Jonathan White is a financial advisor at Pearson Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at both Pearson Investment Management and AonHewitt since 2015. Pearson Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporations, with a particular focus on corporate benefit plans and retirement arrangements. The firm’s investment approach integrates fundamental, technical, and cyclical analysis across various asset classes and may include frequent trading and short sales, while also utilizing third-party managers and digital custody platforms.

Frank Brannon is a CFP® with 17 years of experience as a financial advisor at KMR Financial Advisory, Inc., an independent firm based in Atlanta, GA. He has also worked for Southern Company Services for 30 years prior to his current role. KMR Financial Advisory provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm applies Modern Portfolio Theory to build diversified portfolios primarily using ETFs, mutual funds, bonds, and CDs, emphasizing continuous monitoring, tax efficiency, and cost minimization.

James Durden Jr. is a Series 65-licensed financial advisor with Edward Wealth Partners in Lithia Springs, GA. He has been with Edward Wealth Partners since 2025 and has over a decade of experience with Edward Financial Group, where he is also an owner and insurance agent. Edward Wealth Partners is an investment manager offering discretionary and non-discretionary asset management and consulting services, with a focus on retirement-plan work. The firm combines direct portfolio management with third-party manager recommendations and provides plan-sponsor fiduciary services as well as participant education.

At Prana Wealth, we help people over 50 invest smarter, lower their lifetime tax bill, and retire sooner. We are a fee-only financial planning firm based in Atlanta that serves clients across the country. Want to retire? Visit our website to learn more: https://www.pranawealth.com ABOUT PATRICK Patrick lives in Atlanta and enjoys travel, fitness, and photography.

Robert Robinson is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Confidant Financial Solutions, LLC since 2015, where he is the sole advisor. Confidant Financial Solutions serves individual households, including high-net-worth clients, offering discretionary asset management and modular financial planning tailored through a fact-finding process. The firm uses model portfolios primarily composed of exchange-traded funds representing Morningstar style boxes and monitors accounts quarterly, with a focus on both long-term orientation and the ability to trade actively when authorized.

Joseph Stacy is a financial advisor with Meranti Capital Partners, INC. in Atlanta, GA, holding Series 65 and Series 63 licenses and possessing 15 years of industry experience. His background includes roles at Kaplan Professional, Primerica Advisors, and Nokia. Outside of advising, he is a licensed real estate instructor and a commercial real estate agent. Meranti Capital Partners offers portfolio management and financial planning services to individuals, families, trusts, estates, and retirement plans. The firm uses a variety of analytical methods and investment strategies, including alternative and private investments, with services tailored through an Investment Policy Statement and may manage accounts on a discretionary basis when authorized by clients.

I’ve spent two decades in an industry that doesn’t always make it easy to know who to trust. Hidden fees, half-answers, and vague promises aren’t good enough. That’s why everything we do is transparent—how we charge, how we plan, how we execute. You should never wonder what’s happening with your money. Our flat fee structure is based on a commitment to placing client interests first, reducing conflicts of interest, providing transparent & predictable pricing, and making financial advisory services more accessible. Financial Review (aka “Try before you buy”) clients and full-service clients will receive a comprehensive financial review & retirement field guide to achieve their retirement field guide to achieve their desired goals. I started Sonas FP to help individuals and families like you understand how a healthy relationship with your money can lead to a lifetime of financial peace, wellness, and freedom. Sonas Financial Planning is owned and operated by Bradley Hilton, a CERTIFIED FINANCIAL PLANNER™, MBA, and Tax Planning Certified Professional® with over 18 years of experience as the sole financial advisor to more than 110 clients throughout the U.S., including dentists, small business owners, millionaires next door, and top executives at Fortune 500 companies. We’re constantly asking ourselves how we can do more and make a greater impact – and that is part of the reason Sonas Financial Planning was launched. Every good idea starts with a problem. Here was ours: Quality retirement planning and investment management can be expensive for clients under the traditional asset under management (AUM) fee structure. Also, many people fear working with a financial advisor because of either the high fees or the reputation that advisors earn commissions and will sell you products you don’t need. And finally, many wealth management firms do not emphasize financial planning or deliver data-driven financial roadmaps to guide clients. We take a people-centered approach. Our process begins with a free Zoom call so we can get to know one another and learn about your needs. There is no cost and no pressure to move forward. If we are not a good fit for each other, we will let you know upfront and try to recommend an alternative. Schedule a free consultation by calling 404-545-5368 or email [email protected].

Jeffrey Barnard is the principal of Barnard Financial Group, LLC in Roswell, GA, holding a Series 65 credential with 17 years of industry experience. His career includes roles at AE Wealth Management, LLC and Global Financial Private Capital, LLC, as well as leadership of his own firms since 1998. He also owns an insurance business in Roswell, GA, where he is active in insurance sales and service. Barnard Financial Group, LLC provides discretionary asset management and retirement plan advisory services to plan sponsors, institutional clients, and individuals. The firm offers portfolio management with the ability to engage sub-advisors and specializes in pension consulting for retirement plans, including ERISA-related services.

John Lawrence is the sole advisor at J.A. Lawrence Wealth Management and holds a Series 65 credential with five years of industry experience. His prior work includes roles at Gibbs Wealth Management and the Lawrence & Monaghan Insurance Group. Outside of his advisory work, he coaches tennis at Ace Tennis Academy. J.A. Lawrence Wealth Management provides discretionary asset management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and businesses. The firm employs a range of investment strategies incorporating fundamental and cyclical analysis and may engage third-party managers while combining advisory services with commission-based insurance activities.

Cass Chappell III is a financial advisor with Chappell Financial Group in Atlanta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including over two decades with LPL Financial. Chappell also operates a fixed insurance and employee benefit planning business under his firm's name. Chappell Financial Group provides comprehensive written financial planning for individuals and small businesses, focusing on areas such as retirement, education funding, estate and long-term care planning, and insurance. The firm offers standalone plans without acting as an investment manager, allowing clients to implement recommendations through various providers.

Aaron Gaines is a CFP® and Series 66 holder with 10 years of experience in financial services. He currently leads Gaines Capital Management, an independent firm based in Smyrna, GA, and has prior experience with Edward Jones and multiple advisory firms since 2016. Gaines also operates an affiliated insurance agency, GCM Wealthshield LLC, providing a range of insurance products. Gaines Capital Management offers financial planning, discretionary portfolio management, and consulting services to individuals, high-net-worth clients, and small businesses. The firm employs fundamental analysis and strategic asset allocation with ETFs and individual equities, focusing on long-term holdings, and provides customized solutions including options and private equity for qualified clients.

Patrick Volpe is a financial advisor at Brooke Forest Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Latitude Advisors, LLC and Edward Jones. Outside of his advisory role, he is a licensed insurance agent. Brooke Forest Capital LLC serves individual clients, including high-net-worth individuals, offering portfolio management and financial planning without an account minimum. The firm employs various analytic approaches and maintains discretionary trading authority to manage a diverse range of investment vehicles.

Hao Ngo is a CFP® professional with 16 years of experience in financial advising. He has been the sole advisor at Capital Benchmark Partners, LLC since 2014. Ngo serves on the board of Emory University, participating in quarterly meetings and contributing to fundraising and event planning efforts. Capital Benchmark Partners, LLC is an independent investment advisory firm based in Atlanta that manages approximately $56 million for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs an asset-allocation driven investment approach with diversification across mutual funds, ETFs, fixed income, equities, and selected alternatives, integrating financial planning into both discretionary and non-discretionary engagements.

Daniel Mahoney is a CFP® professional with eight years of industry experience. He has worked at True Square Financial LLC since 2017 and previously spent three years at Invesco Ltd. True Square Financial LLC serves individual clients as well as charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers investment management alongside financial planning, tax return preparation, and retirement plan consulting, using a combination of passive allocation and selective fundamental analysis tailored to client objectives.

Clark Jeffries is the sole advisor at Jeffries Wealth Management in Marietta, GA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Orion Advisor Solutions and HiddenLevers. Jeffries Wealth Management provides financial planning, investment management, and retirement plan rollover advice to individual clients as well as pension and profit-sharing plans, trusts, estates, and other business or charitable entities. The firm emphasizes broad asset-class diversification and uses tax-aware techniques, third-party sub-advisers, and may allocate assets to private and alternative investment funds, operating with a boutique, adviser-driven model.

Jon Ragsdale is a financial advisor at PRIA Strategies, LLC with a Series 65 designation and experience in the industry since 2019. He has previously worked at Lincoln Financial Group and Savings Bank Life Insurance of Massachusetts. Ragsdale is also a licensed insurance agent affiliated with PlanGap Agency, LLC and is a full-time employee of The Secure Companies, Inc., the parent company of PRIA Strategies. PRIA Strategies, LLC provides portfolio management and retirement-focused advisory services for pooled and institutional accounts, along with financial planning offered either as a one-time service or an ongoing subscription. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses with a long-term trading approach across multiple asset classes and operates under fiduciary standards when advising retirement accounts.

Anthony Mensah is the sole advisor at Mensah Finance Group, LLC in Atlanta, GA, with 5 years of industry experience. He holds Series 63 and Series 65 registrations and has operated his independent firm since 2016. Mensah Finance Group, LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-based investment approach, managing portfolios across various asset classes and also offers accounting and tax services through a separate business activity.

Erwin Matthews is a financial advisor with One Source Advisory Services, LLC in Atlanta, GA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with One Source Advisory Services since 2009. In addition to his advisory role, he is a Certified Public Accountant running a seasonal tax preparation and small business accounting service. One Source Advisory Services provides fee-based investment advisory and wealth management services primarily to retirees and small business owners, integrating financial planning with annual tax planning and small-business consulting. The firm employs Modern Portfolio Theory and strategic asset allocation with active management, typically using ETFs, no-load mutual funds, individual equities, and approved options strategies, delivering services through LPL Financial’s Strategic Wealth Management platform.

Ages Legacy Advisors is a full comprehensive financial planning and investment management firm. We offer financial planning for individuals and families navigating growth, transition, and retirement. We bring structure to complexity and confidence to every decision. Whether you are building wealth at the height of your career, preparing for retirement, adjusting after a major life change, or redefining your financial future, we provide integrated guidance across cash flow management, investment strategy, tax planning, estate coordination, and risk management, all aligned within one cohesive plan. Our approach is transparent, culturally aware, and judgment-free. We simplify financial complexity, provide thoughtful guidance aligned with your unique circumstances, and serve as a trusted partner in every major decision aligning your wealth with the life you want to live and the legacy you want to leave. We also work with small businesses and solo entrepreneurs. Our practice is designed for established companies generating consistent revenue and seeking structured financial oversight because we believe that small businesses deserve institutional-level structure. As a first generation wealth builder, entrepreneur and widow, I not only have the technical skills and expertise to advise with my clients, I also have shared lived experiences.

Jon Bernier is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with TandemGrowth Financial Advisors, LLC in Alpharetta, GA since 2000. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside retirement-plan oversight and account aggregation tools. The firm uses a strategic, long-term investment approach across equity-risk spectrums, incorporating mutual funds, ETFs, independent managers, and alternative investments, and provides unique services such as a NextGen program and healthcare planning partnerships.