Robert Samsel is a financial advisor at Fortress Capital with four years of industry experience. He holds the Series 65 designation and has worked at several companies, including Colgate Palmolive and Zep. Outside of advising, he is involved with Top Tier Trees, a separate business activity. Fortress Capital provides discretionary portfolio management primarily for high-net-worth individuals and entities, focusing on long-term capital growth through concentrated equity portfolios. The firm employs a performance-based compensation model for qualified clients and also offers limited financial planning reviews for employer-sponsored retirement accounts.

Gary Whitehurst is a financial advisor at Brighter Investing, PB LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Gv Financial Advisors, Inc., JOYN Advisors, Inc., and Securian Financial Services, Inc. Whitehurst is also involved in managing private fund partnerships through Brighter GP, LLC and Brighter Private Credit GP, LLC. Brighter Investing, PB LLC provides investment management and financial planning primarily to individual and institutional clients. The firm offers diversified portfolios across public and private asset classes and incorporates sustainable and impact investing, with a focus on discretionary management and coordination of tax planning through an independent CPA.

Sally Shelton is a CFP®-credentialed financial advisor with eight years of industry experience. She currently leads Marbella Wealth Advisory Group, LLC, an independent firm she joined in 2024. Her prior experience includes roles at Oxford Financial Group, Compass Wealth Management, JPMorgan, and UBS Financial Services. Marbella Wealth Advisory Group, LLC serves high-net-worth individuals, employer-sponsored retirement plans, and corporate clients with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a blend of asset-allocation principles, fundamental analysis, and a mix of passive and active investment vehicles, and maintains a formal retirement plan consulting practice that includes participant education and group seminars.

Justin Porter is a CFP® and PFS™ credentialed advisor with 10 years of industry experience. He is the sole advisor at Porter Wealth Management, LLC, where he has worked since 2018. Prior to that, he was with HHM Wealth Advisors, LLC and Patton Albertson Miller Group, LLC. Porter Wealth Management, LLC provides individualized investment management and financial planning for individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, combined with fundamental analysis to develop client-specific asset allocations and security selections, implementing portfolios aligned with investment policy statements and providing comprehensive financial planning services.

Troy Harmon is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is the principal advisor at Due West Wealth Advisors LLC and serves as an adjunct professor at Kennesaw State University. Harmon is also the treasurer of the ASFIP Foundation, a nonprofit focused on financial education, and is CEO of A&E Investment Properties, Inc. Due West Wealth Advisors provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm employs fundamental analysis and a primarily long-term investment approach, managing portfolios that often include ETFs, equities, mutual funds, and options contracts.

Gregory Corneille is a CFP® professional with 18 years of industry experience. He has been with Choice Wealth Management, LLC since 2013. Choice Wealth Management provides discretionary investment supervisory services to individuals, businesses, and non-profit organizations. The firm develops Investment Policy Statements for clients and manages portfolios using individual stocks, ETFs, and options, employing both long-term and short-term trading strategies with regular portfolio monitoring.

Jay Thurlow is a financial advisor at Kinetic Pathways Company in Dunwoody, GA, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, LLC, and operated his own business before joining Kinetic Pathways. Thurlow is also co-owner of The Insurance Shop LLC, where he is involved in life and health insurance sales and client service. Kinetic Pathways provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm custom-manages income-oriented portfolios using structured notes and market-linked certificates of deposit, and is notable for its integration of insurance activities alongside its investment advisory services.

Alexander Kutyukhin is a financial advisor at VCM Capital with four years of industry experience. He holds a Series 65 designation and has worked at VCM Capital since 2018, following prior roles at Sistema Capital / Redline Capital and as a self-employed market researcher. Outside of finance, he serves as the director of VCM Technologies, a software development company based in London. VCM Capital provides portfolio management services to individuals, high-net-worth clients, trusts, and corporations using a blended investment approach that incorporates global macro, fundamental, and technical analysis across a broad range of asset classes. The firm manages accounts on both discretionary and non-discretionary bases and may allocate assets to third-party managers.

Johnny Masters Sr. is the principal of John Masters, CPA, PC in Atlanta, GA, with 22 years of industry experience and holds Series 63 and Series 65 licenses. He has been associated with his firm and its predecessor since 1974. Outside of his advisory role, he operates a law practice specializing in tax and estate planning. John Masters, CPA, PC serves individual clients including business owners, professionals, retirees, and family members by providing integrated investment advisory, accounting, tax, estate, and probate planning services. The firm employs a combined fundamental and technical investment approach with a focus on dividend-paying and out-of-favor opportunities, managing discretionary portfolios with daily oversight.

Kenneth Brown is a financial advisor at Core Capital Markets, LLC in Atlanta, GA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Inc. and Dempsey Lord Smith, LLC. Brown is also the president of Core Capital Markets, LLC. Core Capital Markets provides model-based investment strategies primarily to registered platform providers and their advisers, with limited direct retail clients. The firm focuses on market efficiency and strategic asset allocation, using mutual funds and ETFs exclusively from Dimensional Fund Advisors to build diversified portfolios tailored to various investment goals.

Garrett Donnelly is the sole advisor at Donnelly Investments Corporation in Atlanta, GA, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led Donnelly Investments Corporation since its founding in 2014. Donnelly Investments Corporation provides discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, and business entities. The firm emphasizes traditional core investments such as stocks, bonds, and cash, while incorporating mutual funds, ETFs, REITs, fixed income, and commodities as appropriate, using a process that combines fundamental analysis and modern portfolio theory tailored to individual client goals.

Elias Mc Quade III is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is the principal advisor at Mindful Capital Management, where he has worked since 2026. Prior to this, he spent ten years at Marotta Wealth Management and six years at the University of Virginia. Outside of financial advising, he owns Mindful Tea LLC, a loose leaf tea and meditation supplies business, and co-owns Boards and Brews, a board game café. Mindful Capital Management provides fee-only investment advisory services to individuals, families, retirement plans, nonprofits, and endowments. The firm employs a combination of fundamental and quantitative analysis with modern portfolio theory, utilizing long-term buy-and-hold and tax-aware strategies, and offers specialized alpha-seeking approaches for accredited and institutional clients. The firm also publishes investment periodicals and conducts educational seminars for clients and plan sponsors.

Ryan Mcpherson is a CFP® with 15 years of industry experience, currently serving at SmartPath Advisors. He has held roles at SmartPath, Inc. since 2017 and is the Vice President of Finance and Operations there, overseeing financial, business, and HR functions. Mcpherson is also the managing member and Chief Compliance Officer of Intelligent Worth, LLC, a financial planning firm. SmartPath Advisors provides planning-focused, short-term advisory services primarily to individuals accessing services through employers or organizations and to high-net-worth clients. The firm emphasizes passive, diversified asset allocation and offers AI-powered ongoing financial guidance without managing client assets or custody.

Arthur Aust is the sole advisor at Aust Financial Advisory, LLC in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has led Aust Financial Advisory since its founding in 2010. Aust Financial Advisory is an independent firm providing fee-only financial planning and discretionary investment management to individuals and families. The firm primarily uses passive, indexed strategies with low-cost, tax-efficient ETFs and mutual funds, and emphasizes client education and customized investment policy statements.

Portia Ryan Gerton is the sole advisor at Transformation Wealth Management, LLC in Atlanta, GA, with 18 years of industry experience. She holds Series 63 and Series 66 designations. Beyond financial advising, she owns and operates Eye Design Interiors, LLC, an interior design business, and is involved with GroundForce Integrated Resources, Inc., a general freight company. Transformation Wealth Management is an independent, single-advisor firm offering investment management, financial planning, and consulting to individuals, trusts, estates, and business entities. The firm combines discretionary portfolio management through SEI-sponsored programs with a substantial portion of non-discretionary assets and utilizes held-away account technology alongside third-party manager referrals.

Ashish Desai is a CFA charterholder and the sole advisor at Desai Capital Management, Inc. He has 11 years of industry experience and has worked at Navigant Consulting since 2004. Based in Atlanta, GA, he focuses on equity research and portfolio management. Desai Capital Management is a state-registered investment adviser that serves clients meeting specific financial knowledge and risk tolerance criteria. The firm employs an absolute-return, concentrated value strategy primarily focused on domestic and international equities, using fundamental valuation models and selective options strategies.

Jamar Bates is a financial advisor with Bates Financial Group, LLC in Smyrna, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has led Bates Financial Group since 2014. Outside of advisory services, he is involved with Bates Realty Group, Inc., which engages in residential and commercial real estate brokerage. Bates Financial Group provides financial planning, consulting, and educational seminars to a diverse client base including individuals, trusts, estates, and business entities. The firm integrates advisory services with brokerage, insurance, and mortgage offerings, relying on third-party managers for investment guidance and emphasizing strategic and tactical asset allocation approaches.

Samuel Deane is a financial advisor at Rora Wealth, Inc. in Atlanta, GA, holding a Series 65 designation with four years of industry experience. Prior to founding Rora Wealth in 2018, he worked at Lincoln Financial Advisors and Transamerica Financial Advisors. Outside of his advisory role, he owns a media entity for which he is compensated for writing and public speaking. Rora Wealth, Inc. advises individual clients and families primarily in the technology sector, focusing on employees, executives, and startup founders. The firm offers discretionary portfolio management and comprehensive financial planning, employing diversified portfolios with ETFs, separate accounts, direct indexing, and option strategies, alongside access to an affiliated early-stage technology private fund.

Matthew Checkon is a financial advisor at MJ Wealth Management LLC in Roswell, GA. He holds a Series 65 designation and has one year of industry experience. Prior to founding MJ Wealth Management, he worked at Ernst & Young for ten years. MJ Wealth Management LLC provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses, with offerings that range from foundational planning for lower- and middle-net-worth households to comprehensive wealth management. The firm’s investment process focuses on asset allocation guided by an Investment Policy Statement and includes discretionary management, educational workshops, and flexible billing arrangements.

Caroline McInerney is a CFP® with nine years of industry experience currently serving as the principal of HWM Wealth Management LLC in Atlanta, GA. She previously worked with Nicholas Hoffman & Company, Raymond James & Associates, Clements Financial Services, and HD Vest Investment Services. In addition to her advisory role, she operates Owner's Dividend LLC, a separate business that publishes educational content on financial and business planning. HWM Wealth Management LLC provides fee-only investment management and financial planning services to individuals, families, businesses, and foundations. The firm employs a long-term, principles-based investment approach focused on asset allocation, diversification, and tax-aware strategies, managing portfolios primarily on a discretionary basis.