Mark Olson is a CFP® with 26 years of experience in financial advisory services. He is the owner and president of Olson Associates, an independent firm based in Roswell, GA, and has previously worked with Osaic Wealth, Securities America, and Securities Service Network. Olson serves as a board member of the Oakbrook Office Park Condo Association and operates an insurance consulting business as part of his practice. Olson Associates provides advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a structured five-step planning process to develop tailored financial plans and primarily manages client assets on a non-discretionary basis while offering both flat-fee planning and third-party managed account solutions.

Lucy Scott is a financial advisor with Incompass Financial Partners, LLC, holding a Series 66 designation and over 25 years of industry experience. Her prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Vining Financial Services. Scott is also a notary public in Cobb County, GA. Incompass Financial Partners provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside consulting on risk assessment, estate planning, and financial organization. The firm employs tailored strategies based on client objectives and risk tolerance, utilizing a combination of in-house management, Turnkey Asset Management Programs, and third-party managers.

Andrew Straton is a financial advisor at Westhollow Wealth Management in Milton, GA. He holds a Series 65 designation and has experience in the financial services industry dating back to 2016, including roles at Carson Wealth and Jon Baker Financial Group. Outside of advisory work, he is involved with Bargain Bonanza, LLC. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities with integrated wealth management services that combine ongoing financial planning and portfolio management. The firm employs tailored investment programs based on clients’ goals, time horizons, and risk tolerances, emphasizing long-term holdings, rebalancing, and tax-aware monitoring.

Suzanne Doyle is a financial advisor at Incompass Financial Partners, LLC with 9 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her previous experience includes roles at UBS Financial Services and Great Lakes Advisors, LLC. Outside of finance, she was affiliated with St Peter Chanel Catholic Church from 2022 to 2024. Incompass Financial Partners, LLC provides discretionary asset management and financial planning to individuals and high-net-worth clients, managing approximately $192 million in assets. The firm tailors investment advice to clients’ objectives and risk tolerance, utilizing various strategies and offering quarterly account reviews.

J Cameron Zabko is a CFP® professional with four years of industry experience. He is the principal and sole owner of Westhollow Wealth Management, where he has worked since 2024. Prior to founding Westhollow, he was affiliated with CWM, LLC and Jon Baker Financial Group. Outside of his advisory role, Zabko engages in authorship. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities, offering integrated wealth management that includes financial planning and discretionary asset management. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, with a focus on long-term holdings, periodic rebalancing, and tax-aware strategies.

John Newsome is a financial advisor at NewCorp Wealth Management in Alpharetta, GA, with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Maryland Financial Group, among others. He is co-owner of NewCorp Financial Services and also works as an insurance agent providing insurance and fixed annuity solutions. NewCorp Wealth Management serves individual clients, including high-net-worth households, corporate clients, and sponsors of employer-sponsored retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting with tailored portfolios reviewed regularly and advisory services delivered through a small team.

Daniel Signorelli Heise is a financial advisor at Weston Capital Insights with a Series 65 designation and four years of industry experience. He previously worked at ABC Financial, Evo W12 LLC, and Sprinklr Inc. Heise is also a non-managing member of DGF 7 GP, LLC, a general partner to an unaffiliated venture capital fund. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and foreign investors, offering discretionary and non-discretionary portfolio management, model portfolio implementation, and financial planning. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and uses a variety of time-horizon strategies, including options and margin when appropriate.

David Hultstrom is a financial advisor at Financial Architects, LLC in Woodstock, GA, with 23 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has been with Financial Architects since 2005. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is grounded in academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative allocations.

Kellie Borror is a financial advisor at Daner Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and SunTrust Advisory Services. Kellie is also a licensed insurance agent involved in the sale of various insurance products. Daner Wealth Management serves individual and high-net-worth clients, managing approximately $176 million across about 181 accounts. The firm offers tailored portfolio management, financial planning, and consulting services, including discretionary and non-discretionary accounts and option strategies such as writing covered calls.

Kaitlyn Barnes is a CFP® professional with nine years at Financial Architects, LLC and a total of four years in the financial industry. She previously worked at Suntrust Bank and Kennesaw State University. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is based on academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative exposures.

Trevor Yochum is a CFP® with 12 years of industry experience, currently serving as a managing principal and investment advisor representative at Incompass Financial Partners, LLC. His career includes prior roles at Triad Advisors and OSAIC. Incompass Financial Partners, LLC is an SEC-registered investment adviser providing discretionary asset management and financial planning to individuals and high-net-worth clients. The firm manages approximately $192 million in discretionary assets with a tailored investment approach that incorporates various strategies and offers at least quarterly account reviews.

Nicholas Meyer is a financial advisor at Northstar Investment Partners with one year of industry experience. He holds a Series 65 designation and previously spent six years at the University of Cincinnati in a non-advisory role. Northstar Investment Partners provides investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm employs a fee-only model and utilizes various option strategies as part of its approach to capital appreciation.

David Thompson is a Series 66-licensed financial advisor at Northstar Investment Partners with 16 years of industry experience. His prior roles include positions at Georgia Advisory Group, Morgan Stanley, and E*TRADE Securities. Northstar Investment Partners provides fee-only investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm incorporates multiple option strategies in its approach and manages approximately $16 million in assets across about 50 client relationships.

Lindsey Turner is a Series 65-licensed financial advisor with two years of industry experience, currently practicing at Freedom Wealth Coaching, LLC in Woodstock, GA. Prior to rejoining Freedom Wealth Coaching in 2025, Turner worked at Mathies Financial Partners and held various roles in other firms since 2018. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory arrangement with Matson Money, combining client relationship management with discretionary portfolio management, and focuses notably on retirement plan and pension consulting at the plan level.

Rebecca Richardson is a CFP® with five years of industry experience, currently serving as an advisor at ATLas Investment Advisors. Her prior experience includes roles at Advisory Services Network, LLC, Resource Planning Group, and KPMG. In addition to her advisory work, she provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, employing an evidence-based investment approach centered on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

George Mauser is a CFP® with 14 years of industry experience and currently serves as a financial advisor at ATLas Investment Advisors. His prior roles include positions at Advisory Services Network LLC and Resource Planning Group, Ltd. Outside of advisory work, he also provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, using an evidence-based investing approach focused on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

Richard Stjohn is a financial advisor at St. John & Associates, Inc. in Roswell, GA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with St. John & Associates since 1992. Outside of his advisory role, he is a managing member with his wife in a real estate limited partnership. St. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm employs predefined model allocations across various asset classes and integrates third-party sub-advisers and AI-enabled tools, with a focus on client communication, education, and technological support for held-away accounts.

Scott Adams is a financial advisor with Ridge Capital Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Adams is also involved with Capital Asset Monitoring, LLC as a consultant. Ridge Capital Management provides wealth management and financial planning services to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs diversified investment strategies based on client goals and risk tolerances, offering portfolio management, financial and estate planning coordination, and pension consulting.

Charles Maton is a CFP® professional with 44 years of industry experience. He has worked at StoneX Securities Inc. since 2002 and has been with CG Maton Advisory, Inc. since 1989. He is also the owner and president of CG Maton Agency, Inc., a management company providing insurance services. CG Maton Advisory, Inc. operates as an investment manager serving pooled vehicles, institutional accounts, individuals, trusts, pensions, and business entities. The firm uses a combination of top-down and bottom-up analysis with fundamental, technical, and cyclical methods, focusing on asset allocation, diversification, and long-term growth across multiple asset classes.

Keith Johnson is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Integras Partners since 2014 and is also involved as a managing member of a commercial real estate firm. Integras Partners serves individual investors, retirement plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting, employing tailored model portfolios and a range of investment strategies including derivatives and option writing.