Trevor Thompson is a CFP® with 20 years of experience in the financial services industry. He has worked at CPC Advisors, LLC and Raymond James Financial Services, Inc. since 2017 and previously held roles at Securian Financial Services, JOYN Advisors, GV Financial Advisors, and A. G. Edwards & Sons. He is also an associate employee at Consolidated Planning Corporation, where he works as a financial planner. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and other entities. The firm employs an investment process centered on model portfolios and asset allocation aligned with Modern Portfolio Theory, utilizing mutual funds, equities, and ETFs with an emphasis on long-term holdings.

Joshua Tosoni is a financial advisor at Hamel Associates, Inc. in Atlanta, GA, holding a Series 65 designation with five years of industry experience. He has been with Hamel Associates since 2019 and previously worked at Seton Hall University from 2016 to 2020. Hamel Associates, Inc. is a wealth management firm serving primarily high-net-worth individuals with services including investment management, financial planning, and tax preparation. The firm employs a value-oriented investment approach focusing on dividend-paying large-cap stocks and investment-grade fixed income, and it may offer private equity, venture capital, and real estate opportunities to very high net worth clients.

Taylor Fairman is a CFA® charterholder with 21 years of industry experience. He currently serves at Eagle Rock Investment Company, LLC, where he has worked since 2021, following prior roles at Cornerstone Investment Partners, LLC, Worthscape, LLC, Apogee Wealth Management, LLC, and Hirtle & Co., LLC. Mr. Fairman is dually registered on a transitional basis with both Eagle Rock Investment Company, LLC and Cornerstone Investment Partners, LLC. Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and 3(21) retirement plan advisory to individuals, high-net-worth clients, families, trusts, estates, foundations, businesses, and other registered investment advisors. The firm manages approximately $786.7 million in assets with a small advisory team, offering customized portfolios that may include individual stocks, ETFs, mutual funds, private and alternative investments, and employs both fundamental and technical analysis.

Michael Mccool is a CFP® with 25 years of industry experience, currently serving at CPC Advisors, LLC. He has previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services. Mccool is a board member and secretary of the Atlanta Ronald McDonald House Charities, where he also serves on the finance and investment committee and chairs the development committee. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes model portfolios and asset allocation based on Modern Portfolio Theory, with ongoing account monitoring and a long-term investment approach.

Sarah Wylde is a CFP® and Series 65 licensed advisor at Ferguson Shapiro LLC with six years of industry experience. Prior to joining Ferguson Shapiro in 2019, she worked at the Public Company Accounting Oversight Board and Birnbrey, Minsk, Minsk and Perling. She also operates Sarah Wylde CPA LLC, providing seasonal tax preparation services. Ferguson Shapiro provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, foundations, and other institutions through a team-based model. The firm manages approximately $415 million and offers a tailored investment process including portfolio management, written financial plans, and coordination with other professionals.

Terry Montano is a CFP® professional with eight years of industry experience, currently serving at Motus Wealth in Atlanta, GA. His prior roles include positions at Origin Financial, Facet Wealth, Capital Directions LLC, and TrueWealth Management LLC. He is contracted as a financial planner for Blend Financial, Inc., operating as Origin Financial. Motus Wealth provides personalized financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and family businesses. The firm employs a two-advisor team approach and bases its investment strategy on Modern Portfolio Theory, focusing on diversified, strategic asset allocation primarily through passive index funds, ETFs, and bonds.

Christopher Conkell is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving at Cahaba Wealth Management, Inc. in Atlanta, where he has worked since 2011. Outside of his advisory role, he is a partner in Artist Clarity, Inc., a business management company. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm’s investment process incorporates long-term cash-flow projections, risk assessment tools, and ongoing portfolio oversight, with a client-focused approach that includes integrating outside accounts and employing documented operational practices such as selective use of artificial intelligence.

Tina Tyson is a financial advisor at Chicory Wealth with a Series 65 designation and three years of industry experience. She has previously worked at Ameriprise Financial Services and Maggie Kulyk and Associates, and operates a bookkeeping business. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, alongside tax preparation, estate planning assistance, and business consulting. The firm utilizes fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and guide financial life plans.

Derek Nowatzki is a financial advisor with Haese Financial Group Inc in Mableton, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Haese Financial Group since 2011 and concurrently works part-time at AMS Services, a tax and accounting services and independent insurance agency. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets primarily on a non-discretionary basis using diversified strategies implemented through no-load or low-load mutual funds and ETFs, and offers ancillary accounting, tax services, and written financial evaluations.

David Hunter is a financial advisor at CPC Advisors, LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CPC Advisors and Raymond James Financial Services since 2016. Outside of his advisory role, he manages rental properties through Airbnb and VRBO. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses model portfolios and asset allocation based on Modern Portfolio Theory, focusing on long-term investments in mutual funds, equities, and ETFs.

Max Kulyk is a financial advisor at Chicory Wealth with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years before founding M. Kulyk & Associates, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop diversified portfolios and financial life plans.

Crawford Asman is a CFP® and Series 65 licensed advisor at Cahaba Wealth Management, Inc. with two years of industry experience. His prior roles include positions at Morgan Stanley and California Renewable Energy. Outside of financial advising, he operates a top-rated eBay retail website selling collectibles and clothing. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm uses a structured investment process focused on long-term cash flow projections and risk assessment, employing primarily mutual funds and ETFs alongside alternatives when appropriate.

Carlos Bonilla Grajales is a financial advisor at Capitalwize, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with seven years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and Vanguard. He has also been involved in educational roles at Ana G. Mendez University. Capitalwize is a fee-only financial planning firm serving individuals and business entities, focusing on non-high-net-worth clients. The firm offers various advisory engagements, group educational seminars, and an Alumni program, often utilizing third-party managers for portfolio management while providing ongoing oversight.

Samantha Heflin is a CFP® professional with three years of industry experience, currently serving at SLP Wealth since 2025. Her prior experience includes roles at Apella Capital, LLC and Inspired Financial. SLP Wealth is an SEC-registered advisory firm that provides discretionary investment management and financial planning to individuals and small-business owners, including both non-high-net-worth and high-net-worth clients. The firm employs diversified, risk-based portfolios primarily using no-load mutual funds and ETFs, and offers additional services such as tax preparation and non-discretionary 401(k) plan management.

Timothy Agnew is a CFP® professional with 23 years of industry experience, currently serving at Smith & Howard Wealth Management, LLC since 1999. He is also a partner at Smith & Howard, P.C., a CPA and consulting firm, where he has been involved since 1991. Approximately 40% of his time is dedicated to Smith & Howard Wealth Management. 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 and portfolio management primarily through mutual funds and ETFs, supported by accounting and tax expertise from its affiliated CPA and consulting firm.

Lauren Way is a CFP® with seven years of industry experience, currently serving as a financial advisor at Elwood & Goetz Wealth Advisory. Her prior experience includes roles at Fidelity Investment and Vision Financial Group. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm that serves affluent and emerging-affluent clients, including individuals, families, and institutions. The firm uses a broadly diversified, tax-efficient investment approach grounded in Modern Portfolio Theory and manages approximately $1.07 billion in discretionary assets with a team of 21 advisors.

Mark Gaynoe is a financial advisor at Lebenthal Global Advisors, LLC, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Lebenthal in 2020, he worked at Avenir Private Advisors, Capital Guardian Wealth Management, Lowe's, and Home Depot. Lebenthal Global Advisors serves individuals, high-net-worth clients, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm employs model-based, tax-sensitive portfolio strategies managed through an affiliated sub-adviser and provides financial planning services to portfolio management clients.

Trenton Bryde is a financial advisor at Factory Capital LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at B&G Capital Partners LLC and Cresset Capital, as well as work at the University of Georgia. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm leverages outsourced solutions and third-party managers across active and passive strategies, including alternative asset classes, while maintaining disclosures on affiliations and conflicts of interest.

Brian O’Neill is a CFP® professional with 24 years of industry experience, currently serving at Cahaba Wealth Management, Inc. since 2009. He holds Series 63 and Series 65 licenses and has been involved with a non-investment business, Artist Clarity, Inc., focused on business management activities. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm emphasizes long-term cash-flow projections and quantified risk assessments to guide asset allocation, primarily utilizing mutual funds and ETFs while offering alternatives when appropriate.

Joseph Sroka is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NovaPoint Capital LLC since 2015. He holds a Series 63 license and is based in Atlanta, GA. Outside of his advisory role, he owns The Algorquin Company, LLC, a consulting business unrelated to investment activities. NovaPoint Capital LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, and corporate entities. The firm employs a dividend-growth equity strategy focused on long-term holdings and uses a combination of quantitative, fundamental, and technical analysis in portfolio construction.