Faye Sykes is a financial advisor at Tuttle Wealth Partners LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Capital Asset Advisory Services and Northwestern Mutual Investment Management. In addition to her advisory role, she is CEO of Social Security Benefit Planners and also involved in life insurance sales through Scarlet Oak Financial Services. Tuttle Wealth Partners LLC provides investment advisory and financial planning services to retail and institutional clients, offering customized portfolio management and consulting tailored to client objectives and risk tolerance. The firm utilizes proprietary models and engages sub-advisers while maintaining responsibility for client relationships.

Kamila Elliott is a CFP® professional with 23 years of industry experience, currently serving at Collective Wealth Partners, LLC. Her prior roles include positions at Dimensional Fund Advisors, LPL Financial, and The Vanguard Group. She chairs the CFP Board of Standards and contributes to the CNBC Financial Advisor Council. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, and business consulting. The firm emphasizes fundamental analysis and portfolio construction while offering educational seminars and financial-wellness programs, including services tailored to women and minorities.

Courtney Deveau is a financial advisor at Peachtree Investment Partners, LLC with a Series 65 designation and two years of industry experience. Prior to joining Peachtree in 2023, Deveau worked at Pace Academy and The Museum of Modern Art. Peachtree Investment Partners provides discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities, managing approximately $336 million across about 227 client accounts. The firm emphasizes long-term, growth-oriented investing primarily in common stocks selected through fundamental analysis, complemented by bonds and index ETFs.

Scott Bremus is a financial advisor with San Blas Advisory, Inc. based in Atlanta, GA, holding a Series 66 designation and bringing 26 years of industry experience. His prior work includes roles at Eudaimonia Partners, LLC, LPL Financial LLC, Hamilton Investment Counsel, LLC, and Citigroup Global Markets, among others. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing approximately $218.9 million across about 664 client accounts. The firm offers discretionary and non-discretionary portfolio management along with financial planning services, using a combination of fundamental, technical, and qualitative analysis in its investment approach.

Jeffrey Shaver is a financial advisor at 34 Financial, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at JNJ Advisors, Mercer Global Advisors, Arkadios Capital, Atlanta Capital Group, and Triad Advisors. 34 Financial, LLC is a small team managing approximately $101 million across about 90 client relationships. The firm provides discretionary investment management and financial advice to individuals, corporations, retirement plans, trusts, and institutions, using fundamental, technical, and cyclical analysis to develop client-specific investment policies.

Allan Mathis is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with Berkeley Advisors, Inc. since 2019. Outside of his advisory role, Mathis volunteers as a youth soccer coach and serves as an on-site property manager and secretary for HamLam Properties, LLC. Berkeley Advisors serves individual and high-net-worth clients, as well as trusts and estates, providing ongoing financial planning and discretionary portfolio management. The firm employs a diversified, Modern Portfolio Theory–based investment approach using mutual funds, ETFs, and selected individual securities, and operates its own Wrap Fee Program.

Theodore Davies is a financial advisor at Reicon Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Maven Capital Partners, LLC since 2022 and has been involved with Reicon Capital, LLC since 2000 as a managing partner, focusing on reviewing public and private investment opportunities. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and other business entities. The firm manages private special purpose vehicles (SPVs) that co-invest alongside private equity firms and implements client portfolios across multiple asset classes based on strategic asset allocation and written investment objectives.

Justin Florence is a financial advisor at Capital and Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2004. Justin joined Capital and Planning in 2023. Capital and Planning, LLC provides investment management and financial planning services to individuals, small businesses, trusts, estates, and charitable entities. The firm offers both discretionary and non-discretionary portfolio management across a range of asset classes and delivers customized portfolios based on client objectives, with ongoing monitoring and periodic reviews.

Micah Porter is a CFP® and CFA® with 19 years of industry experience. He has been with Minerva Planning Group in Decatur, GA since 2003. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, primarily Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.

Stephanie Douglass is a CFA® charterholder based in Atlanta, GA, with three years of industry experience. She is currently with Reicon Wealth Advisors, LLC and has held roles at Maven Capital Partners, LLC. In addition to her advisory work, she serves as Managing Director of Reicon Capital, LLC, a family office managing alternative investment portfolios. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, and foundations, as well as managing private special purpose vehicles that co-invest with unaffiliated private equity firms. The firm implements diversified portfolios aligned with client objectives and is notable for sponsoring private pooled investment vehicles and managing associated performance-based compensation.

Kathy Weese is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Nora Wealth Advisors, LLC since 2017 and previously spent 11 years at Minerva Planning Group. Based in Atlanta, GA, she holds a Series 65 license and operates as the sole advisor at Nora Wealth. Nora Wealth is an independent, fee-only advisory firm providing discretionary asset management and financial planning primarily for individual clients, as well as trusts, businesses, and retirement plans. The firm offers customized investment strategies, retirement plan consulting, and fiduciary services, managing approximately $53.6 million in discretionary assets.

Joshua Husted is a CFA® charterholder with experience in public pension systems and investment management, currently serving at Access Investment Management, LLC since 2026. His prior roles include positions at the Teachers Retirement Systems of Georgia and the Retirement Systems of Alabama. Access Investment Management, LLC provides managed account services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management with a $1,000,000 account minimum. The firm employs various investment methods and manages approximately $419.6 million in assets across a small client base.

Leon Frush III is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Cornerstone Financial since 2013. He also has been associated with Dempsey Lord Smith, LLC since 2012. Outside of advising, he is a 50% partner in Barewood Inc., a company involved in rental real estate management. Cornerstone Financial Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for around 200 clients. The firm uses a long-term investment approach centered on fundamental analysis and manages most client accounts on a non-discretionary basis.

Reid Funston is a financial advisor at Reicon Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with five years of industry experience. He has been affiliated with Reicon Wealth Advisors since 2021 and has worked at Maven Capital Partners, LLC since 2022. Funston is also the managing partner of Reicon Capital, LLC, a role he has held since 2000, focusing on reviewing public and private investment opportunities. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and other business entities. The firm manages separately managed accounts and private special purpose vehicles that co-invest alongside unaffiliated private equity firms, employing a strategic asset allocation process across various asset classes and exercising discretionary trading authority.

Cody Collins is a financial advisor at 34 Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Homrich Berg Wealth Management for six years. 34 Financial, LLC is a small team-based firm providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $101 million across about 90 client relationships, using fundamental, technical, and cyclical analysis to construct and monitor portfolios on a discretionary basis.

William Scott is a CFP® professional with three years of industry experience. He is currently associated with MAI Capital Management, LLC and previously worked at Waypoint Wealth Counsel LLC for nine years. Before entering the financial services industry, he studied at the University of Georgia. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, employing a mix of fundamental and technical analyses alongside manager-based sleeves and co-managed private funds.

Matthew Woods is a financial advisor with Waypoint Wealth Counsel LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at MAI Capital Management, LLC and has been with Waypoint Wealth Counsel since 2014. Outside of his advisory work, he is involved in managing rental properties. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, using a mix of fundamental and technical analyses and incorporating manager-based sleeves and specialized private market strategies.

Alonso Munoz is a financial advisor at Hamilton Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Hamilton Investment Counsel, LLC before joining his current firm in 2021. Outside of his advisory role, Munoz serves as president of Poseidon Capital Management, Inc., a partnership ownership entity, and is a partner at Perseus Venture Partners, LLC, where he is involved in general business development. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a multi-disciplinary investment approach using fundamental, technical, quantitative, sector, and cyclical analyses to construct and actively manage tailored portfolios across various securities.

Mark Prosper is a Series 65-licensed financial advisor with Avant Garde Capital in Atlanta, GA, where he has worked since 2010. He has 15 years of industry experience. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and investment advisory services with direct oversight of client accounts. The firm employs performance-based fee arrangements alongside traditional asset-based billing and offers educational seminars and workshops in addition to its advisory services.

Joseph Bogle is a CFA® charterholder with two years of industry experience, currently serving as the sole advisor at Reicon Wealth Advisors, LLC in Atlanta, GA. He has worked at Maven Capital Partners, LLC and has been involved with Reicon Capital LLC since 2016. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and other business entities. The firm manages both separately managed portfolios and private special purpose vehicles (SPVs) that co-invest alongside unaffiliated private equity firms, employing a client-specific approach across multiple asset classes and maintaining formal procedures to manage potential conflicts between pooled vehicles and individual accounts.