Patrick Dailey is a CFP® professional with 20 years of industry experience, currently serving at Capital Endurance Group, Inc. since 2016. His prior experience includes roles at Tailored Wealth Management and Capital Endurance Partners, LLC. He holds a Georgia real estate license and occasionally uses it for personal property transactions. Capital Endurance Group provides wealth management and financial planning services primarily to individual and high-net-worth clients, offering discretionary portfolio management and stand-alone financial planning. The firm’s approach uses goal-based asset allocation with a focus on low-cost, tax-aware investments, quantitative risk management, and may include leverage and derivatives where appropriate.

Patrick Mueller is a financial advisor at Bella Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has previous experience at Fusion Capital Management, Virtue Capital Management, and Retirement Wealth Advisors. Mueller is also the chapter president of the American Financial Education Alliance, where he teaches financial education classes. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a goals-based, tailored approach that combines strategic asset allocation, tactical adjustments, and active trading by independent managers.

Kendyl Strickland is a financial advisor with Strickland Davis Advisors LLC in Marietta, GA, holding a Series 65 designation and 22 years of industry experience. He has worked at Investment Advisors Management, LLC since 1998 and is also a principal and CPA at Strickland & Company, P.C., an accounting firm where he devotes significant time during tax season. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm focuses on long-term, strategic asset allocation tailored to each client’s financial situation and partners with Savant Wealth Management for retirement plan services.

Kristin Mauger is a financial advisor at Gien Capital Management LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Advisors. Gien Capital Management LLC is a state-registered investment adviser serving primarily trusts, charitable entities, business owners, and estates. The firm builds individualized portfolios using a combination of fundamental, technical, charting, and cyclical analysis, managing assets on a discretionary basis with the use of third-party sub-advisors.

Lois Bafas is a financial advisor with Anovest Investment Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Anovest Financial Services and Anovest Investment Advisors since 2004. Outside of her advisory role, she is also licensed as a health and life insurance agent. Anovest serves individual households, including high-net-worth clients, by providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm employs a bottom-up, total-return investment approach with diversified portfolios tailored to clients’ risk tolerances and time horizons.

Kenneth O'Leary is a CFP® with 27 years of industry experience, currently serving as an advisor at Surepath Financial Services, LLC since 2017. His prior experience includes founding his sole proprietorship in 1999 and roles at Woodstock Financial Group and other ventures. Outside of advisory work, he owns a franchise business providing estate-planning software and is involved in direct sales of nutrition products. Surepath Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management through a wrap fee program and a web-based platform. The firm also conducts educational seminars and customizes investment strategies based on clients’ objectives and risk tolerance.

Loyd Crowe is a financial advisor with Optimum Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Optimum Wealth Management since 2017 and has been associated with LAC Wealth Management since 2006. Outside of his advisory roles, Crowe serves as managing partner of P&C Partnership, LLC, focusing on administrative and investment matters. Optimum Wealth Management provides personalized financial planning and discretionary investment management to individual and high-net-worth clients and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF core holdings with selective active satellite managers, implementing investment decisions under discretionary authority with regular client reviews.

Alexander Duncan is a financial advisor at A & P Wealth Management in Woodstock, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at MCAP Investment Management and Plurimi Wealth & Asset Management, as well as work as a self-employed consultant. A & P Wealth Management is a supported advisory firm managing approximately $34.2 million for around 56 clients, including individuals, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create diversified portfolios and offers an active trading program that uses advanced option-writing, short sales, and margin strategies.

Robert Vavrina is a financial advisor at Centurion Advisory Group, Inc. with a Series 65 designation and one year of industry experience. His prior roles include positions at BV Associates, Okta, and Freedom Mortgage. Centurion Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and small businesses. The firm provides financial planning, investment management, retirement plan consulting, and project-based general consulting, using a long-term wealth-building approach with a mix of mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and investment history.

Christopher Staples is a Certified Financial Planner® with 19 years of industry experience. He has been with Wealth 360, LLC since 2011. The firm serves individual investors, pension and profit-sharing plans, and corporations, providing financial planning, discretionary portfolio management, and retirement-plan consulting. Wealth 360 is notable for its sub-advisory business, managing assets for other advisers and offering a range of ERISA services.

Mark Anglin is a financial advisor at Bales Financial Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Retirement Wealth Advisors and Anglin Insurance Group, which he owns. Outside of his advisory role, he is involved in insurance sales through his own agency. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a client-profile-driven approach that includes long-term investments, trading, and technical analysis. The firm serves a broad base of smaller individual accounts and maintains affiliated insurance businesses alongside its advisory services.

Jacob Jones is a financial advisor at 755 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Milliken & Co. Outside of his advisory role, he is involved with 755 Mortgage, providing mortgage and real estate services. 755 Financial is an SEC-registered investment adviser that offers portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary managed accounts. The firm tailors investment strategies to client objectives and employs various techniques including asset allocation and dollar-cost averaging.

Steven Wykoff is a CFP® with 20 years of industry experience and has been with Mersereau, Lazenby & Rockas, L.L.C. since 2005. He holds the Series 66 designation and is based in Suwanee, GA. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients, managing approximately $76.6 million in client assets. The firm combines investment advisory services with tax, auditing, and accounting capabilities, utilizing goal-based, globally diversified strategies with both passive and active investments.

Jason Flurry is a CFP® with 28 years of industry experience and has been with Legacy Partners Financial Group, LLC since 2005. In addition to his advisory role, he is an independent insurance agent selling fixed annuities and life insurance and works as a college planning specialist providing financial aid advisory services. Legacy Partners Financial Group offers discretionary investment management and financial planning to individuals, retirement plans, and business clients, using model portfolios constructed with Modern Portfolio Theory. The firm also provides company-sponsored retirement plan management and operates a separate college-planning service offering workshops and individualized counseling.

Jason Knope is a financial advisor at Paul Manners & Associates, Inc. in Marietta, GA, holding the CFP®, CFA®, and Series 65 designations with 20 years of industry experience. He has worked at Paul Manners & Associates since 2002. Paul Manners & Associates, Inc. provides investment supervisory services to individuals, pension plans, charitable foundations, and trusts through actively managed, broadly diversified, low-turnover portfolios. The firm tailors portfolios to client goals and risk tolerance, focusing on individual stocks and bonds, and manages approximately $392 million in assets with a small advisory team.

Laura Rockas is a CFP® professional with 7 years of industry experience. She has been with Mersereau, Lazenby & Rockas, L.L.C. since 2003. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients. The firm offers a combination of tax, auditing, accounting, and advisory services, implementing goal-based strategies with a focus on globally diversified asset allocation.

Michael Agurkis is a CFP® professional affiliated with Commonwealth Financial Planners Inc in Roswell, GA, with 19 years of industry experience. He has been with Commonwealth Financial Planners and Raymond James Financial Services since 2006. He serves as Treasurer and Board Member for the Rotary Club of Roswell, where he manages financial records and reporting. CommonWealth Financial Planners provides personalized financial planning and investment management to individuals, retirement plans, corporations, and small businesses, serving both high-net-worth and non-HNW clients. The firm typically delivers advice on a non-discretionary basis, utilizing a combination of fundamental, technical, charting, and cyclical analysis in its recommendations.

William Frerking II is a financial advisor with Georgia Advisory Group LLC in Alpharetta, GA, holding a Series 66 designation and nine years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management Inc throughout his career. Outside of his advisory role, he serves as Head of the Board of Stewardship at Living Faith Lutheran Church and coaches varsity football and junior varsity basketball at Wesleyan School. Georgia Advisory Group provides discretionary portfolio management and limited consulting services primarily to individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach emphasizing diversification, asset allocation, and risk management, managing approximately $105 million in client assets.

John Diczok is a financial advisor at Anovest Investment Advisors with 29 years of industry experience. He has been with Anovest Investment Advisors since 2007 and with the affiliated firm Anovest Financial Services since 2005. Outside of his advisory role, he volunteers with a nonprofit children’s website and prepares income taxes during the tax season. Anovest serves individual households, including high-net-worth clients, providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm uses a bottom-up, total-return investment approach with diversified strategies across multiple asset classes and offers personalized portfolio options tailored to clients’ time horizons and risk tolerances.

Mason Ware is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth With No Regrets®, he was affiliated with Boomfish Wealth Group, LLC, operating under the same brand. Wealth With No Regrets® provides integrated financial planning and discretionary portfolio management to individual and high-net-worth clients, small businesses, and charitable organizations. The firm emphasizes customized financial profiles and investment plans implemented through a disciplined approach that includes fundamental and technical analysis, long-term investing, and risk management.