Robert Miller is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with LPL Financial since 2008 and has been with MPWM Advisory Solutions since 2020. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm uses a long-term, diversified investment approach based on fundamental analysis and modern portfolio theory, offering multiple implementation pathways including in-house models and oversight of independent managers.

Mark Lloyd is a financial advisor at The Lloyd Advisory Group in Suwanee, GA, with 2 years of industry experience and a Series 65 designation. He has worked at Lloyd Advisory Services, LLC since 2011. Lloyd also serves as Client Relations Manager at The Lloyd Group, Inc., an insurance agency where he manages client service operations and assists with account applications and rollovers. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts, utilizing third-party model portfolios and ongoing rebalancing. The firm’s investment approach incorporates a three-bucket framework emphasizing growth, income, and fixed insurance-based assets, and it integrates commissionable insurance sales as a key component of its advisory process.

James Loftin is a CFP® professional with 26 years of industry experience. He is the principal at Loftin Wealth Partners in Johns Creek, GA, and has held roles at multiple financial and insurance firms since 2009. He serves as president of the Financial Planning Association of Georgia as of 2023. Loftin Wealth Partners is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for individuals, charitable organizations, and corporations. The firm provides portfolio management and financial planning services, employing strategies that may include hedging, leverage, and options, and offers both discretionary and non-discretionary account management.

Connor Jones is a CFP® professional with six years of industry experience, currently serving at Wealth Science Advisors LLC since 2022. He previously worked at Northwestern Mutual Wealth Management Co and Northwestern Mutual Investment Services LLC from 2019 to 2022. Outside of his advisory role, Jones owns Wealth Science Analytics, a psychological analytics and consulting business, and serves on the finance committee of Northlands Church. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and comprehensive financial planning services. The firm integrates proprietary psychological profiling and a Money Happiness™ framework with modern portfolio theory to manage client portfolios across multiple offices, overseeing approximately $558.7 million in assets.

Craig Pfau is a financial advisor at Arca Wealth, LLC with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Triad Advisors. Arca Wealth, LLC is a registered investment adviser serving individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing a client-centered approach that includes diversified asset allocations across multiple investment strategies.

Evelyn Perez is a financial advisor at MPWM Advisory Solutions LLC with four years of industry experience. She holds the Series 66 designation and has worked at MPWM Advisory Solutions and LPL Financial, LLC among other firms. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Daniel Newberg is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Berkeley Capital Partners, LLC since 2015. He previously worked at Triad Advisors, Inc. for one year. Berkeley Capital Partners, LLC is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, foundations, corporations, and small businesses. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive allocations.

Ginette Mayer is a financial advisor with MPWM Advisory Solutions LLC and holds a Series 66 designation. She has three years of industry experience, including roles at LPL Financial and Mayer Private Wealth. Outside of advisory work, she operates a DBA related to her LPL business under Mayer Private Wealth Management. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies across multiple platforms.

Mark Winston is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Wellspring Wealth Management LLC since 2017 and previously at Planmark Capital Management and LPL Financial. He provides investment advisory services primarily through Wellspring Wealth Management, an independent registered investment advisor firm. Wellspring Wealth Management serves individuals, high-net-worth clients, families, trusts, and certain business or retirement entities with tailored wealth management and advisory services. The firm’s investment process includes strategic asset allocation overseen by an internal Investment Policy Committee, with access to a range of mutual funds, ETFs, alternative investments, and third-party wrap programs.

Timothy McGannon is a financial advisor at Strategic Wealth Partners, Ltd. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Securities, Inc. and Suntrust Capital Markets Inc. from 2006 to 2022. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts, providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion across 19 advisors and employs a range of investment strategies including fundamental, technical, and charting analysis to create diversified portfolios.

Lee Hollingsworth is a CFA charterholder and holds a Series 66 license, with 24 years of industry experience. He has worked at Raymond James Financial Services since 2004. Outside of his advisory role, he operates as a part-time non-securities insurance agent, is an author of non-securities material, and provides administrative consulting to a fishing lodge excursion company. His firm provides discretionary investment management and strategic financial consulting primarily for pension and profit-sharing plans, nonprofit organizations, 401(k)/403(b) plans, and small businesses, while also working with trusts and individuals. The firm employs a Modern Portfolio Theory-based investment approach, using both active and passive strategies across multiple asset classes, and manages assets on a discretionary basis with a risk-tolerance driven allocation process.

Kenneth Bellavance is a financial advisor with TRUFP, holding a Series 66 designation and 12 years of industry experience. He previously worked at Investment Planning Advisors and Cambridge Investment Research, Inc. during his career. TRUFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, using tailored investment strategies and a range of portfolio management approaches. The firm maintains regular client communication and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

Matthew Lambert is a financial advisor at Power Wealth Management in Alpharetta, GA, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Since 2015, he has been licensed as an independent insurance agent and is associated with Power Protection Strategies, LLC, an insurance agency. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and financial planning. The firm manages roughly $430 million in discretionary assets across about 250 client relationships and employs a team of seven advisors.

Matthew Stack is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Diversified, LLC and previously worked for SEI Investment Distribution Co and SEI Investment Management Corporation for 13 years. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm offers a comprehensive planning process combined with ongoing asset management, utilizing third-party managers and platforms, and operates private limited partnerships, wrap programs, and pooled vehicles.

Kevin Hauser is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including over three decades with his current firm. Hauser also established an accounting entity for tax purposes that does not generate revenue. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutions. The firm offers asset and portfolio management, financial planning, and advisory services using a range of strategies informed by economic analysis and research.

Brett Power is a CFP® and CFA® with 18 years of industry experience. He is a founding member of Power Wealth Management, where he has worked since 2021. Prior to that, he held roles at Fidelity and Kestra, among other firms. Outside of advisory work, he is involved in insurance through ownership in related entities and provides consulting services with My Retirement Workshops. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and standalone financial planning, as well as non-discretionary retirement plan consulting and participant education. The firm manages approximately $430 million in discretionary assets and employs a team of seven advisors.

Stuart Blewett is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Berkeley Capital Partners and Triad Advisors, Inc. since 2015. Blewett is a limited partner in Berkeley Capital Partners Venture I, LLC, an entity formed to invest in a medical device company. Berkeley Capital Partners, LLC manages discretionary portfolios for individuals, trusts, retirement plans, and other entities, using global asset allocation strategies across a broad range of investment types. The firm sponsors private pooled investment vehicles and employs performance-based incentive allocations, operating with multiple offices and utilizing derivatives and leverage in managed accounts.

Dennis Wright is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wellspring Wealth Management in 2018, he worked at The Leaders Group Inc and The Wellspring Group LLC. Wellspring Wealth Management LLC provides investment advisory, financial planning, and consulting services to individuals, families, trusts, and estates, including high-net-worth clients. The firm employs individualized strategic asset allocations overseen by an internal Investment Policy Committee and supports both discretionary and non-discretionary portfolios using mutual funds, ETFs, individual securities, and REITs.

Jessica Vickery is a financial advisor with BlueChip Wealth Advisors LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Arkadios Capital and Triad Advisors, in addition to her current firm. Outside of advising, she operates a bookkeeping business from her residence. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a goal-based approach combining active and passive strategies, supports a range of investment platforms, and incorporates subscription-based reporting tools and educational sessions into client services.

Andrew Jones is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Lloyd Advisory Services, LLC since 2009 and was previously associated with ABJ Advisors, Inc. Jones is also involved as an insurance agent with The Lloyd Group, Inc., where he participates in the sale of insurance products. The Lloyd Advisory Group is a seven-advisor team providing discretionary investment management and financial planning primarily to individual clients and personal trusts. The firm employs a three-bucket investment framework combining growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.