Will Holdren is an advisor at Xception Family Office with Series 65 and Series 66 credentials. He has been in the financial advisory industry since 2023, with prior experience at Hightower Advisors and Elizabethtown College. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and certain corporate clients. The firm emphasizes asset allocation and a blend of passive vehicles and specialist third-party managers, using quantitative and qualitative due diligence to select independent managers and alternative investments.

David Miller is a financial advisor at Surepath Financial Services, LLC in Peachtree Corners, GA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for two decades. In addition to his advisory role, he owns Peachtree Partners, LLC, a business focused on selling his parents' art. Surepath Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers discretionary portfolio management through a wrap fee program and a web-based platform, combining advisory and transaction services, and conducts public educational seminars.

Robert Ostapower is a CFP® professional with 23 years of experience in financial advising. He currently works at NetWorth Financial Services, LLC, where he has been since 2016, and has been associated with LPL Financial LLC since 2012. Outside of his advisory work, he is involved in tax preparation and accounting services through related business activities. NetWorth Financial Services is a wealth management firm serving individuals, including high-net-worth clients, as well as retirement plans, foundations, and trusts. The firm integrates financial planning with investment portfolio management, emphasizing fundamental analysis, strategic asset allocation, and diversification to pursue long-term growth and income.

Kimberly Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA, holding a Series 65 designation and five years of industry experience. Before joining Michael L. Ball, CPA, LLC in 2021, she worked at Commoneo, LLC and The Coca-Cola Company. Ball Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and other businesses. The firm offers discretionary portfolio management, financial planning, and tax preparation services, utilizing a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory and primarily employing passively managed mutual funds and ETFs.

Sharon Budnik is a financial advisor with Carlyle Wealth Planning in Atlanta, GA, holding a Series 63 designation and over 45 years of industry experience. She has worked at Carlyle Wealth Planning since 1988 and has been affiliated with The Strategic Financial Alliance since 2016. Outside of financial advising, she is involved in insurance sales through Dempsey & Assoc. Inc. Carlyle Wealth Planning provides comprehensive financial planning and advisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary planning with a small client roster and advises on a broad range of investments while monitoring third-party discretionary portfolio managers.

Theodore Jenkin is a CFP® professional with 33 years of experience in financial advisory services. He is currently with Exit Wealth Advisors and has held prior roles at Kestra Advisory Services and Exit Stage Left, LLC. Outside of his advisory work, he produces content for a YouTube channel, speaks for financial and non-financial companies, and serves on the board of a FinTech software company focused on budgeting. Exit Wealth Advisors serves high-net-worth clients, including individuals, families, trusts, and institutions, offering personalized financial planning and both discretionary and non-discretionary investment management. The firm integrates financial planning with portfolio management, using fundamental analysis and a mostly long-term investment approach complemented by an AI-enabled planning platform.

Jonah Tivey is a financial advisor at Bella Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Morgan Stanley and Coppell Advisory Solutions LLC. Outside of his advisory role, he works as an audio engineer at NTB Studios. Bella Wealth Management is a team-based investment adviser serving individual and high-net-worth clients, offering financial planning, consulting, and discretionary investment management with a goals-based, tailored approach. The firm employs a range of investment vehicles and selects independent sub-advisors when appropriate, providing services on a discretionary-only basis.

Karen Vining is a financial advisor at Incompass Financial Partners, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Triad Advisors, Inc., Wealth & Pension Services Group, Inc., and Vining Financial. Incompass Financial Partners, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm customizes investment advice based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation and dollar-cost averaging.

William Allen is a financial advisor at Sentara Capital with 18 years of industry experience. He holds a Series 66 designation and has been with Sentara Capital since 2012. Outside of his advisory role, Allen is involved with the Foundation for Personal Financial Education, a nonprofit focused on financial education, and owns WS Allen and Company, Inc., a business used for office leasing. Sentara Capital serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, offering comprehensive financial planning, investment consultation, and portfolio management. The firm employs six portfolio models ranging from Capital Preservation to Aggressive, combining core allocations with tactical and quantitative strategies, and regularly provides educational workshops on financial topics.

Alexander Stoehr is a Series 65 licensed advisor at Northstar Investment Partners with five years of industry experience. He has held roles at Northstar since 2025 and previously worked at Georgia Advisory Group, Fisher Investments, and Premier Financial Alliance. Prior to entering the financial industry, he spent seven years in full-time education. Northstar Investment Partners provides fee-only investment advisory and portfolio management services to individual clients, including accounts for minor children. The firm employs various option strategies as part of its approach and manages approximately $16 million in assets across about 50 client relationships.

Albert Browning is a CFP® with 21 years of industry experience, currently serving as an advisor at Integras Partners, LLC since 2014. He holds Series 63 and Series 66 licenses and has involvement as a managing member in a commercial real estate venture. Integras Partners serves individual investors, retirement plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of investment strategies, including derivatives and option techniques, to tailor portfolios according to clients’ goals and risk tolerance.

Sandra Myburgh is a financial advisor at FERN Impact Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining FERN Impact Advisors, formerly Hunter Investment Partners, she worked at Hunter Investment Partners, LLC from 2017 to 2020. Myburgh is also the founder and CEO of FERN Impact Partners, LLC, which operates a private investment partnership focused on sustainable liquid equity investments using a Long/Short Equity Plus Impact strategy. FERN Impact Advisors serves individual and institutional investors through discretionary portfolio management and financial planning, offering separately managed accounts tailored to client objectives. The firm’s investment process combines a macroeconomic cyclical outlook with a proprietary model that integrates fundamental analysis, ESG/impact criteria, technical analysis, and firm-wide risk controls to implement strategic and tactical allocations.

Patrick Dailey is a CFP® with 20 years of industry experience. He has been with Capital Endurance Group, Inc. since 2016 and previously worked at Tailored Wealth Management and Capital Endurance Partners, LLC. He is also a licensed Georgia Real Estate Salesperson, occasionally using his license for personal property transactions. Capital Endurance Group provides wealth management and financial planning primarily to individual and high-net-worth clients, utilizing goal-based asset allocation with ETFs and mutual funds. The firm employs a discretionary investment approach grounded in Modern Portfolio Theory, emphasizing low-cost, low-turnover securities and quantitative risk management.

Patrick Mueller is a financial advisor at Bella Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has previous experience at Fusion Capital Management, Virtue Capital Management, and Retirement Wealth Advisors. Mueller is also the chapter president of the American Financial Education Alliance, where he teaches financial education classes. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a goals-based, tailored approach that combines strategic asset allocation, tactical adjustments, and active trading by independent managers.

Ryan Malec is a financial advisor at Unified Investment Management with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, ACG Wealth Inc, and Mercer Global Advisors. Unified Investment Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as subadviser services to other independent advisers. The firm emphasizes equity-focused portfolios using a variety of analytical methods and offers financial planning at no additional charge to portfolio management clients.

Laura Rosenberg is a financial advisor at Hayes Wealth Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Hayes Wealth Advisors since 2023. Outside of her advisory role, Rosenberg is an optometrist at The Eye Gallery, an optometry practice she has been associated with since 2012. Hayes Wealth Advisors serves individual clients, retirement plans, and corporate clients by providing comprehensive financial planning, discretionary portfolio management, and consulting services. The firm has a niche focus on advising optometric practices and offers business-valuation and practice appraisal services alongside a primarily passive, ETF- and mutual fund-based investment approach.

Kendyl Strickland is a financial advisor with Strickland Davis Advisors LLC in Marietta, GA, holding a Series 65 designation and 22 years of industry experience. He has worked at Investment Advisors Management, LLC since 1998 and is also a principal and CPA at Strickland & Company, P.C., an accounting firm where he devotes significant time during tax season. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm focuses on long-term, strategic asset allocation tailored to each client’s financial situation and partners with Savant Wealth Management for retirement plan services.

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.