Kathy Weese is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Nora Wealth Advisors, LLC since 2017 and previously spent 11 years at Minerva Planning Group. Based in Atlanta, GA, she holds a Series 65 license and operates as the sole advisor at Nora Wealth. Nora Wealth is an independent, fee-only advisory firm providing discretionary asset management and financial planning primarily for individual clients, as well as trusts, businesses, and retirement plans. The firm offers customized investment strategies, retirement plan consulting, and fiduciary services, managing approximately $53.6 million in discretionary assets.

Leon Frush III is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Cornerstone Financial since 2013. He also has been associated with Dempsey Lord Smith, LLC since 2012. Outside of advising, he is a 50% partner in Barewood Inc., a company involved in rental real estate management. Cornerstone Financial Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for around 200 clients. The firm uses a long-term investment approach centered on fundamental analysis and manages most client accounts on a non-discretionary basis.

Robroy Wiley is a financial advisor at SmartPlan Investing in Atlanta, GA, holding a Series 65 designation with 12 years of industry experience. He has been with SmartPlan Investing since 2011. SmartPlan Investing serves primarily individual investors, along with pension and profit-sharing plans and business clients, offering financial coaching, planning, and investor education workshops. The firm uses academic investing principles and the Matson Money platform to create diversified portfolios, emphasizing client coaching and periodic reviews while partnering with third-party portfolio managers for discretionary trading and rebalancing.

Donald Dusick Jr. is a financial advisor at Cornerstone Financial with 34 years of industry experience. He has held securities licenses Series 63 and Series 65 and previously worked at Dempsey Lord Smith, LLC for 11 years. Dusick is also a licensed insurance agent involved in insurance sales and implementation. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm specializes in non-discretionary portfolio management using diversified mutual funds and ETFs, emphasizing fundamental analysis with a long-term investment approach.

Matthew Hudgins is a CFA® charterholder with 18 years of industry experience. He has been the President and Owner of Mosaic Wealth Management, L.L.C. since 2007. In addition to his advisory role, he owns and operates Parliament Capital LLC, a business coaching and consulting firm focused on helping business owners improve efficiency and profitability. Mosaic Wealth Management serves individuals, trusts, pension plans, and estates by providing discretionary portfolio management alongside limited financial planning and consulting engagements. The firm manages approximately $239 million across about 75 client relationships and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies to each client’s objectives and risk tolerance.

Michael Ball Jr. is a financial advisor at MRB Capital with Series 65 and Series 66 licenses and two years of industry experience. He also holds a senior analytics role at AT&T, a dual-career arrangement that is uncommon among solo advisors. MRB Capital Group, LLC is a fee-only, registered investment adviser serving individuals, businesses, trustees, and pension plans with portfolio management, investment selection, asset allocation, and retirement transition planning. The firm uses a tactical asset-allocation approach that combines fundamental and technical analysis with an economic overlay, actively managing portfolios across a range of securities and offering an optional ESG overlay.

Amy Mawson is a CFP® and Series 65 credentialed advisor with Minerva Planning Group in Decatur, GA. She has seven years of industry experience, including nine years with Minerva Planning Group. Prior to her financial advisory career, she was a homemaker for three years. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, typically incorporating Dimensional Fund Advisors (DFA) funds as core holdings.

Kevin Riley is a financial advisor at Astrop Advisory Corporation in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Astrop Advisory since 2020 and is also president of Unibat USA, a motorcycle battery distribution business that is in the process of winding down. Astrop Advisory provides discretionary investment management for individual and institutional clients, focusing on capital preservation and long-term growth through actively managed, individualized portfolios using a mix of stocks, mutual funds, ETFs, bonds, and options.

Trenton Bryde is a financial advisor at Factory Capital LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at B&G Capital Partners LLC and Cresset Capital, as well as work at the University of Georgia. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm leverages outsourced solutions and third-party managers across active and passive strategies, including alternative asset classes, while maintaining disclosures on affiliations and conflicts of interest.

Larren Odom is a CFP® with 19 years of industry experience, currently serving as an advisor at Chastain Wealth Management since 2016. Prior to this, he worked at Redwood Wealth Management for eight years. He holds a Series 65 license and is based in Atlanta, GA. Chastain Wealth Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as corporations, trusts, and estates. The firm manages approximately $144 million in discretionary assets and employs a client-centric approach that often begins with financial profiling and planning before transitioning to ongoing asset management.

Connie Partridge is a financial advisor with The Moorings Group, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses 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 individuals, trusts, estates, charitable organizations, corporations, foundations, municipalities, and other business entities. The firm specializes in actively managed, customized fixed-income portfolios with a primary focus on municipal securities and manages a limited number of balanced portfolios.

Peyton Riley is a financial advisor at Dyche, Riley, & Selman Wealth Management with 22 years of industry experience. He holds a Series 63 designation and has been with Dyche Wealth Management since 2014. Outside of advisory work, Riley is involved in operating LLCs related to group medical and dental insurance commissions, as well as other business activities. Dyche Wealth Management provides personalized financial planning and investment management services to individuals, high-net-worth clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management, ERISA plan consulting, and advises on private alternative investments, with a focus on thorough client evaluation and ongoing portfolio monitoring.

Marc Baylin is a CFA® charterholder with 12 years of industry experience. He is a managing advisor at MB Advisors LLC in Atlanta, GA, where he has worked since 2013. Baylin also serves as a board member of File And Serve Express, a private company providing workflow management solutions for the legal profession. MB Advisors offers discretionary, customized investment management and financial consulting to individuals and high-net-worth clients. The firm employs a fundamental, bottom-up research process and implements two core strategies focused on equity returns and intrinsic value, managing concentrated, benchmark-agnostic portfolios with a selective client base.

James Livingston is a financial advisor at Livingston Financial Planning, Inc. in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked at Alpha Financial Management Consultants and Accenture. Livingston Financial Planning, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm provides comprehensive and limited-scope financial planning, educational workshops, and investment management services, using a long-term, buy-and-hold approach focused on diversified allocations to low-cost index funds, ETFs, and investment-grade fixed income.

Michael Edmondson is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Wells Fargo Clearing. Edmondson also provides investment advisory services through Capital and Planning, LLC, an independent investment advisory firm he is involved with. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a wide range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Joseph Gandolfo is a CFA® charterholder based in Atlanta, GA, and serves as an advisor at Factory Capital LLC. He has two years of industry experience, with prior roles at B&G Capital and Truist Securities. Gandolfo’s background also includes positions related to financial services and education during his time at Georgia Tech and the Georgia Tech Foundation. Factory Capital LLC provides portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management for institutional and other clients. The firm emphasizes the use of third-party managers and outsourced solutions, employing both active and passive strategies across various asset classes.

Joseph Carroll is the sole advisor at The Carroll Group, Inc. in Atlanta, GA, holding a Series 65 credential and with 18 years of industry experience. He has been with The Carroll Group, Inc. since 1993. The Carroll Group provides discretionary portfolio management and investment advisory services primarily to high-net-worth families and individuals, employing a fundamental security-analysis approach to build diversified portfolios using both active and passive investment strategies. The firm maintains a very small client base with high asset concentration per client, and the owner serves as the portfolio manager.

Clayborn Pender is a Series 65-credentialed advisor at Conscious Wealth Investments, LLC in Atlanta, GA, with experience dating back to 2020. His professional background includes roles at RC Whatley & Co and the University of Georgia. Outside of his advisory work, he is involved with the Atlanta Track Club. Conscious Wealth Investments serves individuals, families, trusts, estates, and small businesses, managing approximately $272.8 million in discretionary assets. The firm employs a long-term, tailored investment approach that includes the use of derivatives and leverage strategies within separately managed accounts, combining fundamental and technical analysis to build diversified portfolios.

Mark Demos is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Anson Analytics. Prior to joining Anson Analytics, he worked in consulting and spent ten years at Foundry Partners LLC. Anson Analytics provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to both individual clients, including high-net-worth households, and institutional plan sponsors. The firm’s investment approach combines Modern Portfolio Theory with qualitative and quantitative analysis to manage small- and mid-cap focused portfolios.

Rachel Webster is a CFP® and holds a Series 66 license with 14 years of industry experience. She currently works at Conscious Wealth Investments, LLC and has previously been employed by Raymond James and Associates and Morgan Stanley. In addition to her advisory role, she is a licensed insurance agent in Atlanta, GA. Conscious Wealth Investments provides wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental and technical analysis and may utilize margin and derivatives within separately managed accounts.