Kristin Mauger is a financial advisor at Gien Capital Management LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Advisors. Gien Capital Management LLC is a state-registered investment adviser serving primarily trusts, charitable entities, business owners, and estates. The firm builds individualized portfolios using a combination of fundamental, technical, charting, and cyclical analysis, managing assets on a discretionary basis with the use of third-party sub-advisors.

Lois Bafas is a financial advisor with Anovest Investment Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Anovest Financial Services and Anovest Investment Advisors since 2004. Outside of her advisory role, she is also licensed as a health and life insurance agent. Anovest serves individual households, including high-net-worth clients, by providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm employs a bottom-up, total-return investment approach with diversified portfolios tailored to clients’ risk tolerances and time horizons.

Kenneth O'Leary is a CFP® with 28 years of experience in financial advising, currently practicing at Surepath Financial Services, LLC. His background includes operating a franchise business that sells estate-planning software and involvement in a multi-level marketing business selling nutrition products. He also holds an insurance license for non-securities products. Surepath Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management through a wrap fee program and a web-based platform. The firm conducts educational seminars and tailors investment programs to client objectives using various analytical methods.

Ryan Moledor is a financial advisor at Parrish Capital, LLC with 23 years of industry experience. He holds a Series 65 designation and previously worked at Krm Capital Management for 13 years and George M. Hiller Companies, LLC for one year. Outside of his advisory role, Moledor is also a licensed real estate agent. Parrish Capital is a small SEC-registered firm serving individuals, nonprofit endowments, corporations, and retirement plans. The firm uses a fundamental analysis approach with diversified portfolios and integrates ongoing financial planning into its investment management.

Loyd Crowe is a financial advisor with Optimum Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Optimum Wealth Management since 2017 and has been associated with LAC Wealth Management since 2006. Outside of his advisory roles, Crowe serves as managing partner of P&C Partnership, LLC, focusing on administrative and investment matters. Optimum Wealth Management provides personalized financial planning and discretionary investment management to individual and high-net-worth clients and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF core holdings with selective active satellite managers, implementing investment decisions under discretionary authority with regular client reviews.

Alexander Duncan is a financial advisor at A & P Wealth Management in Woodstock, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at MCAP Investment Management and Plurimi Wealth & Asset Management, as well as work as a self-employed consultant. A & P Wealth Management is a supported advisory firm managing approximately $34.2 million for around 56 clients, including individuals, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create diversified portfolios and offers an active trading program that uses advanced option-writing, short sales, and margin strategies.

As a life-long learner with great curiosity, I've seen a lot over the years and learned what works and what doesn’t. My experience led me to join a long-time friend to build a firm that is mission-driven…not profit-driven. A prior mentor would often say, “Always do what’s right, and everything else will work itself out.” That stuck with me and it still (along with my faith) guides me today. Now, we're working to redefine wealth management. We help families and individuals gain clarity and empower them to live their best life. Ultimately, life isn't about the money...it's about the journey, the memories you create, and the legacy you leave behind. Everyone deserves to live their best life! Sampling of how we help families and individuals (we do much more): - Clarify what's important (life goals, decisions, priorities, etc.) - Build for retirement (using 401(k)s, IRAs, HSAs, etc.) - How to tax efficiently produce income in retirement - Invest wisely using low cost, tax-efficient funds - Coordinate with CPA on tax saving ideas and opportunities - Coordinate with attorney on estate planning - Integrate charitable planning with the investments and tax planning - Protect your assets and income through insurance planning (note: we don't sell insurance) - Fund current or future education for children/grandchildren - Review company benefits during open enrollment I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I'm also a member of the Investments & Wealth Institute and hold the Certified Investment Management Analyst (CIMA®) designation, completing the program administered by the Wharton School of the University of Pennsylvania. I also received training at the Kinder Institute of Life Planning, which has given me the tools to have much more meaningful conversations about life goals with the families I serve. I am a 2018 graduate of the Catholic Charities Atlanta Leadership program and a 2019 graduate of the Philanthropic Advisor Leadership Institute, led by the three Balser Professional Advisors Council partnership organizations: the Community Foundation for Greater Atlanta, the Jewish Federation of Greater Atlanta, and the United Way of Greater Atlanta. In my personal time, I enjoy being with my kids, dating my wife, working our farm, dabbling in woodworking, hiking, learning new things, and singing in my church choir. Favorite quote: "When your values are clear to you, making decisions becomes easier." - Roy E. Disney What is a problem in the industry that you want to fix? How firms view their clients as "numbers". Some firms refer to their client as "A, B, or C" clients while others reference the portfolio size (a "$5 million client" as an example). I want the industry to stop putting dollar signs above clients' heads. A client is a "who" not a "what". Advisors should be here to serve people, and our industry (and clients) will thrive once we embrace life-centered planning over asset-centered planning. What are the values that drive you? I value faith, integrity, family, and service. To learn more, visit: https://journeybeyondwealth.com/the-jbw-difference/who-we-are

Manoj Madhavan is a CFP® and CFA® with 13 years of experience in financial advising. He has been with Oxford Chase Advisors LLC since 2013. Oxford Chase Advisors LLC manages approximately $89.6 million across about 320 client relationships with a three-advisor team. The firm provides discretionary, fee-only portfolio management to individuals, business entities, trusts, estates, and charitable organizations using separately managed accounts and model portfolios tailored to client risk profiles.

Jacob Jones is a financial advisor at 755 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Milliken & Co. Outside of his advisory role, he is involved with 755 Mortgage, providing mortgage and real estate services. 755 Financial is an SEC-registered investment adviser that offers portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary managed accounts. The firm tailors investment strategies to client objectives and employs various techniques including asset allocation and dollar-cost averaging.

Jason Knope is a financial advisor at Paul Manners & Associates, Inc. in Marietta, GA, holding the CFP®, CFA®, and Series 65 designations with 20 years of industry experience. He has worked at Paul Manners & Associates since 2002. Paul Manners & Associates, Inc. provides investment supervisory services to individuals, pension plans, charitable foundations, and trusts through actively managed, broadly diversified, low-turnover portfolios. The firm tailors portfolios to client goals and risk tolerance, focusing on individual stocks and bonds, and manages approximately $392 million in assets with a small advisory team.

Manish Kapoor is a CFA® charterholder with six years of industry experience. He has worked at Oxford Chase Advisors LLC since 2013 and has held a position at Nokia since 2001. Oxford Chase Advisors LLC manages approximately $89.6 million for around 320 clients through discretionary, fee-only portfolio management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, employing model portfolios with an emphasis on individual equities and ETFs tailored to client risk profiles.

Michael Agurkis is a CFP® and Series 66-licensed financial advisor with 20 years of experience, currently serving at CommonWealth Financial Planners Inc. in Roswell, GA. He has worked with Raymond James Financial Services, Inc. throughout his career and serves as Treasurer and Board Member of the Rotary Club of Roswell. CommonWealth Financial Planners provides personalized financial planning and investment management to individuals, retirement plans, corporations, and small businesses, serving both high-net-worth and non-HNW clients. The firm typically delivers advice on a non-discretionary basis using a blend of fundamental, technical, charting, and cyclical analysis.

William Frerking II is a financial advisor with Georgia Advisory Group LLC, holding a Series 66 credential and nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management Inc. since 2017. Outside of his advisory role, he serves as head of the Board of Stewardship for Living Faith Lutheran Church and coaches varsity football and junior varsity basketball at Wesleyan School. Georgia Advisory Group serves retail investors by providing discretionary portfolio management along with financial, retirement, and tax planning services. The firm emphasizes individual equities, select ETFs, and options strategies, managing client accounts on a discretionary basis while supporting a relatively large client roster for its size.

John Diczok is a financial advisor at Anovest Investment Advisors with 29 years of industry experience. He has been with Anovest Investment Advisors since 2007 and with the affiliated firm Anovest Financial Services since 2005. Outside of his advisory role, he volunteers with a nonprofit children’s website and prepares income taxes during the tax season. Anovest serves individual households, including high-net-worth clients, providing discretionary portfolio management, financial planning, and custom portfolio reporting. The firm uses a bottom-up, total-return investment approach with diversified strategies across multiple asset classes and offers personalized portfolio options tailored to clients’ time horizons and risk tolerances.

Kenneth Baer is a financial advisor with Baer Wealth Management in Marietta, GA, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He is also a partner and investor in Kevmarken, LLC, a gourmet food delivery business. Baer Wealth Management manages approximately $294.3 million, providing discretionary portfolio management to individuals, high-net-worth clients, and retirement plans, including serving as ERISA fiduciaries. The firm employs a long-term, manager-driven investment approach and conducts detailed due diligence on private alternative investments.

Scott Noble is a PFS™ credentialed financial advisor with 13 years of industry experience. He is affiliated with Wealth With No Regrets® in Alpharetta, GA, and has held roles at Boomfish Wealth Group, LLC since 2012. Outside of his advisory work, he serves as a financial coach with Boomfish, Inc. and acts as CFO for Tri-Craft Properties, a home building and remodeling company. Wealth With No Regrets® serves individual and high-net-worth clients, as well as small businesses and charitable organizations, providing integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles and investment plans, using fundamental and technical analysis alongside risk management to guide long-term investing.

Reagan Curl is a financial advisor with NetWorth Financial Services, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at LPL Financial and Berkeley Advisors. In addition to advisory services, he operates a tax preparation and accounting business associated with the firm. NetWorth Financial Services is a wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm provides comprehensive financial planning and portfolio management, employing fundamental analysis and strategic asset allocation with a focus on value equities, ETFs, mutual funds, and fixed-income securities.

Marc Daner is a CFP® and ChFC® with 37 years of industry experience. He is a principal at Daner Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. Daner is also licensed as an independent insurance agent. Daner Wealth Management provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored advice based on client objectives and risk tolerance, employing a flexible investment approach that includes asset allocation, technical analysis, and covered options strategies.

Michael Strickland is a financial advisor at Strickland Davis Advisors LLC in Marietta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Strickland Davis Advisors since 2016 and also operates Strickland & Co. since 2010. Outside of his advisory roles, he is involved in a startup technology business as the owner of My Digital Business Card, LLC, and works as an insurance agent with Way of Life Group, LLC. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting for individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $121 million in client assets. The firm emphasizes individualized investment policy statements and long-term investing, using both direct portfolio management and access to institutional-class funds through an Advisor Services program with Savant Wealth Management.

Graham Bailey is a financial advisor at 755 Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Edward Jones. He is also involved in insurance sales, focusing on life, health, disability, long-term care, and fixed annuities. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a client-driven approach, tailoring strategies to clients' objectives, time horizons, and risk tolerances while utilizing various investment techniques.