Jackson Edmiston is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Northwestern Mutual in wealth management, investment services, and life insurance. Outside of finance, he was involved with Sharon Springs Baseball for five years. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, as well as offering specialized overlay and third-party manager solutions.

Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

Lucas Marsh is a financial advisor at Engineered Wealth Management LLC in Avondale Estates, GA, holding a Series 65 designation with one year of industry experience. He concurrently holds a full-time position as a biomedical engineer with the Veterans Health Administration and serves as treasurer on the board of the Georgia Biomedical Instrumentation Society. Marsh also consults in tax and accounting through a separate practice. Engineered Wealth Management LLC provides wealth management, discretionary investment management, and financial planning services to individual and high-net-worth clients. The firm uses fundamental analysis and a primarily long-term investment approach, constructing portfolios mainly with exchange-traded funds and conducting formal reviews at least annually.

James Stanhouse is the sole advisor at Stanhouse Financial Planning and Management, LLC in Duluth, GA. He holds a Series 65 designation and has 16 years of industry experience. Since 2009, he has been preparing to start Oakworth, a separate business activity. Stanhouse Financial Planning and Management, LLC provides fee-only financial planning, investment advisory, and asset management services to individuals, families, small businesses, and trusts. The firm follows a long-term, buy-and-hold investment philosophy based on Modern Portfolio Theory and emphasizes low-cost, tax-efficient investment options.

Justin Campagna is a financial advisor with Emergent Financial Group, LLC in Atlanta, GA. He holds Series 65 and Series 63 registrations and has four years of industry experience. In addition to advisory services, he works as a licensed independent insurance agent and provides pension and benefit consulting to employers through Emergent Financial Group. Emergent Financial Group offers investment advisory and pension consulting services primarily to retirement plan sponsors and institutional clients, while also providing asset management and financial planning for individuals. The firm combines long-term, value-oriented strategies with tactical and strategic asset allocation, and it delivers both discretionary and nondiscretionary fiduciary services, with a focus on ERISA compliance and insurance products.

Elbert McWilliams is a CFP® and ChFC® with 23 years of experience in the financial industry. He has been the principal advisor at McWilliams Financial Advisory Group LLC since 2007, following prior roles at National Planning Corporation and Advantage Capital Corporation. McWilliams Financial Advisory Group LLC is a fee-based, independent financial planning firm serving a small client roster that includes pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning, pension consulting, educational seminars, and referring clients to third-party money managers rather than managing portfolios directly.

Robert Fordham is a CFP® with 22 years of experience in financial advising and is the principal of Fordham Financial Services, Inc., an independent firm he has led since 1999. He is also a practicing CPA, providing accounting and tax services alongside his advisory work. Fordham Financial Services, Inc. manages approximately $24.8 million for around 41 clients, primarily individual and high-net-worth investors and trusts. The firm offers financial planning, discretionary portfolio management, and project-based tax and small-business consulting, utilizing a long-term investment approach that combines fundamental and technical analysis.

Kevin Kaspar is a CFP® professional with three years of industry experience currently serving at Trackside Wealth. His background includes six years as a CPA at Kaspar & White CPA, PC, and prior roles at PwC and KPMG. He is also involved with Lemonade Stand Accounting, LLC. Trackside Wealth offers comprehensive financial planning and discretionary investment management for individuals, including high-net-worth clients. The firm uses a passive investment approach based on Modern Portfolio Theory and integrates financial planning with portfolio management under a flat, fixed-fee pricing model.

Robert Mayo is a financial advisor at Covey Capital Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 14 years of industry experience. He has been with Covey Capital Advisors since 2007. Covey Capital Advisors provides discretionary investment advisory services to individuals, family partnerships, foundations, charitable organizations, and other investment adviser clients. The firm’s approach focuses on fundamental research and intrinsic-value analysis to identify securities trading below their intrinsic value and manages concentrated portfolios primarily through separately managed accounts and retirement-plan advice.

Donald Wales is a financial advisor with Cresfund Advisors in Dunwoody, GA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Wells Fargo Advisors and Cresfund Partners prior to founding Cresfund Advisors. Outside of finance, he owns a limousine business in Charlotte, NC. Cresfund Advisors is an independent, fee-only firm providing discretionary investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory, combining passive and active strategies, and offers business-planning consulting alongside tailored portfolio management.

Lee Baker is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Claris Financial Advisors, Inc. He has worked with Wellstone Securities and Apex since the late 1990s and maintains a long-standing involvement in financial planning. Outside of his advisory role, he manages a non-investment activity related to renting out a previous home. Claris Financial Advisors provides comprehensive financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a goals-based, customized approach with an emphasis on fundamental analysis and growth-and-income strategies.

My name is Randall Avery, CFP®, CFA. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and small business owners like you. I specialize in helping clients: • Plan for retirement that perfectly fits their lifestyle • Strategically invest to minimize your tax burdens to provide more retirement income • Elevate your personal wealth while maintaining the growth of your business • Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You're not just getting a financial expert; you're getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity. Read Randall's blog here: https://deasilwm.com/blog/

Cornelius Davis Jr. is a ChFC® credentialed advisor with seven years of experience, currently serving as the sole advisor at Personal Econome, LLC in Decatur, GA. Prior to his advisory career, he worked for 13 years at the U.S. Department of Transportation. He is also a licensed insurance agent and tax preparer. Personal Econome, LLC provides financial planning and investment advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm operates as a solo practice without managing client assets, focusing on a long-term investment approach tailored to client objectives.

Felicia Voloschin is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Life's Business, Inc. in Atlanta, GA. She is also president and owner of Life's Business Tax and Consulting Services, Inc., a CPA firm providing tax preparation, planning, and business consulting. Life’s Business, Inc. is an independent, single-adviser firm offering asset management and comprehensive financial planning to individuals and businesses. The firm employs fundamental, technical, and cyclical analysis with a focus on broad-based funds held for longer terms, and it provides both discretionary and non-discretionary management services.

Mark Reagan is the sole advisor at Reagan Financial Planning LLC in Oxford, GA, holding a Series 65 designation with 10 years of industry experience. He has been operating Reagan Financial Planning since 2016. Reagan Financial Planning provides financial planning and investment consulting to individuals, families, and small business owners, offering one-time written plans and ongoing advisory services without discretionary portfolio management or custody of assets. The firm applies a consultative approach that includes fundamental, technical, and cyclical investment analyses, while clients execute recommendations through their chosen custodians.

Richard Hall is a financial advisor at Buckhead Resources, Inc. in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He previously worked at Forest Investment Associates for six years before joining Buckhead Resources in 2019. Hall is also an Affiliate Professor and Instructor at Auburn University, where he teaches courses on a part-time basis. Buckhead Resources is an independent advisory firm specializing in portfolio management, subadvisory services, financial planning, and business consulting focused on natural-resource assets. The firm uses a combined fundamental, quantitative, and technical analysis approach, offers periodic educational seminars at no charge, and typically seeks discretionary authority to manage personalized portfolios.

Brent Morrison is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at Zuma Capital Management, LLC, where he has worked since 2013. Prior to that, he was associated with Strome Group beginning in 2009. Outside of his advisory work, Mr. Morrison serves as Interim CEO of Regional Health Properties, Inc., a publicly traded real estate company. Zuma Capital Management provides portfolio management and investment-advisory services primarily to individual investors and also sponsors private pooled investment vehicles. The firm employs personnel with CFA and FRM designations and incorporates hedge fund and private investment office experience in its portfolio construction and risk management, while maintaining distinctive fund sponsorship and performance fee structures.

Randall Martin is the sole advisor at Randall P Martin, an independent firm based in Brookhaven, GA. He holds a Series 65 designation and has 14 years of industry experience, having operated his firm since 1993. Randall P Martin provides discretionary portfolio management to individual clients through separately managed accounts and a privately offered 3(c)(1) fund. The firm’s investment approach integrates fundamental analysis, trend-following, and tactical allocation with an emphasis on quality securities, low turnover, and tailored risk management.

Paul Earl is the principal advisor at P. G. Earl Investment Advisers, L.L.C. in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has operated his independent advisory firm since 1999. Outside of advisory services, he serves as treasurer for a family-owned real estate business. P. G. Earl Investment Advisers provides fee-based investment advisory and portfolio management services to individual and institutional clients. The firm employs a fundamental analysis approach with an emphasis on mutual funds and manages accounts on a discretionary basis.

John Sauers is the sole advisor and president of Associated Financial Partners, Inc., an independent firm based in Loganville, GA. He holds Series 63 and 65 licenses and has 22 years of industry experience. Prior to founding Associated Financial Partners in 2015, he was associated with Hsi Management Inc. since 1998. Outside of his advisory role, he serves as chairman of the Rotary Club of Loganville and publishes a monthly newsletter titled "One Man's Opinion." Associated Financial Partners provides investment advisory, financial planning, asset allocation, and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored, non-discretionary advice using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.