Gary Skeen is a financial advisor at Retirement Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been involved with the Church Benefits Board since 2001. Retirement Wealth Management provides investment advisory, financial planning, and pension consulting services primarily to institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes plan-level services and uses a long-term, asset-allocation approach based on Modern Portfolio Theory, implementing strategies through selected sub-advisers and offering specialized pension consulting.

Ahron Golding is a financial advisor with Main Street Financial Group LLC in Atlanta, holding a Series 65 license and beginning his advisory career in 2026. He has over a decade of experience as a tax attorney at Roth & Co LLP, representing taxpayers in IRS tax controversies. Main Street Financial Group primarily serves individual clients with comprehensive financial planning, discretionary investment management, and retirement-plan advisory services. The firm employs an active investment approach focused on asset allocation and fundamental analysis, incorporating tax and legal expertise into its planning process.

Scott Letson is a financial advisor at Letson Investment Management, Inc. in Atlanta, GA, holding a Series 66 designation and with 19 years of industry experience. He has been with Letson Investment Management since 2002. Letson Investment Management, Inc. provides discretionary investment management with a focus on equity and fixed-income portfolios. The firm serves a diverse client base including individuals, high-net-worth clients, profit-sharing plans, IRAs, trusts, estates, investment partnerships, and corporations, employing fundamental and cyclical analysis in its investment process.

Thad King is a financial advisor at Cedarwood Wealth with 13 years of industry experience. He previously worked at Citigroup and J.P. Morgan Securities, contributing six and seven years respectively. Thad holds Series 63 and Series 65 licenses. Cedarwood Wealth manages approximately $135.5 million across about 90 client accounts, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing asset allocation across ETFs, mutual funds, stocks, and bonds, supported by fundamental and cyclical analysis.

Lance Newsome is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Newcorp Wealth Management since 2018 and previously at Maryland Financial Group, Inc. and LPL Financial. Newsome is also involved in independent insurance sales focused on non-variable life and annuity products. Newcorp Wealth Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses tailored asset-allocation frameworks incorporating multiple investment strategies and offers ERISA fiduciary services alongside individual wealth management.

Cameron Bozeman is an advisor at Magellan Planning Group in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and Cetera Wealth Services, LLC before joining Magellan Planning Group in 2015. Magellan Planning Group is an SEC-registered investment adviser that provides fee-based investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and offers discretionary portfolio management along with customized financial planning.

Darrell Roberts is a financial advisor with American Wealth Advisors, LLC in Johns Creek, GA, holding a Series 63 designation and over 21 years of industry experience. He has been with American Wealth Advisors since 2007. American Wealth Advisors, LLC provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm emphasizes fundamental analysis to build long-term, diversified portfolios primarily using low-cost funds, with ongoing personal contact and periodic reviews tailored to client needs.

Kristin Carlin is a financial advisor at FERN Impact Advisors, LLC with 12 years of industry experience. She has worked with FERN Impact Advisors and its predecessor, Hunter Investment Partners, since 2012. Carlin is a co-founder and Chief Investment Officer of FERN Impact Partners, LLC, a firm that manages a private long/short equity impact fund. FERN Impact Advisors serves individual and institutional clients through discretionary portfolio management, financial planning, and separately managed accounts. The firm combines macroeconomic analysis with proprietary models that integrate fundamental, ESG/impact, and technical factors, offering a range of investment products including private equity and hedge fund interests.

Robert Catledge is a financial advisor at CMC Financial Group, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has been with CMC Financial Group since 2017. CMC Financial Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm’s investment approach combines multiple analysis methods and trading strategies, frequently recommending ETFs and employing discretionary authority with regular portfolio reviews.

Aria Alvarez is a financial advisor at Actify Investor Retirements, LLC with a Series 65 license and one year of industry experience. Prior to joining Actify, she worked in corporate payroll services and held various roles in retail and management. Actify serves retirement plan sponsors and individual IRA and SIMPLE IRA participants, focusing on employer-sponsored retirement arrangements and payroll-deduction IRA programs. The firm emphasizes fundamental analysis and diversification to construct risk-based model portfolios while providing education and investment recommendations without comprehensive legal or tax advice.

Mark Thomas is a CFP® with 11 years of industry experience, currently serving as an advisor at Root Wealth Management since 2024. Prior to this, he operated his own firm, Mark Thomas, L.L.C., for 10 years. Root Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, small businesses, trusts, and charitable organizations. The firm employs both fundamental analysis and Modern Portfolio Theory to build diversified portfolios, focusing on asset allocation, tax considerations, and risk tolerance.

Melissa George is a financial advisor with InvestHER Fiduciary Solutions, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has led Melissa L. George & Associates since 2006. Her outside activities include serving as Board Chair of the House Proud Non-Profit and as a board member of Girls Inc. Atlanta. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, offering fiduciary advisor services, participant education, and financial planning for business owners and retirees. The firm combines fiduciary oversight with investment management through a partnership with StreamSong Advisors, providing a range of billing options and participant-focused education.

Macarther Plumart is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at MRP Capital Investments, LLC, where he has worked since 2013, and was previously associated with MRP Currency, LLC. MRP Capital Investments provides discretionary portfolio management, integrated financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm manages approximately $201 million in client assets and employs a mix of fundamental and technical analysis, including derivatives and digital assets, within customized portfolios.

Brandon Hatton is a financial advisor at Conscious Wealth Investments, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory role, Hatton is the owner of Dropping Keys LLC, where he works as an author and speaker. Conscious Wealth Investments provides wealth management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a long-term investment approach that integrates fundamental and technical analysis across a variety of asset types, including equities, ETFs, bonds, and alternative instruments.

Niamh Lacey is a financial advisor at Bella Wealth Management, LLC in Roswell, GA. She holds a Series 65 designation and has been with Bella Wealth Management since 2023. Prior to joining the firm, she worked at Atlanta Womens' Health Group and St. Peter Chanel Catholic Church. Bella Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management with a focus on strategic and tactical asset allocation across various investment vehicles.

Summer Roberts is a CFP® and holds a Series 66 license, with 19 years of industry experience. She has worked at Family Capital Advisors, LLC since 2018 and previously held roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. Roberts is also involved in insurance planning, advising on life and long-term care insurance. Family Capital Advisors, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary managed accounts. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of strategies including asset allocation, dollar-cost averaging, and technical analysis, and integrates third-party providers that use artificial intelligence and machine learning.

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-related functions. Outside of her advisory role, she is involved in managing a third-party logistics business. COR3 Investment Partners offers discretionary investment management to high-net-worth individuals, family entities, trusts, estates, charitable foundations, corporations, and other registered investment advisers. The firm employs a fundamental, research-driven approach focused on concentrated U.S. small- and mid-cap equities, emphasizing quality and value with multi-year holding periods and downside scenario stress-testing.

Andrew Avera is a CFP® professional with eight years of industry experience. He is currently with Journey Beyond Wealth, a team-based firm in Roswell, GA, and previously worked at Avera Wealth Advisors and Diversified Trust Company. Journey Beyond Wealth provides financial planning and discretionary investment management primarily to high-net-worth individuals and families, offering both comprehensive and limited-scope planning services. The firm employs a passive, Modern Portfolio Theory-based approach using low-cost mutual funds and ETFs, and provides specialized Family Office services including multigenerational education and facilitated family meetings.

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.

Monica Ladson is a financial advisor at Elm3 Financial Group, LLC, holding a Series 65 credential. She has three years of industry experience, including prior roles at Club DiOGi and CVS Health. In addition to her advisory work, Monica supports Elm3 CPA Tax and Accounting in an administrative capacity. Elm3 Financial Group serves individuals, families, trusts, estates, and small businesses, providing discretionary portfolio management, financial planning, and consulting services. The firm employs an active, multi-disciplinary investment approach that integrates macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading.