Sarah Lee is a financial advisor with Holcombe Financial, Inc. She holds Series 65 and Series 63 licenses and has been with the firm since 2017, including a prior role at Balentine LLC from 2015 to 2017. Holcombe Financial provides financial planning, discretionary portfolio management, retirement plan advisory, and general consulting to individuals, employer-sponsored plans, and pooled investment vehicles. The firm uses a proprietary planning tool called "BluePages" and focuses on long-term, allocation-driven investment strategies that include mutual funds, ETFs, and private fund exposures.

Alexander Johnson is a financial advisor at Holcombe Financial, Inc. in Atlanta, GA, holding a Series 65 designation. He has two years of industry experience, including prior roles at Reicon Capital and Fusion Connect. Holcombe Financial, Inc. provides financial planning, discretionary portfolio management, and consulting services to individuals, retirement plans, trusts, and pooled investment vehicles. The firm employs a generally long-term, diversified investment approach and manages both discretionary and non-discretionary client assets totaling approximately $379 million.

Marc Daner is a CFP® and ChFC® with 36 years of industry experience. He is a principal at Daner Wealth Management, LLC in Alpharetta, GA, where he has worked since 2021. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing Services for a combined 13 years. He is also licensed as an independent insurance agent. Daner Wealth Management serves individual and high-net-worth clients, managing approximately $176 million across 181 accounts. The firm provides portfolio management, financial planning, and consulting services with a tailored investment approach that includes asset allocation, option strategies, and both long- and short-term trading.

Philip Catledge is a financial advisor with CMC Financial Group, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wachovia Securities Financial Network for nine years before joining CMC Financial Group in 2018. In addition to his advisory role, he is involved in the sale of insurance products on a limited basis. CMC Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $110 million in client assets, tailoring portfolios based on clients’ goals, risk tolerance, and time horizons, and employs a variety of analytical methods alongside both long- and short-term trading strategies.

Bryan Totri is a CFP® with 17 years of industry experience and has been with St. John & Associates, Inc. since 2007. He holds a Series 63 designation and works from Roswell, GA. St. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm uses a range of model asset-allocation portfolios combining active and passive strategies, supported by third-party sub-advisers and AI-enabled tools, with a focus on regular client communications and educational outreach.

Aaron Aberson is a financial advisor at Ajax Capital Advisors, Inc. in Atlanta, GA, with 15 years of industry experience. He holds a Series 65 designation and has been with Ajax Capital Advisors since 2010. In addition to his advisory role, Aaron works as an independent contractor and attorney specializing in family law and civil litigation. Ajax Capital Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as insurance company clients. The firm employs customized investment strategies using ETFs, mutual funds, bonds, and equities, guided by a proprietary algorithm and combines fundamental and technical analysis.

Walter Richards is a financial advisor at Capital Research Advisors, LLC in Suwanee, GA, holding a Series 65 designation with no prior industry experience. His work history includes roles at Brightstar 2911, LLC, Make a Miracle, and Work 4 a Living International. Capital Research Advisors serves individuals, families, and institutional clients such as businesses, foundations, religious organizations, and nonprofits, providing discretionary portfolio management, financial planning, and consulting services. The firm employs mathematically designed, rules-based investment models across fixed income, equity, and alternative assets, incorporating tactical overlays and risk management strategies.

Joseph Martin is a financial advisor at Bales Financial Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Parrish Capital, LLC. In addition to his advisory role, he owns and operates Transcend Sports Performance LLC, a sports training facility. Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual clients, using a mix of strategies tailored to client profiles. The firm manages portfolios directly, may engage sub-advisors, and refers clients to third-party managers when appropriate.

Bancy Philip is a financial advisor at Soar Financial LLC with three years of industry experience. She holds a Series 65 credential and has prior work history at Equifax for 20 years. In addition to her advisory role, she is a partner and CPA at Cititax Associates, where she provides tax and accounting services. Soar Financial LLC offers investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios using a range of investment vehicles and emphasizes long-term strategies with tactical adjustments for tax or market considerations.

Clifford O'Conner is a financial advisor at C.W. O'Conner Wealth Advisors, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 23 years of industry experience. Clifford has been with C.W. O'Conner Wealth Advisors since 1995. C.W. O'Conner Wealth Advisors, Inc. is a fee-only, independent registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary portfolio management along with ongoing monitoring and rebalancing.

Andrea Soule is a Series 65-licensed financial advisor with Wealth With No Regrets® in Alpharetta, GA, bringing five years of industry experience. Her prior roles include positions at Indiana Trust Wealth Management and 1st Source Bank. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations with integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial and investment plans, long-term investing, and risk management, utilizing third-party sub-advisers and the AE Wealth Management platform.

Galina Courson is a CFP® and PFS™ credentialed advisor with 14 years of experience, currently with Financial Discovery in Atlanta, GA. She has been with The Financial Discovery Group, Inc. since 2010. Outside of her advisory role, she owns and operates a separate business providing accounting and tax services. Financial Discovery serves individuals, trusts, estates, custodial accounts, and solo 401(k) plans, offering both financial planning and discretionary investment management. The firm uses an asset-liability matching framework supplemented by valuation and economic-cycle analysis, with portfolios implemented across a wide range of instruments.

Deanna Suarez is a financial advisor at 1776 Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 10 years. Outside of her advisory role, she is the owner of Seven Halos, LLC, a holding company. 1776 Wealth serves entrepreneurs, executives, and their families by providing integrated wealth management focused on financial planning, portfolio management, pension consulting, and family office services. The firm manages approximately $372 million for a limited client base and emphasizes tailored portfolios coordinated with tax and legal advisors.

Paul Shaughnessy is a CFP® with 28 years of industry experience. He is currently a financial advisor at MRP Capital Investments, LLC, where he has worked since 2018. His prior experience includes roles at Merrill, SunTrust Advisory Services, Purshe Kaplan Sterling Investments, and Brookhaven Capital Group. MRP Capital Investments manages approximately $228 million, serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, integrated financial planning, and pension consulting. The firm employs a tailored investment process that uses a blend of fundamental, technical, and cyclical analysis, incorporating a variety of instruments including derivatives and digital assets where suitable.

David Weitz is a CFA® charterholder with 24 years of experience in financial advisory roles. He is currently with Unified Investment Management, where he has worked since 2023. Prior to this, he held positions at Mercer Advisors, ACG Wealth, and Register & Akers Advisory Services, among others. Unified Investment Management offers discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as subadvisory services to other independent advisers. The firm emphasizes equity-focused portfolios and employs a variety of analytical methods and strategies, providing regular monitoring and financial planning at no additional charge.

Dave Duley is the sole advisor at Georgia Advisory Group LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has led Georgia Advisory Group since 2008. Outside of advisory services, he is a 100% owner and independent insurance agent of Georgia Advisory Group, Inc., licensed since 1982. Georgia Advisory Group provides discretionary portfolio management and limited consulting services to individuals, high-net-worth individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach focused on diversification, asset allocation, and risk management, managing approximately $105 million in client assets.

Mark McCarthy is a financial advisor at CMC Financial Group, LLC in Atlanta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for nine years. In addition to his advisory role, he is involved in insurance sales. CMC Financial Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $110 million in client assets, offering tailored portfolio management that incorporates various analytical methods and both long- and short-term trading strategies.

Kenneth Graves is the majority owner and investment advisor representative at Capital Research Advisors, LLC, with 33 years of industry experience. He has been with Capital Research Advisors since 2003 and also associated with Ceros Financial Services, Inc. since 2009. Outside of his advisory work, he serves as a volunteer board member for Frontline Policy, which aids state decisions on education and taxation, and holds officer roles in several nonprofit and community organizations. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, nonprofits, and other financial advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes, offering model-based management, financial planning, and unified managed account licensing.

Jack Harmon is a partner at Harmon Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 51 years of industry experience. He has worked with Raymond James Financial since 2009 and has been involved with Harmon Financial Advisors since 1996. Outside of his advisory work, he has a longstanding role as a real estate independent contractor with Forum Management Group Inc. Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm offers written plans tailored to clients' objectives without managing client assets, operating on an hourly fee basis for planning and consultative services rather than ongoing portfolio management.

J Meaders is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Magellan Planning Group in Atlanta, GA. He has held roles at Cetera, Cetera Wealth Services, and Voya Financial Advisors. In addition to his financial advisory work, Meaders is a partner at Magellan Legal, LLC, where he practices estate planning and probate law. Magellan Planning Group is an SEC-registered investment adviser that offers fee-based investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach combining fundamental, technical, and cyclical analysis, and may use customized model portfolios including Morningstar’s Select Stock Baskets and Wide Moat models.