Anthony Mensah is the sole advisor at Mensah Finance Group, LLC, an independent firm based in Atlanta, GA. He holds Series 63 and Series 65 credentials and has six years of industry experience. Mensah Finance Group also operates as a CPA/accounting firm providing accounting and tax services to clients, though these services are optional. Mensah Finance Group offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach and manages accounts using both long-term and short-term strategies across various asset classes, while also providing detailed investment policy statements and regular portfolio monitoring.

Erwin Matthews is a financial advisor with One Source Advisory Services, LLC in Atlanta, GA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with One Source Advisory Services since 2009. In addition to his advisory role, he is a Certified Public Accountant running a seasonal tax preparation and small business accounting service. One Source Advisory Services provides fee-based investment advisory and wealth management services primarily to retirees and small business owners, integrating financial planning with annual tax planning and small-business consulting. The firm employs Modern Portfolio Theory and strategic asset allocation with active management, typically using ETFs, no-load mutual funds, individual equities, and approved options strategies, delivering services through LPL Financial’s Strategic Wealth Management platform.

Ages Legacy Advisors is a full comprehensive financial planning and investment management firm. We offer financial planning for individuals and families navigating growth, transition, and retirement. We bring structure to complexity and confidence to every decision. Whether you are building wealth at the height of your career, preparing for retirement, adjusting after a major life change, or redefining your financial future, we provide integrated guidance across cash flow management, investment strategy, tax planning, estate coordination, and risk management, all aligned within one cohesive plan. Our approach is transparent, culturally aware, and judgment-free. We simplify financial complexity, provide thoughtful guidance aligned with your unique circumstances, and serve as a trusted partner in every major decision aligning your wealth with the life you want to live and the legacy you want to leave. We also work with small businesses and solo entrepreneurs. Our practice is designed for established companies generating consistent revenue and seeking structured financial oversight because we believe that small businesses deserve institutional-level structure. As a first generation wealth builder, entrepreneur and widow, I not only have the technical skills and expertise to advise with my clients, I also have shared lived experiences.

Heather Szyperski is a financial advisor at Heinz Investments with 14 years of industry experience. She holds the ChFC® designation and Series 63 license, and has been with Heinz & Associates since 2011. In addition to her advisory role, she is a licensed insurance agent involved in selling fixed life insurance and annuities. Heinz Investments is a small advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets using a core-and-satellite investment approach that combines passive index funds with selective active holdings, and provides comprehensive advisory services including cash-flow, retirement, tax, estate, and risk-management planning.

Ahron Golding is a financial advisor with Main Street Financial Group LLC in Atlanta, holding a Series 65 license and beginning his advisory career in 2026. He has over a decade of experience as a tax attorney at Roth & Co LLP, representing taxpayers in IRS tax controversies. Main Street Financial Group primarily serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach focused on asset allocation and fundamental analysis, incorporating tax and legal expertise into its planning process.

Scott Letson is a financial advisor at Letson Investment Management, Inc. in Atlanta, GA, holding a Series 66 designation and with 19 years of industry experience. He has been with Letson Investment Management since 2002. Letson Investment Management, Inc. provides discretionary investment management with a focus on equity and fixed-income portfolios. The firm serves a diverse client base including individuals, high-net-worth clients, profit-sharing plans, IRAs, trusts, estates, investment partnerships, and corporations, employing fundamental and cyclical analysis in its investment process.

Thad King is a financial advisor at Cedarwood Wealth with 13 years of industry experience. He previously worked at Citigroup and J.P. Morgan Securities, contributing six and seven years respectively. Thad holds Series 63 and Series 65 licenses. Cedarwood Wealth manages approximately $135.5 million across about 90 client accounts, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing asset allocation across ETFs, mutual funds, stocks, and bonds, supported by fundamental and cyclical analysis.

Timothy Daughtry is a CFA® charterholder with three years of industry experience. He has worked at Access Investment Management, LLC since 2022, following four years at Waypoint Wealth Counsel and seven years at Buckhead Capital Management. He is based in Atlanta, GA. Access Investment Management, LLC is an SEC-registered adviser serving individual and high-net-worth clients with managed account services. The firm employs various investment methods tailored to client objectives and manages assets primarily on a non-discretionary basis.

Mark Thomas is a CFP® with 11 years of industry experience, currently serving as an advisor at Root Wealth Management since 2024. Prior to this, he operated his own firm, Mark Thomas, L.L.C., for 10 years. Root Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, small businesses, trusts, and charitable organizations. The firm employs both fundamental analysis and Modern Portfolio Theory to build diversified portfolios, focusing on asset allocation, tax considerations, and risk tolerance.

Luke Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 16 years of industry experience. He has previously worked at SunTrust Investment Services and Salvus Capital Management. Bennett holds Series 63, 65, and 66 licenses. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach, combining passive and active strategies while selecting and monitoring third-party managers to tailor portfolios to client objectives and risk tolerance.

Melissa George is a financial advisor with InvestHER Fiduciary Solutions, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has led Melissa L. George & Associates since 2006. Her outside activities include serving as Board Chair of the House Proud Non-Profit and as a board member of Girls Inc. Atlanta. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, offering fiduciary advisor services, participant education, and financial planning for business owners and retirees. The firm combines fiduciary oversight with investment management through a partnership with StreamSong Advisors, providing a range of billing options and participant-focused education.

Gary Weld is a Series 65-licensed financial advisor with 21 years of industry experience, currently serving at Galleria Financial Advisors, LLC since 2004. He is based in Atlanta, GA. Outside of his advisory role, Mr. Weld holds passive, minority ownership interests in several private companies without active involvement during trading hours. Galleria Financial Advisors, LLC is a fee-only investment management firm that provides personalized advice and portfolio management to individuals, trusts, estates, and charitable organizations. The firm manages approximately $239 million in client assets, focusing on non-discretionary, globally diversified portfolios using passive index funds, ETFs, and select active managers.

Brandon Hatton is a financial advisor at Conscious Wealth Investments, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory role, Hatton is the owner of Dropping Keys LLC, where he works as an author and speaker. Conscious Wealth Investments provides wealth management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a long-term investment approach that integrates fundamental and technical analysis across a variety of asset types, including equities, ETFs, bonds, and alternative instruments.

Summer Roberts is a CFP® and holds a Series 66 license, with 19 years of industry experience. She has worked at Family Capital Advisors, LLC since 2018 and previously held roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. Roberts is also involved in insurance planning, advising on life and long-term care insurance. Family Capital Advisors, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary managed accounts. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of strategies including asset allocation, dollar-cost averaging, and technical analysis, and integrates third-party providers that use artificial intelligence and machine learning.

Michele Poirier is a financial advisor with The Moorings Group, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been with The Moorings Group since 2003. The Moorings Group provides discretionary portfolio management and sub-advisory services to a range of clients, including high-net-worth individuals, trusts, estates, and institutional accounts. The firm focuses on actively managed, customized fixed-income portfolios with an emphasis on municipal securities and employs a formalized process with designated benchmarks and multi-level municipal credit analysis.

Thomas Moran Sr. is a financial advisor at Moran Tice Capital Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with six years of industry experience. He previously worked at TG Moran Capital Management, LLC from 2016 to 2020 before joining his current firm. Moran Tice Capital Management provides discretionary portfolio management through private pooled investment vehicles and separately managed accounts, primarily serving accredited, high-net-worth, and institutional investors. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities for hedging, employing research-supported trading and full discretionary authority over client accounts.

Anthony Lawal is a financial advisor at Ell Wess Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses with two years of industry experience. Prior to joining Ell Wess Advisors, he worked at Morgan Stanley Smith Barney LLC and Wells Fargo, among other firms. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with a small, high-touch client base and approximately $5.9 million in assets under management. The firm offers standalone financial planning and portfolio management through fixed-fee programs and discretionary management using fundamental analysis and hedging strategies.

Bradley Mcgrew is a CFP® and holds a Series 66 license with 17 years of experience in the financial advisory industry. He has worked at Waypoint Wealth Counsel LLC since 2014 and previously at MAI Capital Management, LLC. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages discretionary portfolios, offers financial planning and fiduciary services, and employs a mix of fundamental and technical analyses, often implementing manager-based investment sleeves.

Robert Amato is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with COMPASS Wealth Management, LLC in Atlanta, GA, where he has worked since 2011. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Merrill. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients, offering integrated financial planning and discretionary portfolio management through diversified asset-allocation models. The firm is noted for conducting educational seminars often in partnership with other professionals and providing financial planning bundled with asset management.

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.