Matthew Woods is a financial advisor with Waypoint Wealth Counsel LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at MAI Capital Management, LLC and has been with Waypoint Wealth Counsel since 2014. Outside of his advisory work, he is involved in managing rental properties. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, using a mix of fundamental and technical analyses and incorporating manager-based sleeves and specialized private market strategies.

Alonso Munoz is a financial advisor at Hamilton Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Hamilton Investment Counsel, LLC before joining his current firm in 2021. Outside of his advisory role, Munoz serves as president of Poseidon Capital Management, Inc., a partnership ownership entity, and is a partner at Perseus Venture Partners, LLC, where he is involved in general business development. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a multi-disciplinary investment approach using fundamental, technical, quantitative, sector, and cyclical analyses to construct and actively manage tailored portfolios across various securities.

Mark Prosper is a Series 65-licensed financial advisor with Avant Garde Capital in Atlanta, GA, where he has worked since 2010. He has 15 years of industry experience. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and investment advisory services with direct oversight of client accounts. The firm employs performance-based fee arrangements alongside traditional asset-based billing and offers educational seminars and workshops in addition to its advisory services.

Joseph Bogle is a CFA® charterholder with two years of industry experience, currently serving as the sole advisor at Reicon Wealth Advisors, LLC in Atlanta, GA. He has worked at Maven Capital Partners, LLC and has been involved with Reicon Capital LLC since 2016. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and other business entities. The firm manages both separately managed portfolios and private special purpose vehicles (SPVs) that co-invest alongside unaffiliated private equity firms, employing a client-specific approach across multiple asset classes and maintaining formal procedures to manage potential conflicts between pooled vehicles and individual accounts.

Robert Pierson is a CFP® with 42 years of industry experience. He is the principal advisor at Pierson Wealth Management in Atlanta, where he has worked since 2018, following five years at Raymond James & Associates. Outside of his advisory work, Pierson serves as CEO of Pierson Farm, a farming business in Culloden, GA. Pierson Wealth Management provides discretionary and non-discretionary portfolio management and limited goal-planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a mix of ETFs, mutual funds, individual equities, and fixed-income securities, employing fundamental, technical, and modern-portfolio principles, and offers a concentrated five-stock large-cap growth strategy under RFP Asset Management.

Robroy Wiley is a financial advisor at SmartPlan Investing in Atlanta, GA, holding a Series 65 designation with 12 years of industry experience. He has been with SmartPlan Investing since 2011. SmartPlan Investing serves primarily individual investors, along with pension and profit-sharing plans and business clients, offering financial coaching, planning, and investor education workshops. The firm uses academic investing principles and the Matson Money platform to create diversified portfolios, emphasizing client coaching and periodic reviews while partnering with third-party portfolio managers for discretionary trading and rebalancing.

Donald Dusick Jr. is a financial advisor at Cornerstone Financial with 34 years of industry experience. He has held securities licenses Series 63 and Series 65 and previously worked at Dempsey Lord Smith, LLC for 11 years. Dusick is also a licensed insurance agent involved in insurance sales and implementation. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm specializes in non-discretionary portfolio management using diversified mutual funds and ETFs, emphasizing fundamental analysis with a long-term investment approach.

John Knox is a financial advisor at Peregrine Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has worked at both TDCR Group, LLC and Peregrine Investment Advisors since 2010. Knox serves as a board member of Encompass Group, LLC, a healthcare textile and medical supply company. Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporate clients, focusing on fundamental analysis and a long-term purchase approach primarily through mutual funds, ETFs, and individual equities. The firm operates with a four-advisor team and maintains a relatively small client roster.

Matthew Hudgins is a CFA® charterholder with 18 years of industry experience. He has been the President and Owner of Mosaic Wealth Management, L.L.C. since 2007. In addition to his advisory role, he owns and operates Parliament Capital LLC, a business coaching and consulting firm focused on helping business owners improve efficiency and profitability. Mosaic Wealth Management serves individuals, trusts, pension plans, and estates by providing discretionary portfolio management alongside limited financial planning and consulting engagements. The firm manages approximately $239 million across about 75 client relationships and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies to each client’s objectives and risk tolerance.

Wesley Aikens is a financial advisor at Sunglow Wealth Advisory LLC with a Series 65 designation and six years of industry experience. He has been with Sunglow Wealth Advisory since 2019 and has operated The Aikens Firm, an accounting and tax advisory business, since 1980. The Aikens Firm provides business and individual advisement, including investment discussions as part of its CPA services. Sunglow Wealth Advisory LLC is a fee-only investment adviser managing approximately $61.5 million for about 62 clients. The firm serves individuals, trusts, estates, privately held companies, and qualified retirement plans, employing a value-oriented, fundamental analysis approach with multi-year holding periods and portfolio diversification, and it actively manages accounts primarily on a discretionary basis.

Eric Ruthman is a financial advisor with Phase Line Capital, LLC in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial LLC, Edward Jones, and service in the U.S. Army from 2007 to 2019. He is a managing partner at Phase Line Capital. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a range of investment products, including derivatives, and maintains a small ownership structure with advisors who have military backgrounds.

Herschel Clanton is a CFP® with 30 years of experience in financial advising. He is president of The Chancellor Group and has been affiliated with The O.N. Equity Sales Company and Ohio National Life Insurance since 2000. He is based in Atlanta, GA. Chancellor Wealth Management is a small firm serving individuals and high-net-worth clients with comprehensive financial planning, discretionary investment management, and retirement-plan education. The firm emphasizes a risk-tolerance driven investment approach using both actively and passively managed funds, periodic rebalancing, and incorporates third-party managed strategies when appropriate.

Tiffany Kent is a CFP® with 11 years of industry experience, currently serving as an advisor at Wealth Engagement since 2020. She previously worked at Sanford C. Bernstein & Co., LLC from 2018 to 2020. Wealth Engagement provides discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to a diverse client base including high-net-worth individuals, business entities, and retirement plans. The firm uses a tactical allocation strategy combining fundamental, technical, and cyclical analysis to tailor portfolios according to client risk profiles.

Michael Ball Jr. is a financial advisor at MRB Capital with Series 65 and Series 66 licenses and two years of industry experience. He also holds a senior analytics role at AT&T, a dual-career arrangement that is uncommon among solo advisors. MRB Capital Group, LLC is a fee-only, registered investment adviser serving individuals, businesses, trustees, and pension plans with portfolio management, investment selection, asset allocation, and retirement transition planning. The firm uses a tactical asset-allocation approach that combines fundamental and technical analysis with an economic overlay, actively managing portfolios across a range of securities and offering an optional ESG overlay.

Amy Mawson is a CFP® and Series 65 credentialed advisor with Minerva Planning Group in Decatur, GA. She has seven years of industry experience, including nine years with Minerva Planning Group. Prior to her financial advisory career, she was a homemaker for three years. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, typically incorporating Dimensional Fund Advisors (DFA) funds as core holdings.

Kevin Riley is a financial advisor at Astrop Advisory Corporation in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Astrop Advisory since 2020 and is also president of Unibat USA, a motorcycle battery distribution business that is in the process of winding down. Astrop Advisory provides discretionary investment management for individual and institutional clients, focusing on capital preservation and long-term growth through actively managed, individualized portfolios using a mix of stocks, mutual funds, ETFs, bonds, and options.

Trenton Bryde is a financial advisor at Factory Capital LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at B&G Capital Partners LLC and Cresset Capital, as well as work at the University of Georgia. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm leverages outsourced solutions and third-party managers across active and passive strategies, including alternative asset classes, while maintaining disclosures on affiliations and conflicts of interest.

Jonathan Lindvig is a financial advisor at Peachtree Wealth Advisors, Inc. in Atlanta, GA, with 24 years of industry experience. He holds the Series 66 designation and has worked at Peachtree Wealth Advisors since 2004, including a concurrent role at Arkadios Capital beginning in 2023. Outside of his advisory work, he is a limited partner in a commercial real estate LLC. Peachtree Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a fundamental, top-down investment approach with strategies ranging from long-term buy-and-hold to short-term trading.

Larren Odom is a CFP® with 19 years of industry experience, currently serving as an advisor at Chastain Wealth Management since 2016. Prior to this, he worked at Redwood Wealth Management for eight years. He holds a Series 65 license and is based in Atlanta, GA. Chastain Wealth Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as corporations, trusts, and estates. The firm manages approximately $144 million in discretionary assets and employs a client-centric approach that often begins with financial profiling and planning before transitioning to ongoing asset management.

Margaret Cargle is a ChFC® credentialed financial advisor with Heinz Investments in Atlanta, GA, bringing two years of industry experience. She has been with Heinz & Associates, Inc., operating as Heinz Investments, since 2014 in various capacities. Heinz Investments serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets through a two-advisor team, offering investment management and advisory consultation with a focus on fundamental analysis and a core-and-satellite asset allocation strategy.