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.

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.

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

Srinivasa Rao Katragadda is a financial advisor at VIVCAP LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fair Isaac Corporation (FICO) for three years. Outside of financial advising, he is president of Softoholic Systems, LLC, a software design and development firm he has led since 2003. VIVCAP LLC provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, and small businesses, managing approximately $24.8 million across about 50 accounts. The firm combines fundamental and technical analysis to focus on long-term growth opportunities and offers educational seminars to the public at no charge.

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.

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.

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.

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.

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.

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.

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.

James Dowdy is a financial advisor with Legacy Partner Group in Duluth, GA. He holds the ChFC® designation and Series 63 and 66 licenses, with 24 years of industry experience. His prior work includes roles at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, and Cetera. Legacy Partner Group is an investment manager offering fee-based, discretionary portfolio management and custom investment services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a tactical allocation strategy using fundamental and cyclical analysis across a broad range of securities.

C Venkatesh is a financial advisor with CN Wealth Management, LLC in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. He has led CN Wealth Management since 2009. CN Wealth Management, LLC is an independent advisory firm serving individuals and high-net-worth clients with discretionary investment management. The firm emphasizes tailored portfolio construction, combining fundamental and occasional technical analysis, and utilizes strategies including margin and options within separately managed accounts.

Gerald Delon is the sole advisor at Gerald L. Delon, PhD, an independent registered investment adviser based in Duluth, GA. He has 22 years of industry experience and has been involved in financial services since 1973. Gerald holds a Ph.D. in Business and Management Systems. The firm provides discretionary portfolio management to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients such as pension and profit-sharing plans. It follows a conservative, capital-preservation investment approach with balanced asset allocation and uses a combination of fundamental and technical analysis while avoiding high-risk strategies.

James Izett is the principal of Izett & Associates, LLC in Suwanee, Georgia, with 45 years of experience in the financial industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Retirement Partner Advisors, OneDigital Investment Advisors LLC, Independent Financial Group LLC, and AdviseMe National Advisors. Izett & Associates is a state-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a combined long-term growth and income strategy focused on dividend- and interest-producing securities, including REITs and BDCs, and utilizes both long and short equity trading.

Hi, I'm Nick. I'm the founder of Chattahoochee Wealth, a financial planning and investment management firm focused on corporate professionals in their 50s and 60s who are serious about retirement planning. Do you: • Know you've saved enough, but have no clear picture of how to turn that nest egg into a reliable, sustainable income? • Feel like your retirement picture is a jumble of puzzle pieces — 401(k)s, IRAs, taxable accounts, company stock — that individually make sense but together feel impossible to sort out? • Want to make sure you can actually do the things you've been looking forward to in the early years of retirement, while you're still in the health to enjoy them? • Worry that you're overpaying the IRS, and want a strategy to lower your total taxes paid during your retirement? • Know you have too much tied up in company stock but have no idea where to even begin unwinding it? That's exactly what I do. Together we'll untangle the puzzle, build a tax-efficient retirement income plan you actually understand, and make sure you have the confidence to enjoy the retirement you spent decades building. My background: • CPA — I started my career in public accounting at PwC • CFA® charterholder — I then spent several years on the investment research side at a large regional RIA • CFP® professional — After realizing returns aren't that important unless there's a "why" behind them, I shifted my focus to financial planning and spent several years as a financial planner before founding Chattahoochee Wealth Most advisors come from one of these backgrounds. I've worked in all three, which means all three lenses are on your situation at once. When you have more than just a hammer, not every problem has to be a nail. When I'm not thinking about retirement planning, I'm probably spending time with my wife, two daughters, and our labradoodle Palmer. I enjoy playing golf, cooking on my Big Green Egg, and fueling my mild obsession with coffee — I home roast beans and am still trying to nail latte art. If any of this sounds like where you are, I'd love to connect. Book a free introductory call and let's see if we're a good fit.

David Jenkins is a financial advisor at Trestle Wealth Advisory, LLC in Duluth, GA, holding a Series 65 designation with 11 years of industry experience. He previously worked at Elevate Wealth Advisory, Inc. for nine years before joining Trestle Wealth Advisory. Trestle Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs modern portfolio theory to construct non-discretionary portfolios and conducts no-charge educational seminars, while relying on third-party platforms for account administration and trade processing.