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.

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 a financial advisor with Donnelly Investments Corporation in Atlanta, GA, holding Series 63 and Series 65 credentials and 13 years of industry experience. Prior to founding his firm in 2014, he worked at Morgan Stanley and Merrill for a combined three years. Donnelly Investments Corporation is an independent advisory firm managing discretionary portfolios for individuals, high-net-worth clients, and business entities. The firm employs a long-term investment approach that integrates fundamental analysis and modern portfolio theory, focusing on traditional core holdings alongside mutual funds, ETFs, REITs, TIPS, and commodities.

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.

Ashish Desai is a CFA charterholder and the sole advisor at Desai Capital Management, Inc. He has 11 years of industry experience and has worked at Navigant Consulting since 2004. Based in Atlanta, GA, he focuses on equity research and portfolio management. Desai Capital Management is a state-registered investment adviser that serves clients meeting specific financial knowledge and risk tolerance criteria. The firm employs an absolute-return, concentrated value strategy primarily focused on domestic and international equities, using fundamental valuation models and selective options strategies.

Jamar Bates is a financial advisor with Bates Financial Group, LLC in Smyrna, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has led Bates Financial Group since 2014. Outside of advisory services, he is involved with Bates Realty Group, Inc., which engages in residential and commercial real estate brokerage. Bates Financial Group provides financial planning, consulting, and educational seminars to a diverse client base including individuals, trusts, estates, and business entities. The firm integrates advisory services with brokerage, insurance, and mortgage offerings, relying on third-party managers for investment guidance and emphasizing strategic and tactical asset allocation approaches.

Samuel Deane is a financial advisor at Rora Wealth, Inc. in Atlanta, GA, holding a Series 65 designation with four years of industry experience. Prior to founding Rora Wealth in 2018, he worked at Lincoln Financial Advisors and Transamerica Financial Advisors. Outside of his advisory role, he owns a media entity for which he is compensated for writing and public speaking. Rora Wealth, Inc. advises individual clients and families primarily in the technology sector, focusing on employees, executives, and startup founders. The firm offers discretionary portfolio management and comprehensive financial planning, employing diversified portfolios with ETFs, separate accounts, direct indexing, and option strategies, alongside access to an affiliated early-stage technology private fund.

Jonathan White is a financial advisor at Pearson Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at both Pearson Investment Management and AonHewitt since 2015. Pearson Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporations, with a particular focus on corporate benefit plans and retirement arrangements. The firm’s investment approach integrates fundamental, technical, and cyclical analysis across various asset classes and may include frequent trading and short sales, while also utilizing third-party managers and digital custody platforms.

Frank Brannon is a CFP® with 18 years of industry experience and has been the sole advisor at KMR Financial Advisory, Inc. since 1997. He is based in Atlanta, GA, and holds the Series 65 license. KMR Financial Advisory provides discretionary portfolio management and comprehensive financial planning for individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a Modern Portfolio Theory approach using ETFs, mutual funds, bonds, and CDs, and its client communication includes weekly account summaries and quarterly reports.

James Durden Jr. is a financial advisor at Edward Wealth Partners in Lithia Springs, GA, holding a Series 65 designation with one year of industry experience. He has been involved with Edward Financial Group since 2013 as an owner and insurance agent, dedicating approximately half of his time to insurance-related activities. Edward Wealth Partners provides advisory services to individuals, high-net-worth investors, and business entities, offering asset management, financial planning, and retirement-plan consulting. The firm employs a mix of fundamental and technical analysis and works with third-party managers and sub-advisors, with a notable affiliation to an insurance business and an emphasis on ERISA 3(21) pension plan services.

At Prana Wealth, we help people over 50 invest smarter, lower their lifetime tax bill, and retire sooner. We are a fee-only financial planning firm based in Atlanta that serves clients across the country. Want to retire? Visit our website to learn more: https://www.pranawealth.com ABOUT PATRICK Patrick lives in Atlanta and enjoys travel, fitness, and photography.

Joseph Stacy is a financial advisor at Meranti Capital Partners, INC. in Atlanta, GA, with 15 years of industry experience. He holds Series 65 and Series 63 licenses and also works as a commercial real estate agent and licensed real estate instructor in Georgia. His career includes roles at Primerica Advisors, Real Broker, LLC, and Nokia. Meranti Capital Partners provides portfolio management and financial planning services to individuals, families, trusts, estates, and retirement plans. The firm uses a variety of analytical methods and investment strategies, including alternative and private investments, tailoring services through Investment Policy Statements and offering both one-time and ongoing planning.

Cass Chappell III is a CFP® professional with 30 years of industry experience. He is the sole advisor at Chappell Financial Group, an independent firm he has led since 2012. Prior to founding his firm, he worked with LPL Financial, LLC for 21 years and PRUCO Securities, LLC for two years. He is also a licensed insurance agent offering various insurance products. Chappell Financial Group serves individuals, families, business owners, and employer plan sponsors through wealth management, financial consulting, and retirement-plan advisory services. The firm utilizes a diverse range of securities and incorporates quantitative and qualitative analysis, modern portfolio theory, and charting in its investment process.

Aaron Gaines is a CFP® and Series 66 holder with 10 years of experience in financial services. He currently leads Gaines Capital Management, an independent firm based in Smyrna, GA, and has prior experience with Edward Jones and multiple advisory firms since 2016. Gaines also operates an affiliated insurance agency, GCM Wealthshield LLC, providing a range of insurance products. Gaines Capital Management offers financial planning, discretionary portfolio management, and consulting services to individuals, high-net-worth clients, and small businesses. The firm employs fundamental analysis and strategic asset allocation with ETFs and individual equities, focusing on long-term holdings, and provides customized solutions including options and private equity for qualified clients.

Daniel Mahoney is a CFP® professional with eight years of industry experience. He has worked at True Square Financial LLC since 2017 and previously spent three years at Invesco Ltd. True Square Financial LLC serves individual clients as well as charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers investment management alongside financial planning, tax return preparation, and retirement plan consulting, using a combination of passive allocation and selective fundamental analysis tailored to client objectives.

Clark Jeffries is the sole advisor at Jeffries Wealth Management in Marietta, GA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Orion Advisor Solutions and HiddenLevers. Jeffries Wealth Management provides financial planning, investment management, and retirement plan rollover advice to individual clients as well as pension and profit-sharing plans, trusts, estates, and other business or charitable entities. The firm emphasizes broad asset-class diversification and uses tax-aware techniques, third-party sub-advisers, and may allocate assets to private and alternative investment funds, operating with a boutique, adviser-driven model.

Jon Ragsdale is a financial advisor at PRIA Strategies, LLC with a Series 65 designation and experience in the industry since 2019. He has previously worked at Lincoln Financial Group and Savings Bank Life Insurance of Massachusetts. Ragsdale is also a licensed insurance agent affiliated with PlanGap Agency, LLC and is a full-time employee of The Secure Companies, Inc., the parent company of PRIA Strategies. PRIA Strategies, LLC provides portfolio management and retirement-focused advisory services for pooled and institutional accounts, along with financial planning offered either as a one-time service or an ongoing subscription. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses with a long-term trading approach across multiple asset classes and operates under fiduciary standards when advising retirement accounts.

Anthony Mensah is the sole advisor at Mensah Finance Group, LLC, an independent firm based in Atlanta, GA. He holds Series 63 and Series 65 credentials and has six years of industry experience. Mensah Finance Group also operates as a CPA/accounting firm providing accounting and tax services to clients, though these services are optional. Mensah Finance Group offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach and manages accounts using both long-term and short-term strategies across various asset classes, while also providing detailed investment policy statements and regular portfolio monitoring.