Travis Raish is a CFA® charterholder with 24 years of industry experience. He is a partner and portfolio manager at Circa Capital, LLC, where he has worked since 2011. His prior experience includes roles at Fiduciary Financial Group and Wealth With No Regrets, where he also serves as Chief Investment Officer. Circa Capital primarily serves individual investors, including high-net-worth clients, and institutions such as corporate pension and profit-sharing plans. The firm emphasizes fundamental analysis with a long-term, quality-and-value investment approach and manages concentrated portfolios tailored to client objectives.

Jeffrey Seiter is a CFP® with eight years of industry experience, currently serving as a financial advisor at COMPASS Wealth Management, LLC since 2023. He previously worked at Strategic Blueprint, LLC for six years and spent six years at the Georgia Institute of Technology. COMPASS Wealth Management provides financial planning and investment advice focused on retirement, education, estate, insurance, windfall, and special-needs planning. The firm emphasizes comprehensive written plans based on client goals and economic analysis, delivering services without direct custody of assets or discretionary portfolio management.

Paul Damm is a financial advisor at MRP Capital Investments, LLC in Alpharetta, GA, holding Series 65 and Series 66 licenses with 18 years of industry experience. His previous roles include positions at Balentine, Wilmington Trust Investment Management, and Aprio Wealth Management. MRP Capital Investments manages approximately $228 million for individual and high-net-worth clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis with a range of instruments, including derivatives and digital assets, while all investment decisions are made by staff rather than automated systems.

Andrew Straton is a financial advisor at Westhollow Wealth Management in Milton, GA. He holds a Series 65 designation and has experience in the financial services industry dating back to 2016, including roles at Carson Wealth and Jon Baker Financial Group. Outside of advisory work, he is involved with Bargain Bonanza, LLC. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities with integrated wealth management services that combine ongoing financial planning and portfolio management. The firm employs tailored investment programs based on clients’ goals, time horizons, and risk tolerances, emphasizing long-term holdings, rebalancing, and tax-aware monitoring.

J Cameron Zabko is a CFP® professional with four years of industry experience. He is the principal and sole owner of Westhollow Wealth Management, where he has worked since 2024. Prior to founding Westhollow, he was affiliated with CWM, LLC and Jon Baker Financial Group. Outside of his advisory role, Zabko engages in authorship. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities, offering integrated wealth management that includes financial planning and discretionary asset management. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, with a focus on long-term holdings, periodic rebalancing, and tax-aware strategies.

John Newsome is a financial advisor at NewCorp Wealth Management in Alpharetta, GA, with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Maryland Financial Group, among others. He is co-owner of NewCorp Financial Services and also works as an insurance agent providing insurance and fixed annuity solutions. NewCorp Wealth Management serves individual clients, including high-net-worth households, corporate clients, and sponsors of employer-sponsored retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting with tailored portfolios reviewed regularly and advisory services delivered through a small team.

Nimish Patel is a CFP® professional with 20 years of industry experience, currently serving at A & P Wealth Management since 2015. Prior to this, he worked at MCAP Investment Management, LLC, Woodbury Financial Services, Inc., FSC Securities Corporation, and Truist Investment Services, Inc. A & P Wealth Management is a supported advisory firm managing approximately $34.2 million for about 56 clients, including high-net-worth individuals, charitable organizations, and business entities. The firm combines fundamental and technical analysis to build diversified, long-term portfolios and offers an active trading program with advanced option-writing strategies, short sales, and margin borrowing.

Tiffany Johnson is a CFP® professional with five years of experience in financial advising. She is currently the sole advisor at Piece of Wealth Planning LLC in Dacula, GA. Her prior experience includes roles at Origin Financial, Creative Planning, Inc., and TrueWealth, LLC. Piece of Wealth Planning LLC provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that includes investment management, ongoing planning, and personal tax return preparation. The firm emphasizes passive, index-based portfolios guided by Modern Portfolio Theory and integrates accounting and tax services with its advisory offerings.

Timothy Mersereau is a ChFC® with 23 years of industry experience. He has been with Mersereau & Lazenby, LLC since 1994. Mersereau, Lazenby & Rockas, LLC serves individuals, trusts, profit-sharing plans, estates, and businesses by providing financial planning and discretionary investment management along with tax, auditing, and accounting services. The firm operates as a fee-only advisor offering integrated planning and typically implements strategies through a globally diversified asset allocation using both passive and actively managed funds.

Afzal Mithwani is a financial advisor at Nexus Capital Inc with 22 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at firms including Cambridge Investment Research and Transamerica Financial Advisors. Outside of his advisory role, Mithwani is an IRS Enrolled Agent providing tax preparation services and is involved in insurance product sales. Nexus Capital offers financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm focuses on tailored investment recommendations based on fundamental analysis and long-term holdings, often using passively managed ETFs.

Paul Culbreth is a financial advisor with Culbreth Wealth Management in Dacula, GA. He holds the CFP® and Series 66 designations and has 21 years of industry experience. Prior to founding his firm, he worked at Equitable Advisors and Axa Advisors for over 15 years. He serves as treasurer and finance committee chair for Rainbow Village, Inc., a nonprofit focused on transitional housing. Culbreth Wealth Management provides fee-based asset management, financial planning, and pension consulting to individuals, high-net-worth clients, plan sponsors, and organizations. The firm employs asset-allocation strategies using a range of investment types, including alternative investments, and offers portfolio management, standalone financial plans, and advisory services tailored to client needs.

Daniel Signorelli Heise is a financial advisor at Weston Capital Insights with a Series 65 designation and four years of industry experience. He previously worked at ABC Financial, Evo W12 LLC, and Sprinklr Inc. Heise is also a non-managing member of DGF 7 GP, LLC, a general partner to an unaffiliated venture capital fund. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and foreign investors, offering discretionary and non-discretionary portfolio management, model portfolio implementation, and financial planning. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and uses a variety of time-horizon strategies, including options and margin when appropriate.

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.

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.

Rhonda Grover is a CFP® professional with nine years of experience at Wealth 360, LLC and six years of self-employment prior to that. She is based in Buford, GA. Wealth 360, LLC serves individual investors, pension and profit-sharing plans, and corporations by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm is notable for its sub-advisory business, managing assets on behalf of other advisers, and offers a range of ERISA services alongside its long-term investment approach.

Vincent Rokose is a financial advisor at Vantage Legacy Advisors, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses with 17 years of industry experience. His career includes roles at First Financial Security, Inc., Lifeanswers Financial Group, and Global Asset Management Group, Inc. He is also an insurance agent at Lifeanswers Financial Group. Vantage Legacy Advisors is a state-registered investment adviser serving individuals and high-net-worth clients with personalized investment management and financial planning. The firm emphasizes modern portfolio theory and passive management, often delegating portfolio management to unaffiliated sub-advisers.

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.

Curtis Parker is a financial advisor at Mason Westbridge Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and portfolio management services to individuals, retirement plans, and private investment companies. The firm employs an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, including the use of third-party asset managers and a range of allocation models adjusted for market conditions.

Austin Rowland is a financial advisor at TruFP with a Series 65 designation and three years of industry experience. Prior to his advisory role, he has worked in various fields including hospitality and logistics. TruFP offers investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a range of strategies such as asset allocation and technical analysis, maintaining a high client-to-advisor ratio and providing both discretionary and non-discretionary portfolio management.