Robert Catledge is a financial advisor at CMC Financial Group, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has been with CMC Financial Group since 2017. CMC Financial Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm’s investment approach combines multiple analysis methods and trading strategies, frequently recommending ETFs and employing discretionary authority with regular portfolio reviews.

Craig Jennings is a financial advisor at Safewater Investment Management LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Jennings Financial Planning & Investments, World Equity Group, Nicholas Wealth Management, Kelley and Mullis Wealth Management, and Securities America. In addition to advising, he is a licensed insurance agent. Safewater Investment Management provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm applies various analytical methods and manages diverse asset types without outsourcing portfolio management, serving clients without an account minimum.

Mark Thomas is a CFP® with 11 years of industry experience, currently serving as an advisor at Root Wealth Management since 2024. Prior to this, he operated his own firm, Mark Thomas, L.L.C., for 10 years. Root Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, small businesses, trusts, and charitable organizations. The firm employs both fundamental analysis and Modern Portfolio Theory to build diversified portfolios, focusing on asset allocation, tax considerations, and risk tolerance.

Luke Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 16 years of industry experience. He has previously worked at SunTrust Investment Services and Salvus Capital Management. Bennett holds Series 63, 65, and 66 licenses. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach, combining passive and active strategies while selecting and monitoring third-party managers to tailor portfolios to client objectives and risk tolerance.

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.

Niamh Lacey is a financial advisor at Bella Wealth Management, LLC in Roswell, GA. She holds a Series 65 designation and has been with Bella Wealth Management since 2023. Prior to joining the firm, she worked at Atlanta Womens' Health Group and St. Peter Chanel Catholic Church. Bella Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management with a focus on strategic and tactical asset allocation across various investment vehicles.

Marvin Strozier is a financial advisor at 755 Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Dempsey Lord Smith, LLC. Outside his advisory role, Strozier is involved with insurance agencies and mortgage-related businesses. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a client-driven approach, tailoring investment strategies to objectives, time horizon, and risk tolerance, and is affiliated with related tax, accounting, and insurance businesses.

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 duties. Owen has also served in roles at Calvary Episcopal Church over multiple periods. COR3 Investment Partners provides discretionary portfolio management to high-net-worth individuals and related entities, focusing on a research-driven, fundamental equity approach with an emphasis on U.S. small- and mid-cap stocks. The firm offers both separately managed accounts and model-delivery services to other advisers, distinguishing itself by publicly presenting hypothetical and actual performance results despite its small size.

Andrew Avera is a CFP® professional with eight years of industry experience. He is currently with Journey Beyond Wealth, a team-based firm in Roswell, GA, and previously worked at Avera Wealth Advisors and Diversified Trust Company. Journey Beyond Wealth provides financial planning and discretionary investment management primarily to high-net-worth individuals and families, offering both comprehensive and limited-scope planning services. The firm employs a passive, Modern Portfolio Theory-based approach using low-cost mutual funds and ETFs, and provides specialized Family Office services including multigenerational education and facilitated family meetings.

Monica Ladson is a financial advisor at Elm3 Financial Group, LLC, holding a Series 65 credential. She has three years of industry experience, including prior roles at Club DiOGi and CVS Health. In addition to her advisory work, Monica supports Elm3 CPA Tax and Accounting in an administrative capacity. Elm3 Financial Group serves individuals, families, trusts, estates, and small businesses, providing discretionary portfolio management, financial planning, and consulting services. The firm employs an active, multi-disciplinary investment approach that integrates macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading.

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.

Sergio De La Torre is a financial advisor at Pandora Wealth, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Spotlight Asset Group and JOYN Advisors. Outside of his advisory role, he owns and operates Pet Wants Alpharetta, a pet nutrition company specializing in natural pet food with online and home-delivery services. Pandora Wealth provides discretionary portfolio management and financial planning to individual and select institutional clients. The firm creates customized, diversified portfolios and utilizes fundamental and cyclical analysis, offering services such as estate-planning document production and a self-sponsored wrap fee program.

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.

Barry Munro is the principal advisor at Munro Legacy Planners LLC in Woodstock, GA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as a senior benefit analyst at Federal Benefit Advocates since 2016. Additionally, Munro has been an independent insurance agent since 2000, providing insurance products alongside his advisory work. Munro Legacy Planners LLC serves individual clients, including high-net-worth households, by offering financial planning and acting as a liaison to third-party money managers. The firm integrates insurance products and federal benefits analysis into its services, focusing on plan creation and client referrals rather than direct asset management.

Julie Williamson is a financial advisor at Williamson Advisory Services, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Williamson Advisory Services since 2012. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans, managing approximately $105 million for about 73 clients. The firm offers both discretionary and non-discretionary portfolio management along with pension consulting, using fundamental analysis and longer-term strategies across multiple asset classes. It is affiliated with a CPA practice under common control, providing integrated investment and accounting resources.

Robert Amato is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with COMPASS Wealth Management, LLC in Atlanta, GA, where he has worked since 2011. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Merrill. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients, offering integrated financial planning and discretionary portfolio management through diversified asset-allocation models. The firm is noted for conducting educational seminars often in partnership with other professionals and providing financial planning bundled with asset management.

Eric Stallworth is a financial advisor with Bella Wealth Management, LLC in Roswell, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Bella Wealth Management in 2025, he worked at Coppell Advisory Solutions LLC and Bella Advisors, Inc. He also served six years in the United States Army and spent seven years at Terry Reid Hyundai. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary investment management. The firm employs a goals-based approach incorporating strategic asset allocation, tactical adjustments, and active trading through independent managers, offering tailored portfolio construction and comprehensive financial planning services.

Stacey Nickens is a CFP® with 20 years of industry experience, currently serving at Elm3 Financial Group, LLC since 2006. In addition to her advisory role, she owns and operates Elm3 CPA, a tax, payroll, and bookkeeping service, as well as Sweet Clover Creek Farm, a small livestock and vegetable farm, and Big Pine Landscaping LLC. Elm3 Financial Group serves individuals and families, including high-net-worth clients, as well as trusts, estates, and small businesses, offering discretionary portfolio management, financial planning, and consulting. The firm employs an active, multi-disciplinary investment approach combining macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading.

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.