Mona Kuhlman is a financial advisor at TandemGrowth Financial Advisors, LLC with 22 years of industry experience. She has been with TandemGrowth since 2003. She holds a Series 66 designation. Kuhlman receives residual income from Commonwealth Annuity and Life Insurance Company, an activity in which she spends less than one hour per month. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning. The firm manages strategic long-term portfolios using a mix of mutual funds, ETFs, independent managers, and alternative investments, offering services that include portfolio management, financial planning, and retirement-plan oversight.

David Moore is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is associated with Gien Capital Management LLC and has previously worked at Southern States LLC, Concourse Financial Group Securities Inc, and Legacy Financial Partners, LLC. Outside of his advisory work, he serves as Council Member-Treasurer for Mt. Zion United Methodist Church and provides consulting services to small business owners through Les Cheneaux Consulting. Gien Capital Management LLC offers discretionary asset management and standalone financial planning, utilizing a combination of fundamental, technical, charting, and cyclical analysis. The firm manages client assets primarily through selected third-party Sub-Advisors and operates with a small advisory team.

Dustin Cantrell is a Series 65-licensed financial advisor at BDM Investments, Inc. with 12 years of industry experience. He is also a senior accountant and shareholder of Cantrell & Associates, PC, an accounting firm where he provides accounting, compliance, and tax consulting services. He has been with Cantrell & Associates since 1995. BDM Investments, Inc. offers discretionary investment supervisory services to individuals, retirement plans, trusts, estates, and business entities, managing approximately $44 million across 40 client accounts. The firm employs a long-term, Modern Portfolio Theory–based approach focused on asset allocation and passive investment vehicles, and integrates investment services as a complement to its affiliated accounting practice.

Michal Erin Frushell is a CFA® charterholder with 10 years of industry experience. She is currently affiliated with Integras Partners, LLC and has prior experience at Ladenburg Thalmann & Co. Inc., Securities America, Inc., Securities America Advisors, and FSC Securities. In addition to her advisory role, she is also licensed as an insurance agent. Integras Partners serves individual investors, retirement plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis, incorporating derivatives and option strategies in its portfolios, which distinguishes it within its supported category.

Ronaldo Bastos is a financial advisor at Weston Capital Insights with five years of industry experience. He holds a Series 65 designation and has worked exclusively at RDL Capital LLC dba Weston Capital Insights since 2018. Outside of advising, he is the owner of LOCANDA MIA INVESTMENTS, LLC. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and non-U.S. persons, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and utilizes a range of strategies, including options and margin trading.

Desmond Blue is a Wealth Management Advisor with eight years of experience in financial advising. Prior to his career in finance, he played professional basketball across five continents, an experience that informs his disciplined and long-term approach to wealth management. He specializes in addressing the complexities that arise as clients' income and financial situations grow, particularly for business owners, athletes, and high-achieving individuals. His expertise includes investment strategy, tax-aware planning, business exit and liquidity events, and estate and legacy planning services. Desmond holds a Bachelor of Science in Business Administration from Lee University and an MBA from Liberty University. His professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is affiliated with the Cherokee Chamber of Commerce. Outside of his professional work, Desmond resides in Canton, GA with his wife, Jill. He is involved in community organizations such as City Takers, City of Refuge, and Heartbound Ministries. In his personal time, he enjoys baseball, football, music, reading, traveling, watching movies, training youth in basketball, and attending Crossover ATL church.

Timothy McGukin is a financial advisor at Arkos Global Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Arkos Global Advisors since 2020. Prior to that, he was with Lakeview Capital Partners, LLC from 2016 to 2020 and has been involved with Kane McGukin, LLC since 2015. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, using a mix of fundamental, technical, and quantitative analysis, and performs ongoing monitoring and manager due diligence.

Robert Tomlinson is a financial advisor at Griffith & Werner, Inc. in Canton, GA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Proequities Inc. Outside of his advisory role, he owns a T-shirt design business that sells products on Amazon. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation framework blending equities, fixed income, mutual funds, and ETFs, and integrates insurance products through licensed management personnel.

Gavin Borzello is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Wealth Management since 1998. Outside of advising, he works part-time as an insurance agent. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm offers asset and portfolio management, financial planning, and discretionary and non-discretionary advisory services, employing a range of investment strategies based on economic analysis and research.

James Francis IV is a financial advisor with ALTA Capital Management LLC in Alpharetta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience, including 23 years at Montag & Caldwell and 2 years at ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and financial planning for individual and institutional clients, using a quality-growth, bottom-up investment process that incorporates quantitative models and Investment Committee oversight. The firm serves a range of clients with strategies that include equity, fixed income, balanced mandates, and employs sub-advisers, derivatives, and AI-assisted models in certain portfolios.

Valeri Bishop is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Wellspring, Bishop worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of financial advising, Bishop owns a short-term vacation rental property in Cleveland, GA. Wellspring Wealth Management provides investment advisory, financial planning, portfolio management, and consulting services to individuals, families, trusts, estates, and related entities, including high-net-worth clients. The firm employs individualized strategic asset allocations overseen by an internal Investment Policy Committee and offers access to multiple investment platforms and third-party managers.

Patricia Hayton is a financial advisor with CPC Advisors, LLC, holding a Series 66 designation and over 23 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors, along with 15 years at J Thompson Ross Investments. She also serves as Operations Manager for CPC Advisors. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.

Curtis Minks is a financial advisor at Woodstock Wealth Management, Inc. with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Woodstock Wealth Management since 2018. Minks also owns Lotus Positions LLC and Lotus Positions Business Development LLC, through which he offers consulting on non-securities insurance. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a variety of investment vehicles and strategies, including a performance-fee program alongside standard AUM arrangements.

John Cronin is a Series 66-licensed financial advisor at BlueChip Wealth Advisors LLC with three years of industry experience. He has held positions at several firms, including JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and Raymond James & Associates. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable approach using a mix of active and passive strategies, vetted third-party managers, and integrates subscription-based reporting tools and educational sessions into client service.

Brian Johnston is a CFP® with 23 years of experience in the financial services industry. He is affiliated with Forthright Wealth Management, LLC, where he has worked since 2015, and previously held roles at Purshe Kaplan Sterling Investments, Truist Investment Services, and Ameriprise. Johnston serves as treasurer for the Alpharetta Elementary PTO. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets for approximately 567 clients and constructs customized portfolios primarily focused on long-term investments.

Stephen Amason is a CFP® professional with one year of experience in financial advising. He currently works at Forthright Wealth Management, LLC and previously held roles at HB Wealth Management, LLC and Frazier & Deeter, LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, investment management, and financial planning. The firm manages over $773 million in assets across a seven-advisor team and focuses on customized, long-term portfolios using mutual funds, ETFs, individual stocks and bonds, with discretionary oversight and detailed performance reporting for its clients.

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.

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 with Arca Wealth, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at LPL Financial LLC, OSAIC, Triad Advisors, and Locust Lane. Arca Wealth, LLC is a registered investment adviser that offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm uses a client-centered process to develop customized asset allocations across conservative to aggressive portfolios and employs a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and options strategies.