Melissa George is a financial advisor with InvestHER Fiduciary Solutions, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has led Melissa L. George & Associates since 2006. Her outside activities include serving as Board Chair of the House Proud Non-Profit and as a board member of Girls Inc. Atlanta. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, offering fiduciary advisor services, participant education, and financial planning for business owners and retirees. The firm combines fiduciary oversight with investment management through a partnership with StreamSong Advisors, providing a range of billing options and participant-focused education.

Gary Weld is a Series 65-licensed financial advisor with 21 years of industry experience, currently serving at Galleria Financial Advisors, LLC since 2004. He is based in Atlanta, GA. Outside of his advisory role, Mr. Weld holds passive, minority ownership interests in several private companies without active involvement during trading hours. Galleria Financial Advisors, LLC is a fee-only investment management firm that provides personalized advice and portfolio management to individuals, trusts, estates, and charitable organizations. The firm manages approximately $239 million in client assets, focusing on non-discretionary, globally diversified portfolios using passive index funds, ETFs, and select active managers.

Brandon Hatton is a financial advisor at Conscious Wealth Investments, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory role, Hatton is the owner of Dropping Keys LLC, where he works as an author and speaker. Conscious Wealth Investments provides wealth management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a long-term investment approach that integrates fundamental and technical analysis across a variety of asset types, including equities, ETFs, bonds, and alternative instruments.

Summer Roberts is a CFP® and holds a Series 66 license, with 19 years of industry experience. She has worked at Family Capital Advisors, LLC since 2018 and previously held roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. Roberts is also involved in insurance planning, advising on life and long-term care insurance. Family Capital Advisors, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary managed accounts. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of strategies including asset allocation, dollar-cost averaging, and technical analysis, and integrates third-party providers that use artificial intelligence and machine learning.

Eda Driver Owen is a financial advisor at COR3 Investment Partners, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Metro Logics since 2024, where she manages finance, accounting, and personnel-related functions. Outside of her advisory role, she is involved in managing a third-party logistics business. COR3 Investment Partners offers discretionary investment management to high-net-worth individuals, family entities, trusts, estates, charitable foundations, corporations, and other registered investment advisers. The firm employs a fundamental, research-driven approach focused on concentrated U.S. small- and mid-cap equities, emphasizing quality and value with multi-year holding periods and downside scenario stress-testing.

Thomas Moran Sr. is a financial advisor at Moran Tice Capital Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with six years of industry experience. He previously worked at TG Moran Capital Management, LLC from 2016 to 2020 before joining his current firm. Moran Tice Capital Management provides discretionary portfolio management through private pooled investment vehicles and separately managed accounts, primarily serving accredited, high-net-worth, and institutional investors. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities for hedging, employing research-supported trading and full discretionary authority over client accounts.

Anthony Lawal is a financial advisor at Ell Wess Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses with two years of industry experience. Prior to joining Ell Wess Advisors, he worked at Morgan Stanley Smith Barney LLC and Wells Fargo, among other firms. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with a small, high-touch client base and approximately $5.9 million in assets under management. The firm offers standalone financial planning and portfolio management through fixed-fee programs and discretionary management using fundamental analysis and hedging strategies.

Bradley Mcgrew is a CFP® and holds a Series 66 license with 17 years of experience in the financial advisory industry. He has worked at Waypoint Wealth Counsel LLC since 2014 and previously at MAI Capital Management, LLC. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages discretionary portfolios, offers financial planning and fiduciary services, and employs a mix of fundamental and technical analyses, often implementing manager-based investment sleeves.

Robert Amato is a CFP® with 23 years of industry experience, currently serving as an advisor at COMPASS Wealth Management, LLC in Atlanta, GA. He has been with Compass Wealth Management and Triad Advisors Inc. since 2011. COMPASS Wealth Management primarily serves high-net-worth individuals and small businesses, providing discretionary portfolio management combined with financial planning. The firm develops tailored Financial Profiles and Investment Plans for clients, conducts in-person reviews, and manages accounts across multiple asset-allocation models with quarterly adjustments based on market outlook and client needs.

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.

Will Holdren is an advisor at Xception Family Office with Series 65 and Series 66 credentials. He has been in the financial advisory industry since 2023, with prior experience at Hightower Advisors and Elizabethtown College. 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 vehicles and specialist third-party managers, using quantitative and qualitative due diligence to select independent managers and alternative investments.

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.

Our Services: *Fiduciary* Our client's interests come first 100% of the time *Retirement Income Planning* Providing customer solutions to fit your needs *Active Wealth Management* Strategic and tactical management of your portfolio *Insurance Analysis* Most insurance is sold, not bought. We help you understand the difference *Tax Planning* Long-term tax customization so you don't tip the IRS *Social Security Optimization* Understand your options to make the best decision *Risk Assessment* Determine how much risk to take to meet your goals

Sharon Budnik is a financial advisor with Carlyle Wealth Planning in Atlanta, GA, holding a Series 63 designation and over 45 years of industry experience. She has worked at Carlyle Wealth Planning since 1988 and has been affiliated with The Strategic Financial Alliance since 2016. Outside of financial advising, she is involved in insurance sales through Dempsey & Assoc. Inc. Carlyle Wealth Planning provides comprehensive financial planning and advisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary planning with a small client roster and advises on a broad range of investments while monitoring third-party discretionary portfolio managers.

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.

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.