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.

Julian Harwell is a financial advisor at Solomon Investments & Financial Planning, LLC with over 53 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Ameritas Investment Corp and Dominion Investor Services. Outside of his advisory role, he owns J.F.H. Financial Solutions, a business focused on marketing life insurance and retirement planning products, and serves on the board of the Kimberly Chance Atkins Foundation, a nonprofit supporting women with breast cancer. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm conducts public educational seminars and combines non-discretionary retail asset allocation with pension consulting and ERISA plan management services.

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.

Jack Eason is a financial advisor at Georgia Advisory Group LLC and holds a Series 65 designation. He has five years of experience working with the Department of Defense - Army since 2021. Prior to that, he completed full-time education at the United States Military Academy and New Berlin High School. Georgia Advisory Group provides discretionary portfolio management and limited consulting services to individuals, high-net-worth individuals, families, and small businesses. The firm follows a long-term, fundamentals-based approach focused on diversification, asset allocation, and risk management.

Stephen Davenport is a CFA charterholder with nine years of experience in the financial industry. He is currently an advisor at Circa Capital, LLC, where he has worked since 2021. His prior roles include positions at Decatur Capital Management, GenSpring Family Offices, SunTrust Advisory Services, and SunTrust Bank. Circa Capital, LLC provides financial planning, discretionary portfolio management, and consulting services primarily to high-net-worth individuals and their trusts, estates, and retirement accounts. The firm emphasizes fundamental analysis and a long-term investment philosophy focused on quality and value, managing portfolios typically consisting of 25 to 50 equity positions with the potential use of hedging strategies.

Nicholas Houston is a financial advisor at BDM Investments, Inc. with a Series 65 credential and three years of industry experience. Prior to his current role, he worked for over a decade at Northside United Methodist Church. BDM Investments, Inc. provides discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across about 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focusing on asset allocation and passive investment vehicles, utilizing third-party platforms such as Savant Wealth Management.

Jamie Stolz is a CFP® professional with 15 years of industry experience, currently serving as an advisor at TandemGrowth Financial Advisors, LLC since 2014. He is also the owner of TAYLORMADE BABY CLOTHES LLC, a business specializing in handmade children's clothing and gifts. TandemGrowth Financial Advisors provides comprehensive wealth management and financial planning services to individuals, high net worth households, trusts, and estates. The firm manages strategic long-term portfolios primarily through mutual funds and ETFs, incorporates various analytical approaches, and offers unique services such as a NextGen program and healthcare planning partnerships.

Jason Lina is a CFP® and CFA® with 15 years of experience in financial advising. He has worked at Golden Bell Financial Planning, LLC since 2019 and has been associated with Resource Planning Group since 2011. Lina is based in Alpharetta, GA. Golden Bell Financial Planning provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients. The firm uses an evidence-based investing approach with strategic asset allocation and factor tilts, managing over $200 million in assets with a focus on tax-efficient implementation and tailored investment policy statements.

Athanasios Bafas is a financial advisor at Anovest Investment Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Anovest since 2004, also serving as CEO and Chief Compliance Officer. Outside of his advisory role, he is a licensed real estate agent in Georgia and Colorado. Anovest serves individual households, including high-net-worth clients, providing discretionary portfolio management, financial planning, and custom portfolio solutions. The firm employs a bottom-up, total-return investment approach and manages accounts primarily on a discretionary basis.

Gregory St. John is a financial advisor at St. John & Associates, Inc. with 23 years of industry experience. He has been with St. John & Associates since 1999. 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 uses a range of model asset-allocation portfolios combining active and passive equities, fixed income, ETFs, and alternatives, and emphasizes regular client communications, education, and the use of artificial intelligence tools in investment research and reporting.