My why in life...I exist to encourage and inspire the lives of others through the Art of Generosity. As a Financial Advisor at Sentara Capital, I partner with affluent families, business owners, professionals, and retirees to navigate complex financial decisions with clarity and confidence. My focus is helping clients make the transition from accumulation to distribution — and then moving intentionally toward maximizing their legacy and generosity. What sets our approach apart is the combination of active portfolio management using individual stocks and ETFs, paired with proactive tax planning strategies that keep more of what you've built working for you. After 17+ years in financial services — including roles at Wells Fargo, Truist, and Regions Bank — I made the move to the independent RIA space to operate as a true fiduciary. No quotas. No activity metrics. Just quality relationships and creative solutions built around what matters most to you. I graduated from Liberty University with a degree in Business Finance. Beyond client work, I'm passionate about the adoption community. My wife Christina and I live in Woodstock, Georgia with our 11 children. When I'm not in the office, you'll find me running, watching football, or trying not to pull a hammy playing Ultimate Frisbee with F3. (Any guesses why my F3 nickname is Myrtle? 🐢) Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.

Matthew Greene is a financial advisor at Stirlingshire Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Allstate Insurance Co., Ameriprise Financial Services, and Banc of America Investment Services. He is also the owner of Greene Financial Services LLC, which focuses on life insurance and fixed annuity sales. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice, offering a wide range of investment options tailored to client profiles. The firm employs multiple analytical methods to construct and manage portfolios and operates with a broker-dealer affiliation that requires clients to use designated custodial services.

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.

Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

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.

William Parsons III is a financial advisor with Vickery Creek Capital Management in Roswell, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at Merrill Lynch since 2000. Parsons is also active as an independent insurance agent, collaborating with an outside consultant to offer nonproprietary insurance products. Vickery Creek Capital Management serves individual and family clients with significant investable assets, providing investment management and comprehensive financial planning services. The firm employs a top-down, macroeconomic investment approach focused on retirement income objectives, using diversified portfolios with bonds, equities, mutual funds, and ETFs, while emphasizing client education and regular portfolio reviews.

Research indicates money is one of the top issues that couples argue about and over 60% of adults identify as a significant source of stress. At Lifewater, I share financial know-how and create personalized plans to help people avoid financial mistakes and stress so they can achieve financial freedom and live with security and peace of mind. Since 2000, I have worked with families and individuals regarding personal finances and investment matters. I am a licensed CPA in the states of Georgia and Alabama and FINRA Series 65 licensed. My experience includes over 15 years in corporate financial planning, budgeting, analysis and management, and 3 years with the public accounting firm Deloitte. Proudest Accomplishments: - Marrying my lovely wife, Laurie, 23 years ago - Being a fun and loving father to my sons - Giving to global missions and ministries that are impacting the world with love and resources for people who need them most - Launching my second financial planning firm, LIFEWATER Wealth Management Interests: - All things Family - College Football – Superfan - All things Personal Finance - Movies & Local Foodie - Travel - Jazz Music Skills: - Listening - Creating Simplicity & Clarity - Finance & Analysis - Strategy & Planning - Producing Results - Problem Solving Read Fredrick's blog here: https://getlifewater.com/blog

Justin Campagna is a financial advisor with Emergent Financial Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at several firms including Arista Consulting Group and Ashford Advisors prior to his current role. In addition to advisory services, he provides insurance and pension consulting through Emergent Financial Group, dedicating about half of his time to these activities. Emergent Financial Group serves retirement plan sponsors and institutional clients with investment advisory and pension consulting, alongside asset management and financial planning for individuals. The firm employs a combination of long-term, value-oriented investment strategies and tactical asset allocation, while also offering fiduciary consulting and discretionary management for retirement plans, and operates a licensed independent insurance agency as part of its services.

Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.

Timothy Morgan is a financial advisor with Morgan Capital Group LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His background includes roles at Manpower Engineering, Morgan Joseph, and State Farm Insurance. He also maintains a licensed insurance practice involving the sale of insurance products. Morgan Capital Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and small businesses. The firm offers both discretionary and non-discretionary managed accounts and is noted for sponsoring a wrap-fee program while primarily managing non-discretionary assets. Their investment strategies are tailored to client objectives and include asset allocation, dollar-cost averaging, and technical analysis, with planning services available on a fixed-fee or hourly basis.

Lisa Smith is a financial advisor with Nine30 Advisors LLC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has held roles at multiple firms including Revolut Wealth Inc., Kalos Management, and Weild & Co. Outside of advising, she teaches blockchain technology and other subjects as an adjunct professor at several universities and is involved in film production as an executive producer. She is also a member of the Alpha Kappa Alpha Sorority and Jack and Jill of America. Nine30 Advisors LLC provides web-based, discretionary investment management to retail and certain institutional clients through mobile and web platforms. The firm uses an algorithm-driven process to generate portfolio recommendations and offers both diversified and concentrated equity momentum strategies, focusing on public U.S. securities and ETFs.

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.

Sarath Nallamudi is a Series 65-licensed advisor with six years of experience, currently serving as the sole advisor at Streetwise Capital. Prior to his advisory role, he worked at General Motors for five years and is also the director and principal consultant of SRS Systems, an IT consulting business. Streetwise Capital provides discretionary and non-discretionary asset and portfolio management as well as fee-based financial planning to institutional and private clients, including trusts, endowments, charitable organizations, and high-net-worth individuals. The firm utilizes fundamental, technical, and cyclical analysis and offers a range of investment strategies tailored to client objectives and risk tolerance.

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.

William Mc Cullough is a financial advisor at MCC Wealth in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has five years of industry experience with prior roles at J.P. Morgan Securities LLC and Cetera Investment Advisers LLC. Outside of advising, he is also an insurance agent selling life, disability, fixed annuities, and long-term care products. MCC Wealth provides wealth management, comprehensive financial planning, and discretionary investment management for individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a goals-based approach with fundamental analysis to build diversified, tax-aware portfolios and offers fiduciary services for retirement plan sponsors, integrating ERISA considerations into its advice.

Ali Syed is a CFP® with nine years of experience in financial advisory. He is the sole advisor at CWPIM, an independent firm based in Alpharetta, GA. Syed also manages private funds through Daikon Asset Management, LLC and is licensed to sell insurance products. CWPIM provides investment advisory and financial planning services to individuals and high-net-worth clients, managing approximately $15.4 million across 54 client relationships. The firm employs fundamental analysis and blended asset-allocation strategies tailored to clients’ goals, with accounts custodied at Interactive Brokers and reviewed quarterly.

Akhilesh Misra is the sole advisor at Kuber Capital Management, LLC, an independent firm based in Johns Creek, GA. He holds a Series 65 designation and has nine years of industry experience. His prior work includes a role at NCR, where he has been employed for ten years. Kuber Capital Management provides ongoing portfolio management to individuals and high-net-worth clients through discretionary portfolios guided by individualized Investment Policy Statements. The firm employs a multi-method approach, combining charting, cyclical and fundamental analysis, and modern portfolio theory, and uses both long-term and short-term trading strategies across a range of securities.

Donald Wales is a financial advisor at Cresfund Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Cresfund Partners. Outside of finance, he is the owner of HARRIS LIMO, a business based in Charlotte, NC. Cresfund Advisors is an independent, fee-only firm that provides discretionary investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on tailored portfolios and planning engagements, using a mix of passive and active strategies guided by Modern Portfolio Theory.

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.