Kendyl Strickland is a financial advisor with Strickland Davis Advisors LLC in Marietta, GA, holding a Series 65 designation and 22 years of industry experience. He has worked at Investment Advisors Management, LLC since 1998 and is also a principal and CPA at Strickland & Company, P.C., an accounting firm where he devotes significant time during tax season. Strickland Davis Advisors LLC provides discretionary portfolio management and retirement-plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm focuses on long-term, strategic asset allocation tailored to each client’s financial situation and partners with Savant Wealth Management for retirement plan services.

Craig Bober is a CFP® professional at Sard Wealth Management Group, LLC in Atlanta, GA. He has been with Sard Wealth since 2023 and previously worked at Osaic in 2023. Prior to entering the financial industry, he was employed by West Liberty University from 2019 to 2023. Sard Wealth Management Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and financial institutions. The firm’s investment approach is primarily long-term and customized, utilizing low-cost, diversified mutual funds and ETFs, with the use of individual stocks, bonds, and derivative instruments as appropriate.

Michael Fortune II is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Hamilton Capital Partners, LLC, where he has worked since 2021, following a three-year period at Hamilton Investment Counsel, LLC and two years at Fortune 401(K). Outside of his advisory role, he serves as president of Fortune Wealth Management, Inc., a non-investment-related business, and is a partner involved in general business development at Perseus Venture Partners, LLC. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a multi-disciplinary investment approach that includes fundamental, technical, quantitative, sector, and cyclical analysis to create customized portfolios consisting of various securities, which are actively monitored and rebalanced.

Ana Hata is a financial advisor with AKPRIDE Financial Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Raymond James & Associates, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she serves as Membership Chair for the American Killfish Association, focusing on conservation and education related to freshwater fish. AKPRIDE Financial Services provides investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, families, business owners, and corporate plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored portfolio management and financial planning services through platforms like eMoney and Orion.

Gary Gerald is a financial advisor with The Marin Group Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with The Marin Group Inc. since 1999. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a proprietary "Cycle Investing" methodology that uses economic cycles, fundamental analysis, and technical analysis to guide investment decisions across a diversified mix of asset types.

Ryan Moledor is a Series 65-licensed financial advisor with 23 years of industry experience. He has worked at Krm Capital Management since 2004. Outside of his advisory work, he is also a licensed real estate agent. Parrish Capital, LLC is a small SEC-registered advisory firm serving individuals, nonprofit endowments, corporations, and retirement plans. The firm employs a fundamental research-driven approach to portfolio management, offering diversified allocations through mutual funds, ETFs, fixed income, and proprietary stock models, while integrating ongoing financial planning tailored to client goals.

James Letson is a financial advisor with Letson Investment Management, Inc. in Atlanta, GA, holding the PFS™ designation and Series 65 license, with 19 years of industry experience. He has been with Letson Investment Management since 1987. Letson Investment Management, Inc. provides discretionary investment management services, including equity and fixed-income portfolio management, for a diverse client base ranging from individuals to institutional accounts. The firm employs fundamental and cyclical analysis in its investment process and manages portfolios on a discretionary basis with regular reviews and detailed quarterly reporting.

Brian Henderson is a financial advisor at The Keystone Financial Alliance, LLC in Atlanta, GA, with 22 years of industry experience. He holds a Series 66 designation and has been with The Keystone Financial Alliance since 2013. Outside of his advisory role, Henderson serves as Chair of the Cobb Chamber of Commerce and is a Director on the Georgian Club Advisory Council. The Keystone Financial Alliance provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on diversified portfolio management and tailored allocations based on client objectives and risk tolerance. The firm works with independent third-party money managers and emphasizes a broad diversification approach using mutual funds, ETFs, individual securities, and options.

Sean O’Toole is a CFP® professional with 29 years of industry experience, currently serving as an advisor at 1776 Wealth LLC since 2017. Prior to this, he worked at UBS Financial Services Inc. for ten years. Outside of his advisory role, he is involved in multiple business ventures including financial technology software development through 1776ing LLC and business process improvement consulting via Clairvoyance Consulting LLC. 1776 Wealth LLC serves entrepreneurs, executives, and their families with integrated wealth management centered on financial planning, discretionary and non-discretionary portfolio management, pension consulting, and family office services. The firm manages approximately $372 million and emphasizes tailored portfolio strategies coordinated with tax and legal advisors, offering a broad range of investment options and extensive family office support.

Porsche Love is a financial advisor with InvestHER Fiduciary Solutions, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Equity Services Inc, National Life Group, MassMutual Life Insurance, and AXA Advisors. Outside of her advisory work, she is involved in public speaking and writing on home ownership and financial literacy. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets while providing financial planning and implementation services for business owners, retirees, and plan participants. The firm offers fiduciary oversight, investment selection, participant education, and access to portfolio management through a partnership with StreamSong Advisors.

William Parker is a financial advisor at ABG Financial Services, Inc. in Atlanta, GA, with 22 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Parker has been affiliated with ABG Financial Services since 1995 and has a long-standing role as owner and agent at Assured Benefits Group, Inc., where he is engaged in insurance sales. He also serves as managing director of AECS International, LLC, a non-investment related business focused on developing database management systems. ABG Financial Services is a solo registered investment adviser serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides financial planning, educational seminars, and non-discretionary equity advice, while outsourcing portfolio implementation to third-party managers. Its investment approach is based on modern portfolio theory and long-term trading, with ongoing due diligence and tailored model portfolios.

Jason Knope is a financial advisor at Paul Manners & Associates, Inc. in Marietta, GA, holding the CFP®, CFA®, and Series 65 designations with 20 years of industry experience. He has worked at Paul Manners & Associates since 2002. Paul Manners & Associates, Inc. provides investment supervisory services to individuals, pension plans, charitable foundations, and trusts through actively managed, broadly diversified, low-turnover portfolios. The firm tailors portfolios to client goals and risk tolerance, focusing on individual stocks and bonds, and manages approximately $392 million in assets with a small advisory team.

James Bridges is a CFP® with 19 years of industry experience, currently serving as Managing Director at Family Capital Advisors, LLC since 2018. His prior experience includes roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. In addition to his advisory work, he is a director and owner of Family Capital Advisors Insurance Group, LLC, which provides insurance options to clients. Family Capital Advisors, LLC offers investment advisory and financial planning services to individuals and high-net-worth clients, managing both discretionary and non-discretionary accounts with a range of investment strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm integrates third-party AI and machine-learning tools into its processes and combines advisory services with broker-dealer registration and insurance offerings.

Christopher Morris is a financial advisor at CMA Financial Services with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory work, Morris operates a CPA practice and has authored a book. CMA Financial Services serves individual investors, including high-net-worth clients, as well as trusts, estates, and business entities. The firm offers discretionary asset management and financial planning, using a combination of fundamental, technical, and charting analysis with tailored portfolio strategies that include options and derivatives.

Jessica Morris is a CFP® with 14 years of industry experience, currently serving at CMA Financial Services since 2016. She is also involved with Jessica's Enterprises, Ltd., where she brokers insurance products. Jessica is based in Atlanta, GA. CMA Financial Services serves individual investors, trusts, estates, and business entities through a two-advisor practice managing approximately 90 client relationships. The firm provides discretionary asset management and written financial planning, utilizing a blend of fundamental, technical, and charting analysis along with option-writing strategies to tailor portfolios to client objectives.

David Yucius is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Aurora Investment Counsel in Atlanta, GA. He has been with Aurora since 2001 and also has a longstanding association with RS Equities, Inc. His credentials include the Series 63 license. Aurora Investment Counsel provides discretionary separate-account portfolio management and financial planning services primarily for high-net-worth individuals, institutional clients, and other registered investment advisers. The firm employs a fundamentals-based Growth At a Reasonable Price (GARP) investment approach, combining quantitative screening with qualitative research and focuses on long-term holdings with limited short-term trading.

Andres Romero is a financial advisor with E2E Financial in Atlanta, GA, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. His prior work includes roles at Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. Outside of advisory services, he is involved in business consulting and public speaking. E2E Financial provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and corporate entities. The firm emphasizes long-term trading and portfolio construction using modern portfolio theory combined with fundamental, cyclical, and quantitative analysis, and it offers weekly market and sector-specific newsletters.

Scott Clanton is a CFP® with 11 years of industry experience, currently serving as Vice President at Chancellor Wealth Management, Inc. He has been affiliated with The Chancellor Group, Inc., The O. N. Equity Sales Company, and Ohio National Financial Services since 2014. In addition to his advisory role, Clanton is a licensed insurance agent specializing in life, accident, and sickness insurance. Chancellor Wealth Management provides comprehensive financial planning and discretionary investment management primarily for individuals and high net worth clients. The firm uses a structured risk-profiling tool to guide diversified asset allocation and offers retirement plan education and access to third-party asset management platforms.

Vadzim Yazvinski is a CFA® charterholder with 16 years of industry experience, currently serving at Jordan Capital AM, LLC since 2008. He is also involved with The Jordan Company, a real estate development and manufacturing investment firm, where he assesses investment opportunities. Jordan Capital AM, LLC provides discretionary investment management primarily to high-net-worth individuals and operates both separately managed accounts and a private pooled vehicle, Jordan Capital Partners, LP. The firm employs a combination of fundamental and technical analysis and focuses on income-oriented strategies alongside broader equity investments.

Kamila Elliott is a CFP® professional with 23 years of industry experience, currently serving at Collective Wealth Partners, LLC. Her prior roles include positions at Dimensional Fund Advisors, LPL Financial, and The Vanguard Group. She chairs the CFP Board of Standards and contributes to the CNBC Financial Advisor Council. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, and business consulting. The firm emphasizes fundamental analysis and portfolio construction while offering educational seminars and financial-wellness programs, including services tailored to women and minorities.