John Amberg II is a financial advisor at Bloomwood with 11 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Morgan Stanley and Corporate Finance Associates. Outside of his advisory role, he is a minority shareholder in Aries Adaptive Media, a non-investment-related business. Bloomwood Capital Advisors serves individual and high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing fundamental value analysis supplemented by technical and cyclical methods.

Our Services: *Fiduciary* Our client's interests come first 100% of the time *Retirement Income Planning* Providing customer solutions to fit your needs *Active Wealth Management* Strategic and tactical management of your portfolio *Insurance Analysis* Most insurance is sold, not bought. We help you understand the difference *Tax Planning* Long-term tax customization so you don't tip the IRS *Social Security Optimization* Understand your options to make the best decision *Risk Assessment* Determine how much risk to take to meet your goals

Gregory Cohn is a Series 66 licensed financial advisor with Maven Capital Partners, LLC in Atlanta, GA, where he has worked since 2018. He has 14 years of industry experience, including prior roles at MCA Securities, LLC and PNC Capital Advisors, LLC. Outside of his advisory duties, he is involved in employment services through Maven Employment, LLC. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and other entities, managing approximately $152.9 million in discretionary assets. The firm offers portfolio allocation across various asset classes and serves as investment manager to private special purpose vehicles with carried interest compensation arrangements.

Emma Foulkes is a CFP® professional with 24 years of industry experience. She is currently with Collective Wealth Partners, LLC, where she has worked since 2021. Prior to that, she spent seven years with Cambridge Investment Research. Outside of her advisory role, Foulkes is an author and speaker on financial education, owner of a financial television network, and serves on multiple nonprofit boards. She also volunteers as a subject matter expert for the CFP Board’s exam development. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management and financial planning services. The firm uses fundamental analysis to construct diversified portfolios and offers educational seminars and financial-wellness programs, including counseling targeted to women and minorities.

Ellis Carson II is a financial advisor at Sunbeam Capital Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for nine years before joining Sunbeam Capital Management in 2017. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm builds diversified portfolios using low-cost mutual funds, ETFs, and may incorporate individual stocks, bonds, and alternative investments, following a long-term, fundamentals-based approach with customized asset allocations and ongoing account monitoring.

Joseph Young is a financial advisor with 25 years of industry experience, currently serving at 34 Financial, LLC. He holds a Series 66 designation and has worked at Mercer Global Advisors Inc., Arkadios Capital LLC, ACG Wealth, Inc., and Triad Advisors, Inc. 34 Financial, LLC is a small advisory team managing approximately $101 million across about 90 client relationships, providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm employs fundamental, technical, and cyclical analysis to develop client-specific investment policies and offers portfolio management that may include the use of margin, options, leveraged/inverse ETFs, and structured products.

Michael Fortune II is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Hamilton Capital Partners, LLC, where he has worked since 2021, following a three-year period at Hamilton Investment Counsel, LLC and two years at Fortune 401(K). Outside of his advisory role, he serves as president of Fortune Wealth Management, Inc., a non-investment-related business, and is a partner involved in general business development at Perseus Venture Partners, LLC. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a multi-disciplinary investment approach that includes fundamental, technical, quantitative, sector, and cyclical analysis to create customized portfolios consisting of various securities, which are actively monitored and rebalanced.

Ana Hata is a financial advisor with AKPRIDE Financial Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Raymond James & Associates, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she serves as Membership Chair for the American Killfish Association, focusing on conservation and education related to freshwater fish. AKPRIDE Financial Services provides investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, families, business owners, and corporate plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored portfolio management and financial planning services through platforms like eMoney and Orion.

Gary Gerald is a financial advisor with The Marin Group Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with The Marin Group Inc. since 1999. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a proprietary "Cycle Investing" methodology that uses economic cycles, fundamental analysis, and technical analysis to guide investment decisions across a diversified mix of asset types.

James Letson is a financial advisor with Letson Investment Management, Inc. in Atlanta, GA, holding the PFS™ designation and Series 65 license, with 19 years of industry experience. He has been with Letson Investment Management since 1987. Letson Investment Management, Inc. provides discretionary investment management services, including equity and fixed-income portfolio management, for a diverse client base ranging from individuals to institutional accounts. The firm employs fundamental and cyclical analysis in its investment process and manages portfolios on a discretionary basis with regular reviews and detailed quarterly reporting.

Porsche Love is a financial advisor with InvestHER Fiduciary Solutions, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has previously worked at firms including National Life Group, Massmutual Life Insurance Co, AXA Advisors LLC, and Wells Fargo. Outside of her advisory work, she is involved in public speaking and writing on home ownership and financial literacy. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets while offering financial planning and implementation services for business owners, retirees, and plan participants. The firm provides fiduciary advisor services with support for plan education, portfolio management through a strategic partnership, and a range of billing options beyond traditional asset-based fees.

James Bridges is a CFP® with 19 years of industry experience, currently serving as Managing Director at Family Capital Advisors, LLC since 2018. His prior experience includes roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. In addition to his advisory work, he is a director and owner of Family Capital Advisors Insurance Group, LLC, which provides insurance options to clients. Family Capital Advisors, LLC offers investment advisory and financial planning services to individuals and high-net-worth clients, managing both discretionary and non-discretionary accounts with a range of investment strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm integrates third-party AI and machine-learning tools into its processes and combines advisory services with broker-dealer registration and insurance offerings.

Christopher Morris is a CFP® with 26 years of industry experience and serves as chairman at CMA Financial Services. He has been with CMA Financial Services since 2016 and also maintains a CPA practice through Chris Morris & Assoc. PC. Additionally, he is an author of a published book. CMA Financial Services serves individual investors, high-net-worth clients, trusts, estates, and business entities, managing approximately 90 client relationships with a two-advisor team. The firm employs a combination of fundamental, technical, and charting analysis, utilizing both long- and short-term strategies, including options and derivatives within separately managed accounts.

Jessica Morris is a CFP® with 14 years of industry experience, currently serving at CMA Financial Services since 2016. She is also involved with Jessica's Enterprises, Ltd., where she brokers insurance products. Jessica is based in Atlanta, GA. CMA Financial Services serves individual investors, trusts, estates, and business entities through a two-advisor practice managing approximately 90 client relationships. The firm provides discretionary asset management and written financial planning, utilizing a blend of fundamental, technical, and charting analysis along with option-writing strategies to tailor portfolios to client objectives.

Vadzim Yazvinski is a CFA® charterholder with 16 years of industry experience, currently serving at Jordan Capital AM, LLC since 2008. He is also involved with The Jordan Company, a real estate development and manufacturing investment firm, where he assesses investment opportunities. Jordan Capital AM, LLC provides discretionary investment management primarily to high-net-worth individuals and operates both separately managed accounts and a private pooled vehicle, Jordan Capital Partners, LP. The firm employs a combination of fundamental and technical analysis and focuses on income-oriented strategies alongside broader equity investments.

Faye Sykes is a financial advisor at Tuttle Wealth Partners LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Capital Asset Advisory Services, Scarlet Oak Financial Services, and Northwestern Mutual Investment Management. In addition to her advisory role, she is CEO of Social Security Benefit Planners, where she focuses on social security benefit planning and training. Tuttle Wealth Partners LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement services to institutional and retail clients. The firm uses proprietary and customized models tailored to client objectives and serves as an ERISA fiduciary for retirement plan recommendations.

Kamila Elliott is a CFP® professional with 23 years of industry experience, currently serving at Collective Wealth Partners, LLC. Her prior roles include positions at Dimensional Fund Advisors, LPL Financial, and The Vanguard Group. She chairs the CFP Board of Standards and contributes to the CNBC Financial Advisor Council. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, and business consulting. The firm emphasizes fundamental analysis and portfolio construction while offering educational seminars and financial-wellness programs, including services tailored to women and minorities.

Courtney Deveau is a financial advisor at Peachtree Investment Partners, LLC with a Series 65 designation and two years of industry experience. Prior to joining Peachtree in 2023, Deveau worked at Pace Academy and The Museum of Modern Art. Peachtree Investment Partners provides discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities, managing approximately $336 million across about 227 client accounts. The firm emphasizes long-term, growth-oriented investing primarily in common stocks selected through fundamental analysis, complemented by bonds and index ETFs.

Jeffrey Shaver is a financial advisor at 34 Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Mercer Global Advisors, Arkadios Capital, Atlanta Capital Group, Triad Advisors, and LPL Financial. 34 Financial, LLC provides discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm uses fundamental, technical, and cyclical analysis to construct client-specific portfolios, managing roughly $101 million across about 90 client relationships.

Allan Mathis is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with Berkeley Advisors, Inc. since 2019. Outside of his advisory role, Mathis volunteers as a youth soccer coach and serves as an on-site property manager and secretary for HamLam Properties, LLC. Berkeley Advisors serves individual and high-net-worth clients, as well as trusts and estates, providing ongoing financial planning and discretionary portfolio management. The firm employs a diversified, Modern Portfolio Theory–based investment approach using mutual funds, ETFs, and selected individual securities, and operates its own Wrap Fee Program.