Matthew Latta is a financial advisor at IAMS Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with IAMS Wealth Management since 2018 and is also involved with Annuity Client Solutions as an annuity sales and insurance agent. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Victor Giustina is an advisor at Saxony Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Patrick Capital Markets, Bison Wealth, Transamerica Financial Advisors, World Financial Group, and Fullerton Group. Saxony Capital Management offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model, providing discretionary asset management and consulting while employing a variety of investment strategies including technical, fundamental, and quantitative analysis.

Teresa Fitzgerald is a financial advisor with Capital Analysts in Peachtree City, GA, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her prior experience includes roles at Lincoln Investment, Mass Mutual Investors Services, and Penn Mutual Life Insurance Company. Outside of advising, she is the founder of TMF Legacy Enterprises, providing sales coaching and leadership development, and co-founded a podcast focused on entrepreneurship. She also serves as a trustee for the Italian Sons and Daughters of Italy Peachtree City Lodge. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisors.

Eric Edwards is a financial advisor with Cape Investment Advisory, Inc. He holds the Series 66 designation and has 12 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, CUNA Brokerage Services, and M&T Securities. Outside of his advisory work, he serves as a benefits adviser for government employee associations and also provides insurance and annuity advisory services through TrueChoice Financial. Cape Investment Advisory offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach tailored to client goals using fundamental, technical, and macroeconomic analysis.

Jack Russell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated entity, Capital Investment Group, Inc., since 2016. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, utilizing an individualized process that incorporates multiple analytical methods and ongoing portfolio monitoring.

Robert Dahl is a financial advisor at Gradient Securities, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Investment Services Inc and Prime Financial Strategies, LLC. Outside of his advisory role, he operates an Amazon store under Ultra Homes, LLC. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently employs third-party managers in its investment approach.

Jacob Wedincamp is a financial advisor at Cape Investment Advisory, Inc. in McDonough, Georgia, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Nexus EcoServices, Harbin Engineering, and Carlson Environmental Consultants. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process grounded in clients’ financial goals and risk tolerance, supported by optimization software and regular portfolio reviews.

Stephen Enochs is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at Aura Asset Management, Inc. and Aura Financial Services, Inc. Enochs also serves as president of his own firm, S. Enochs Investments LLC. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and access to third-party and affiliated asset managers for individuals, businesses, retirement plans, trusts, and other entities. The firm uses a process based on clients’ financial objectives and risk tolerance, implementing portfolios through in-house portfolio managers, sub-managers, or recommended third-party managers with regular reviews.

Deryck Gryne is a financial advisor at Ally Invest Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Regions Bank, Cetera, and TIAA-CREF. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering both automated and advisor-delivered investment services. The firm uses model portfolios based on Modern Portfolio Theory and serves a large client base with a focus on retail and high-net-worth individuals.

Thomas Tolleson Jr. is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments. His prior roles include positions at Catalyst Wealth Management, Kalos Capital, and The Strategic Financial Alliance. Outside of his advisory work, he serves as Finance Chair on the Board of Directors for Langham Partnership USA, a nonprofit ministry supporting religious leaders globally, and is a board member of the C.S. Lewis Institute Atlanta. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm employs a client-focused approach, tailoring portfolios to individual objectives and risk tolerance, and often delegates investment management to independent managers while maintaining oversight and proxy-voting responsibilities.

Elwyn Brown is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Berthel Fisher since 2011. Outside of his advisory role, he owns Brown Wealth Management, a financial planning business in Atlanta. Berthel Fisher & Company provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and institutional investors. The firm offers both wrap and non-wrap asset management across multiple platforms and supports diverse portfolio construction strategies through approximately 100 independent investment adviser representatives.

Karen Turner is a financial advisor at Cape Investment Advisory, Inc. with 15 years of industry experience. She holds the CFP® and ChFC® designations. Her career includes roles at Cape Investment Advisory since 2016 and American Global Wealth Management, Inc. since 2023. Cape Investment Advisory serves individuals, businesses, and various retirement and trust entities, offering discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm’s approach involves personalized assessments and asset allocation plans supported by historical data and optimization software, with portfolio management by internal advisors, sub-managers, or third-party managers.

Howard Aspacher is a CFP® with 44 years of industry experience. He currently works at Capital Analysts and has prior experience with Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice, delivering services through a nationwide network of independent advisors and firm-managed programs.

Charles Lewandowski Sr. is a CFP® professional with 24 years of industry experience, currently affiliated with Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 2005 and briefly at Planmember Securities Corporation. He receives residual renewal commissions from previous insurance business but no longer actively sells insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

John Breard is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is currently with Alera Investment Advisors, LLC and has previously worked at Valic Financial Advisors, JB Capital, LLC, and Arista Advisory Group, LLC. Outside of his advisory role, he is a licensed insurance agent affiliated with JN Financial, LLC, where he may recommend insurance and annuity products. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory services with insurance and pension-consulting platforms.

Grayson Miller is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Waterloo Capital, where he has worked since 2026. His prior experience includes positions at Oxford Financial Group, Goldman Sachs & Co. LLC, and UBS Financial Services. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm emphasizes customized, long-term investment strategies supported by fundamental analysis and offers a broad range of investment tools alongside comprehensive financial planning and consulting.

James Walker Jr. is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. In addition to his advisory roles, he is CEO of Strictly Business Legacy, LLC, a consulting firm advising small businesses on major medical plans and property and casualty insurance, and serves as a board member of the National Association of Health Underwriters local chapter in South Atlanta. Cape Investment Advisory, Inc. serves individuals, businesses, pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that begins with personal client discussions and employs asset allocation informed by historical data and optimization tools.

Patrick Thomas is a financial advisor with Fortis Capital Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at MPWM Advisory Solutions, Cardea Capital Advisors, and Lindner Capital Advisors. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a combination of discretionary management, advisor-specific investment styles, and model portfolios, incorporating passive, active, tactical, and ESG-oriented strategies.

John Bliss III is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc. and IFS Securities. Based in Atlanta, GA, he has been with Kingswood since 2022. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm integrates affiliated financial entities and supports insurance-linked account management, operating an open-architecture platform that frequently utilizes third-party managers and sub-advisors.

Kylie Presley is a financial advisor at New Edge Wealth in Atlanta, GA, with two years of industry experience. She holds a Series 65 designation and has previously worked at Fisher Investments and Paycom. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm emphasizes asset allocation and investor behavior in its portfolio management, combining independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics and human oversight.