Micah Porter is a CFP® and CFA® with 19 years of industry experience. He has been with Minerva Planning Group in Decatur, GA since 2003. 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, primarily Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.

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.

Cody Collins is a financial advisor at 34 Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Homrich Berg Wealth Management for six years. 34 Financial, LLC is a small team-based firm providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $101 million across about 90 client relationships, using fundamental, technical, and cyclical analysis to construct and monitor portfolios on a 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.

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.

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 with Livingston Financial Planning, Inc. in Atlanta, GA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Livingston Financial Planning, he worked at Alpha Financial Management Consultants and Accenture. Livingston Financial Planning serves individual investors, trusts, estates, charitable organizations, and small businesses, offering fee-only financial planning and investment management. The firm employs a long-term, buy-and-hold investment approach focused on diversified low-cost index funds, ETFs, and bonds, primarily managing assets on a non-discretionary basis.

Ruth Goldstein is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mainstreet Financial Group LLC. Her previous roles include positions at Advisory Alpha, LLC, Planners Alliance LLC, and AlphaStar Capital Management, LLC. She also directs Mainstreet Financial Education, Inc., where she provides financial literacy workshops and seminars on topics such as retirement, investment, and Medicare insurance. Mainstreet Financial Group LLC serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach utilizing asset allocation, fundamental analysis, and model portfolios that may include Dimensional mutual funds and ETFs.

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.

Larry Boggs is a financial advisor with D.L. Fields Advisory Group, LLC, holding Series 63, 65, and 66 designations and over 37 years of industry experience. His prior roles include positions at International Assets Advisory, LLC, and First Allied Advisory Services, Inc. He is president of Boggs & Associates, LLC, a financial planning business, and also provides notary public services. D.L. Fields Advisory Group offers financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm delivers personalized advice through asset management and hourly planning, using fundamental and technical analysis supplemented by third-party research, with a flexible investment approach tailored to clients’ goals and risk tolerance.

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.

Dianne Martin is a CFP® and holds a Series 63 license with 15 years of industry experience. She has been with The Marin Group Inc. since 2008, where she operates as one of two advisors. The Marin Group Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, overseeing approximately $128 million across 140 accounts. The firm employs a proprietary "Cycle Investing" methodology that uses economic cycles and technical analysis to guide investment decisions across a diversified mix of asset classes.

La Vaisha Davis is a financial advisor at Ell Wess Advisors with a Series 65 credential and three years of industry experience. She has worked previously at Compass Retirement Group and has been associated with Ell Wess Financial Services since 2017. In addition to her advisory role, she operates as an independent insurance agent receiving commissions from policy sales. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with a focus on standalone financial planning and portfolio management. The firm offers structured programs such as Wealth Creator and Virtual Family Office, emphasizes discretionary portfolio management, and maintains a small, high-touch client base.

Jennifer Odom is a CFP® professional with four years of experience in the financial advisory industry. She has worked at Chastain Wealth Management since 2022 and previously spent 22 years at Bryan Cave Leighton Paisner. Chastain Wealth Management serves individuals, including high-net-worth clients, as well as corporations, trusts, and estates, providing financial planning and discretionary portfolio management. The firm manages approximately $144 million in discretionary assets and uses a combination of mutual funds, ETFs, individual equities, and fixed income investments tailored to each client's investment plan.