Aaron Gaines is a CFP® and Series 66 holder with 10 years of experience in financial services. He currently leads Gaines Capital Management, an independent firm based in Smyrna, GA, and has prior experience with Edward Jones and multiple advisory firms since 2016. Gaines also operates an affiliated insurance agency, GCM Wealthshield LLC, providing a range of insurance products. Gaines Capital Management offers financial planning, discretionary portfolio management, and consulting services to individuals, high-net-worth clients, and small businesses. The firm employs fundamental analysis and strategic asset allocation with ETFs and individual equities, focusing on long-term holdings, and provides customized solutions including options and private equity for qualified clients.

Patrick Volpe is a financial advisor at Brooke Forest Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Latitude Advisors, LLC and Edward Jones. Outside of his advisory role, he is a licensed insurance agent. Brooke Forest Capital LLC serves individual clients, including high-net-worth individuals, offering portfolio management and financial planning without an account minimum. The firm employs various analytic approaches and maintains discretionary trading authority to manage a diverse range of investment vehicles.

Hao Ngo is a CFP® professional with 16 years of experience in financial advising. He has been the sole advisor at Capital Benchmark Partners, LLC since 2014. Ngo serves on the board of Emory University, participating in quarterly meetings and contributing to fundraising and event planning efforts. Capital Benchmark Partners, LLC is an independent investment advisory firm based in Atlanta that manages approximately $56 million for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs an asset-allocation driven investment approach with diversification across mutual funds, ETFs, fixed income, equities, and selected alternatives, integrating financial planning into both discretionary and non-discretionary engagements.

Daniel Mahoney is a CFP® professional with eight years of industry experience. He has worked at True Square Financial LLC since 2017 and previously spent three years at Invesco Ltd. True Square Financial LLC serves individual clients as well as charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers investment management alongside financial planning, tax return preparation, and retirement plan consulting, using a combination of passive allocation and selective fundamental analysis tailored to client objectives.

Clark Jeffries is the sole advisor at Jeffries Wealth Management in Marietta, GA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Orion Advisor Solutions and HiddenLevers. Jeffries Wealth Management provides financial planning, investment management, and retirement plan rollover advice to individual clients as well as pension and profit-sharing plans, trusts, estates, and other business or charitable entities. The firm emphasizes broad asset-class diversification and uses tax-aware techniques, third-party sub-advisers, and may allocate assets to private and alternative investment funds, operating with a boutique, adviser-driven model.

Jon Ragsdale is a financial advisor at PRIA Strategies, LLC with a Series 65 designation and experience in the industry since 2019. He has previously worked at Lincoln Financial Group and Savings Bank Life Insurance of Massachusetts. Ragsdale is also a licensed insurance agent affiliated with PlanGap Agency, LLC and is a full-time employee of The Secure Companies, Inc., the parent company of PRIA Strategies. PRIA Strategies, LLC provides portfolio management and retirement-focused advisory services for pooled and institutional accounts, along with financial planning offered either as a one-time service or an ongoing subscription. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses with a long-term trading approach across multiple asset classes and operates under fiduciary standards when advising retirement accounts.

Anthony Mensah is the sole advisor at Mensah Finance Group, LLC, an independent firm based in Atlanta, GA. He holds Series 63 and Series 65 credentials and has six years of industry experience. Mensah Finance Group also operates as a CPA/accounting firm providing accounting and tax services to clients, though these services are optional. Mensah Finance Group offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach and manages accounts using both long-term and short-term strategies across various asset classes, while also providing detailed investment policy statements and regular portfolio monitoring.

Erwin Matthews is a financial advisor with One Source Advisory Services, LLC in Atlanta, GA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with One Source Advisory Services since 2009. In addition to his advisory role, he is a Certified Public Accountant running a seasonal tax preparation and small business accounting service. One Source Advisory Services provides fee-based investment advisory and wealth management services primarily to retirees and small business owners, integrating financial planning with annual tax planning and small-business consulting. The firm employs Modern Portfolio Theory and strategic asset allocation with active management, typically using ETFs, no-load mutual funds, individual equities, and approved options strategies, delivering services through LPL Financial’s Strategic Wealth Management platform.

Jon Bernier is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with TandemGrowth Financial Advisors, LLC in Alpharetta, GA since 2000. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside retirement-plan oversight and account aggregation tools. The firm uses a strategic, long-term investment approach across equity-risk spectrums, incorporating mutual funds, ETFs, independent managers, and alternative investments, and provides unique services such as a NextGen program and healthcare planning partnerships.

Jessie Magee is a CFA® charterholder with three years of industry experience, currently serving as an advisor at COR3 Investment Partners, LLC. Prior to joining COR3, Magee spent 15 years at EARNEST Partners, LLC. COR3 Investment Partners provides discretionary portfolio management primarily to high-net-worth individuals and related entities, employing a research-driven, fundamental equity approach focused on U.S. small- and mid-cap stocks with a quality- and value-oriented strategy. The firm also offers sub-advisory and model delivery services to other advisers and platform sponsors.

Alicyn Mcleod is a financial advisor at Ajax Capital Advisors, Inc. with three years of industry experience. She holds a Series 65 designation and has prior experience at Finlogic LLC and Atlanta Tax LLC, where she owns and operates a tax preparation and advisory firm. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm uses customized strategies involving ETFs, mutual funds, bonds, and equities, guided by an individualized Investment Objective and Policy Statement and a proprietary algorithm for security selection.

Jack Harmon II is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in Atlanta, GA. He has been with Raymond James Financial Services, Inc. since 1999 and has operated his own independent financial planning business, Harmon Financial Advisors, Inc., since 2007. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed risk profiling and supported by a broad affiliate network.

Owen Blank is a financial advisor at SafeWater Investment Management LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining SafeWater, Owen worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 10 years. Outside of finance, he is involved in manufacturing through Sujac Sewing and owns Snacks Music, an art and culture business in Decatur, Georgia. SafeWater Investment Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diverse investment approach incorporating multiple analytical methods and manages approximately $31.35 million for about 93 clients.

Heather Szyperski is a financial advisor at Heinz Investments with 14 years of industry experience. She holds the ChFC® designation and Series 63 license, and has been with Heinz & Associates since 2011. In addition to her advisory role, she is a licensed insurance agent involved in selling fixed life insurance and annuities. Heinz Investments is a small advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets using a core-and-satellite investment approach that combines passive index funds with selective active holdings, and provides comprehensive advisory services including cash-flow, retirement, tax, estate, and risk-management planning.

Ahron Golding is a financial advisor with Main Street Financial Group LLC in Atlanta, holding a Series 65 license and beginning his advisory career in 2026. He has over a decade of experience as a tax attorney at Roth & Co LLP, representing taxpayers in IRS tax controversies. Main Street Financial Group primarily serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach focused on asset allocation and fundamental analysis, incorporating tax and legal expertise into its planning process.

Leon Morris is a financial advisor at ABG Financial Services, Inc. with two years of industry experience. He holds the ChFC® designation and has a background that includes developing financial planning tools and educational programs through MyFSP. Co, as well as owning a life and health insurance business since 1984. ABG Financial Services is a solo independent advisory firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides financial planning, educational seminars, and non-discretionary equity advice, relying on third-party managers for portfolio implementation and conducting due diligence on those relationships.

Lance Newsome is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Newcorp Wealth Management since 2018 and previously at Maryland Financial Group, Inc. and LPL Financial. Newsome is also involved in independent insurance sales focused on non-variable life and annuity products. Newcorp Wealth Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses tailored asset-allocation frameworks incorporating multiple investment strategies and offers ERISA fiduciary services alongside individual wealth management.

Cameron Bozeman is an advisor at Magellan Planning Group in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and Cetera Wealth Services, LLC before joining Magellan Planning Group in 2015. Magellan Planning Group is an SEC-registered investment adviser that provides fee-based investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and offers discretionary portfolio management along with customized financial planning.

Scott Mckee is a financial advisor at Lifetime Wealth Management P.C. in Alpharetta, GA, holding a Series 65 designation with five years of industry experience. He has been with Lifetime Wealth Management since 2020 and is also the managing member and owner of Ell, LLC dba Sidecar Group, where he advises leaders in healthcare organizations on growth and development strategies. Additionally, he serves as vice president and owner of Recurrit, LLC dba Tempus, a software development company focused on time request and billing solutions. Lifetime Wealth Management P.C. provides personalized financial planning and investment management services to individuals, high-net-worth clients, estates, small businesses, and charitable organizations. The firm employs a core-and-satellite investment approach combining passive and active strategies and offers discretionary and non-discretionary portfolio management along with specialized planning and consulting services.

Timothy Daughtry is a CFA® charterholder with three years of industry experience. He has worked at Access Investment Management, LLC since 2022, following four years at Waypoint Wealth Counsel and seven years at Buckhead Capital Management. He is based in Atlanta, GA. Access Investment Management, LLC is an SEC-registered adviser serving individual and high-net-worth clients with managed account services. The firm employs various investment methods tailored to client objectives and manages assets primarily on a non-discretionary basis.