Aria Alvarez is a financial advisor at Actify Investor Retirements, LLC with a Series 65 license and one year of industry experience. Prior to joining Actify, she worked in corporate payroll services and held various roles in retail and management. Actify serves retirement plan sponsors and individual IRA and SIMPLE IRA participants, focusing on employer-sponsored retirement arrangements and payroll-deduction IRA programs. The firm emphasizes fundamental analysis and diversification to construct risk-based model portfolios while providing education and investment recommendations without comprehensive legal or tax advice.

Kristin Gerdvil is a ChFC® with two years of experience, currently serving as a financial advisor at Turner Wealth Advisory. She also has a longstanding role at Turner & Associates, CPA PC, a tax accounting practice where she spends a significant portion of her time. Turner Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, utilizing tailored asset-allocation strategies and regular account reviews. The firm integrates outsourced portfolio management with in-house tax and planning resources through its affiliation with a separate CPA practice.

Macarther Plumart is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at MRP Capital Investments, LLC, where he has worked since 2013, and was previously associated with MRP Currency, LLC. MRP Capital Investments provides discretionary portfolio management, integrated financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm manages approximately $201 million in client assets and employs a mix of fundamental and technical analysis, including derivatives and digital assets, within customized portfolios.

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 63 and Series 65 credentials and has held management responsibilities at Metro Logics, a third-party logistics firm. Outside of her advisory role, she has been involved with Calvary Episcopal Church in various capacities. 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 also offers sub-advisory and model delivery services to other advisers and platform sponsors.

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.

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.

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.

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.

Jarod Nichols is a financial advisor at Asset Guidance Group, LLC with four years of industry experience. He holds the Series 65 designation and has worked in financial services roles with Shellpoint Mortgage Servicing and Ditech Financial prior to joining his current firm. Asset Guidance Group, LLC serves individuals and families, including accredited investors, through fee-based financial planning and both discretionary and non-discretionary portfolio management. The firm combines a proprietary automated management system with human oversight and offers services such as private placement due diligence, educational seminars, and a subscription research publication.

Anitha Rao is a CFP® professional with 16 years of industry experience, currently serving at Financial Architects, LLC since 2005. She is based in Woodstock, GA. Financial Architects serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm employs an investment approach grounded in academic research, focusing on low-cost mutual funds and ETFs with factor tilts and broad diversification.

Gordon Sylvester is a financial advisor at Latitude Investment Group with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Questar Capital Corporation and Allianz Life Insurance Company of North America. Outside of advisory work, he manages Divergent Financial Group Corp., an insurance marketing organization. Latitude Investment Group provides investment advisory and financial planning services to individual clients, offering managed accounts, portfolio reviews, and tailored investment strategies. The firm serves 87 clients with $6.3 million in assets under management and employs both discretionary and non-discretionary approaches.

Will Holdren is a financial advisor at Xception Family Office with Series 65 and Series 66 licenses and less than one year of industry experience. His prior roles include positions at FNDRS Wealth Advisory, Hightower Advisors, and Xception Advisory Group. He also has teaching experience at Elizabethtown College and Millville High School. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and select corporate clients. The firm uses a diversified investment approach that combines passive vehicles and specialist third-party managers, supported by quantitative and qualitative due diligence.

Kenneth Bellavance is a financial advisor with TRUFP, holding a Series 66 designation and 12 years of industry experience. He previously worked at Investment Planning Advisors and Cambridge Investment Research, Inc. during his career. TRUFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, using tailored investment strategies and a range of portfolio management approaches. The firm maintains regular client communication and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.

David Miller is a financial advisor at Surepath Financial Services, LLC in Peachtree Corners, GA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for two decades. In addition to his advisory role, he owns Peachtree Partners, LLC, a business focused on selling his parents' art. Surepath Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers discretionary portfolio management through a wrap fee program and a web-based platform, combining advisory and transaction services, and conducts public educational seminars.

Michael Cordak is a financial advisor at Optimum Wealth Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Optimum Wealth Management since 2010. In addition to his advisory role, he has been a commercial airline pilot for Delta Airlines since 2006. Optimum Wealth Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF positions with selective active management, focusing on global diversification and integrating investment advice with broader life-planning topics.