Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WeathTree Capital Management, LLC and Pruco Securities LLC. LegacITree Wealth Management is a state-registered investment adviser offering discretionary portfolio management and comprehensive financial planning for individuals, trusts, estates, and certain business and retirement-plan clients. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and cyclical analysis, using various strategies and proprietary models tailored to clients' goals and risk tolerance.

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.

Mindy Oglesby is a CFP® professional with three years of experience at Oglesby Wealth Strategies, LLC. She has been involved with Oglesby Financial Group, Inc. since 2005 and also works as a licensed insurance broker. Outside of financial advising, she owns a rental property business. Oglesby Wealth Strategies provides comprehensive financial planning and consulting for individual clients and offers limited-scope ERISA 3(21) fiduciary services to employer-sponsored retirement plans. The firm refers clients to third-party money managers and manages ongoing client liaison and monitoring services rather than directly managing investment accounts.

Philippe Joseph Eustache is a financial advisor at Privé Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Merrill Lynch, Morgan Stanley, and Bank of America. His background also includes roles outside finance, such as with FedEx, Uber, and Walmart. Privé Wealth Management serves individuals, families, business owners, trusts, nonprofits, and small businesses with a range of financial planning and investment management services. The firm offers a goals-based investment approach emphasizing diversified, low-cost index funds, tax-efficient strategies, and the use of third-party managers, along with an integrated multi-family office offering.

Building a successful business and building personal wealth are not always the same thing. I’m Jovan Johnson, MBA, CFP®, CPA, PFS, and Co-Owner of Piece of Wealth Planning. I help business owners, private practice owners, medical professionals, and other service-based entrepreneurs make smarter financial decisions across both their business and personal lives. At Piece of Wealth Planning, we help clients coordinate tax planning, accounting, cash flow, retirement planning, investment management, and comprehensive financial planning. My philosophy is simple: your business should do more than generate revenue. It should help you build wealth, create financial security, and support the life you want to live. That means looking beyond questions like, “How can I lower my taxes?” and also asking: “Am I actually becoming wealthier as my business grows?” “Am I converting enough of my income into assets?” “Are my business and personal financial decisions working together?” I’ve spent more than a decade working across accounting, tax, and financial planning, with a focus on making complex financial decisions easier to understand and act on. Because the goal isn’t simply to make more money or pay less in taxes. It’s to use your money intentionally to build the life and wealth you want.

Michael Stetson is a financial advisor at Saint Francis Capital with 11 years of industry experience. He holds a Series 65 designation and has worked at Saint Francis Capital since 2015. In addition, Stetson serves as a senior advisor at Perpetual Trustees in Brisbane, Australia, where he is involved in client relationship management and training related to Salesforce CRM. Saint Francis Capital provides discretionary investment management to individual and high-net-worth clients, managing approximately $36.4 million across about 78 accounts. The firm employs a fundamental analysis-based investment approach supplemented by technical and cyclical macroeconomic considerations.

Vincent Caine is a financial advisor with Saint Francis Capital, holding Series 63 and Series 65 licenses and 14 years of industry experience. He also serves as president and owner of RC Whatley & Company, a business consulting firm. Caine has worked at RC Whatley & Company since 2015 and joined Saint Francis Capital in 2022. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios with an investment approach that combines fundamental valuation, technical indicators, and macroeconomic analysis. The firm oversees approximately $37.6 million in discretionary assets and focuses on individualized investment policies tailored to client objectives and risk tolerance.

Peter Flemming is a financial advisor at AFS Wealth Management LLC with two years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. Outside of his advisory role, Flemming is involved in agricultural operations through JCE FARMS LLC, where he helps grow and sell blueberries and chicken eggs. AFS Wealth Management is a small registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and business entities. The firm offers portfolio management, pension consulting, and financial planning using a mix of fundamental, technical, cyclical, and economic analysis to guide asset allocation.

Ralph Mcclung is a CFP® with 11 years of industry experience, currently serving at Arch Partners Wealth Management, Inc. He has been president of Maximum Wealth Management, Inc., a registered investment advisor in Georgia, since 1998. Mcclung has worked at Maximum Wealth Management since 2011. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, managing approximately $109 million in discretionary assets.

Raymond Reynolds is a Certified Financial Planner (CFP®) with 22 years of industry experience. He is currently with AFS Wealth Management LLC and has prior experience with HD Vest Investment Services and Crump Life Insurance. Reynolds serves as a board member of the nonprofit Rural Roots Revival, Inc., and he is also involved as a financial manager with Westminster Presbyterian Church. AFS Wealth Management LLC is a small registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides portfolio management, pension consulting, and financial planning, using a mix of fundamental, technical, cyclical, and economic analysis to guide asset allocation.

Lee Stennes is a financial advisor with AFS Wealth Management LLC, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at MPWM Advisory Solutions, LPL Financial, Wells Fargo Advisors, J.P. Morgan Securities, Chase Investment Services, Merrill, and Waddell & Reed. He is a member of The Golf Club Oconee, a private membership club and workspace in Watkinsville, GA. AFS Wealth Management is a small registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, pension consulting, and financial planning services, using a combination of fundamental, technical, cyclical, and economic analysis to guide asset allocation across various investment vehicles.

Brent Burgesser is a financial advisor at QRIA, Inc. with 26 years of industry experience and holds the Series 66 designation. His prior work includes roles at Brookwood Investment Group LLC, Belpointe Asset Management, International Assets Advisory, LPL Financial, Wells Fargo Clearing, Merrill, and Morgan Stanley DW Inc. He is also involved in insurance sales through Brookwood Insurance Group. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-method analytical approach and offers both discretionary and non-discretionary management, tailoring portfolios based on client risk tolerance, tax, and financial circumstances.

Tiffany Johnson is a CFP® professional with five years of experience in financial advising. She is currently the sole advisor at Piece of Wealth Planning LLC in Dacula, GA. Her prior experience includes roles at Origin Financial, Creative Planning, Inc., and TrueWealth, LLC. Piece of Wealth Planning LLC provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that includes investment management, ongoing planning, and personal tax return preparation. The firm emphasizes passive, index-based portfolios guided by Modern Portfolio Theory and integrates accounting and tax services with its advisory offerings.

Robert Scott is a ChFC® credentialed financial advisor with five years of industry experience. He has worked at Preston F. Sanders, ChFC, LLC since 2015. Sanders & Scott, ChFC provides discretionary asset management and financial planning services to individuals, charitable organizations, and corporations. The firm manages portfolios tailored to client objectives using charting analysis, fundamental analysis, and long-term purchase strategies, overseeing over $135 million in discretionary assets across nearly 480 client relationships.

Paul Culbreth is a financial advisor with Culbreth Wealth Management in Dacula, GA. He holds the CFP® and Series 66 designations and has 21 years of industry experience. Prior to founding his firm, he worked at Equitable Advisors and Axa Advisors for over 15 years. He serves as treasurer and finance committee chair for Rainbow Village, Inc., a nonprofit focused on transitional housing. Culbreth Wealth Management provides fee-based asset management, financial planning, and pension consulting to individuals, high-net-worth clients, plan sponsors, and organizations. The firm employs asset-allocation strategies using a range of investment types, including alternative investments, and offers portfolio management, standalone financial plans, and advisory services tailored to client needs.

Henry Ford Holland is the sole advisor at Holland Financial Services, Inc. in Athens, GA, with 22 years of industry experience and a Series 63 designation. He has worked with Triad Advisors, Inc. since 2003 and has operated Holland Financial Services since 1992. Outside of his advisory role, Holland is president of an insurance and employee benefits business affiliated with his firm. Holland Financial Services is an independent advisory firm serving individual and high-net-worth clients through asset management, financial planning, and non-securities advisory services. The firm also provides employee benefit and insurance agency services, offering both discretionary and non-discretionary portfolio management with access to third-party managers and Schwab’s advisor program.

Preston Sanders, ChFC, is a financial advisor with Sanders & Scott, holding the ChFC® designation and Series 63 license, and has 20 years of industry experience. He has operated Preston F. Sanders, ChFC, LLC since 1997. Sanders & Scott, ChFC provides discretionary asset management and financial planning to individuals—including both high-net-worth and non-HNW clients—as well as charitable organizations and corporations. The firm tailors portfolios using charting analysis, fundamental analysis, and long-term purchase strategies, managing approximately $135 million in discretionary assets across 479 client relationships.

Hayden Stone is a financial advisor at Culbreth Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Culbreth Wealth Management, he held various positions in education and property management. Culbreth Wealth Management provides fee-based asset management, financial planning, and pension consulting to individual and high-net-worth clients as well as plan sponsors. The firm emphasizes asset-allocation strategies aimed at optimizing risk-adjusted returns, using a range of investment vehicles including mutual funds, ETFs, private placements, and securitized real estate interests.

Joseph Ezernack II is a principal at Trademark Capital Management Inc. with 23 years of industry experience. He has been with Trademark Capital Management since 2011 and previously was involved with Trademark Sports Management, LLC. Mr. Ezernack is an 18% owner of Trademark Sports Company, which provides concierge services to professional athletes, and he serves in a consultative role there. Trademark Capital Management advises a diverse client base including investment professionals, retirement plans, pooled vehicles, and individuals. The firm employs an active, rules-based tactical asset allocation process using a proprietary quantitative model and offers sub-advisory services, retirement plan consulting, and discretionary portfolio management.

Gary Stoller is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 designation with 14 years of industry experience. He previously worked at ETS Financial and Southern Hills Financial. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations by providing investment management, wealth planning, and retirement plan consulting. The firm uses a customized, asset-class diversified approach with institutional mutual funds and ETFs, managing client portfolios on a non-discretionary basis with ongoing monitoring and regular reviews.