Worde Mcclung is a financial advisor with Arch Partners Wealth Management, Inc., holding Series 65 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Maximum Wealth Management Inc. and JESUP & LAMONT Advisors. He is also CEO of The McClung Agency LLC, an insurance agency focused on property and casualty insurance. Arch Partners Wealth Management provides investment supervisory services, individual portfolio management, and financial planning to individual clients, pension and profit-sharing plans, and corporate clients. The firm primarily employs passive investment management using index mutual funds and ETFs and offers complementary financial planning covering taxes, investments, insurance, retirement, and estate matters.

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.

Kevin Bubb is a CFP® with 12 years of industry experience, currently serving at Estate Management Counselors, LLC since 2011. He also has a long tenure at Delta Air Lines beginning in 1986. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Estate Management Counselors, LLC provides personalized, fee-based financial planning and investment management to individuals, trusts, estates, and small businesses. The firm employs a strategic asset allocation approach combining passive index funds and ETFs with active management, and offers additional legal, accounting, and insurance services through affiliated practices.

Jarod Nichols is a Series 65 licensed financial advisor with Asset Guidance Group, LLC in Roswell, GA, and has four years of industry experience. He has worked at Asset Guidance Group since 2021 and previously held positions at Shellpoint Mortgage Servicing and Ditech Financial. Asset Guidance Group is a small, fee-based advisory firm serving individuals and families, including accredited investors, with financial planning and portfolio management services. The firm combines automated and manual investment strategies, offers private-placement due diligence, subscription-based financial planning, a paid weekly research publication, and educational seminars.

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 a financial advisor with Xception Family Office in Atlanta, GA. He holds Series 65 and Series 66 licenses and has experience working with multiple firms since 2023, including Hightower Advisors and FNDRS Wealth Advisory. Prior to his advisory roles, he worked in education for several years. 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 investments and specialist third-party managers, employing quantitative and qualitative due diligence to select investment options.

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.

Robert Ostapower is a CFP® professional with 23 years of industry experience. He is currently with NetWorth Financial Services, LLC, where he has worked since 2016. His prior experience includes roles at LPL Financial, Questar Asset Management, Kestra Investment Services, and 1717 Capital Management Company. In addition to his advisory work, Ostapower operates an accounting and tax preparation business. NetWorth Financial Services is a wealth management firm serving individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm integrates financial planning with portfolio management and uses fundamental analysis, strategic asset allocation, and diversification for 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 45 years of industry experience. She has worked at Carlyle Wealth Planning since 1988 and was with The Strategic Financial Alliance from 2016 to 2026. Outside of advising, she is involved in fixed insurance sales through Dempsey & Assoc. Inc. Carlyle Wealth Planning provides comprehensive financial planning and advisory services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on non-discretionary planning with a small client roster, advising on a broad range of investments and recommending third-party portfolio managers when appropriate.

Building a successful business and building personal wealth are not always the same thing. I’m Jovan Johnson, MBA, CFP®, CPA, PFS, and Co-Owner of Piece of Wealth Planning. I help business owners, private practice owners, medical professionals, and other service-based entrepreneurs make smarter financial decisions across both their business and personal lives. At Piece of Wealth Planning, we help clients coordinate tax planning, accounting, cash flow, retirement planning, investment management, and comprehensive financial planning. My philosophy is simple: your business should do more than generate revenue. It should help you build wealth, create financial security, and support the life you want to live. That means looking beyond questions like, “How can I lower my taxes?” and also asking: “Am I actually becoming wealthier as my business grows?” “Am I converting enough of my income into assets?” “Are my business and personal financial decisions working together?” I’ve spent more than a decade working across accounting, tax, and financial planning, with a focus on making complex financial decisions easier to understand and act on. Because the goal isn’t simply to make more money or pay less in taxes. It’s to use your money intentionally to build the life and wealth you want.

Gregory Cohn is a Series 66 licensed financial advisor with Maven Capital Partners, LLC in Atlanta, GA, where he has worked since 2018. He has 14 years of industry experience, including prior roles at MCA Securities, LLC and PNC Capital Advisors, LLC. Outside of his advisory duties, he is involved in employment services through Maven Employment, LLC. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and other entities, managing approximately $152.9 million in discretionary assets. The firm offers portfolio allocation across various asset classes and serves as investment manager to private special purpose vehicles with carried interest compensation arrangements.

Theodore Jenkin is a CFP® with 33 years of industry experience, currently serving as an advisor at Exit Wealth Advisors. His prior roles include positions at Kestra Advisory Services, Investacorp Advisory Services, and Ameriprise. Outside of his advisory work, he produces content for the "What Ted Says" YouTube channel and serves on the board of directors for Klondike Financial, a FinTech software company focused on budgeting tools. Exit Wealth Advisors provides investment management and personalized financial planning primarily for high-net-worth individuals, business owners, and related entities, managing approximately $243 million in regulatory assets across roughly 170 clients. The firm offers tailored investment strategies using a broad range of asset classes with a long-term orientation, supported by an AI-enabled financial planning platform.

Jonah Tivey is a financial advisor at Bella Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory work, he is also an audio engineer at NTB Studios. Bella Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary investment management. The firm employs a goals-based, tailored approach combining strategic asset allocation with tactical adjustments and active trading through independent managers.

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.

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.