Marci Silverman is a financial advisor at Thayer Partners LLC with 13 years of industry experience. She has been with Linder Financial Services since 1997. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, other advisers, and retirement plans, including offshore investors. The firm employs a fundamental, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, along with individual securities as needed, and operates through a multi-office advisor network.

Lester Brackley is a financial advisor with Arkos Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Arkos Global Advisors since 2020 and previously at Lakeview Capital Partners, LLC from 2015 to 2020. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, using fundamental, technical, cyclical, and quantitative analysis to tailor portfolios and conducts ongoing monitoring and periodic reviews of client accounts.

Anthony Austreng is a CFP® and Series 66 designated advisor with 23 years of industry experience. He has been with Forthright Wealth Management, LLC since 2015 and previously worked at Truist Investment Services and Ameriprise. He is also a one-quarter owner of an office suite in Alpharetta, Georgia, through an 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 across a seven-advisor team and emphasizes customized, primarily long-term portfolios with periodic performance reporting beyond standard custodian statements.

Hamilton Brandenburg is a financial advisor with CS Planning Corp and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Edward Jones and GM Financial. Brandenburg also operates a seasonal tax preparation service, Brandenburg Tax Services, in Canton, Georgia. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, and charitable organizations through a multi-advisor model. The firm employs a systematic investment strategy with diversified portfolios tailored to client risk profiles and goals, often managing accounts on a discretionary basis.

James Exley IV is a CFP® with 29 years of industry experience, currently serving at Wealth Science Advisors LLC since 2022. He previously worked at Northwestern Mutual and its affiliated entities for over 25 years. Outside of advisory work, he is involved in several entrepreneurial ventures including psychological analytics and consulting, consumer product design, intellectual property research, and co-authoring a book. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management and financial planning, integrating traditional investment strategies with behavioral insights through its proprietary Wealth Science Assessment and Money Happiness concept. The firm also offers operational cash management and family-office services, managing approximately $512 million in discretionary assets across multiple offices.

Anthony Branca is a financial advisor with Woodstock Wealth Management, Inc. in Woodstock, GA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at Woodstock Financial Group and Monmouth Capital Management LLC. Outside of advisory work, he is involved in several non-investment business activities, including consulting through Branca Financial Group, LLC, and managing a website related to music, sports, and history via Branca Enterprises LLC. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside managed accounts and third-party manager solutions.

Ryan Myrick is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 credential and eight years of industry experience. He previously worked at Edward Jones for six years and at West Pharmaceutical Services for four years. Myrick is based in Alpharetta, GA. 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 approximately $320.5 million in client assets.

Stephen Nolan is a financial advisor with Griffith & Werner, Inc. holding Series 65 and Series 63 licenses and has one year of experience in the industry. He has served as CEO of IFH Solutions Inc. since 2011, a consulting practice specializing in services for Housing Authorities, where he works as a CPA and consultant. Griffith & Werner, Inc. serves individual and high-net-worth clients through portfolio management, financial planning, and investment consulting. The firm emphasizes building personalized investment plans with in-house constructed portfolios focused on dividend-growth equities, fixed income, and selective use of ETFs or mutual funds.

Charles Barry Jr. is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Berkeley Capital Partners and Triad Advisors, Inc. since 2015. Berkeley Capital Partners, LLC manages discretionary portfolios for a diverse client base, including high-net-worth individuals, trusts, retirement plans, and corporations. The firm employs global asset allocation strategies across various asset classes and is notable for sponsoring private pooled investment vehicles and using performance-based incentive allocations.

Reid Trego is a financial advisor at Goodwin Investment Advisory with four years of industry experience. He holds a Series 65 designation and has worked at Goodwin Investment Advisory since 2021. Outside of advising, he coaches existing franchisees at United Franchise Group and provides consulting services through Reid Trego Coaching. Goodwin Investment Advisory offers discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344.4 million in discretionary assets and employs dynamic asset allocation strategies using a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies.

David Smith is a CFP® professional with 25 years of industry experience. He is a senior partner at BlueChip Wealth Advisors LLC, where he has worked since 2019. Prior to joining BlueChip, he was with Arkadios Capital for five years and held roles at Triad Advisors, Cole Capital Corporation, and Equity Fund Advisors. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a goal-based approach using a mix of active and passive strategies, formal subscription-based reporting tools, and documented planning deliverables.

John Ellis is a CFP® with 16 years of industry experience, currently serving at Forthright Wealth Management, LLC in Alpharetta, GA. He has worked with Purshe Kaplan Sterling Financial and Truist Investment Services, among others. Outside of his advisory role, Mr. Ellis is a partial owner of an office suite in Alpharetta through an 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 across a seven-advisor team and focuses on customized, primarily long-term portfolios utilizing a range of investment vehicles while offering detailed performance reporting and institutional resources.

Dustin Dorhout is a Series 65-licensed financial advisor with five years of industry experience. He is currently with PGI Wealth Management, where he has worked since 2021. Prior to joining PGI, he held roles at WealthPlan Investment Management, WealthPlan Partners, CLS Investments, Spectrum Financial Services, Orion Advisor Services, and also spent four years affiliated with Creighton University. PGI Wealth Management is a team-based SEC-registered advisory firm with eight advisors managing approximately $930.6 million for nearly 500 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, focusing on long-term strategies such as diversified asset allocation and dollar-cost averaging.

Dino Patelis is a financial advisor at AMC Wealth Management, LLC with 24 years of industry experience. He has held previous roles at Edward Jones, Cape Investment Advisory, American Global Wealth Management, and Chief Asset Management Group. AMC Wealth Management, LLC is a state-registered investment advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets with a six-advisor team and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds.

John Glover Jr. is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with LPL Financial since 2009 and is also involved with Wellspring Wealth Management LLC and PlanMark Financial Group, serving in leadership roles. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of financial planning, model-portfolio advisory programs, and third-party asset management solutions through a large network of investment adviser representatives.

Caroline Jones is a CFP® professional with five years of industry experience. She is currently with BlueSky Wealth Advisors, LLC, where she has worked since 2020, following three years at Elwood & Goetz Wealth Advisory Group. BlueSky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic, tax-efficient investment approach that includes active management and the use of sub-advisers when appropriate.

Robert Jamison Jr. is a CFP® with 20 years of industry experience, currently serving at Jamison Private Wealth Management, Inc. since 2006. Prior to this, he worked at Citigroup Global Markets for one year. In addition to his advisory role, he was elected mayor of Milton, Georgia, in 2021 and presides over the city council meetings. Jamison Private Wealth Management provides discretionary and non-discretionary portfolio management and consulting services to individuals, institutions, and charitable organizations. The firm develops individualized investment plans focused on direct equity selection and employs a range of trading strategies, managing approximately $1.05 billion across a small advisory team.

Charles Shiver is a financial advisor at Arkos Global Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Rubicon Global prior to joining Arkos. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis alongside internal and external research to build diversified portfolios, serving both retail and high-net-worth clients.

Jack Miller is a CFP® and Series 65 credentialed advisor at Jamison Private Wealth Management, Inc. in Milton, GA, with three years of industry experience. His background includes roles at Homrich Berg Wealth Management and Crossroads Strategy Group LLC, as well as work at the University of Georgia. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to a range of clients including individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes individualized investment plans, primarily using fundamental analysis for direct equity selection, and manages approximately $1.05 billion in assets across a small advisory team.

Colby Wheeler is a financial advisor at Wealth Science Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Science Advisors, he worked at The Home Depot and has an academic background from The University of Alabama. Wealth Science Advisors serves primarily individual and family clients with discretionary portfolio management and financial planning. The firm integrates traditional asset allocation and modern portfolio theory with behavioral assessments, using proprietary tools like the Wealth Science Assessment and its “Money Happiness” concept to guide investment plans.