Kaena Farmer is a financial advisor at Hamilton Capital Advisors LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Accenture, as well as holding a position at Morehouse College. Hamilton Capital Advisors primarily provides investment management, retirement-plan advisory, and consulting services to pooled and institutional investment programs, while offering portfolio management and financial planning for private clients on a limited basis. The firm integrates fundamental and technical analysis with discretionary management and outsourced third-party manager solutions, managing approximately $87 million in client assets as of December 31, 2025.

Kimberly Brown is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. She has been with Persium Advisors since 2017 and previously worked at D'Huyvetter & Swichkow, PC for one year. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering a range of retirement plan services alongside investment management, consulting, and financial planning. The firm manages approximately $583.6 million in discretionary assets and provides consulting advice for about $955.2 million in pension and investment assets as of the end of 2025.

Timothy Benbow is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wright Wealth LLC and has previously worked at firms including NovaPoint Capital LLC, Bull's Eye Investment Group, Waterloo Capital Management, Black Diamond Investment Partners, and Raymond James & Associates. Wright Wealth LLC provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm employs both passive and active investment strategies based on modern portfolio theory and offers additional services such as retirement plan consulting and tax preparation assistance.

Cynthia Derso is a financial advisor at Proactive Wealth Strategies, LLC with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial and INVEST Financial Corp. Derso has been with Proactive Wealth Strategies on multiple occasions, most recently since 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 approach to create individualized asset-allocation guidelines and offers comprehensive financial planning and discretionary portfolio management.

Natalie Gallo is a financial advisor with Regent Peak Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank NA. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, and family office services primarily to individuals—including high-net-worth clients—and some corporate plan clients. The firm’s investment approach emphasizes model portfolios based on Modern Portfolio Theory, using ETFs and equities, and frequently implements strategies through sub-advisers or third-party money managers.

Mark Sheerin is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Sherrill & Hutchins Financial Advisory Inc since 2016. He works within a team of six advisors based in Atlanta, GA. Sherrill & Hutchins provides financial planning and discretionary portfolio management for individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and not-for-profit organizations. The firm emphasizes client-specific investment guidelines and utilizes diversified no-load mutual funds and ETFs with periodic rebalancing, also offering unique services such as estate distribution support and ERISA-facing retirement plan advisory.

Ashish Gandhi is a financial advisor at Proactive Wealth Strategies, LLC with one year of industry experience. He previously worked at The Family Office and Emirates Investment Bank. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm employs a predominantly top-down, performance-based approach and constructs individualized asset-allocation guidelines, managing most portfolios on a discretionary basis and integrating financial planning into its investment process.

Darren Beck is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been with Pathway Financial Advisors, LLC since 2008, where he works as part of a five-advisor team. Outside of his advisory role, he serves as vice president of MMB Anesthesia LLC, a company providing anesthesia services where his wife is a nurse anesthetist. Pathway Financial Advisors serves individuals, businesses, trusts, estates, and charitable organizations with integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm follows an integrated financial planning process with ongoing portfolio review and offers a range of investment and consulting services, including retirement plan engagements and private fund recommendations.

Michael Smith is a Series 65-licensed advisor at A. Montag & Associates with six years of industry experience. He previously worked at AssuredPartners Investment Advisers, LLC and Iron Capital Advisors. Outside of finance, he is a partner in The Dappled Grays, a music band based in Atlanta. A. Montag & Associates serves high-net-worth individuals, families, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a structured investment approach incorporating fundamental and technical equity analysis, fixed-income management, and mutual fund and ETF selection.

Margaret Wright is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. She currently works at MartinWright Advisory, LLC, where she has been since 2026, following prior roles at Truist Advisory Services and SunTrust Bank. In addition to her advisory work, she is a licensed insurance agent providing insurance sales and service. MartinWright Advisory is a privately owned firm managing approximately $160.7 million in discretionary assets for around 108 clients through a seven-advisor team. The firm employs a combination of active and passive investment strategies, including tactical asset allocation and the use of options and alternative investments, while maintaining oversight of third-party manager selections and performance.

Kevin Sagui is a financial advisor at Southbridge Advisors, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles at Amazon and the Cherokee Town & Country Club. Southbridge Advisors serves individual clients, corporations, charities, and pension or profit-sharing plans by providing comprehensive financial planning and portfolio management. The firm employs Modern Portfolio Theory to create diversified asset allocations and offers discretionary and non-discretionary management, incorporating third-party investment adviser recommendations 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.

Michael Murray is a CFP® professional with 15 years of industry experience, currently serving at Persium Advisors, LLC since 2010. He is a partner in Navix Holdings, LLC, which develops exit planning tools, and is actively involved with Persium Consulting, LLC, providing business exit planning services. Additionally, he serves on the committee of Persium Fiduciary Services, LLC, which offers co-trustee services. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting for nearly $894.4 million in pension and investment consulting assets, employing a fundamental analysis-driven investment process tailored to clients’ financial plans and risk tolerances.

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.

Ty Young is the principal of Young Investment Advisors, Inc. in Atlanta, GA, with 22 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and has operated Young Investment Advisors since 1998, as well as Ty J. Young, Inc. since 2009. Outside of advisory services, he owns and operates a racing team and manages consulting and oversight activities for his businesses. Young Investment Advisors provides investment consulting and financial planning primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced strategy using mutual funds and exchange-traded funds, offers advice on a non-discretionary basis, and utilizes third-party research to guide asset allocation.

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.

Matthew Blumberg is a PFS™ credentialed financial advisor with two years of experience at Paraklete Financial, Inc. He has a background in accounting, having worked at Matthew Blumberg CPA PLLC from 2020 to 2026 and at Mitchell Taylor CPA PA from 2015 to 2020. Blumberg also operates MATTHEW BLUMBERG CPA PLLC d/b/a PALM BEACH TAX ADVISORS. Paraklete Financial provides integrated, fee-for-service financial planning primarily to individuals, high-net-worth clients, businesses, trusts, and estates. The firm focuses on tax-centered, coordinated planning delivered by CPA/PFS advisers and does not manage assets or sell financial products.

Amy Carcione is a CFA® charterholder and holds Series 63 and Series 65 licenses. She has five years of industry experience and has been with A. MONTAG & Associates since 2020. Prior to joining Montag, she worked for Fulton County Schools for one year. Montag provides portfolio management and financial planning services to individuals, families, trusts, estates, foundations, and other advisers, using a structured investment process that incorporates fundamental and technical analysis. The firm combines institutional-scale assets with a compact advisor team and offers bundled financial planning for existing clients at no additional charge.

Patricia Steward is a financial advisor at Paraklete Financial, Inc. in Kennesaw, GA, holding the PFS™ designation with 16 years of industry experience. She has worked at Paraklete Financial since 2010 and previously spent 31 years at Steward Ingram & Cooper PLLC. Paraklete Financial offers integrated, fee-for-service financial planning focused on individuals, high-net-worth clients, businesses, trusts, and estates. The firm’s six advisers provide tax-centered, coordinated long-form planning without managing client assets or selling financial products, working closely with outside specialists to implement comprehensive plans.

Richard Maurice is a financial advisor at Wright Wealth LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ironridge Wealth Management, Waterloo Capital Management, and Black Diamond Investment Partners. Outside of advising, he owns and operates a staffing agency. Wright Wealth provides investment management and financial planning to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm builds portfolios using a blend of passive and active strategies and offers services including discretionary portfolio management, retirement plan consulting, and tax preparation assistance.