Barry Spencer is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with 14 years of industry experience. He has been associated with Boomfish Wealth Group, LLC since 2010 and Boomfish Inc. since 2008. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations with integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles, long-term investing, and risk management, utilizing fundamental and technical analysis along with third-party sub-advisers and the AE Wealth Management platform.

Terry Prillaman is the sole advisor at Northstar Investment Partners in Alpharetta, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Northstar Investment Partners since 2004. Northstar Investment Partners is an independent, fee-only registered investment adviser serving individual clients, including accounts for minor children. The firm employs multiple option strategies and bases its recommendations on clients’ goals and risk factors to seek capital appreciation.

Brice Thompson is a financial advisor at Ridge Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cetera and First Allied Securities. Outside of his advisory role, he is involved with Eleven Eleven Homes, LLC. Ridge Capital Management provides wealth management and financial planning to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning coordination, pension consulting, and third-party manager oversight, employing a diversified investment approach across various asset classes.

Kristin Carlin is a financial advisor at FERN Impact Advisors, LLC with 12 years of industry experience. She has worked with FERN Impact Advisors and its predecessor, Hunter Investment Partners, since 2012. Carlin is a co-founder and Chief Investment Officer of FERN Impact Partners, LLC, a firm that manages a private long/short equity impact fund. FERN Impact Advisors serves individual and institutional clients through discretionary portfolio management, financial planning, and separately managed accounts. The firm combines macroeconomic analysis with proprietary models that integrate fundamental, ESG/impact, and technical factors, offering a range of investment products including private equity and hedge fund interests.

Robert Catledge is a financial advisor at CMC Financial Group, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has been with CMC Financial Group since 2017. CMC Financial Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm’s investment approach combines multiple analysis methods and trading strategies, frequently recommending ETFs and employing discretionary authority with regular portfolio reviews.

Craig Jennings is a financial advisor at Safewater Investment Management LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Jennings Financial Planning & Investments, World Equity Group, Nicholas Wealth Management, Kelley and Mullis Wealth Management, and Securities America. In addition to advising, he is a licensed insurance agent. Safewater Investment Management provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm applies various analytical methods and manages diverse asset types without outsourcing portfolio management, serving clients without an account minimum.

Aria Alvarez is a financial advisor at Actify Investor Retirements, LLC with a Series 65 license and one year of industry experience. Prior to joining Actify, she worked in corporate payroll services and held various roles in retail and management. Actify serves retirement plan sponsors and individual IRA and SIMPLE IRA participants, focusing on employer-sponsored retirement arrangements and payroll-deduction IRA programs. The firm emphasizes fundamental analysis and diversification to construct risk-based model portfolios while providing education and investment recommendations without comprehensive legal or tax advice.

Kristin Gerdvil is a ChFC® with two years of experience, currently serving as a financial advisor at Turner Wealth Advisory. She also has a longstanding role at Turner & Associates, CPA PC, a tax accounting practice where she spends a significant portion of her time. Turner Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, utilizing tailored asset-allocation strategies and regular account reviews. The firm integrates outsourced portfolio management with in-house tax and planning resources through its affiliation with a separate CPA practice.

Macarther Plumart is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at MRP Capital Investments, LLC, where he has worked since 2013, and was previously associated with MRP Currency, LLC. MRP Capital Investments provides discretionary portfolio management, integrated financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm manages approximately $201 million in client assets and employs a mix of fundamental and technical analysis, including derivatives and digital assets, within customized portfolios.

Niamh Lacey is a financial advisor at Bella Wealth Management, LLC in Roswell, GA. She holds a Series 65 designation and has been with Bella Wealth Management since 2023. Prior to joining the firm, she worked at Atlanta Womens' Health Group and St. Peter Chanel Catholic Church. Bella Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management with a focus on strategic and tactical asset allocation across various investment vehicles.

Eda Driver Owen is a financial advisor at COR3 Investment Partners, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Metro Logics since 2024, where she manages finance, accounting, and personnel-related functions. Outside of her advisory role, she is involved in managing a third-party logistics business. COR3 Investment Partners offers discretionary investment management to high-net-worth individuals, family entities, trusts, estates, charitable foundations, corporations, and other registered investment advisers. The firm employs a fundamental, research-driven approach focused on concentrated U.S. small- and mid-cap equities, emphasizing quality and value with multi-year holding periods and downside scenario stress-testing.

Andrew Avera is a CFP® professional with eight years of industry experience. He is currently with Journey Beyond Wealth, a team-based firm in Roswell, GA, and previously worked at Avera Wealth Advisors and Diversified Trust Company. Journey Beyond Wealth provides financial planning and discretionary investment management primarily to high-net-worth individuals and families, offering both comprehensive and limited-scope planning services. The firm employs a passive, Modern Portfolio Theory-based approach using low-cost mutual funds and ETFs, and provides specialized Family Office services including multigenerational education and facilitated family meetings.

Monica Ladson is a financial advisor at Elm3 Financial Group, LLC, holding a Series 65 credential. She has three years of industry experience, including prior roles at Club DiOGi and CVS Health. In addition to her advisory work, Monica supports Elm3 CPA Tax and Accounting in an administrative capacity. Elm3 Financial Group serves individuals, families, trusts, estates, and small businesses, providing discretionary portfolio management, financial planning, and consulting services. The firm employs an active, multi-disciplinary investment approach that integrates macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading.

Sergio De La Torre is a financial advisor at Pandora Wealth, Inc. with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at firms including Spotlight Asset Group and JOYN Advisors. Outside of his advisory role, he owns and operates Pet Wants Alpharetta, a natural pet food business with an online and home-delivery program. Pandora Wealth provides discretionary portfolio management and financial planning to individual, business, and institutional clients. The firm builds customized, diversified portfolios using a wide range of instruments and employs fundamental and cyclical analysis while tailoring strategies for special situations.

Worde McClung is a financial advisor at Arch Partners Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Maximum Wealth Management Inc. since 2019. McClung is also CEO of The McClung Agency LLC, where he manages property and casualty insurance sales outside of his advisory role. Arch Partners Wealth Management provides investment supervisory services, portfolio management, and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm primarily uses passive investment strategies with index mutual funds and ETFs and manages client accounts on a discretionary basis.

Julie Williamson is a financial advisor at Williamson Advisory Services, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Williamson Advisory Services since 2012. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans, managing approximately $105 million for about 73 clients. The firm offers both discretionary and non-discretionary portfolio management along with pension consulting, using fundamental analysis and longer-term strategies across multiple asset classes. It is affiliated with a CPA practice under common control, providing integrated investment and accounting resources.

Eric Stallworth is a financial advisor with Bella Wealth Management, LLC in Roswell, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Bella Wealth Management in 2025, he worked at Coppell Advisory Solutions LLC and Bella Advisors, Inc. He also served six years in the United States Army and spent seven years at Terry Reid Hyundai. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary investment management. The firm employs a goals-based approach incorporating strategic asset allocation, tactical adjustments, and active trading through independent managers, offering tailored portfolio construction and comprehensive financial planning services.

Stacey Nickens is a CFP® with 20 years of industry experience, currently serving at Elm3 Financial Group, LLC since 2006. In addition to her advisory role, she owns and operates Elm3 CPA, a tax, payroll, and bookkeeping service, as well as Sweet Clover Creek Farm, a small livestock and vegetable farm, and Big Pine Landscaping LLC. Elm3 Financial Group serves individuals and families, including high-net-worth clients, as well as trusts, estates, and small businesses, offering discretionary portfolio management, financial planning, and consulting. The firm employs an active, multi-disciplinary investment approach combining macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading.

Jarod Nichols is a financial advisor at Asset Guidance Group, LLC with four years of industry experience. He holds the Series 65 designation and has worked in financial services roles with Shellpoint Mortgage Servicing and Ditech Financial prior to joining his current firm. Asset Guidance Group, LLC serves individuals and families, including accredited investors, through fee-based financial planning and both discretionary and non-discretionary portfolio management. The firm combines a proprietary automated management system with human oversight and offers services such as private placement due diligence, educational seminars, and a subscription research publication.

Gordon Sylvester is a financial advisor at Latitude Investment Group with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Questar Capital Corporation and Allianz Life Insurance Company of North America. Outside of advisory work, he manages Divergent Financial Group Corp., an insurance marketing organization. Latitude Investment Group provides investment advisory and financial planning services to individual clients, offering managed accounts, portfolio reviews, and tailored investment strategies. The firm serves 87 clients with $6.3 million in assets under management and employs both discretionary and non-discretionary approaches.