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.

Timothy Spahr is a financial advisor at NTV Asset Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at NTV Asset Management since 2010. Outside of his advisory role, he is an astronomer at the Smithsonian Astrophysical Observatory, where he processes minor planet observations. NTV Asset Management provides investment management and advisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a hybrid investment approach influenced by modern portfolio theory and offers both discretionary and non-discretionary portfolio management, with a focus on individualized client relationships and involvement in private placements.

Michael Rudio is a financial advisor and partner at Phase Line Capital, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Edward Jones. Outside of his advisory role, he serves as a Major and Intelligence Officer in the Georgia Army National Guard and provides business consultation for a genomic sequencing firm. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a variety of investment vehicles, including derivatives, to tailor advice based on client objectives and risk tolerances.

Malik Lee is a CFP® with 17 years of industry experience, currently serving at Felton & Peel Wealth Management, Inc. He has worked at Klondike Financial, LLC, Felton & Peel Tax Services, LLC, ALPS Distributors, Inc., and The Henssler Financial Group. Outside of his advisory role, Malik is CEO of a mobile app business, serves as treasurer on the board of a religious organization, and is chief marketing officer for a marketing and event planning company. Felton & Peel Wealth Management provides integrated wealth management services to individuals, high-net-worth clients, corporations, and charitable organizations, combining customized financial planning with discretionary portfolio management. The firm’s goals-based investment approach includes mutual funds, ETFs, fixed income, and alternative investments, with additional offerings such as insurance products and third-party platform strategies.

Alaeddin Kharazmi is a financial advisor with CIGX, LLC based in Marietta, GA, holding the ChFC® and Series 63 designations and bringing 13 years of industry experience. He has a long career in the insurance and real estate sectors, including roles at American National Insurance Co. and Dependable Realty Company. In addition to advisory work, he operates a tax service for family and close acquaintances. CIGX serves individual investors across wealth levels, retirement plans, and institutional clients, offering discretionary portfolio management through risk-based model portfolios primarily composed of ETFs. The firm emphasizes long-term holdings, regular reviews, and a defined sell discipline, with notable involvement in a family-only private investment fund.

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.

Edward Moore Jr. is a CFA® charterholder with 18 years of experience in the investment industry. He has been with Bey-Douglas, LLC Investment Counsel since 2008 and also worked at Resurgent Financial Advisors LLC. Moore is based in Marietta, GA. Bey-Douglas, LLC provides portfolio management and retirement-plan advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charities, corporations, trusts, and estates. The firm employs two main investment strategies: a tax-aware, large-cap core equity approach known as the Disciplined Investment System (DIS) and a Diversified Allocation Method (DAM) that blends equities, fixed income, ETFs, and mutual funds based on client risk profiles.

Joel Hubbard is a financial advisor with Executive Money Managers, Inc. in Marietta, GA, holding a Series 65 designation and over 23 years of industry experience. He has worked at Executive Money Managers, Inc. since 1989 and at Financial Asset Management Systems, Inc. since 2002. Outside of advisory work, he is a founder and board member of Providence Bank in Alpharetta, Georgia. Executive Money Managers, Inc. provides discretionary portfolio management and advisory consulting to individual and high-net-worth clients, charitable organizations, and business entities. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, managing customized portfolios under discretionary authority consistent with client guidelines.

Scott Dietz is a financial advisor with NTV Asset Management, LLC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has served as President and CEO of both NTV Asset Management and its affiliated firm, Eagle Financial Group, where he provides financial counseling including estate and income tax planning for high-net-worth individuals. NTV Asset Management offers investment management and advisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a hybrid investment approach influenced by modern portfolio theory, combining cash or laddered bonds for near-term spending with risk-based asset allocation, and maintains a notable involvement with private placements alongside a related accounting and tax-preparation affiliation.

Joseph Henshaw is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Arc Asset Management LLC in Atlanta, GA. He previously worked at Polay & Clark for twelve years and has been involved in management consulting, bookkeeping, tax planning, and related services through Arc Business Management, LLC. Arc Asset Management provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals, focusing on a concentrated client base with tailored Investment Policy Statements and ongoing portfolio monitoring. The firm employs a diverse set of analytical methods and investment strategies, manages accounts on a discretionary basis, and conducts due diligence on third-party managers.

Andres Sandate is a financial advisor with GPWA, LLC and holds Series 63, Series 65, and Series 66 licenses. He has 12 years of experience in the financial industry, with prior roles at firms including Advisory Group Equity Services, Endurance Securities, and Tuxedo Capital Partners. Outside of his advisory work, Andres is the founder and host of the ATL Alts Podcast, which interviews entrepreneurs and investors in alternative investments and financial services. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans by providing asset management, financial and business planning, and ERISA plan services. The firm employs a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop customized investment strategies and manages client accounts on a non-discretionary basis with ongoing oversight of third-party managers.

Dustin Cantrell is a Series 65-licensed financial advisor at BDM Investments, Inc. with 12 years of industry experience. He is also a senior accountant and shareholder of Cantrell & Associates, PC, an accounting firm where he provides accounting, compliance, and tax consulting services. He has been with Cantrell & Associates since 1995. BDM Investments, Inc. offers discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focused on asset allocation and passive investment vehicles, and integrates investment services as a complement to its affiliated accounting practice.

Selena Teasley is a CFP® with five years of industry experience currently serving at Applied Wealth Management. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and Morneau Shepell. Outside of her advisory work, she is involved in business consulting focused on financial and management reporting analysis. Applied Wealth Management is a team-based registered investment adviser managing approximately $44 million across individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes strategic asset allocation and modern portfolio theory through custom model portfolios and typically manages accounts on a discretionary basis with regular monitoring and rebalancing.

Thomas Healy is a CFA® charterholder affiliated with Private Family Wealth Advisors in Atlanta, GA, with seven years of industry experience. He previously worked at Iron Capital Advisors and has a background that includes accounting consulting through Rod & Associates Accountancy LLC, where he provides business consulting and financial modeling. Private Family Wealth Advisors offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm employs a customized, multi-strategy approach and manages approximately $393 million in assets, primarily on a discretionary basis.

William Downey III is a financial advisor at REV Capital, LLC in Marietta, GA, holding a Series 63 designation with 29 years of industry experience. He has been with REV Capital since 2016 and previously worked at Kalos Capital, Inc from 2011 to 2016. REV Capital serves individual clients, including both high-net-worth and non-HNW households, offering portfolio management and financial planning services tailored to client objectives and risk tolerance. The firm manages accounts on a discretionary basis with a small team supporting approximately 75 clients.

Kaena Farmer is a financial advisor at Hamilton Capital Advisors LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Accenture, as well as holding a position at Morehouse College. Hamilton Capital Advisors primarily provides investment management, retirement-plan advisory, and consulting services to pooled and institutional investment programs, while offering portfolio management and financial planning for private clients on a limited basis. The firm integrates fundamental and technical analysis with discretionary management and outsourced third-party manager solutions, managing approximately $87 million in client assets as of December 31, 2025.

Kimberly Brown is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with two years of industry experience. She has been with Persium Advisors since 2017 and previously worked at D'Huyvetter & Swichkow, PC. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting on nearly $894.4 million in pension and investment assets, utilizing fundamental analysis and tailored portfolio allocations based on clients’ financial plans and risk tolerances.

Timothy Benbow is a CFP® with 18 years of experience in financial advisory services. He is currently with Wright Wealth LLC and has previously worked at NovaPoint Capital LLC, Bull's Eye Investment Group, Waterloo Capital Management, and Black Diamond Investment Partners. Wright Wealth LLC provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines passive and active strategies with fundamental, technical, and tactical analysis and offers services including discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and tax preparation assistance.

Natalie Gallo is a financial advisor with Regent Peak Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank NA. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, and family office services primarily to individuals—including high-net-worth clients—and some corporate plan clients. The firm’s investment approach emphasizes model portfolios based on Modern Portfolio Theory, using ETFs and equities, and frequently implements strategies through sub-advisers or third-party money managers.

Mark Sheerin is a CFP® professional with 10 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory Inc. since 2016. He is based in Atlanta, GA, and is part of a six-advisor team at the firm. Sherrill & Hutchins provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm focuses on client-specific investment guidelines using diversified no-load mutual funds and ETFs, and offers services such as ongoing wealth management, retirement plan advisory, and estate distribution support.