Johnny Masters Sr. is the principal of John Masters, CPA, PC in Atlanta, GA, with 22 years of industry experience and holds Series 63 and Series 65 licenses. He has been associated with his firm and its predecessor since 1974. Outside of his advisory role, he operates a law practice specializing in tax and estate planning. John Masters, CPA, PC serves individual clients including business owners, professionals, retirees, and family members by providing integrated investment advisory, accounting, tax, estate, and probate planning services. The firm employs a combined fundamental and technical investment approach with a focus on dividend-paying and out-of-favor opportunities, managing discretionary portfolios with daily oversight.

Kenneth Brown is a financial advisor at Core Capital Markets, LLC in Atlanta, GA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Inc. and Dempsey Lord Smith, LLC. Brown is also the president of Core Capital Markets, LLC. Core Capital Markets provides model-based investment strategies primarily to registered platform providers and their advisers, with limited direct retail clients. The firm focuses on market efficiency and strategic asset allocation, using mutual funds and ETFs exclusively from Dimensional Fund Advisors to build diversified portfolios tailored to various investment goals.

Garrett Donnelly is the sole advisor at Donnelly Investments Corporation in Atlanta, GA, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led Donnelly Investments Corporation since its founding in 2014. Donnelly Investments Corporation provides discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, and business entities. The firm emphasizes traditional core investments such as stocks, bonds, and cash, while incorporating mutual funds, ETFs, REITs, fixed income, and commodities as appropriate, using a process that combines fundamental analysis and modern portfolio theory tailored to individual client goals.

Elias Mc Quade III is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is the principal advisor at Mindful Capital Management, where he has worked since 2026. Prior to this, he spent ten years at Marotta Wealth Management and six years at the University of Virginia. Outside of financial advising, he owns Mindful Tea LLC, a loose leaf tea and meditation supplies business, and co-owns Boards and Brews, a board game café. Mindful Capital Management provides fee-only investment advisory services to individuals, families, retirement plans, nonprofits, and endowments. The firm employs a combination of fundamental and quantitative analysis with modern portfolio theory, utilizing long-term buy-and-hold and tax-aware strategies, and offers specialized alpha-seeking approaches for accredited and institutional clients. The firm also publishes investment periodicals and conducts educational seminars for clients and plan sponsors.

Ryan Mcpherson is a CFP® with 15 years of industry experience, currently serving at SmartPath Advisors. He has held roles at SmartPath, Inc. since 2017 and is the Vice President of Finance and Operations there, overseeing financial, business, and HR functions. Mcpherson is also the managing member and Chief Compliance Officer of Intelligent Worth, LLC, a financial planning firm. SmartPath Advisors provides planning-focused, short-term advisory services primarily to individuals accessing services through employers or organizations and to high-net-worth clients. The firm emphasizes passive, diversified asset allocation and offers AI-powered ongoing financial guidance without managing client assets or custody.

Arthur Aust is the sole advisor at Aust Financial Advisory, LLC in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has led Aust Financial Advisory since its founding in 2010. Aust Financial Advisory is an independent firm providing fee-only financial planning and discretionary investment management to individuals and families. The firm primarily uses passive, indexed strategies with low-cost, tax-efficient ETFs and mutual funds, and emphasizes client education and customized investment policy statements.

Portia Ryan Gerton is the sole advisor at Transformation Wealth Management, LLC in Atlanta, GA, with 18 years of industry experience. She holds Series 63 and Series 66 designations. Beyond financial advising, she owns and operates Eye Design Interiors, LLC, an interior design business, and is involved with GroundForce Integrated Resources, Inc., a general freight company. Transformation Wealth Management is an independent, single-advisor firm offering investment management, financial planning, and consulting to individuals, trusts, estates, and business entities. The firm combines discretionary portfolio management through SEI-sponsored programs with a substantial portion of non-discretionary assets and utilizes held-away account technology alongside third-party manager referrals.

Ashish Desai is a CFA charterholder and the sole advisor at Desai Capital Management, Inc. He has 11 years of industry experience and has worked at Navigant Consulting since 2004. Based in Atlanta, GA, he focuses on equity research and portfolio management. Desai Capital Management is a state-registered investment adviser that serves clients meeting specific financial knowledge and risk tolerance criteria. The firm employs an absolute-return, concentrated value strategy primarily focused on domestic and international equities, using fundamental valuation models and selective options strategies.

Jamar Bates is a financial advisor with Bates Financial Group, LLC in Smyrna, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has led Bates Financial Group since 2014. Outside of advisory services, he is involved with Bates Realty Group, Inc., which engages in residential and commercial real estate brokerage. Bates Financial Group provides financial planning, consulting, and educational seminars to a diverse client base including individuals, trusts, estates, and business entities. The firm integrates advisory services with brokerage, insurance, and mortgage offerings, relying on third-party managers for investment guidance and emphasizing strategic and tactical asset allocation approaches.

Samuel Deane is a financial advisor at Rora Wealth, Inc. in Atlanta, GA, holding a Series 65 designation with four years of industry experience. Prior to founding Rora Wealth in 2018, he worked at Lincoln Financial Advisors and Transamerica Financial Advisors. Outside of his advisory role, he owns a media entity for which he is compensated for writing and public speaking. Rora Wealth, Inc. advises individual clients and families primarily in the technology sector, focusing on employees, executives, and startup founders. The firm offers discretionary portfolio management and comprehensive financial planning, employing diversified portfolios with ETFs, separate accounts, direct indexing, and option strategies, alongside access to an affiliated early-stage technology private fund.

Caroline McInerney is a CFP® with nine years of industry experience currently serving as the principal of HWM Wealth Management LLC in Atlanta, GA. She previously worked with Nicholas Hoffman & Company, Raymond James & Associates, Clements Financial Services, and HD Vest Investment Services. In addition to her advisory role, she operates Owner's Dividend LLC, a separate business that publishes educational content on financial and business planning. HWM Wealth Management LLC provides fee-only investment management and financial planning services to individuals, families, businesses, and foundations. The firm employs a long-term, principles-based investment approach focused on asset allocation, diversification, and tax-aware strategies, managing portfolios primarily on a discretionary basis.

Jonathan White is a financial advisor at Pearson Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at both Pearson Investment Management and AonHewitt since 2015. Pearson Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporations, with a particular focus on corporate benefit plans and retirement arrangements. The firm’s investment approach integrates fundamental, technical, and cyclical analysis across various asset classes and may include frequent trading and short sales, while also utilizing third-party managers and digital custody platforms.

Frank Brannon is a CFP® with 17 years of experience as a financial advisor at KMR Financial Advisory, Inc., an independent firm based in Atlanta, GA. He has also worked for Southern Company Services for 30 years prior to his current role. KMR Financial Advisory provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm applies Modern Portfolio Theory to build diversified portfolios primarily using ETFs, mutual funds, bonds, and CDs, emphasizing continuous monitoring, tax efficiency, and cost minimization.

James Durden Jr. is a Series 65-licensed financial advisor with Edward Wealth Partners in Lithia Springs, GA. He has been with Edward Wealth Partners since 2025 and has over a decade of experience with Edward Financial Group, where he is also an owner and insurance agent. Edward Wealth Partners is an investment manager offering discretionary and non-discretionary asset management and consulting services, with a focus on retirement-plan work. The firm combines direct portfolio management with third-party manager recommendations and provides plan-sponsor fiduciary services as well as participant education.

At Prana Wealth, we help people over 50 invest smarter, lower their lifetime tax bill, and retire sooner. We are a fee-only financial planning firm based in Atlanta that serves clients across the country. Want to retire? Visit our website to learn more: https://www.pranawealth.com ABOUT PATRICK Patrick lives in Atlanta and enjoys travel, fitness, and photography.

Joseph Stacy is a financial advisor with Meranti Capital Partners, INC. in Atlanta, GA, holding Series 65 and Series 63 licenses and possessing 15 years of industry experience. His background includes roles at Kaplan Professional, Primerica Advisors, and Nokia. Outside of advising, he is a licensed real estate instructor and a commercial real estate agent. Meranti Capital Partners offers portfolio management and financial planning services to individuals, families, trusts, estates, and retirement plans. The firm uses a variety of analytical methods and investment strategies, including alternative and private investments, with services tailored through an Investment Policy Statement and may manage accounts on a discretionary basis when authorized by clients.

I’ve spent two decades in an industry that doesn’t always make it easy to know who to trust. Hidden fees, half-answers, and vague promises aren’t good enough. That’s why everything we do is transparent—how we charge, how we plan, how we execute. You should never wonder what’s happening with your money. Our flat fee structure is based on a commitment to placing client interests first, reducing conflicts of interest, providing transparent & predictable pricing, and making financial advisory services more accessible. Financial Review (aka “Try before you buy”) clients and full-service clients will receive a comprehensive financial review & retirement field guide to achieve their retirement field guide to achieve their desired goals. I started Sonas FP to help individuals and families like you understand how a healthy relationship with your money can lead to a lifetime of financial peace, wellness, and freedom. Sonas Financial Planning is owned and operated by Bradley Hilton, a CERTIFIED FINANCIAL PLANNER™, MBA, and Tax Planning Certified Professional® with over 18 years of experience as the sole financial advisor to more than 110 clients throughout the U.S., including dentists, small business owners, millionaires next door, and top executives at Fortune 500 companies. We’re constantly asking ourselves how we can do more and make a greater impact – and that is part of the reason Sonas Financial Planning was launched. Every good idea starts with a problem. Here was ours: Quality retirement planning and investment management can be expensive for clients under the traditional asset under management (AUM) fee structure. Also, many people fear working with a financial advisor because of either the high fees or the reputation that advisors earn commissions and will sell you products you don’t need. And finally, many wealth management firms do not emphasize financial planning or deliver data-driven financial roadmaps to guide clients. We take a people-centered approach. Our process begins with a free Zoom call so we can get to know one another and learn about your needs. There is no cost and no pressure to move forward. If we are not a good fit for each other, we will let you know upfront and try to recommend an alternative. Schedule a free consultation by calling 404-545-5368 or email [email protected].

John Lawrence is the sole advisor at J.A. Lawrence Wealth Management and holds a Series 65 credential with five years of industry experience. His prior work includes roles at Gibbs Wealth Management and the Lawrence & Monaghan Insurance Group. Outside of his advisory work, he coaches tennis at Ace Tennis Academy. J.A. Lawrence Wealth Management provides discretionary asset management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and businesses. The firm employs a range of investment strategies incorporating fundamental and cyclical analysis and may engage third-party managers while combining advisory services with commission-based insurance activities.

Cass Chappell III is a financial advisor with Chappell Financial Group in Atlanta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including over two decades with LPL Financial. Chappell also operates a fixed insurance and employee benefit planning business under his firm's name. Chappell Financial Group provides comprehensive written financial planning for individuals and small businesses, focusing on areas such as retirement, education funding, estate and long-term care planning, and insurance. The firm offers standalone plans without acting as an investment manager, allowing clients to implement recommendations through various providers.

Aaron Gaines is a CFP® and Series 66 holder with 10 years of experience in financial services. He currently leads Gaines Capital Management, an independent firm based in Smyrna, GA, and has prior experience with Edward Jones and multiple advisory firms since 2016. Gaines also operates an affiliated insurance agency, GCM Wealthshield LLC, providing a range of insurance products. Gaines Capital Management offers financial planning, discretionary portfolio management, and consulting services to individuals, high-net-worth clients, and small businesses. The firm employs fundamental analysis and strategic asset allocation with ETFs and individual equities, focusing on long-term holdings, and provides customized solutions including options and private equity for qualified clients.