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.

Robert Amato is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with COMPASS Wealth Management, LLC in Atlanta, GA, where he has worked since 2011. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Merrill. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients, offering integrated financial planning and discretionary portfolio management through diversified asset-allocation models. The firm is noted for conducting educational seminars often in partnership with other professionals and providing financial planning bundled with asset management.

Kevin Bubb is a CFP® with 12 years of experience in financial advising. He has been with Estate Management Counselors, LLC since 2011 and also maintains a long-term position at Delta Air Lines. Estate Management Counselors, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm employs a strategic asset allocation approach using passive index and ETF cores combined with selective active managers, and offers in-house legal and tax implementation support through affiliated entities.

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.

Eric Wimbush is a CFA® charterholder and financial advisor with nine years of industry experience. He has worked at Seraphim Wealth Advisors, Inc. since 2020 and concurrently serves as a Senior Relationship Manager at FHLBank Atlanta, where he assists financial institutions in managing balance sheet risk. Outside of his advisory role, he co-manages Wimbush Investments, an LLC involved in a real estate development project. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses. The firm’s investment approach includes the use of derivatives and offers both discretionary and non-discretionary account management without account minimums.

John Amberg II is a financial advisor at Bloomwood with 11 years of industry experience. He holds the Series 65 and Series 66 designations. His prior roles include positions at Morgan Stanley, Corporate Finance Associates, and Cedar Valley Capital. Outside of advising, he is a minority shareholder in Aries Adaptive Media, a non-investment related business. Bloomwood Capital Advisors is a supported registered investment adviser serving individual and high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm employs a fundamental value-based investment approach supplemented by technical and cyclical analysis, and offers discretionary portfolio management along with financial planning and pension consulting services.

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.

Jeffrey Eischeid is a PFS™ credentialed financial advisor with 17 years of industry experience. He is a partner at Bennett Thrasher LLP, a public accounting firm, and has been with Galleria Financial Advisors, LLC since 2010. Outside of his advisory role, he is a certified public accountant and holds ownership interests in several private companies, though he does not devote time to these businesses during trading hours. Galleria Financial Advisors, LLC is a fee-only investment management firm serving individuals, trusts, estates, and charitable organizations. The firm manages client assets through non-discretionary, globally diversified portfolios that combine passive index funds, ETFs, and select active managers, with client authorization required for all trades.

Michael Doyle is a financial advisor at Aurora Investment Counsel with 17 years of industry experience. He holds Series 65 and Series 66 designations and has been with Aurora Investment Counsel since 2005. Aurora Investment Counsel provides discretionary separate-account portfolio management and financial planning services primarily for high-net-worth individuals, pension plans, charitable organizations, trusts, and family offices. The firm follows a fundamentals-based “Growth At a Reasonable Price” investment approach and serves both direct clients and other registered investment advisers as a sub-advisor.

Phimar Patterson is a CFP® with 18 years of industry experience, currently serving at PR Squared Wealth Management LLC. He has held roles at Unified Legacy Group and Blue Clover Financial, where he is the owner of a marketing organization. Patterson also operates as a sole proprietor advising and selling life, disability, and medical insurance, as well as annuities. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, and ERISA 3(21) fiduciary services. The firm typically uses model allocations, sub-advisors, and platform tools to build portfolios, primarily on a non-discretionary basis, while also emphasizing retirement plan participant education and structured ongoing consulting.

Drew Estes is a financial advisor at Banyan Capital Management, Inc. in Atlanta, GA, holding a Series 65 designation with 10 years of industry experience, all with Banyan since 2016. He also teaches continuing professional education courses for the Georgia Society of CPAs. Banyan Capital Management provides discretionary investment management services to individuals, trusts, estates, and retirement plans, focusing on value-oriented, fundamental analysis with a long-term investment horizon. The firm manages concentrated portfolios primarily in publicly traded equities and communicates performance results regularly, serving a mix of individual and institutional clients.

Erich Schwerd is a financial advisor at CIGX, LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CIGX since 2003. Prior to his advisory role, he was employed by the Social Security Administration from 1998 to 2021. CIGX serves individual investors, retirement plans, charitable institutions, foundations, trusts, endowments, and businesses, providing discretionary portfolio management through model portfolios and financial planning services. The firm employs a top-down asset-allocation strategy using primarily exchange-traded funds, with portfolios tailored to four risk levels and managed with a long-term discipline that includes quarterly reviews and rebalancing.

Ronald Zimmerman is a CFP® professional with 29 years of industry experience, currently serving at Kenneth Frenke & Co since 2001. He is based in Atlanta, GA, and is one of three advisors at the firm. Kenneth Frenke & Co. provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm develops individualized Investment Policy Statements and typically implements portfolios using mutual funds and ETFs, applying fundamental analysis, modern portfolio theory, and a long-term purchase orientation.

Emma Foulkes is a CFP® professional with 24 years of industry experience. She is currently with Collective Wealth Partners, LLC, where she has worked since 2021. Prior to that, she spent seven years with Cambridge Investment Research. Outside of her advisory role, Foulkes is an author and speaker on financial education, owner of a financial television network, and serves on multiple nonprofit boards. She also volunteers as a subject matter expert for the CFP Board’s exam development. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management and financial planning services. The firm uses fundamental analysis to construct diversified portfolios and offers educational seminars and financial-wellness programs, including counseling targeted to women and minorities.

William Knorr is a financial advisor at Banyan Capital Management, Inc. with a Series 65 designation and two years of industry experience. He previously worked at SMBC Nikko Securities America, Inc., Wells Fargo Securities LLC, Credit Suisse Group AG, Hire Counsel, and Fidelity National Title Group, Inc. before joining Banyan Capital Management. Banyan Capital Management provides discretionary investment management for individuals, trusts, estates, and retirement plans, focusing on value-oriented fundamental analysis with a long-term investment horizon. The firm manages concentrated portfolios primarily invested in publicly traded equities and offers detailed quarterly performance reporting compared to relevant benchmarks.

Ellis Carson II is a financial advisor at Sunbeam Capital Management, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Credit Suisse Securities (USA) LLC for nine years before joining Sunbeam Capital Management in 2017. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates. The firm manages diversified portfolios using low-cost mutual funds, ETFs, individual securities, and alternative investments, applying a long-term, fundamentals-based investment approach tailored to each client.

Joseph Young is a financial advisor with 25 years of industry experience, currently serving at 34 Financial, LLC. He holds a Series 66 designation and has worked at Mercer Global Advisors Inc., Arkadios Capital LLC, ACG Wealth, Inc., and Triad Advisors, Inc. 34 Financial, LLC is a small advisory team managing approximately $101 million across about 90 client relationships, providing discretionary investment management and ongoing financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm employs fundamental, technical, and cyclical analysis to develop client-specific investment policies and offers portfolio management that may include the use of margin, options, leveraged/inverse ETFs, and structured products.

Cheryl Leonard Peeples is a financial advisor at PR Squared Wealth Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF Individual & Institutional Services, LLC for 20 years. In addition to her advisory role, she is an insurance agent involved in insurance sales and services. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, and ERISA 3(21) fiduciary services. The firm typically manages client assets on a non-discretionary basis, using model allocations and sub-advisors, while emphasizing retirement-plan participant education and ongoing consulting.

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 Series 65-licensed advisor at Hayes Wealth Advisors, LLC with three years of industry experience. She has been with Hayes Wealth Advisors since 2023. Outside of wealth management, Rosenberg works as an optometrist at The Eye Gallery, an optometry practice she has been associated with since 2012. Hayes Wealth Advisors serves individual clients, including many high-net-worth households, retirement plans, and small businesses. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services with a predominantly passive, long-term investment approach.