Yarenis Rodriguez is a financial advisor at Pursue Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, J Alden Associates, Inc, and Raymond James & Associates. Pursue Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million across about 31 client relationships, using a long-term investment process that combines fundamental and technical analysis with a diverse range of investment vehicles and strategies, including derivatives and short-term margin borrowings.

Philip Lichtman is a financial advisor at Concert Financial Planning, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has worked with various firms, including Maycomb Wealth Advisors LLC and The Lichtman Firm, LLC. Outside of financial advising, Lichtman is also a mediator and attorney at Mills Law Group PA. Concert Financial Planning serves primarily BigLaw attorneys and their families, along with individual and high-net-worth clients. The firm employs a passive, low-cost investment approach enhanced by fundamental and economic analysis, incorporating options overlay strategies to manage risk and income, and typically manages accounts on a discretionary basis with tailored portfolios.

Patrick Renn is a financial advisor with The Renn Wealth Management Group, Inc. in Atlanta, GA, holding a Series 63 designation and over 55 years of industry experience. He has worked with Bisys since 2003 and Raymond James Financial Services since 1975. Outside of advising, Renn is involved with nonprofit organizations such as the Alliance for Christian Media, where he serves as Endowment Chair, and he is also the author of the book *Finding Your Money's Greater Purpose*. The Renn Wealth Management Group provides portfolio management and fee-based financial planning primarily to individual and high-net-worth clients, business owners, trusts, and retirement plans. The firm employs an institutional investment process incorporating capital markets assumptions, asset allocation optimization, and relative-strength analysis, utilizing Raymond James platforms and third-party sub-advisers to tailor portfolios to client objectives.

Christopher Ciovacco is the founder and sole advisor at Ciovacco Capital Management in Atlanta, GA. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. Mr. Ciovacco has managed his firm since 1999. Ciovacco Capital Management provides discretionary portfolio management on a fee-only, fiduciary basis, primarily serving individuals, high-net-worth investors, and business entities. The firm uses a proprietary, backtested market model to guide ETF allocations and manages over 200 client accounts with approximately $182 million in discretionary assets.

Cinthya Miceli is a financial advisor at Carrington Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Carrington Advisors since 2021. Her prior roles include positions at Regal Investment Advisors, the Fuqua School of Business, and Miceli Castellon. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, typically requiring a minimum account size. The firm offers discretionary portfolio management, third-party manager selection, and financial planning services, utilizing a personalized investment approach that combines fundamental and technical analysis with both long- and short-term trading strategies.

Carroll Davenport is a financial advisor with TCM in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Trinity Capital Management, LLC since 2016 and Raymond James Financial Services Advisors INC. since 2016. Trinity Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities, offering discretionary portfolio management, financial planning, third-party money manager recommendations, and educational seminars. The firm utilizes model portfolios and an AI-assisted, quantitative model platform that emphasizes risk management and automated trade execution.

David Summers is a financial advisor at Cornerstone Financial with Series 63 and Series 65 designations and eight years of industry experience. He has been with Cornerstone Financial, LLC since 2002. Cornerstone Financial Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $118 million in assets for about 200 clients. The firm employs a long-term, fundamental analysis approach focused on diversified mutual funds and ETFs and manages client accounts on a non-discretionary basis.

Catherine Mathis is a CFP® professional with 20 years of experience in the financial services industry. She is affiliated with Berkeley Advisors, Inc., where she has worked since 2004, and previously spent 12 years at ProEquities, Inc. Outside of her advisory role, she is an author of historical fiction, including a novel set in medieval Portugal titled *Death in Coimbra*. Berkeley Advisors is a small, supported registered investment adviser serving individuals, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a planning-first approach based on Modern Portfolio Theory, using primarily mutual funds and ETFs alongside individual securities and derivatives when suitable.

Alexandra Kent is a financial advisor at Wealth Engagement with a Series 65 credential and one year of industry experience. Her prior roles include positions at Brookwood Associates and Book of the Month. She is currently a student at the University of Pennsylvania. Wealth Engagement provides discretionary and non-discretionary portfolio management, retirement-plan consulting, and fiduciary services to individuals, business entities, and retirement plans. The firm uses a tactical allocation strategy based on fundamental, technical, and cyclical analysis to tailor portfolios according to client risk profiles.

Tammy Gruen is a financial advisor at Chamberlain Financial Advisors, Inc. with five years of industry experience. She previously worked at Raymond James Financial and spent twelve years at Cisco Systems, Inc. Outside of her advisory role, she serves as Treasurer and Secretary of the Grand Cascades Home Owner’s Association. Chamberlain Financial Advisors serves individual and high-net-worth clients with financial planning, portfolio management, and related services including estate, education, and divorce planning. The firm uses a Modern Portfolio Theory-based approach focused on diversified, low-cost model portfolios and offers educational workshops alongside tax preparation and other support services.

Lauren Noce is a financial advisor at Twin Robins Capital with a Series 65 designation and industry experience beginning in 2023. Prior to joining Twin Robins Capital, she held roles in various businesses including HUNGRY Marketplace, LLC and Against the Grain Brewery. Twin Robins Capital is a fee-only registered investment adviser managing approximately $32.7 million for about 45 individual and high-net-worth clients, offering discretionary investment management and broad financial planning services with a focus on specialized areas such as equity compensation and rental real estate modeling.

Richard Wells is a financial advisor with Marco Investment Management LLC in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to joining Marco Investment Management in 2019, he held positions at firms including Lifetime Income Store Advisors, Camarda Wealth Advisory Group, and Stansberry Asset Management. Marco Investment Management serves individual and institutional clients with discretionary portfolio management, financial planning, and retirement-account advice. The firm employs a multi-member Investment Strategy Committee and utilizes a range of strategies including fundamental and technical analysis, options, and fixed income management.

Brian Gately is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Anchyra Partners LLC and previously spent 10 years at Goldman Sachs & Co. based in Atlanta, GA. Anchyra Partners LLC is a registered investment adviser serving high-net-worth individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm employs a broad range of investment tools and maintains structured relationships with third-party platforms and custodians to provide tailored investment solutions.

Frederick Wright IV is a financial advisor with NovaPoint Capital LLC in Atlanta, GA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining NovaPoint Capital in 2019, he worked at Brightworth, LLC for three years. NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, corporate entities, and other investment advisers. The firm employs a dividend-growth equity strategy focused on publicly traded, dividend-paying companies, combining quantitative, fundamental, and technical analysis to manage portfolios typically consisting of 30–50 stocks.

Steven Edwards is a financial advisor with Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize strategies such as options, margin, and short sales when appropriate.

Jennifer McCarthy is a CFP® with eight years of industry experience. She has worked at Patton Albertson Miller Group, LLC since 2019 and was previously employed at Anthony Smith Advisors, Inc. from 2016 to 2019. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm managing approximately $1.68 billion for affluent individuals, families, pension plans, and charitable organizations. The firm provides discretionary portfolio management using a range of model allocations and combines fundamental and technical analysis with various investment vehicles, supplemented by comprehensive financial planning and access to private investment platforms.

Robert Kaercher Jr. is a financial advisor with Smith & Howard Wealth Management, LLC in Atlanta, GA. He holds Series 63 and Series 65 designations and has 16 years of industry experience, all with Smith & Howard since 2010. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients with a six-advisor team.

Margaret Wright is a CFA® charterholder with nine years of industry experience. She is currently with MartinWright Advisory, LLC, where she has worked since 2026. Her prior experience includes roles at Truist Advisory Services and SunTrust Bank. In addition to her advisory role, she is a licensed insurance agent servicing clients in Atlanta. MartinWright Advisory is an SEC-registered investment adviser providing discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs a blended investment approach combining active and passive strategies, fundamental and technical analysis, and ongoing portfolio reviews.

Richard Artzi is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at firms including Triad Advisors, Inc. and Acg Wealth, Inc., and serves as president of ROA Financial Services, LLC, a non-investment-related business. He is also involved as a general partner in G&R Partners, LLC, focusing on private equity fund due diligence and capital raising. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and access to third-party money managers. The firm customizes investment plans based on client objectives and typically manages accounts on a discretionary basis, using a combination of fundamental, technical, and cyclical analysis along with alternative investments for qualified investors.

Zachary Cloud is a financial advisor at Anchyra Partners LLC with 23 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and previously worked for Goldman Sachs & Co. for 10 years. Outside of his advisory role, he is a minority shareholder in a restaurant business. Anchyra Partners LLC serves high-net-worth individuals and institutional clients by providing portfolio management, financial planning, and third-party manager selection. The firm focuses on discretionary account management with a wide range of investment options and uses third-party platforms to enhance operational efficiency.