Eda Driver Owen is a financial advisor at COR3 Investment Partners, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Metro Logics since 2024, where she manages finance, accounting, and personnel duties. Owen has also served in roles at Calvary Episcopal Church over multiple periods. COR3 Investment Partners provides discretionary portfolio management to high-net-worth individuals and related entities, focusing on a research-driven, fundamental equity approach with an emphasis on U.S. small- and mid-cap stocks. The firm offers both separately managed accounts and model-delivery services to other advisers, distinguishing itself by publicly presenting hypothetical and actual performance results despite its small size.

Thomas Moran Sr. is a financial advisor at Moran Tice Capital Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with six years of industry experience. He previously worked at TG Moran Capital Management, LLC from 2016 to 2020 before joining his current firm. Moran Tice Capital Management provides discretionary portfolio management through private pooled investment vehicles and separately managed accounts, primarily serving accredited, high-net-worth, and institutional investors. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities for hedging, employing research-supported trading and full discretionary authority over client accounts.

Anthony Lawal is a financial advisor at Ell Wess Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses with two years of industry experience. Prior to joining Ell Wess Advisors, he worked at Morgan Stanley Smith Barney LLC and Wells Fargo, among other firms. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with a small, high-touch client base and approximately $5.9 million in assets under management. The firm offers standalone financial planning and portfolio management through fixed-fee programs and discretionary management using fundamental analysis and hedging strategies.

Bradley Mcgrew is a CFP® and holds a Series 66 license with 17 years of experience in the financial advisory industry. He has worked at Waypoint Wealth Counsel LLC since 2014 and previously at MAI Capital Management, LLC. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages discretionary portfolios, offers financial planning and fiduciary services, and employs a mix of fundamental and technical analyses, often implementing manager-based investment sleeves.

Julie Williamson is a financial advisor at Williamson Advisory Services, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Williamson Advisory Services since 2012. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans, managing approximately $105 million for about 73 clients. The firm offers both discretionary and non-discretionary portfolio management along with pension consulting, using fundamental analysis and longer-term strategies across multiple asset classes. It is affiliated with a CPA practice under common control, providing integrated investment and accounting resources.

Robert Amato is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with COMPASS Wealth Management, LLC in Atlanta, GA, where he has worked since 2011. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Merrill. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients, offering integrated financial planning and discretionary portfolio management through diversified asset-allocation models. The firm is noted for conducting educational seminars often in partnership with other professionals and providing financial planning bundled with asset management.

Kevin Bubb is a CFP® with 12 years of experience in financial advising. He has been with Estate Management Counselors, LLC since 2011 and also maintains a long-term position at Delta Air Lines. Estate Management Counselors, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm employs a strategic asset allocation approach using passive index and ETF cores combined with selective active managers, and offers in-house legal and tax implementation support through affiliated entities.

Thomas Heald is a CFA charterholder with 33 years of industry experience and has been with Eads & Heald Investment Counsel since 1987. He is based in Atlanta, GA, and holds a Series 65 license. Eads & Heald Wealth Management is a four-advisor team that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified portfolios with an emphasis on low turnover and full investment, and is also involved as a portfolio manager in third-party wrap fee programs and model provider platforms.

Eric Wimbush is a CFA® charterholder and financial advisor with nine years of industry experience. He has worked at Seraphim Wealth Advisors, Inc. since 2020 and concurrently serves as a Senior Relationship Manager at FHLBank Atlanta, where he assists financial institutions in managing balance sheet risk. Outside of his advisory role, he co-manages Wimbush Investments, an LLC involved in a real estate development project. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses. The firm’s investment approach includes the use of derivatives and offers both discretionary and non-discretionary account management without account minimums.

Will Holdren is a financial advisor at Xception Family Office in Atlanta, GA, holding Series 65 and Series 66 licenses with less than one year of industry experience. His prior work includes roles at FNDRS Wealth Advisory, Hightower Advisors, and Elizabethtown College. Xception Family Office provides wealth management, financial planning, and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, estates, and certain corporate clients. The firm employs an investment approach that blends passive vehicles and specialist third-party managers, using quantitative and qualitative due diligence to select independent managers and alternative exposures.

John Amberg II is a financial advisor at Bloomwood with 11 years of industry experience. He holds the Series 65 and Series 66 designations. His prior roles include positions at Morgan Stanley, Corporate Finance Associates, and Cedar Valley Capital. Outside of advising, he is a minority shareholder in Aries Adaptive Media, a non-investment related business. Bloomwood Capital Advisors is a supported registered investment adviser serving individual and high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm employs a fundamental value-based investment approach supplemented by technical and cyclical analysis, and offers discretionary portfolio management along with financial planning and pension consulting services.

Linda Kuehn is a financial advisor at McCormack Financial Planning Inc. in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. Her prior roles include positions at M. S. Howells & Co., Cambridge Investment Research, Inc., and Dempsey Lord Smith, LLC. McCormack Financial Planning, Inc. serves individual clients and small businesses by providing financial planning, advisory services, and discretionary asset management through a wrap-fee program. The firm employs a long-term, tailored investment process using a combination of fundamental, technical, and charting analysis, and manages approximately $115.7 million in client assets.

Our Services: *Fiduciary* Our client's interests come first 100% of the time *Retirement Income Planning* Providing customer solutions to fit your needs *Active Wealth Management* Strategic and tactical management of your portfolio *Insurance Analysis* Most insurance is sold, not bought. We help you understand the difference *Tax Planning* Long-term tax customization so you don't tip the IRS *Social Security Optimization* Understand your options to make the best decision *Risk Assessment* Determine how much risk to take to meet your goals

Sharon Budnik is a financial advisor with Carlyle Wealth Planning in Atlanta, GA, holding a Series 63 designation and over 45 years of industry experience. She has worked at Carlyle Wealth Planning since 1988 and has been affiliated with The Strategic Financial Alliance since 2016. Outside of financial advising, she is involved in insurance sales through Dempsey & Assoc. Inc. Carlyle Wealth Planning provides comprehensive financial planning and advisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary planning with a small client roster and advises on a broad range of investments while monitoring third-party discretionary portfolio managers.

Jeffrey Eischeid is a PFS™ credentialed financial advisor with 17 years of industry experience. He is a partner at Bennett Thrasher LLP, a public accounting firm, and has been with Galleria Financial Advisors, LLC since 2010. Outside of his advisory role, he is a certified public accountant and holds ownership interests in several private companies, though he does not devote time to these businesses during trading hours. Galleria Financial Advisors, LLC is a fee-only investment management firm serving individuals, trusts, estates, and charitable organizations. The firm manages client assets through non-discretionary, globally diversified portfolios that combine passive index funds, ETFs, and select active managers, with client authorization required for all trades.

Michael Doyle is a financial advisor at Aurora Investment Counsel with 17 years of industry experience. He holds Series 65 and Series 66 designations and has been with Aurora Investment Counsel since 2005. Aurora Investment Counsel provides discretionary separate-account portfolio management and financial planning services primarily for high-net-worth individuals, pension plans, charitable organizations, trusts, and family offices. The firm follows a fundamentals-based “Growth At a Reasonable Price” investment approach and serves both direct clients and other registered investment advisers as a sub-advisor.

Phimar Patterson is a CFP® with 18 years of industry experience, currently serving at PR Squared Wealth Management LLC. He has held roles at Unified Legacy Group and Blue Clover Financial, where he is the owner of a marketing organization. Patterson also operates as a sole proprietor advising and selling life, disability, and medical insurance, as well as annuities. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, and ERISA 3(21) fiduciary services. The firm typically uses model allocations, sub-advisors, and platform tools to build portfolios, primarily on a non-discretionary basis, while also emphasizing retirement plan participant education and structured ongoing consulting.

Drew Estes is a financial advisor at Banyan Capital Management, Inc. in Atlanta, GA, holding a Series 65 designation with 10 years of industry experience, all with Banyan since 2016. He also teaches continuing professional education courses for the Georgia Society of CPAs. Banyan Capital Management provides discretionary investment management services to individuals, trusts, estates, and retirement plans, focusing on value-oriented, fundamental analysis with a long-term investment horizon. The firm manages concentrated portfolios primarily in publicly traded equities and communicates performance results regularly, serving a mix of individual and institutional clients.

Erich Schwerd is a financial advisor at CIGX, LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CIGX since 2003. Prior to his advisory role, he was employed by the Social Security Administration from 1998 to 2021. CIGX serves individual investors, retirement plans, charitable institutions, foundations, trusts, endowments, and businesses, providing discretionary portfolio management through model portfolios and financial planning services. The firm employs a top-down asset-allocation strategy using primarily exchange-traded funds, with portfolios tailored to four risk levels and managed with a long-term discipline that includes quarterly reviews and rebalancing.

Ronald Zimmerman is a CFP® professional with 29 years of industry experience, currently serving at Kenneth Frenke & Co since 2001. He is based in Atlanta, GA, and is one of three advisors at the firm. Kenneth Frenke & Co. provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm develops individualized Investment Policy Statements and typically implements portfolios using mutual funds and ETFs, applying fundamental analysis, modern portfolio theory, and a long-term purchase orientation.