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.

Gary Hyde is a CFP® professional with 10 years of experience in financial services. He is the principal of Shepherd Financial LLC, an independent firm he has led since 2020. Prior to founding Shepherd Financial, he worked at Northwestern Mutual in various roles from 2015 to 2020. Outside of his advisory work, Hyde provides baseball instruction to children. Shepherd Financial LLC offers wealth management, discretionary portfolio management, and financial planning primarily to individuals, high-net-worth households, trusts, estates, and retirement plans. The firm’s investment approach is long-term and ETF-oriented, with additional use of individual securities and occasional shorter-term trades, and it combines individual wealth management with retirement plan consulting services.

Matthew Checkon is a financial advisor at MJ Wealth Management LLC in Roswell, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding MJ Wealth Management, he worked at Ernst & Young for ten years. MJ Wealth Management LLC provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses, with offerings that range from foundational planning for lower- and middle-net-worth households to comprehensive wealth management. The firm’s investment process focuses on asset allocation guided by an Investment Policy Statement and includes discretionary management, educational workshops, and flexible billing arrangements.

Caroline McInerney is a CFP® with nine years of industry experience currently serving as the principal of HWM Wealth Management LLC in Atlanta, GA. She previously worked with Nicholas Hoffman & Company, Raymond James & Associates, Clements Financial Services, and HD Vest Investment Services. In addition to her advisory role, she operates Owner's Dividend LLC, a separate business that publishes educational content on financial and business planning. HWM Wealth Management LLC provides fee-only investment management and financial planning services to individuals, families, businesses, and foundations. The firm employs a long-term, principles-based investment approach focused on asset allocation, diversification, and tax-aware strategies, managing portfolios primarily on a discretionary basis.

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.

James Durden Jr. is a Series 65-licensed financial advisor with Edward Wealth Partners in Lithia Springs, GA. He has been with Edward Wealth Partners since 2025 and has over a decade of experience with Edward Financial Group, where he is also an owner and insurance agent. Edward Wealth Partners is an investment manager offering discretionary and non-discretionary asset management and consulting services, with a focus on retirement-plan work. The firm combines direct portfolio management with third-party manager recommendations and provides plan-sponsor fiduciary services as well as participant education.

Robert Robinson is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Confidant Financial Solutions, LLC since 2015, where he is the sole advisor. Confidant Financial Solutions serves individual households, including high-net-worth clients, offering discretionary asset management and modular financial planning tailored through a fact-finding process. The firm uses model portfolios primarily composed of exchange-traded funds representing Morningstar style boxes and monitors accounts quarterly, with a focus on both long-term orientation and the ability to trade actively when authorized.

Joseph Stacy is a financial advisor with Meranti Capital Partners, INC. in Atlanta, GA, holding Series 65 and Series 63 licenses and possessing 15 years of industry experience. His background includes roles at Kaplan Professional, Primerica Advisors, and Nokia. Outside of advising, he is a licensed real estate instructor and a commercial real estate agent. Meranti Capital Partners offers 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, with services tailored through an Investment Policy Statement and may manage accounts on a discretionary basis when authorized by clients.

I’ve spent two decades in an industry that doesn’t always make it easy to know who to trust. Hidden fees, half-answers, and vague promises aren’t good enough. That’s why everything we do is transparent—how we charge, how we plan, how we execute. You should never wonder what’s happening with your money. Our flat fee structure is based on a commitment to placing client interests first, reducing conflicts of interest, providing transparent & predictable pricing, and making financial advisory services more accessible. Financial Review (aka “Try before you buy”) clients and full-service clients will receive a comprehensive financial review & retirement field guide to achieve their retirement field guide to achieve their desired goals. I started Sonas FP to help individuals and families like you understand how a healthy relationship with your money can lead to a lifetime of financial peace, wellness, and freedom. Sonas Financial Planning is owned and operated by Bradley Hilton, a CERTIFIED FINANCIAL PLANNER™, MBA, and Tax Planning Certified Professional® with over 18 years of experience as the sole financial advisor to more than 110 clients throughout the U.S., including dentists, small business owners, millionaires next door, and top executives at Fortune 500 companies. We’re constantly asking ourselves how we can do more and make a greater impact – and that is part of the reason Sonas Financial Planning was launched. Every good idea starts with a problem. Here was ours: Quality retirement planning and investment management can be expensive for clients under the traditional asset under management (AUM) fee structure. Also, many people fear working with a financial advisor because of either the high fees or the reputation that advisors earn commissions and will sell you products you don’t need. And finally, many wealth management firms do not emphasize financial planning or deliver data-driven financial roadmaps to guide clients. We take a people-centered approach. Our process begins with a free Zoom call so we can get to know one another and learn about your needs. There is no cost and no pressure to move forward. If we are not a good fit for each other, we will let you know upfront and try to recommend an alternative. Schedule a free consultation by calling 404-545-5368 or email [email protected].

Jeffrey Barnard is the principal of Barnard Financial Group, LLC in Roswell, GA, holding a Series 65 credential with 17 years of industry experience. His career includes roles at AE Wealth Management, LLC and Global Financial Private Capital, LLC, as well as leadership of his own firms since 1998. He also owns an insurance business in Roswell, GA, where he is active in insurance sales and service. Barnard Financial Group, LLC provides discretionary asset management and retirement plan advisory services to plan sponsors, institutional clients, and individuals. The firm offers portfolio management with the ability to engage sub-advisors and specializes in pension consulting for retirement plans, including ERISA-related services.

Cass Chappell III is a financial advisor with Chappell Financial Group in Atlanta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including over two decades with LPL Financial. Chappell also operates a fixed insurance and employee benefit planning business under his firm's name. Chappell Financial Group provides comprehensive written financial planning for individuals and small businesses, focusing on areas such as retirement, education funding, estate and long-term care planning, and insurance. The firm offers standalone plans without acting as an investment manager, allowing clients to implement recommendations through various providers.

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.

Patrick Volpe is a financial advisor at Brooke Forest Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Latitude Advisors, LLC and Edward Jones. Outside of his advisory role, he is a licensed insurance agent. Brooke Forest Capital LLC serves individual clients, including high-net-worth individuals, offering portfolio management and financial planning without an account minimum. The firm employs various analytic approaches and maintains discretionary trading authority to manage a diverse range of investment vehicles.

Hao Ngo is a CFP® professional with 16 years of experience in financial advising. He has been the sole advisor at Capital Benchmark Partners, LLC since 2014. Ngo serves on the board of Emory University, participating in quarterly meetings and contributing to fundraising and event planning efforts. Capital Benchmark Partners, LLC is an independent investment advisory firm based in Atlanta that manages approximately $56 million for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs an asset-allocation driven investment approach with diversification across mutual funds, ETFs, fixed income, equities, and selected alternatives, integrating financial planning into both discretionary and non-discretionary engagements.

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.

Jon Bernier is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with TandemGrowth Financial Advisors, LLC in Alpharetta, GA since 2000. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside retirement-plan oversight and account aggregation tools. The firm uses a strategic, long-term investment approach across equity-risk spectrums, incorporating mutual funds, ETFs, independent managers, and alternative investments, and provides unique services such as a NextGen program and healthcare planning partnerships.

Jessie Magee is a CFA® charterholder with three years of industry experience. She has worked at COR3 Investment Partners, LLC since 2022 and was previously self-employed for a brief period in 2022. Prior to that, she spent 15 years at EARNEST Partners, LLC. COR3 Investment Partners provides discretionary investment management focused on U.S. small- and mid-cap equities for high-net-worth individuals, family entities, trusts, estates, charitable foundations, corporations, and other registered investment advisers. The firm employs a fundamental, research-driven approach with customized account guidelines and offers sub-advisory services.

Alicyn Mcleod is a financial advisor at Ajax Capital Advisors, Inc. with three years of industry experience. She holds a Series 65 designation and has prior experience at Finlogic LLC and Atlanta Tax LLC, where she owns and operates a tax preparation and advisory firm. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm uses customized strategies involving ETFs, mutual funds, bonds, and equities, guided by an individualized Investment Objective and Policy Statement and a proprietary algorithm for security selection.