James Francis IV is a financial advisor with ALTA Capital Management LLC in Alpharetta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience, including 23 years at Montag & Caldwell and 2 years at ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and financial planning for individual and institutional clients, using a quality-growth, bottom-up investment process that incorporates quantitative models and Investment Committee oversight. The firm serves a range of clients with strategies that include equity, fixed income, balanced mandates, and employs sub-advisers, derivatives, and AI-assisted models in certain portfolios.

Valeri Bishop is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Wellspring, Bishop worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of financial advising, Bishop owns a short-term vacation rental property in Cleveland, GA. Wellspring Wealth Management provides investment advisory, financial planning, portfolio management, and consulting services to individuals, families, trusts, estates, and related entities, including high-net-worth clients. The firm employs individualized strategic asset allocations overseen by an internal Investment Policy Committee and offers access to multiple investment platforms and third-party managers.

Kaila Brooks is a financial advisor at Park Square Financial Group LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Csenge Advisory Group, LLC and Lion Street Financial, along with work experience at Ansley Golf Club and Georgia Southern University. Park Square Financial Group serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach that integrates fundamental, quantitative, and technical analysis, primarily using equities, ETFs, and mutual funds within a wrap fee program structure.

Patricia Hayton is a financial advisor with CPC Advisors, LLC, holding a Series 66 designation and over 23 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors, along with 15 years at J Thompson Ross Investments. She also serves as Operations Manager for CPC Advisors. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.

Curtis Minks is a financial advisor at Woodstock Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Kovack Advisors and Resource Horizons Investment Advisory. Outside of his advisory role, he owns and consults for a business offering non-securities insurance. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment strategies and offers both standard AUM and performance-based compensation models.

John Cronin is a Series 66-licensed financial advisor at BlueChip Wealth Advisors LLC with three years of industry experience. He has held positions at several firms, including JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and Raymond James & Associates. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based, customizable approach using a mix of active and passive strategies, vetted third-party managers, and integrates subscription-based reporting tools and educational sessions into client service.

Brian Johnston is a CFP® with 23 years of experience in the financial services industry. He is affiliated with Forthright Wealth Management, LLC, where he has worked since 2015, and previously held roles at Purshe Kaplan Sterling Investments, Truist Investment Services, and Ameriprise. Johnston serves as treasurer for the Alpharetta Elementary PTO. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, discretionary and non-discretionary investment management, and financial planning. The firm manages over $773 million in assets for approximately 567 clients and constructs customized portfolios primarily focused on long-term investments.

Stephen Amason is a CFP® professional with one year of experience in financial advising. He currently works at Forthright Wealth Management, LLC and previously held roles at HB Wealth Management, LLC and Frazier & Deeter, LLC. Forthright Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, investment management, and financial planning. The firm manages over $773 million in assets across a seven-advisor team and focuses on customized, long-term portfolios using mutual funds, ETFs, individual stocks and bonds, with discretionary oversight and detailed performance reporting for its clients.

Robert Miller is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with LPL Financial since 2008 and has been with MPWM Advisory Solutions since 2020. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm uses a long-term, diversified investment approach based on fundamental analysis and modern portfolio theory, offering multiple implementation pathways including in-house models and oversight of independent managers.

Connor Jones is a CFP® professional with seven years of experience in financial advising. He has worked at Wealth Science Advisors LLC since 2022 and previously held roles with Northwestern Mutual Wealth Management Co and related entities from 2019 to 2022. Outside of advising, he is the owner of Wealth Science Analytics, a psychological analytics and consulting firm, and serves on the finance committee for Northlands Church. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, through discretionary investment management and financial planning. The firm integrates a proprietary psychological profiling tool and a Money Happiness™ framework with asset-allocation principles, managing approximately $558.7 million across nine offices.

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.

Craig Pfau is a financial advisor with Arca Wealth, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at LPL Financial LLC, OSAIC, Triad Advisors, and Locust Lane. Arca Wealth, LLC is a registered investment adviser that offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm uses a client-centered process to develop customized asset allocations across conservative to aggressive portfolios and employs a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and options strategies.

Evelyn Perez is a financial advisor at MPWM Advisory Solutions LLC with four years of industry experience. She holds the Series 66 designation and has worked at MPWM Advisory Solutions and LPL Financial, LLC among other firms. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Daniel Newberg is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Berkeley Capital Partners, LLC since 2015. He previously worked at Triad Advisors, Inc. for one year. Berkeley Capital Partners, LLC is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, foundations, corporations, and small businesses. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive allocations.

Raymond Brown is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Goodwin Investment Advisory with three years of industry experience. He has been involved with Cast & Crew Production since 2012. Outside of his advisory role, he operates Production Badger, LLC, a service and rental company providing plastic ID card printers and supplies primarily for film industry production teams. Goodwin Investment Advisory manages approximately $344.4 million in discretionary assets across about 358 client relationships, serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs dynamic asset allocation strategies and constructs portfolios using a range of investment vehicles, including proprietary strategies and partnerships with institutional providers.

Ginette Mayer is a financial advisor with MPWM Advisory Solutions LLC and holds a Series 66 designation. She has three years of industry experience, including roles at LPL Financial and Mayer Private Wealth. Outside of advisory work, she operates a DBA related to her LPL business under Mayer Private Wealth Management. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies across multiple platforms.

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.

Mark Winston is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Wellspring Wealth Management LLC since 2017 and previously at Planmark Capital Management and LPL Financial. He provides investment advisory services primarily through Wellspring Wealth Management, an independent registered investment advisor firm. Wellspring Wealth Management serves individuals, high-net-worth clients, families, trusts, and certain business or retirement entities with tailored wealth management and advisory services. The firm’s investment process includes strategic asset allocation overseen by an internal Investment Policy Committee, with access to a range of mutual funds, ETFs, alternative investments, and third-party wrap programs.

Timothy McGannon is a financial advisor at Strategic Wealth Partners, Ltd. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Securities, Inc. and Suntrust Capital Markets Inc. from 2006 to 2022. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts, providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion across 19 advisors and employs a range of investment strategies including fundamental, technical, and charting analysis to create diversified portfolios.

Lee Hollingsworth is a CFA® charterholder with 25 years of industry experience. He is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA. His prior work includes one-year stints at Morgan Stanley and Raymond James Financial Services. Outside of investment advising, he works part-time as a non-securities insurance agent, authors non-securities materials, and provides accounting and administrative consulting to a company operating fishing lodges overseas. American Wealth Management, Inc. serves individuals—including high-net-worth clients—as well as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs both tactical and strategic investment approaches, combining macro- and microeconomic analysis with fundamental and technical research, and manages approximately $310 million in client assets.