Kristin Gerdvil is a ChFC® with two years of experience, currently serving as a financial advisor at Turner Wealth Advisory. She also has a longstanding role at Turner & Associates, CPA PC, a tax accounting practice where she spends a significant portion of her time. Turner Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, utilizing tailored asset-allocation strategies and regular account reviews. The firm integrates outsourced portfolio management with in-house tax and planning resources through its affiliation with a separate CPA practice.

Macarther Plumart is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at MRP Capital Investments, LLC, where he has worked since 2013, and was previously associated with MRP Currency, LLC. MRP Capital Investments provides discretionary portfolio management, integrated financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm manages approximately $201 million in client assets and employs a mix of fundamental and technical analysis, including derivatives and digital assets, within customized portfolios.

Niamh Lacey is a financial advisor at Bella Wealth Management, LLC in Roswell, GA. She holds a Series 65 designation and has been with Bella Wealth Management since 2023. Prior to joining the firm, she worked at Atlanta Womens' Health Group and St. Peter Chanel Catholic Church. Bella Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management with a focus on strategic and tactical asset allocation across various investment vehicles.

Marvin Strozier is a financial advisor at 755 Financial with Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Cambridge Investment Research, Dempsey Lord Smith, and State Farm Investment Management Corp. Outside of advising, he is involved in insurance and mortgage-related businesses, including acting as an agent for The Junction Agency and 755 Mortgage LLC. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning to individual and high-net-worth clients, using a client-driven approach tailored to specific objectives, time horizon, and risk tolerance. The firm is affiliated with related tax, accounting, and insurance businesses and supports investment implementation through discretionary and non-discretionary accounts.

Eda Driver Owen is a financial advisor at COR3 Investment Partners, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Metro Logics since 2024, where she manages finance, accounting, and personnel-related functions. Outside of her advisory role, she is involved in managing a third-party logistics business. COR3 Investment Partners offers discretionary investment management to high-net-worth individuals, family entities, trusts, estates, charitable foundations, corporations, and other registered investment advisers. The firm employs a fundamental, research-driven approach focused on concentrated U.S. small- and mid-cap equities, emphasizing quality and value with multi-year holding periods and downside scenario stress-testing.

Andrew Avera is a CFP® professional with eight years of industry experience. He is currently with Journey Beyond Wealth, a team-based firm in Roswell, GA, and previously worked at Avera Wealth Advisors and Diversified Trust Company. Journey Beyond Wealth provides financial planning and discretionary investment management primarily to high-net-worth individuals and families, offering both comprehensive and limited-scope planning services. The firm employs a passive, Modern Portfolio Theory-based approach using low-cost mutual funds and ETFs, and provides specialized Family Office services including multigenerational education and facilitated family meetings.

Monica Ladson is a financial advisor at Elm3 Financial Group, LLC, holding a Series 65 credential. She has three years of industry experience, including prior roles at Club DiOGi and CVS Health. In addition to her advisory work, Monica supports Elm3 CPA Tax and Accounting in an administrative capacity. Elm3 Financial Group serves individuals, families, trusts, estates, and small businesses, providing discretionary portfolio management, financial planning, and consulting services. The firm employs an active, multi-disciplinary investment approach that integrates macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading.

Sergio De La Torre is a financial advisor at Pandora Wealth, Inc. with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at firms including Spotlight Asset Group and JOYN Advisors. Outside of his advisory role, he owns and operates Pet Wants Alpharetta, a natural pet food business with an online and home-delivery program. Pandora Wealth provides discretionary portfolio management and financial planning to individual, business, and institutional clients. The firm builds customized, diversified portfolios using a wide range of instruments and employs fundamental and cyclical analysis while tailoring strategies for special situations.

Barry Munro is the principal advisor at Munro Legacy Planners LLC in Woodstock, GA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as a senior benefit analyst at Federal Benefit Advocates since 2016. Additionally, Munro has been an independent insurance agent since 2000, providing insurance products alongside his advisory work. Munro Legacy Planners LLC serves individual clients, including high-net-worth households, by offering financial planning and acting as a liaison to third-party money managers. The firm integrates insurance products and federal benefits analysis into its services, focusing on plan creation and client referrals rather than direct asset management.

Julie Williamson is a financial advisor at Williamson Advisory Services, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Williamson Advisory Services since 2012. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans, managing approximately $105 million for about 73 clients. The firm offers both discretionary and non-discretionary portfolio management along with pension consulting, using fundamental analysis and longer-term strategies across multiple asset classes. It is affiliated with a CPA practice under common control, providing integrated investment and accounting resources.

Eric Stallworth is a financial advisor with Bella Wealth Management, LLC in Roswell, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Bella Wealth Management in 2025, he worked at Coppell Advisory Solutions LLC and Bella Advisors, Inc. He also served six years in the United States Army and spent seven years at Terry Reid Hyundai. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary investment management. The firm employs a goals-based approach incorporating strategic asset allocation, tactical adjustments, and active trading through independent managers, offering tailored portfolio construction and comprehensive financial planning services.

Stacey Nickens is a CFP® with 20 years of industry experience, currently serving at Elm3 Financial Group, LLC since 2006. In addition to her advisory role, she owns and operates Elm3 CPA, a tax, payroll, and bookkeeping service, as well as Sweet Clover Creek Farm, a small livestock and vegetable farm, and Big Pine Landscaping LLC. Elm3 Financial Group serves individuals and families, including high-net-worth clients, as well as trusts, estates, and small businesses, offering discretionary portfolio management, financial planning, and consulting. The firm employs an active, multi-disciplinary investment approach combining macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading.

Thomas Heald is a CFA charterholder with 33 years of industry experience and has been with Eads & Heald Investment Counsel since 1987. He is based in Atlanta, GA, and holds a Series 65 license. Eads & Heald Wealth Management is a four-advisor team that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified portfolios with an emphasis on low turnover and full investment, and is also involved as a portfolio manager in third-party wrap fee programs and model provider platforms.

Jarod Nichols is a financial advisor at Asset Guidance Group, LLC with four years of industry experience. He holds the Series 65 designation and has worked in financial services roles with Shellpoint Mortgage Servicing and Ditech Financial prior to joining his current firm. Asset Guidance Group, LLC serves individuals and families, including accredited investors, through fee-based financial planning and both discretionary and non-discretionary portfolio management. The firm combines a proprietary automated management system with human oversight and offers services such as private placement due diligence, educational seminars, and a subscription research publication.

Anitha Rao is a CFP® professional with 16 years of industry experience, currently serving at Financial Architects, LLC since 2005. She is based in Woodstock, GA. Financial Architects serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm employs an investment approach grounded in academic research, focusing on low-cost mutual funds and ETFs with factor tilts and broad diversification.

Gordon Sylvester is a financial advisor at Latitude Investment Group with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Questar Capital Corporation and Allianz Life Insurance Company of North America. Outside of advisory work, he manages Divergent Financial Group Corp., an insurance marketing organization. Latitude Investment Group provides investment advisory and financial planning services to individual clients, offering managed accounts, portfolio reviews, and tailored investment strategies. The firm serves 87 clients with $6.3 million in assets under management and employs both discretionary and non-discretionary approaches.

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.

Linda Kuehn is a financial advisor at McCormack Financial Planning Inc. in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. Her prior roles include positions at M. S. Howells & Co., Cambridge Investment Research, Inc., and Dempsey Lord Smith, LLC. McCormack Financial Planning, Inc. serves individual clients and small businesses by providing financial planning, advisory services, and discretionary asset management through a wrap-fee program. The firm employs a long-term, tailored investment process using a combination of fundamental, technical, and charting analysis, and manages approximately $115.7 million in client assets.

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.

Michael Cordak is a financial advisor at Optimum Wealth Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Optimum Wealth Management since 2010. In addition to his advisory role, he has been a commercial airline pilot for Delta Airlines since 2006. Optimum Wealth Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF positions with selective active management, focusing on global diversification and integrating investment advice with broader life-planning topics.