Adam Mauldin is a financial advisor with RightOak Asset Management, LLC and holds a Series 65 designation. He has been with RightOak since 2026 and has prior work experience in various roles including entrepreneurship and customer communications management software through his involvement with DataOceans. RightOak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, and also offers retirement-plan consulting with ERISA fiduciary roles.

Christopher Carrelha is a financial advisor at Wellesley Asset Management, Inc. with 19 years of industry experience. He holds a Series 63 designation and previously worked for AllianceBernstein Investments, Inc. for 17 years. He currently serves as a director involved in promoting funds for Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

George Rall Jr. is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial, GER Financial LLC, Ger Loftin Wealth Advisors, LLC, and United Planners' Financial Services. Rall provides investment advisory services through Loftin Wealth Partners, where he is actively involved. Loftin Wealth Partners offers investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation, technical analysis, and both long- and short-term trading.

David Fountain is a CFP®-designated financial advisor with 33 years of industry experience, currently with Financial Consultants Group Inc since 2017. Prior to that, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He serves on the Board of Directors for the Forsyth County Chamber of Commerce, assisting with the nonprofit’s financial oversight in a volunteer capacity. Financial Consultants Group, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, families—including high-net-worth clients—as well as corporations and trusts. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term discretionary trading approach, supported by periodic due diligence on technology providers and firm-specific custodial and service arrangements.

Joseph Hampton is a CFP® affiliated with Financial Consultants Group Inc in Cumming, GA. He has prior work experience at Tender Lawn Care, Inc. and The University of Georgia. Hampton has been with Financial Consultants Group since 2024. Financial Consultants Group serves individuals and families, including high-net-worth clients, as well as corporations and trusts, offering discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and integrates AI and machine learning tools with ongoing due diligence.

Samuel Hutto is a financial advisor with Legacy Planning Advisors, LLC and holds a Series 66 designation. He has experience working with The Strategic Financial Alliance, Ameriprise Financial, and has a background that includes roles in education and entrepreneurship. Outside of finance, he was involved with Kona Ice, a mobile dessert business. Legacy Planning Advisors, LLC offers financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach supported by third-party managers and provides retirement plan consulting and participant education.

Shaun Duffy is a financial advisor at The Lloyd Advisory Group with two years of industry experience. He holds a Series 65 designation and has been with The Lloyd Advisory Group since 2019. Prior to his advisory career, he worked at Outback Steakhouse for 13 years. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm uses a three-bucket investment approach and relies on third-party model portfolios and money managers accessed through AE Wealth Management’s platform.

Joshua Studebaker is a financial advisor at Loftin Wealth Partners with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Prudential / LPL Enterprise LLC, BJM Financial, Inc., and 49 Wealth Management. Outside of advising, he is involved with Spark Collective Holdings LLC and works with Heart of Georgia Health Insurance and Virtus Accounting. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management and employs strategies such as hedging, leverage, and options when appropriate.

Peter Geckeler is a CFP® with two years of experience at Legacy Planning Advisors, LLC. He has also worked with The Strategic Financial Alliance, Inc. since 2014. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm uses a long-term buy-and-hold investment approach with periodic reviews and rebalancing, leveraging third-party managers and custodial platforms to implement strategies.

Carolyn Flournoy is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has worked at Financial Consultants Group, Inc. since 2022, and previously held roles at Investment Planning Advisors, Patton Albertson Miller Group, LLC, and Anthony Smith Advisors, Inc. Financial Consultants Group, Inc. serves individuals, families—including high-net-worth clients—corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm uses a long-term, discretionary trading approach based on fundamental analysis, modern portfolio theory, and technical analysis, with regular client reporting and reviews.

Bradley Barger is a financial advisor at Weaver Capital Management, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wells Fargo Clearing Services and SunTrust Advisory Services. He serves as co-trustee for a family trust. Weaver Capital Management serves individual clients, including high-net-worth families, as well as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach that incorporates tactical risk-management tools.

Gregory Waters is a financial advisor at Investors Asset Management of Georgia Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm offers customized portfolios typically diversified among stocks, bonds, and mutual funds, using a buy-and-hold strategy with tactical adjustments based on economic cycles.

Brent Capehart is a financial advisor with The Lloyd Advisory Group and holds the Series 66 designation. He has 16 years of industry experience, including prior roles at AE Wealth Management, Capehart Financial, Global Financial Private Capital, and Equity Services, Inc. Capehart is also an active finance committee member of the New Hope United Methodist Church, assisting with planning and long-term forecasting. The Lloyd Advisory Group provides discretionary asset management and financial planning services primarily for individual investors, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $437.6 million in discretionary assets and employs a retirement-focused investment framework addressing key retirement concerns through diversified growth, income-driven, and insurance-based strategies.

Carson Greene is a financial advisor at Financial Consultants Group Inc with Series 65 credentials and one year of industry experience. Prior to his current role, he spent a year at Blue Vault Alternative Investments and has experience in other sectors including electric services and agriculture. He has been involved with the UGA Football Letterman's Club for six years. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts with discretionary portfolio management and comprehensive financial planning. The firm uses a long-term discretionary trading approach grounded in fundamental analysis, modern portfolio theory, and technical analysis, and incorporates technology such as artificial intelligence and machine learning in some service areas.

Derek Bell is a CFP® professional with four years of industry experience, currently serving at Legacy Planning Advisors, LLC. His prior roles include positions at The Strategic Financial Alliance, Inc., E*TRADE Securities LLC, and the University of Georgia. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach with periodic reviews and rebalancing, utilizing third-party managers and custodial platforms to implement strategies.

Mark Lloyd Sr. is a Series 65-licensed financial advisor with 17 years of industry experience. He is principal at The Lloyd Advisory Group and has been involved with The Lloyd Group, Inc. since 1995. Outside of his advisory role, he owns a marketing company that provides public speaking on financial industry training and education. The Lloyd Advisory Group offers discretionary investment management and financial planning primarily for individual clients and personal trusts. The firm employs a three-bucket investment approach focusing on growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

James Morris is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He has been with The Lloyd Advisory Group since 2009 and previously worked at JB Financial Advisors, Inc. from 2008 to 2019. Morris is also an insurance agent involved in the sale of insurance products through The Lloyd Group, Inc. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm utilizes a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, and relies on third-party model portfolios and money managers accessed via AE Wealth Management’s platform.

Antonio Maselli is a financial advisor at Weaver Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Home Depot and DecisionLink, among other roles. Weaver Capital Management serves individual clients, including high-net-worth families, as well as employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach, and employs tactical risk-management tools on a discretionary basis.

Contey Smith is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Origin Investment Advisory LLC. He has worked at Origin Financial, Motus Wealth, Elwood & Goetz Wealth Advisory Group, and TrueWealth. Additionally, Smith is contracted as a financial planner for Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach with behavioral-finance adjustments, utilizing AI-driven tools and automated compliance systems.

Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.