James Patterson III is a financial advisor at Stableford Capital LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Stableford Capital since 2014, working as part of a five-advisor team. Stableford Capital serves individual clients, business owners, and institutional retirement plans, offering discretionary portfolio management along with integrated financial planning and retirement plan advisory services. The firm emphasizes absolute, long-term total return through a proprietary analytics platform and employs a range of strategies, including derivatives and leveraged ETFs, supported by dedicated technical research.

Joseph Gandolfo is a CFA® charterholder based in Atlanta, GA, and serves as an advisor at Factory Capital LLC. He has two years of industry experience, with prior roles at B&G Capital and Truist Securities. Gandolfo’s background also includes positions related to financial services and education during his time at Georgia Tech and the Georgia Tech Foundation. Factory Capital LLC provides portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management for institutional and other clients. The firm emphasizes the use of third-party managers and outsourced solutions, employing both active and passive strategies across various asset classes.

Jeffrey Dingle is a financial advisor at Brooklyn FI, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lido Advisors, LLC and Elwood & Goetz. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm uses a primarily passive investment approach alongside specialized outside managers and offers educational seminars and comprehensive oversight of held-away accounts.

Kyle Grandstaff is a CFA® charterholder with eight years of industry experience. He currently works at Colton Groome Financial Advisors, LLC and has held previous roles at IFG Advisory, LPL Financial, Truist Advisory Services, Truist Securities, and SunTrust Robinson Humphrey. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm manages approximately $725 million in assets across a team of ten advisors and employs strategic asset allocation using both passive and active managers, supported by an investment committee and advanced analytical tools.

James May is a financial advisor at Global Investment Advisory with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors, Terra Wealth Management, American Global Wealth Management, and Cape Investment Advisory. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other financial advisory firms. The firm employs a tactical asset allocation strategy combined with fundamental analysis and manages a diverse range of investment instruments, including mutual funds, ETFs, equities, fixed income, and alternative investments, with approximately $71.8 million in discretionary assets under management as of year-end 2025.

David Bragman is a financial advisor at Sequoia Wealth Management, LLC with 14 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 66 licenses. Since 2016, he has been associated with Sequoia Wealth Management and LPL Financial. Sequoia Wealth Management serves individuals, trusts, corporations, and employer retirement plans by providing asset management, financial planning, and retirement plan consulting. The firm employs a hybrid advisory approach with both discretionary and non-discretionary accounts and uses a combination of quantitative optimization, technical analysis, and option strategies to tailor portfolios to clients’ goals.

Duncan Sullivan is a CFP® professional affiliated with MariPau Wealth Management LLC in Peachtree City, GA, with six years of experience in financial services. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked with Youth For Understanding and Clarke County Schools. MariPau Wealth Management provides tailored investment advisory and portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates and third-party managers, emphasizing custody of client assets at Fidelity and offering specialized platforms for managing employer retirement accounts.

Perry Chesney Jr. is a CFP® with 43 years of industry experience, currently serving at TVAMP, LLC. His prior roles include positions at Merrill, Truist Investment Services, and HC Advisors LLC. He also devotes part of his time to Perry L Chesney Consulting, an advisory practice focused on coaching and educational workshops for organizations and professional advisors. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy and offers services such as ongoing asset management, retirement-plan advisory, and sub-advisory relationships.

David Pressly is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding a Series 66 designation with 26 years of industry experience. He has been with Register Financial Advisors and its affiliated entity, Register Financial Associates, Inc., since 2011. Register Financial Advisors provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm employs a broad range of instruments and strategies, including both in-house and third-party management, and offers access to multiple wrap fee programs administered through Wells Fargo Clearing Services.

Edward Brooks III is a financial advisor with Global Investment Advisory, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Cape Securities Inc and American Global Wealth Management, alongside operating his own accounting and tax preparation business. Global Investment Advisory provides fee-based, discretionary portfolio management to a range of clients including individuals, trusts, and charitable organizations. The firm employs a tactical asset allocation strategy combined with fundamental analysis and manages diverse portfolios with approximately $71.8 million in discretionary assets under management as of December 31, 2025.

James Webb is a financial advisor with Global Investment Advisory, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has been with Global Investment Advisory since 2022 and has held various roles at affiliated firms, including American Global Wealth Services, Cape Investment Advisory, and Cape Insurance Solutions, where he is an owner and CFO. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and manages approximately $71.8 million in discretionary assets as of the end of 2025.

Richard Stradtman is a financial advisor at FEFA Financial with five years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and Fefa Asset Management, LLC. Prior to his advisory career, he was involved with Mediterraneo Concepts Inc for nine years. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Daniel Meehan is a financial advisor at Global Investment Advisory with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His previous roles include positions at Kalos Capital and Arkadios Capital. Outside of his advisory work, he has worked as a delivery driver on weekends as an independent contractor. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and financial advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and manages a diverse range of investment instruments, serving both high-net-worth and other clients.

Danny Strain is a financial advisor with Global Investment Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at Elite Wealth Management Group, Cape Securities Inc, and Paradigm Financial Group. Outside of advisory services, he is involved in fixed insurance sales as an agent appointed directly with several insurers. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and financial advisory firms. The firm employs a tactical asset allocation strategy combined with fundamental analysis, managing a diverse range of investment instruments and offering sub‑advisory services through a Turnkey Asset Management Program.

Robert Moore is a financial advisor with Capital Analysts in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2000 and Resurgers Risk Management since 1999. Outside of his advisory roles, he coaches individual football drills at youth camps. Capital Analysts serves a broad client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management both through an in-house discretionary team and non-discretionary advisors nationwide.

David Bell is a financial advisor with Cape Investment Advisory, Inc. based in Monroe, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cape Investment Advisory and its affiliated entities since 2017, with prior experience at Legend Equities Corporation from 2005 to 2017. Outside of his advisory role, he serves as a Regional Client Manager for ACCG Retirement Services, assisting with enrollment and servicing of governmental retirement plans in Georgia. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through about 40 advisors and operates a multi-office network that emphasizes tailored asset allocation and portfolio construction using fundamental, technical, and macroeconomic analysis.

Samuel Phillips Jr. is a financial advisor at Cape Investment Advisory, Inc. with 33 years of industry experience. He holds the ChFC® designation and licenses Series 63 and Series 65. His prior work includes roles at American Global Wealth Management, Cape Securities, Inc., and Retirement & Wealth Strategies. Phillips serves as a director on the board of Phoenix Pass, a nonprofit providing advocacy and intervention life training for homeless mothers. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and access to various asset managers for individuals, businesses, and qualified plans. The firm develops asset allocation plans through personalized discussions and uses a combination of internal portfolio managers, sub-managers, and third-party asset managers with regular portfolio reviews.

Houston Freeman is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Global Wealth Management and Cape Securities Inc. He also has a longstanding position at Hargrave & Freeman, P.C. Cape Investment Advisory, Inc. serves a broad client base including individuals, businesses, and various retirement and trust entities. The firm offers portfolio management, financial planning, and access to third‑party and affiliated asset managers, using a process based on client objectives and risk tolerance supported by historical data and optimization software.

Robert Burkholder is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Root Financial Partners and previously was with Pandowealh, LLC, H-Wave, Orangetheory, and Rapid Sports Performance. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Steven Wisnewski is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Cape Investment Advisory since 2017, alongside roles at Cape Securities Inc. and various insurance carriers through W & R Insurance Agencies. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with approximately 40 advisors managing about $402 million in regulatory assets and offers tailored portfolio construction through a flexible model that incorporates fundamental, technical, and macroeconomic analysis.