Timothy Rigby is a financial advisor with Investors Asset Management of Georgia Inc in Atlanta, holding a Series 63 designation and 48 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, corporations, trusts, foundations, and retirement plans. The firm offers a buy-and-hold investment approach with tactical adjustments based on economic cycle analysis and supports retirement plans through its Investors Choice program and model portfolios.

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.

Cynthia Derso is a financial advisor with Proactive Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at LPL Financial and INVEST Financial Corp before joining Proactive Wealth Strategies in 2022. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm uses a predominantly top-down, performance-based investment approach with customized asset allocation and offers comprehensive financial planning and discretionary portfolio management.

Robert Goggin is a financial advisor with Atticus Wealth Management in Roswell, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has worked at Atticus Wealth Management since 2018 and is also associated with Wealth Management Advisors, LLC since 2016. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically with at least $500,000 of investable assets. The firm provides portfolio management, financial planning, and pension consulting using diverse investment strategies and maintains regular portfolio oversight.

Ashish Gandhi is a financial advisor with Proactive Wealth Strategies, LLC, holding Series 65 and Series 63 credentials and one year of industry experience. His prior experience includes six years at The Family Office and three years at Emirates Investment Bank. Outside of his advisory role, he is involved in a real estate rental business with a colleague. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm offers comprehensive financial planning and discretionary portfolio management, employing a primarily top-down, performance-based approach with individualized asset allocation and ongoing account monitoring.

Gabrielle Kong is a financial advisor at BEAM Wealth Advisors, Inc. in Atlanta, GA, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Gratus Capital, LLC, and Carroll Financial. BEAM Wealth Advisors is a multi-team registered investment adviser managing approximately $1.6 billion in client assets, serving individuals, businesses, trusts, estates, and retirement plans. The firm focuses on asset allocation, diversification, and portfolio construction grounded in Modern and Post-Modern Portfolio Theory and behavioral finance, offering wealth management, financial planning, portfolio management, and ERISA consulting.

Kaila Brooks is a financial advisor at Park Square Financial Group LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Csenge Advisory Group, LLC and Lion Street Financial, along with work experience at Ansley Golf Club and Georgia Southern University. Park Square Financial Group serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach that integrates fundamental, quantitative, and technical analysis, primarily using equities, ETFs, and mutual funds within a wrap fee program structure.

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.

Kevin Sagui is a financial advisor at Southbridge Advisors, LLC with six years of industry experience. He holds the Series 66 and Series 65 licenses. His work history includes roles at Prudential Insurance Company of America and Amazon. Southbridge Advisors serves individual clients, corporations, charities, and pension or profit-sharing plans with comprehensive financial planning, portfolio management, and investment advice. The firm uses Modern Portfolio Theory to build diversified asset allocations and offers discretionary and non-discretionary account management, incorporating third-party investment advisers through a due-diligence process.

Harrison Fish is a CFP® and holds a Series 65 license, currently serving as an advisor at Narwhal Capital Management with two years of industry experience. He has been with Narwhal Capital Management since 2021 and also has a background including five years at Kennesaw State University. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management tailored to clients’ goals and risk tolerance, utilizing diversified asset allocation and a combination of fundamental, technical, and cyclical investment analysis methods.

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.

Akbar Kassam is a financial advisor with Proactive Wealth Strategies, LLC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at LPL Financial and Invest Financial Corporation. Outside of advisory work, he is involved as a member of a for-profit business, New Jubilee Investors LLC. Proactive Wealth Strategies manages approximately $316 million for individuals, families, and trusts, offering comprehensive financial planning and discretionary portfolio management. The firm employs a top-down, performance-based approach with individualized asset allocation and integrates ongoing account monitoring with formal annual reviews.

Ryan Miller is a financial advisor with Narwhal Capital Management in Marietta, GA, holding a Series 65 credential and one year of industry experience. Prior to joining Narwhal, he worked at Caterpillar, Inc. and the City of Avondale Estates, and he has an academic background from the Georgia Institute of Technology and Decatur High School. Narwhal Capital Management is a registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing diversified asset allocation and combining investment advisory work with in-house tax and accounting capabilities.

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.

Matthew Blumberg is a financial advisor at Paraklete Financial, Inc. with the PFS™ designation and six years of experience in accounting and financial planning. He previously worked at Mitchell Taylor CPA PA and operates his own CPA firm, Matthew Blumberg CPA PLLC. Paraklete Financial provides fee-for-service financial planning focused on tax-centered, long-form planning and client education. The firm serves individuals, high-net-worth clients, businesses, trusts, and estates through a team of six advisers who prepare comprehensive plans and coordinate implementation with outside professionals.

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.