John McKinney is the sole advisor at McKinney Asset Management Inc. in Atlanta, GA, with 14 years of industry experience. He has led the firm since 1997, operating it as an independent, owner-run practice. McKinney Asset Management offers customized investment management and financial planning to a diverse client base, including individuals, trusts, small businesses, charitable organizations, and pension plans. The firm employs a range of analytical methods and integrates third-party technology to deliver discretionary portfolio management and a formal Pension Consulting program.

Conor Sen is a financial advisor at Peachtree Creek Investments with 13 years of industry experience. He holds a Series 65 designation and previously worked at Bloomberg and New River Investments. In addition to his advisory role, Sen is a contract writer and columnist for Bloomberg, focusing on economic and financial topics. Peachtree Creek Investments is an independent advisory firm managing approximately $37.4 million across 21 client relationships. The firm provides financial planning and wealth management services to individuals, high-net-worth clients, trusts, pension plans, and institutional investors, utilizing a range of investment strategies including fundamental, macroeconomic, technical, and cyclical analysis.

Christopher Brown is the sole advisor at Brown Capital Advisors, LLC in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He previously worked at LPL Financial LLC and Hennsler Financial before founding his current firm in 2018. Brown Capital Advisors provides discretionary portfolio management, comprehensive financial planning, and CFO advisory services primarily to individuals, high-net-worth clients, and entrepreneurs or small-business owners. The firm manages approximately $16.7 million across about 20 client relationships, emphasizing fundamental analysis, asset allocation, diversification, and risk management, with the use of equities, ETFs, and select alternative investments. Its CFO advisory services to small businesses, combined with a willingness to utilize derivatives and complex investment vehicles, distinguish its offerings from many independent advisory firms.

Joel Smith is the principal and owner of Joel Smith & Associates, LLC, an independent investment advisory firm based in Atlanta, GA. He holds a Series 63 designation and has 27 years of industry experience, including 20 years at Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as a director for the FBI Georgia Law Enforcement Executive Development Seminar and assists the Euharlee Police Department on weekends. Joel Smith & Associates provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, as well as charitable organizations, foundations, and municipalities. The firm offers both discretionary and non-discretionary investment management and emphasizes strategic asset allocation, diversification, and periodic rebalancing in its client portfolios.

Raymond King is the sole advisor at Clarity Wealth Solutions LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 24 years of industry experience. His career includes roles at several financial firms such as Woodstock Wealth Management and St Bernard Financial Services. He also operates a non-securities insurance business independent of trading hours. Clarity Wealth Solutions LLC is a veteran-owned registered investment adviser that provides portfolio management, subadviser services, pension consulting, and financial planning primarily to individuals, high-net-worth clients, and employee benefit plans. The firm uses a long-term trading approach based on multiple analytical methods and maintains a documented process that includes written investment policy statements and discretionary trading authority when applicable.

Cecily Welch is a CFP® professional with 12 years of industry experience, operating through her firm Welch Financial Investments, LLC in Atlanta, GA. She also owns Welch Financial Advisors, a CPA firm, and integrates accounting and financial advisory services. Welch has worked continuously with her firms since 2010. Welch Financial Investments serves a select group of individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, estates, charities, and business entities. The firm focuses on diversified asset allocation based on Modern Portfolio Theory, typically using mutual funds and ETFs, and provides comprehensive financial planning and discretionary management, often coordinating with third-party managers for portfolio implementation and reporting.

Robert Samsel is a financial advisor at Fortress Capital in Marietta, GA, holding a Series 65 license with five years of industry experience. Prior to founding Fortress Capital in 2021, he worked at Zep, Vanderlande Industries, and Cortland Partners. He is also involved with Top Tier Trees, an outside business activity. Fortress Capital provides discretionary portfolio management primarily to qualifying and high-net-worth individuals and entities, focusing on a single investment strategy based on bottom-up fundamental equity analysis. The firm manages concentrated portfolios emphasizing long-term capital growth and employs performance-based compensation arrangements for qualified clients.

Gary Whitehurst is a financial advisor with Brighter Investing, PB LLC in Atlanta, GA, holding a Series 63 designation and 29 years of industry experience. His work history includes nearly two decades at GV Financial Advisors, Inc. and related firms, along with senior roles at Brighter GP, LLC and Brighter Private Credit GP, LLC. He is also a licensed insurance agent assisting clients with insurance gap assessments. Brighter Investing, PB LLC offers fee-only investment management, financial planning, tax-preparation coordination, and retirement-plan advisory services to individuals, including high-net-worth clients, and institutional accounts. The firm emphasizes diversified exposure across public and private securities within a sustainable and impact investing framework and provides affiliated private fund interests primarily to accredited investors.

Sally Shelton is a CFP® with eight years of industry experience, currently serving as the sole advisor at Marbella Wealth Advisory Group, LLC in Atlanta, GA. Her prior experience includes roles at Oxford Financial Group, Compass Wealth Management, JPMorgan Chase Bank, and UBS Financial Services. Marbella Wealth Advisory Group is an independent, fee-only firm that serves high-net-worth individuals, employer-sponsored retirement plans, and corporate clients. The firm combines asset allocation and fundamental analysis with both passive and active investment vehicles, and it offers discretionary management alongside retirement plan consulting and educational programs for plan sponsors and participants.

Justin Porter is a CFP® and PFS™ credentialed advisor with 11 years of industry experience. He founded Porter Wealth Management, LLC in 2018 after working at HHM Wealth Advisors, LLC and Patton Albertson Miller Group, LLC. The firm serves individual clients as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. Porter Wealth Management primarily constructs passively managed portfolios using index mutual funds and ETFs alongside fundamental analysis for individual securities, and it utilizes client-specific investment policy statements to guide portfolio supervision.

Troy Harmon is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is the principal advisor at Due West Wealth Advisors LLC and serves as an adjunct professor at Kennesaw State University. Harmon is also the treasurer of the ASFIP Foundation, a nonprofit focused on financial education, and is CEO of A&E Investment Properties, Inc. Due West Wealth Advisors provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm employs fundamental analysis and a primarily long-term investment approach, managing portfolios that often include ETFs, equities, mutual funds, and options contracts.

Jay Thurlow is the sole advisor at Kinetic Pathways Company in Dunwoody, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Alphastar Capital Management, LLC, and has been involved with The Insurance Shop LLC, where he is co-owner and active in life and health insurance sales and client service. Kinetic Pathways Company provides fee-based investment management and financial planning for individuals, trusts, estates, and charitable organizations, offering discretionary, custom portfolio management with an emphasis on income-oriented portfolios using structured notes and market-linked CDs. The firm also assists with startup services for employer retirement plans and integrates significant insurance activities alongside its specialized investment approach.

Alexander Kutyukhin is a financial advisor at VCM Capital with four years of industry experience. He holds a Series 65 designation and has worked at VCM Capital since 2018, following prior roles at Sistema Capital / Redline Capital and as a self-employed market researcher. Outside of finance, he serves as the director of VCM Technologies, a software development company based in London. VCM Capital provides portfolio management services to individuals, high-net-worth clients, trusts, and corporations using a blended investment approach that incorporates global macro, fundamental, and technical analysis across a broad range of asset classes. The firm manages accounts on both discretionary and non-discretionary bases and may allocate assets to third-party managers.

Johnny Masters Sr. is the principal of John Masters, CPA, PC in Atlanta, GA, with 22 years of industry experience and holds Series 63 and Series 65 licenses. He has been associated with his firm and its predecessor since 1974. Outside of his advisory role, he operates a law practice specializing in tax and estate planning. John Masters, CPA, PC serves individual clients including business owners, professionals, retirees, and family members by providing integrated investment advisory, accounting, tax, estate, and probate planning services. The firm employs a combined fundamental and technical investment approach with a focus on dividend-paying and out-of-favor opportunities, managing discretionary portfolios with daily oversight.

Kenneth Brown is a financial advisor at Core Capital Markets, LLC in Atlanta, GA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Inc. and Dempsey Lord Smith, LLC. Brown is also the president of Core Capital Markets, LLC. Core Capital Markets provides model-based investment strategies primarily to registered platform providers and their advisers, with limited direct retail clients. The firm focuses on market efficiency and strategic asset allocation, using mutual funds and ETFs exclusively from Dimensional Fund Advisors to build diversified portfolios tailored to various investment goals.

Garrett Donnelly is the sole advisor at Donnelly Investments Corporation in Atlanta, GA, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led Donnelly Investments Corporation since its founding in 2014. Donnelly Investments Corporation provides discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, and business entities. The firm emphasizes traditional core investments such as stocks, bonds, and cash, while incorporating mutual funds, ETFs, REITs, fixed income, and commodities as appropriate, using a process that combines fundamental analysis and modern portfolio theory tailored to individual client goals.

Elias Mc Quade III is a CFA® charterholder and registered investment advisor with 10 years of industry experience. He is the founder of Mindful Capital Management, where he has served since 2026, and previously worked at Marotta Wealth Management for a decade. Outside of financial advising, he owns a loose leaf tea and meditation supplies business and co-owns a board game cafe. Mindful Capital Management provides fee-only investment advisory services to individuals, families, qualified retirement plan sponsors, nonprofit organizations, and endowments. The firm utilizes a combination of fundamental and quantitative analysis along with modern portfolio theory, offering diversified portfolios through long-term buy-and-hold, core-satellite, and tax-aware strategies, and provides specialized alpha-seeking strategies for accredited and institutional clients.

Ryan Mcpherson is a CFP® with 15 years of industry experience, currently serving at SmartPath Advisors. He has held roles at SmartPath, Inc. since 2017 and is the Vice President of Finance and Operations there, overseeing financial, business, and HR functions. Mcpherson is also the managing member and Chief Compliance Officer of Intelligent Worth, LLC, a financial planning firm. SmartPath Advisors provides planning-focused, short-term advisory services primarily to individuals accessing services through employers or organizations and to high-net-worth clients. The firm emphasizes passive, diversified asset allocation and offers AI-powered ongoing financial guidance without managing client assets or custody.

Arthur Aust is the sole advisor at Aust Financial Advisory, LLC in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has led Aust Financial Advisory since its founding in 2010. Aust Financial Advisory is an independent firm providing fee-only financial planning and discretionary investment management to individuals and families. The firm primarily uses passive, indexed strategies with low-cost, tax-efficient ETFs and mutual funds, and emphasizes client education and customized investment policy statements.

Portia Ryan Gerton is the sole advisor at Transformation Wealth Management, LLC in Atlanta, GA, with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has held prior roles at Ameritas Investment Company, Blue Clover Financial, Mass Mutual Investors Services, and Edward Jones. Outside of financial advisory work, she owns and operates Eye Design Interiors, LLC, an interior design business. Transformation Wealth Management is an independent, single-advisor firm providing investment management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm combines discretionary SEI-sponsored programs with a significant share of non-discretionary assets and offers ongoing portfolio monitoring and planning, including held-away account management and referrals to third-party managers.