trinity Capital Management, LLC since 2016 and Raymond James Financial Services Advisors INC. since 2016. Trinity Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities, offering discretionary portfolio management, financial planning, third-party money manager recommendations, and educational seminars. The firm utilizes model portfolios and an AI-assisted, quantitative model platform that emphasizes risk management and automated trade execution.

Brian Biederman is a CFP® with 42 years of industry experience, currently serving at Nortlov Advisory, LLC. His prior roles include positions at Money Concepts Capital Corp., Innovation Partners, and Advanced Financial Concepts, which he owns. Outside of his advisory work, he is active in community service, including volunteer roles at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center and leadership in a Jewish community association. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to a diverse client base, including individuals, families, businesses, trusts, and institutional entities such as insurance companies and municipal organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including asset allocation, options, and third-party manager integration.

Samuel Sweitzer is a CFA® charterholder with 22 years of industry experience, currently serving at Anson Analytics since 2004. He is also a pilot for Delta Airlines, flying MD-88 aircraft since 1999. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, and other entities, employing a framework based on Modern Portfolio Theory combined with fundamental and cyclical analysis. The firm offers services including discretionary and non-discretionary portfolio management, model portfolios, financial planning, and pension consulting.

Alexandra Kent is a financial advisor at Wealth Engagement with a Series 65 credential and one year of industry experience. Her prior roles include positions at Brookwood Associates and Book of the Month. She is currently a student at the University of Pennsylvania. Wealth Engagement provides discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to individuals, business entities, and retirement plans. The firm uses a tactical allocation strategy based on fundamental, technical, and cyclical analysis to tailor portfolios according to client risk profiles.

Lauren Noce is a financial advisor at Twin Robins Capital with a Series 65 designation and less than one year of industry experience. Prior to her current role, she worked in various business roles including positions at HUNGRY Marketplace, LLC and Against the Grain Brewery. Twin Robins Capital serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, combining Modern Portfolio Theory with both passive and active strategies and providing integrated planning supported by ongoing engagement and coordination with clients’ other advisors.

Valerie Williams is a CFP® with 24 years of industry experience, currently serving as an advisor at Sincerus Advisory since 2022. Her prior roles include positions at Capital Investment Group, Inc., MWA Financial Services Inc, Modern Woodmen of America, and The Websuasion Group. She is also the owner and president of ClientLeap, Inc., a lead generation and sales consulting firm, which is currently inactive. Sincerus Advisory is an SEC-registered investment adviser serving individual and institutional clients, including high-net-worth households. The firm combines passive portfolio construction with active analytical tools to create individualized investment plans and offers discretionary management alongside comprehensive financial planning services.

Russell Thornton is a financial advisor at TVAMP, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill, Thornton Wealth Management, LLC, and Wealthcare Capital Management LLC. Thornton serves on the board of trustees of the Georgia Eye Bank and leads its finance committee as Treasurer. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach using diversified portfolios primarily composed of mutual funds and ETFs, and offers a range of advisory and sub-advisory services.

Catherine Groff is an advisor at Panoramic Capital Partners LLC with a Series 65 designation and two years of industry experience. She previously worked at Morgan Stanley and Fisher Investments, each for one year, and has a background that includes entrepreneurial experience with Green Imaging LLC. Panoramic Capital Partners LLC provides advisory services to individuals, trusts, retirement plans, nonprofits, and businesses, offering discretionary asset management, financial planning, business consulting, and retirement plan consulting. The firm constructs tailored portfolios using a combination of in-house management and third-party sub-advisors, incorporating various asset types and continuous portfolio monitoring.

Rachel Faulk is a financial advisor with Global Investment Advisory, holding a Series 66 credential and three years of industry experience. She has worked at firms including American Global Wealth Management, First Asset Financial Inc., and Cape Securities Inc. In addition to her advisory role, she serves as Compliance Director at AMGlobe Consulting, LLC, providing regulatory compliance consulting. Global Investment Advisory offers fee-based discretionary portfolio management to individuals, trusts, estates, charities, corporations, and other advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and manages a diverse range of investment instruments, including mutual funds, ETFs, equities, fixed income, and alternative assets.

Lucy Thompson is a financial advisor at Zuraw Financial Advisors, LLC in Atlanta, GA, with eight years of industry experience. She holds a Series 65 designation and has worked at Delta Air Lines since 2017 in various capacities, including as an MBA Associate. Thompson also spent two years at Dartmouth Tuck School of Business prior to her current role. Zuraw Financial Advisors serves individuals, trusts, estates, corporations, and other legal entities, providing discretionary portfolio management and financial planning services. The firm manages approximately $520 million in assets and implements client-specific investment plans using ETFs, mutual funds, individual equities, and fixed income, supported by owner-led oversight and a compact team structure.

Matthew Williams is a financial advisor at Riverstone Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining Riverstone Advisors in 2023, he worked at Google LLC from 2016 to 2023. Riverstone Advisors provides wealth management, financial planning, investment consulting, and family office services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering customized portfolios and a distinct Family Office tier for clients with $20 million or more in investable assets.

Mark Sinderson is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with SmartPath Advisors since 2020 and previously worked at Financial Clarity Partners, Liberty Partners Capital Management, and SmartPath, Inc. SmartPath Advisors provides limited-engagement financial planning services focused on retirement readiness and savings strategies primarily for individuals accessing services through their employers and high-net-worth clients. The firm emphasizes a passive investment approach using diversification and low-cost index funds, with engagements typically arranged and paid for by employers or organizations rather than individual clients.

Gary Cheng is a financial advisor at Morling Financial Advisors, LLC in Atlanta, GA, with 12 years of industry experience. He holds a Series 65 designation and has been with Morling Financial Advisors since 2012. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, often using index-based strategies and a range of alternative vehicles, while maintaining client relationships and regular account reviews.

Joshua Tosoni is a financial advisor at Hamel Associates, Inc. in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Hamel Associates since 2019 and previously worked at Seton Hall University from 2016 to 2020. Hamel Associates, Inc. is a wealth management firm serving primarily high-net-worth individuals with services including investment management, financial planning, and tax preparation. The firm employs a value-oriented investment approach focusing on dividend-paying large-cap stocks and investment-grade fixed income, and it may offer private equity, venture capital, and real estate opportunities to very high net worth clients.

Francois Bigot is a CFP® with 17 years of industry experience, currently serving at Investor FAN. His career includes roles at Edward Jones, Cape Securities / Financial Concierge Concepts, BB&T Investment Services, and Wells Fargo Clearing. Investor FAN provides investment management, financial consulting, and retirement plan advisory to individuals, high-net-worth clients, employer-sponsored plans, foundations, trusts, and estates. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and integrates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.