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 27 years of industry experience, currently serving as an advisor at Surepath Financial Services, LLC since 2017. His prior experience includes founding his sole proprietorship in 1999 and roles at Woodstock Financial Group and other ventures. Outside of advisory work, he owns a franchise business providing estate-planning software and is involved in direct sales of nutrition 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 also conducts educational seminars and customizes investment strategies based on clients’ objectives and risk tolerance.

Ryan Moledor is a Series 65-licensed financial advisor with 23 years of industry experience. He has worked at Krm Capital Management since 2004. Outside of his advisory work, he is also a licensed real estate agent. Parrish Capital, LLC is a small SEC-registered advisory firm serving individuals, nonprofit endowments, corporations, and retirement plans. The firm employs a fundamental research-driven approach to portfolio management, offering diversified allocations through mutual funds, ETFs, fixed income, and proprietary stock models, while integrating ongoing financial planning tailored to client goals.

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 12 years of industry experience. He has been with Oxford Chase Advisors LLC since 2013. Oxford Chase Advisors provides discretionary portfolio management to individuals, trusts, estates, business entities, and charitable organizations. The firm employs a model-driven investment process focused on publicly traded equities, ETFs, dividend-paying and preferred stocks, and warrants, managing approximately $83 million in discretionary assets across about 220 client relationships.

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 Flurry is a CFP® with 28 years of industry experience and has been with Legacy Partners Financial Group, LLC since 2005. In addition to his advisory role, he is an independent insurance agent selling fixed annuities and life insurance and works as a college planning specialist providing financial aid advisory services. Legacy Partners Financial Group offers discretionary investment management and financial planning to individuals, retirement plans, and business clients, using model portfolios constructed with Modern Portfolio Theory. The firm also provides company-sponsored retirement plan management and operates a separate college-planning service offering workshops and individualized counseling.

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 13 years at Oxford Chase Advisors LLC and 25 years of experience at Nokia. He is based in Peachtree Corners, GA, and has worked in the financial advisory industry for five years. Oxford Chase Advisors provides discretionary portfolio management to individuals, trusts, estates, business entities, and charitable organizations. The firm employs a model-driven investment approach focused on publicly traded equities, ETFs, dividend-paying and preferred stocks, and warrants, managing approximately $83 million in discretionary assets across about 220 client relationships.

Michael Agurkis is a CFP® professional affiliated with Commonwealth Financial Planners Inc in Roswell, GA, with 19 years of industry experience. He has been with Commonwealth Financial Planners and Raymond James Financial Services since 2006. He serves as Treasurer and Board Member for the Rotary Club of Roswell, where he manages financial records and reporting. 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, utilizing a combination of fundamental, technical, charting, and cyclical analysis in its recommendations.

William Frerking II is a financial advisor with Georgia Advisory Group LLC in Alpharetta, GA, holding a Series 66 designation and nine years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management Inc throughout his career. Outside of his advisory role, he serves as Head of the Board of Stewardship at Living Faith Lutheran Church and coaches varsity football and junior varsity basketball at Wesleyan School. Georgia Advisory Group provides discretionary portfolio management and limited consulting services primarily to individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach emphasizing diversification, asset allocation, and risk management, managing approximately $105 million in client assets.

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.

Mason Ware is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth With No Regrets®, he was affiliated with Boomfish Wealth Group, LLC, operating under the same brand. Wealth With No Regrets® provides integrated financial planning and discretionary portfolio management to individual and high-net-worth clients, small businesses, and charitable organizations. The firm emphasizes customized financial profiles and investment plans implemented through a disciplined approach that includes fundamental and technical analysis, long-term investing, and risk management.

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 advisor with 12 years of industry experience, currently serving at Wealth With No Regrets® in Alpharetta, GA. He has been involved with Boomfish Wealth Group, LLC since 2012 and Boomfish, Inc. since 2009, where he also works as a financial coach. Outside of his advisory work, he serves as CFO of Tri-Craft Properties, LLC, a home building and remodeling company. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations with integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles, long-term investing, risk management, and uses third-party sub-advisers alongside its own investment platform.

Reagan Curl is a financial advisor with Networth Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Berkeley Advisors, LPL Financial, and IFG Advisory. In addition to advisory work, he operates an affiliated tax preparation and accounting service. NetWorth Financial Services is a wealth management firm serving individuals, pension plans, charitable organizations, and other entities with a focus on comprehensive financial planning, consulting, and portfolio management. The firm utilizes fundamental analysis and strategic asset allocation, employing a range of securities for long-term growth and income, and integrates financial planning with portfolio management.

Marc Daner is a CFP® and ChFC® with 36 years of industry experience. He is a principal at Daner Wealth Management, LLC in Alpharetta, GA, where he has worked since 2021. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing Services for a combined 13 years. He is also licensed as an independent insurance agent. Daner Wealth Management serves individual and high-net-worth clients, managing approximately $176 million across 181 accounts. The firm provides portfolio management, financial planning, and consulting services with a tailored investment approach that includes asset allocation, option strategies, and both long- and short-term trading.