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.

Raymond Howe is a financial advisor at Comprehensive Financial Planning, Inc. in Gainesville, GA, holding a Series 65 designation with 14 years of industry experience. He has been with the firm since 1993, which he has operated independently. Comprehensive Financial Planning, Inc. provides discretionary portfolio management and limited financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented, long-term investment approach focused on a concentrated portfolio of individual stocks and bonds, typically holding positions for three to ten years, and combines planning services exclusively with portfolio management.

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WeathTree Capital Management, LLC since 2020 and Pruco Securities LLC since 2015. LegacITree Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis, utilizing proprietary models and third-party research, and offers strategies ranging from long-term holdings to active trading techniques with ongoing supervision and periodic rebalancing.

John Howard is a financial advisor at Focus Advisory, Ltd. in Marietta, GA, holding CFP®, PFS™, and Series 63 credentials with 22 years of industry experience. His prior experience includes roles at Mercer Global Advisors Inc. and Resource Planning Group, Ltd. Focus Advisory, Ltd. provides wealth management, discretionary investment management, financial planning, and trustee services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, strategic asset allocation approach using ETFs, low-cost mutual funds, and individual securities, implementing portfolios on a discretionary basis with attention to tax harvesting, risk management, and cash needs.

Christopher Hardy is a CFP® and ChFC® with 16 years of experience in the financial advisory industry. He has been with Paramount Investment Advisors since 2008 and serves as its sole advisor. In addition to his advisory work, he is managing director of Paramount Tax and Accounting, a firm specializing in tax preparation, accounting, and IRS representation. Paramount Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, families, nonprofits, trusts, pension plans, and corporations. The firm integrates tax and accounting services through its affiliated practice and offers ERISA-aware pension consulting and educational seminars alongside discretionary portfolio management focused on long-term investments.

Michael Brooks is a financial advisor at Perfetta Capital, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked for Sentara Capital LLC for 12 years. In addition to his advisory role, he has been an independent insurance agent since 2009, focusing on insurance sales and service. Perfetta Capital, LLC provides investment advisory and discretionary managed-account services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers retirement-plan consulting with a focus on plan design, investment selection, participant education, and co-fiduciary assistance, employing diversified asset-allocation strategies tailored to client objectives and risk tolerance.

Tracey Gordineer is a CFP® with six years of industry experience, currently serving as the principal of Blossom Balance LLC in Gainesville, GA. She has worked at Paramount Investment Advisors and North Georgia Accounting, among other firms. Gordineer is also CEO of Blossom Balance Tax LLC and COO of CASCFO Advisory, where she manages tax preparation services and provides business development for tax and accounting staffing firms. Blossom Balance LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using strategies such as strategic asset allocation and dollar-cost averaging. The firm integrates tax and accounting services through an affiliated company, providing clients with flexible options tailored to their financial goals.

Robert Sell is a financial advisor at Polaris Asset Management, LLC with six years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Axiom Asset Management, Actify Investor Retirements, and Weaver Capital Management. Outside of advising, he works as a self-employed mathematics tutor, providing instruction to high school students and college entrants. Polaris Asset Management offers private wealth management, financial planning, and retirement plan advisory services to individuals, families, and institutional clients. The firm employs a risk-profile-based investment approach and provides formal retirement-plan consulting and fiduciary services, including discretionary and non-discretionary account management.

Daniel Pascu is a financial advisor at Daxmar Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked briefly at Edward Jones in 2017. Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts through separately managed accounts at third-party custodians. The firm combines fundamental research with technical analysis to manage actively traded model portfolios focused on common stocks, ETFs, and closed-end funds, and also offers consulting services and published market commentary.

Tiberiu Marian is a CFP® and Series 66-registered advisor with 13 years of industry experience. He is the principal at Shadowbrook Private Wealth LLC, serving there since 2022. Prior to founding Shadowbrook, he worked at Morgan Stanley Private Bank and JPMorgan Securities. He also serves as a guest lecturer at the University of Bucharest. Shadowbrook Private Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm constructs customized portfolios with a range of investments and combines discretionary management with comprehensive financial planning, using AI tools alongside fundamental and technical analysis to support decision-making.

Eric Broadus is a financial advisor at Can Serve Free LLC with four years of industry experience. He holds a Series 65 designation and has worked at AGCO Corporation and Stryker. Can Serve Free LLC provides fee-based, primarily online investment advisory and quantitative portfolio management services focused on cancer/oncology stocks and healthcare real estate investment trusts. The firm serves individual investors, high net worth clients, businesses, and not-for-profit organizations using a Modern Portfolio Theory-based approach with fundamental and technical analysis.

William Griffin is the sole advisor at W.A. Griffin Financial Services Inc. in Gainesville, GA, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has worked at his current firm since 1992, with prior roles at Questar Asset Management and Questar Capital Corporation. Griffin is also a licensed insurance agent who occasionally sells term life insurance and fixed annuities. W.A. Griffin Financial Services Inc. offers discretionary asset management and financial planning primarily to individual and high-net-worth clients, as well as corporate clients through qualified plans and retirement planning. The firm employs a variety of analytic methods and investment strategies, providing ongoing portfolio management and optional comprehensive financial planning reviews.

Carson Bennett is a financial advisor at ReliaStar Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with ReliaStar since 2012. Bennett is also a licensed independent insurance agent, selling life insurance and fixed annuities. ReliaStar Capital Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, and estates, utilizing third-party model managers through a managed-account program. The firm emphasizes due diligence and periodic reviews of managers and supports clients through educational seminars and workshops.

Amy Amorosso is a CFP® professional with 11 years of industry experience. She is a minority partner and employee at Michael L. Ball, CPA, LLC, where she divides her time between accounting services and investment advisory work. The firm serves individuals, high-net-worth clients, and businesses, offering investment advisory, portfolio management, financial planning, and tax preparation services. Their investment approach is long-term and asset-allocation driven, utilizing passively managed mutual funds and written investment policy statements.

Martin Sanchez is a financial advisor with Capital Investment Partners LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and SunTrust Bank. Outside of his advisory role, he serves as a head soccer coach for the Lanier Soccer Association, a position he has held since 2013. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm emphasizes long-term, buy-and-hold asset-class diversification using primarily passively managed mutual funds and model portfolios, and includes tax, estate, and retirement planning consultations as part of its services.

Christopher Staples is a Certified Financial Planner® with 19 years of industry experience. He has been with Wealth 360, LLC since 2011. The firm serves individual investors, pension and profit-sharing plans, and corporations, providing financial planning, discretionary portfolio management, and retirement-plan consulting. Wealth 360 is notable for its sub-advisory business, managing assets for other advisers and offering a range of ERISA services.

Kyle Koch is a financial advisor at Fiduciary Capital, Inc. with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at multiple firms including Counterweight Private Wealth and Realized Financial, Inc. Outside of his advisory role, he is co-owner of Barn Brothers, a men's ministry, and provides compliance and operational consulting through DNM Consulting. Fiduciary Capital serves individual and high-net-worth clients with discretionary asset management and financial planning services. The firm employs a fundamental, actively managed, long-term investment approach and is transitioning many clients to direct asset management on its primary custodian platform.

Steven Smith is a financial advisor with Capital Research Advisors, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Capital Research Advisors since 2003 and has prior experience with Ceros Financial Services and All Star Printing. Additionally, Smith has served on the Taylor County Board of Education since 1988 and operates as a licensed insurance agent. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, non-profits, and other advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes and offers model licensing, financial planning, and non-investment consulting services.

Timothy Boleman is a financial advisor at Financial Potential Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at World Investment Advisors and The 410 Bridge, as well as an eight-year tenure at Mission: Hope. Financial Potential Wealth Management provides advisory services to individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary portfolio management, one-time financial planning, and consulting on succession, philanthropic strategy, and business exit planning, employing a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory.

John Bennett is a financial advisor with ReliaStar Capital Management, Inc. and holds a Series 65 designation. He has 14 years of industry experience and has been with ReliaStar since 2012. He is also president of Bennett Financial Group and part owner of Dawson CrossFit. ReliaStar Capital Management provides financial planning and portfolio management for individual clients, high-net-worth individuals, and trusts, utilizing third-party model managers through AEWealthManagement’s managed-account program with a focus on due diligence and long-term investment strategies.