Mindy Evans is a financial advisor at Nora Wealth with a Series 65 credential and one year of industry experience. Prior to joining Nora Wealth, she was involved in entrepreneurial ventures including Nostalchics and Dog Bites Bakery. Nora Wealth is a fee-only financial planning and investment advisory firm serving individuals, trusts, businesses, and retirement plans. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis and manages approximately $83.7 million in assets with a small, founder-owned team.

William Astrop Jr. is a financial advisor with Astrop Advisory Corporation in Atlanta, GA, holding a Series 65 designation and 17 years of industry experience. He has been with Astrop Advisory Corporation since 1996. Astrop Advisory provides discretionary investment management for individual and institutional clients, focusing on capital preservation and long-term growth. The firm manages actively tailored portfolios using a combination of fundamental, technical, and cyclical analysis across various asset types.

Joshua Chamberlain is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Chamberlain Financial Advisors, Inc. since 2017, where he is a principal. Outside of financial advising, Chamberlain is involved in business operations consulting through JB&JM Group, Inc. Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, including specialized areas such as divorce planning. The firm employs a Modern Portfolio Theory-based investment approach using diversified, low-cost funds and offers educational workshops on personal finance and investing topics.

Anna Kindley is a financial advisor with AKPride Financial Services in Atlanta, GA. She holds the ChFC® designation and Series 66 license, with five years of industry experience. Prior to joining AKPride, she worked at Ashford Advisors and Zions Bancorporation. Outside of her advisory role, Ms. Kindley owns Kindley Consulting, LLC, through which she provides human resource education and general financial education seminars. AKPride Financial Services offers investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, high-net-worth clients, families, business owners, and corporate retirement plans. The firm emphasizes tailored plans based on documented client discussions and formal risk assessments, provides both discretionary and non-discretionary portfolio management, and incorporates third-party model portfolios through Orion Portfolio Solutions.

Joseph Norton is a financial advisor at Capital and Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wisdom Planning Center, Principal Life Insurance, and Woodbury Financial Services. Norton is also involved in fixed insurance sales, offering life insurance, annuities, Medicare, disability, and long-term care insurance. Capital and Planning, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $193.9 million in assets and emphasizes asset allocation, fundamental and technical analysis, and mutual fund and ETF selection tailored to clients’ objectives.

Kevin Mahony is a CFP® professional at D.L. Fields Advisory Group, LLC with 28 years of industry experience. His career includes roles at Alliance America Corporation, United Advisors America Corporation, Life of Southwest, Resource Horizons Investment Advisory, Inc., Midsouth Capital, Inc., and 1717 Capital Management Company. He holds Series 63 and Series 65 licenses. D.L. Fields Advisory Group, LLC provides financial planning and portfolio management to individuals—including high-net-worth and non-HNW clients—trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary investment management, combining fundamental and technical analysis with third-party research, and tailors strategies to client goals and risk tolerance.

Yarenis Rodriguez is a financial advisor at Pursue Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Kingswood Capital Partners, J Alden Associates, iCapital Wealth, Cantella & Co., Raymond James, and Fidelity Brokerage Services. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis to create customized portfolios using a broad range of investment vehicles and employs both internal management and independent managers, supported by a relationship with Raymond James for custodial and operational services.

Philip Lichtman is a financial advisor at Concert Financial Planning, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has worked with various firms, including Maycomb Wealth Advisors LLC and The Lichtman Firm, LLC. Outside of financial advising, Lichtman is also a mediator and attorney at Mills Law Group PA. Concert Financial Planning serves primarily BigLaw attorneys and their families, along with individual and high-net-worth clients. The firm employs a passive, low-cost investment approach enhanced by fundamental and economic analysis, incorporating options overlay strategies to manage risk and income, and typically manages accounts on a discretionary basis with tailored portfolios.

Christopher Ciovacco is the founder and sole advisor at Ciovacco Capital Management in Atlanta, GA. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. Mr. Ciovacco has managed his firm since 1999. Ciovacco Capital Management provides discretionary portfolio management on a fee-only, fiduciary basis, primarily serving individuals, high-net-worth investors, and business entities. The firm uses a proprietary, backtested market model to guide ETF allocations and manages over 200 client accounts with approximately $182 million in discretionary assets.

Cinthya Miceli is a financial advisor at Carrington Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Carrington Advisors since 2021. Her prior roles include positions at Regal Investment Advisors, the Fuqua School of Business, and Miceli Castellon. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, typically requiring a minimum account size. The firm offers discretionary portfolio management, third-party manager selection, and financial planning services, utilizing a personalized investment approach that combines fundamental and technical analysis with both long- and short-term trading strategies.

Carroll Davenport is a financial advisor at Trinity Capital Management with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services Advisors and Davenport Investment Management. His career spans roles dating back to 2003. Trinity Capital Management serves individuals, pension plans, trusts, and business entities with discretionary portfolio management, financial planning, and third-party money manager recommendations. The firm utilizes model portfolios and offers an AI-assisted, quantitative investment platform designed for risk management and systematic trading.

David Summers is a financial advisor at Cornerstone Financial with Series 63 and Series 65 designations and eight years of industry experience. He has been with Cornerstone Financial, LLC since 2002. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for about 200 clients. The firm employs a long-term, fundamental analysis approach focused on diversified mutual funds and ETFs and manages client accounts on a non-discretionary basis.

Catherine Mathis is a CFP® professional with 20 years of experience in the financial services industry. She is affiliated with Berkeley Advisors, Inc., where she has worked since 2004, and previously spent 12 years at ProEquities, Inc. Outside of her advisory role, she is an author of historical fiction, including a novel set in medieval Portugal titled *Death in Coimbra*. Berkeley Advisors is a small, supported registered investment adviser serving individuals, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a planning-first approach based on Modern Portfolio Theory, using primarily mutual funds and ETFs alongside individual securities and derivatives when suitable.

Alexandra Kent is a financial advisor at Wealth Engagement with a Series 65 credential and one year of industry experience. Her prior roles include positions at Brookwood Associates and Book of the Month. She is currently a student at the University of Pennsylvania. Wealth Engagement provides discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to individuals, business entities, and retirement plans. The firm uses a tactical allocation strategy based on fundamental, technical, and cyclical analysis to tailor portfolios according to client risk profiles.

Tammy Gruen is a financial advisor at Chamberlain Financial Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at Financial Consultants Group and Raymond James Financial. Outside of her advisory role, she serves as Treasurer and Secretary for the Grand Cascades Home Owner’s Association. Chamberlain Financial Advisors provides comprehensive financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach using diversified, low-cost mutual funds and ETFs, and offers educational workshops as well as specialized support for divorce planning.

Lauren Noce is a financial advisor at Twin Robins Capital with a Series 65 designation and less than one year of industry experience. Prior to her current role, she worked in various business roles including positions at HUNGRY Marketplace, LLC and Against the Grain Brewery. Twin Robins Capital serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, combining Modern Portfolio Theory with both passive and active strategies and providing integrated planning supported by ongoing engagement and coordination with clients’ other advisors.

Frederick Wright IV is a financial advisor with NovaPoint Capital LLC in Atlanta, GA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining NovaPoint Capital in 2019, he worked at Brightworth, LLC for three years. NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, corporate entities, and other investment advisers. The firm employs a dividend-growth equity strategy focused on publicly traded, dividend-paying companies, combining quantitative, fundamental, and technical analysis to manage portfolios typically consisting of 30–50 stocks.

Robert Kaercher Jr. is a financial advisor with Smith & Howard Wealth Management, LLC in Atlanta, GA. He holds Series 63 and Series 65 designations and has 16 years of industry experience, all with Smith & Howard since 2010. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients with a six-advisor team.

Gerald Mcgill is a CFA® charterholder with 30 years of industry experience, currently serving as an advisor at Eagle Rock Investment Company, LLC since 2025. His prior experience includes roles at Raymond James & Associates, Cornerstone Investment Partners, LLC, and Citigroup Global Markets. Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services to high net worth individuals, families, trusts, foundations, and businesses. The firm manages approximately $786.7 million in assets with a team of three advisors, offering customized portfolios that incorporate a range of investment vehicles and combine fundamental and technical analysis.

Brandon Hatton is a financial advisor with Conscious Wealth Investments, LLC in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Merrill, Bank of America, Raymond James, and currently leads Hatton Investments LLC. Outside of his advisory role, Hatton is the owner and proprietor of Dropping Keys LLC, where he is an author and speaker. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses, typically working with relationships at or above $500,000. The firm employs a long-term investment approach combining fundamental and technical analysis, offering customized portfolios that may include equities, ETFs, bonds, mutual funds, REITs, closed-end funds, private equity, and derivative strategies.