Erin Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at MRP Advisors, LLC. Her prior experience includes positions at MRP Capital Management, LLC, and Pgi Wealth Management. She is also the owner of MRP Capital Management, LLC, an entity used for tax purposes. MRP Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing diversified strategic and tactical asset-allocation strategies across equities, fixed income, mutual funds, and ETFs.

Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

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.

Elizabeth Hendrich is the principal of E.A. Hendrich Financial Planning, LLC in Alpharetta, GA. She holds a Series 65 designation and has 13 years of industry experience. Since founding her firm in 2012, she has provided financial planning and investment advice primarily to individual clients. E.A. Hendrich Financial Planning, LLC offers fee-only, hourly financial planning and investment advice focused on clients typically in their 40s through 70s. The firm follows a fundamental, long-term buy-and-hold investment philosophy, favoring low-cost index ETFs and mutual funds, and emphasizes asset allocation as the primary driver of returns.

James Mcgeehan is a financial advisor at Ensure Capital LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at the US Department of Transportation and at Ensure Capital under its former OakTree Capital name. Outside of advising, Mcgeehan is involved in business brokerage services, which connect him to potential money management clients. Ensure Capital LLC provides financial planning and discretionary portfolio management primarily to individuals, small businesses, and company-sponsored retirement plans. The firm’s investment approach focuses on asset allocation with a long-term equity emphasis, utilizing mutual funds, ETFs, individual securities, and advanced strategies such as derivatives and margin trading.

Donald Whalen is the sole advisor at Versailles Financial, LLC in Alpharetta, GA, holding a Series 65 credential with 23 years of industry experience. He has been leading Versailles Financial since its founding in 2003. Outside of his advisory role, Mr. Whalen owns a private ice rink used for training and rentals. Versailles Financial provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and pension and profit-sharing plans. The firm operates on a fee-only basis and emphasizes strategic asset allocation using no-load and low-load mutual funds and ETFs, with additional services including pension consulting.

Steven Gammage is a CFA charterholder and the sole advisor at Windward Partners, L.L.C. in Canton, GA, with 21 years of industry experience. He has led Windward Partners since its founding in 2005. Windward Partners provides discretionary investment management primarily to individuals and high net worth clients, focusing on income-oriented securities. The firm’s investment approach is based on fundamental analysis with a mix of long- and short-term positions, and it includes portfolio construction, trade execution, monitoring, and regular performance reporting.

Jeremiah Beguesse is a financial advisor at Berone Capital LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Alexander Capital, Centaurus Financial, Bank of America, Merrill, and MassMutual. Berone Capital provides discretionary investment supervisory and portfolio management services to a select group of individual and institutional clients. The firm employs a flexible, opportunity-driven investment approach that includes global macro and event-driven strategies across multiple asset classes with an emphasis on due diligence.

David Barfield is a CFP® professional with four years of industry experience. He is the principal advisor at Datapoint Financial Planning, LLC, where he has worked since 2021. Prior to that, he spent five years at Fiserv and one year at Chastain Wealth Management. Datapoint Financial Planning is a fee-only, state-registered firm serving individuals and high-net-worth clients through project-based comprehensive financial planning and limited-scope hourly engagements. The firm provides investment recommendations framed by modern portfolio theory and passive index/ETF strategies, without managing or holding client assets, and focuses on business owner and employee-benefit planning.

James Daniel is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. He has been the sole advisor at The Advisory Firm, LLC in Alpharetta, GA since 2006. The Advisory Firm provides discretionary investment management, comprehensive financial planning, and tax return preparation primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, strategic asset allocation approach using ETFs and cash instruments, incorporates both fundamental and technical analysis, and offers a unique Wealth 360° program that integrates investment management, planning, and tax services.

Harkaran Talwar is a financial advisor with Soina Financial Group, LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Angel Oak Capital Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Soina Financial Group is an independent, state-registered investment adviser that provides discretionary investment management and tailored advisory services to individuals, including high-net-worth clients. The firm emphasizes modern portfolio theory and an efficient-market approach, using diversified portfolios primarily composed of passive mutual funds and ETFs, while also employing derivatives for hedging and tactical purposes.

Abdul Majid Hasan is a financial advisor at Rock One Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Rock One Advisors since its founding in 2013. Outside of financial advising, he has a background in music publishing, having produced and composed copyrights sold to major record labels. Rock One Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios using a range of public and private securities and provides ongoing, individualized account supervision with a focus on both long-term and active trading strategies.

Catherine Morgan is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. She is the principal of Access Planning Partners, LLC, an independent firm she has led since 2018, and previously worked at Elm3 Financial Group. In addition to her advisory role, she operates a separate CPA practice providing tax preparation and bookkeeping services. Access Planning Partners, LLC is a fee-only registered investment adviser serving individuals, families, businesses, trusts, and employer-sponsored retirement plans. The firm integrates financial planning with tax and estate considerations, employs a primarily passive investment approach grounded in Modern Portfolio Theory, and offers ERISA retirement plan consulting and fiduciary services for plan sponsors.

Henry Yin is a financial advisor at Long Faith Capital LLC in Alpharetta, GA, with five years of industry experience. He holds a Series 65 designation and has previously worked at CareSource, Inc. as a Senior Data Analyst, where he supports quality improvement through patient claims analysis. Long Faith Capital LLC provides portfolio management and limited financial planning services to individual and high-net-worth clients, employing a mix of cyclical, fundamental, modern portfolio theory, and quantitative analysis. The firm offers both discretionary and non-discretionary services and distinguishes itself by publishing subscription newsletters with securities advice and offering performance-based fee arrangements to eligible clients.

Andrew Hamm is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Summit Private Wealth, LLC since 2019. His prior experience includes roles at Kurt Mattson, Northwestern Mutual Investment Services LLC, and Wells Fargo. Summit Private Wealth, LLC provides investment advisory and financial planning services to individuals and institutional clients, managing approximately $11.8 million in assets across about 20 client relationships. The firm creates personalized investment policies and uses fundamental, technical, and cyclical analysis to construct diversified portfolios, with accounts reviewed at least annually or as needed.

John Sicner is the sole advisor at Sicner Asset Management, L.L.C. in Alpharetta, GA, with 27 years at the firm and 11 years of industry experience. He provides discretionary portfolio management primarily using mutual funds, ETFs, and individual equities. Sicner Asset Management offers tailored investment plans for individuals, charitable organizations, trusts, and estates, combining investment supervision with limited financial planning. The firm is notable for its focus on charitable clients and individualized portfolios, managing approximately $88 million in assets with a small client base.

Michael Crifasi is the sole advisor at CEI Financial Planning in Milton, GA, with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has a background including over a decade at Kovack Advisors and Kovack Securities, as well as longstanding involvement with Crifasi Enterprises. Outside of advisory services, he serves as a corporate advisor for a proprietary solid state fuel cell company, Fuel Cell Technology, Inc. CEI Financial Planning is an independent registered investment adviser serving primarily higher-net-worth individuals. The firm offers comprehensive financial planning and an investment approach based on cyclical and fundamental analysis, focusing on diversification and asset allocation, while assisting clients in selecting external money managers through non-discretionary advisory relationships.

Prasanna Srinivasan is a financial advisor with Opti Bloom Advisors LLC in Alpharetta, GA, holding a Series 65 designation and seven years of industry experience. He has been with Opti Bloom Advisors since 2018 and concurrently works as a project manager at Manhattan Associates Inc., a supply chain software company. Opti Bloom Advisors provides discretionary asset management, financial planning, and investment consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm constructs portfolios based on clients’ goals, time horizons, and risk tolerances, employing a mix of index and actively managed funds along with both fundamental and technical analysis methods.

Robert Valenti is the sole advisor at Archangel Investment Management in Woodstock, GA, with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Archangel (formerly Fiducia Capital Management) since 2015. Valenti is also the owner and managing member of Sierra Victor Management & Consulting, LLC, which provides management consulting and project management services outside of the investment industry. Archangel Investment Management offers discretionary, fee-based investment management and personalized portfolio solutions primarily for individual clients. The firm employs both fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, individual securities, and options, managing accounts under written guidelines with periodic rebalancing.

David Rich is a financial advisor at Rich & Company LLC with a Series 65 designation and two years of industry experience. He previously worked for the United States Department of the Treasury for 17 years and serves as Managing Director of Southern Business Consulting, LLC, a CPA practice offering tax, accounting, and business advisory services. Rich & Company provides investment management, financial planning, and consulting services primarily to individuals and high-net-worth clients, as well as corporations, trusts, estates, retirement accounts, and some non-United States persons. The firm combines multiple analytical approaches to tailor recommendations and offers integrated tax planning through its affiliation with a licensed CPA practice.