Ashish Doshi is the sole advisor at Mars Capital Management LLC in Columbus, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Mars Capital Management since 2014 and also serves as Director of Orthotics and Prosthetics at Medical and Health Resources, a role he has held since 1999. Mars Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through its Mars Capital Global Portfolio, an active, trend-focused strategy employing relative strength, momentum, and technical analysis across global equities and ETFs. The firm uses systematic entry and exit rules with defined risk controls and requires accounts to be held at Interactive Brokers, incorporating LIFO cost-basis reporting to align with its trading approach.

Cedric Bean is a financial advisor with Cedric Deon Bean Enterprises LLC, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. He has worked at Country Capital Management Company since 2015. Outside of financial advising, he is co-owner of Premier Chiropractic Services LLC, a chiropractic business jointly owned with his wife. C.D.B. Capital offers financial planning, investment monitoring, and qualified retirement plan consulting to a diverse client base including retirement plans, trusts, estates, charitable organizations, corporations, and individuals. The firm emphasizes personalized planning and academic-based asset allocation while primarily introducing clients to third-party advisers for discretionary management and providing ongoing oversight and participant education.

Brent Hudson is a financial advisor at Fluid Financial Planning, LLC with 13 years of industry experience. He holds a Series 66 designation and operates as the sole advisor at an independent firm based in Columbus, GA. Fluid Financial Planning provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm primarily uses passive, asset-class diversified portfolios with low-cost index funds and ETFs, complemented by multiple analytical methods, and offers ongoing planning access through a fixed monthly subscription.

Christopher Hunter is a financial advisor at Hunter Financial Planning in Columbus, GA. He holds a Series 65 designation and has experience in the financial and payments industry through roles at Kyndryl, Inc. and TSYS/Global Payments. Hunter Financial Planning provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm combines comprehensive planning with portfolio management using an asset-allocation framework based on passive ETFs, model portfolios, and Modern Portfolio Theory, offering a variety of fee arrangements and selecting outside advisers to manage client assets.

Tyler Townsend is a CFP®, CFA®, and Series 65-registered financial advisor with 17 years of industry experience. He has been with Townsend Wealth Management since 2007, where he is one of two advisors. Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of securities, including derivatives, and manages accounts on a discretionary basis while operating as a fiduciary.

Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.

Bryan Oglesby is a CFP® professional with 19 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior experience includes roles at Raymond James Financial and its affiliated entities from 2013 to 2025. Outside of his advisory work, he is involved in agriculture as the owner of Oglesby Farms and serves on the Pike County Industrial Development Authority and the Black Hereford Foundation boards. Wealth Intelligence, LLC provides integrated wealth management services primarily to individuals and families, including high-net-worth and multi-generational clients. The firm offers financial planning, investment advisory, business consulting, and family office services, managing approximately $247.5 million in discretionary assets with a customized investment approach that combines top-down thematic and bottom-up company research.

Andrew Fletcher is a Series 65-licensed advisor at Wealth Intelligence, LLC with one year of industry experience. Prior to joining Wealth Intelligence, he worked four years at First Bank of Pike and served three years in the United States Army. Wealth Intelligence provides integrated wealth management primarily to individuals and families, including high-net-worth and multi-generational clients. The firm’s investment approach combines top-down, theme-based analysis with fundamental, bottom-up research to build customized portfolios, and it offers financial planning, investment advisory, business consulting, and family office services.

Matthew Hightower is a financial advisor at Momentum Wealth Management in Columbus, GA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research advisors, Inc. and Fall Line Mining LLC. Since 2018, he has also operated as an independent insurance agent through Momentum Protect LLC, providing insurance planning services. Momentum Wealth Management offers discretionary investment management, workplace savings advice, and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm utilizes passive, asset-allocation model portfolios primarily composed of mutual funds, ETFs, stocks, and bonds, with an emphasis on periodic rebalancing.

Alfredo Gonzalez is a financial advisor at Wealth Intelligence, LLC with four years of industry experience. He holds a Series 66 designation and previously worked with Raymond James Financial Services Advisors, Inc. and served in the United States Army. He is a board member of the National Civil War Naval Museum. Wealth Intelligence provides integrated wealth management primarily to individuals and families, including high-net-worth and multi-generational clients, offering services such as financial planning, investment advisory, business consulting, and family office support. The firm uses a combination of top-down thematic analysis and fundamental research to build customized portfolios emphasizing U.S. equities, ETFs, fixed income, and cash.

Anson Cottle is a financial advisor at Momentum Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Momentum Wealth Management since 2018, following three years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of advisory services, Cottle provides graphic design and branding direction for businesses and individuals. Momentum Wealth Management offers discretionary investment management, workplace savings advice, and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm employs a passive, asset-allocation model portfolio approach with periodic rebalancing and incorporates tools such as API linkage for workplace accounts and cash aggregation services.

John Fiske III is a financial advisor at Greatmark Investment Partners, Inc. in Columbus, GA, holding a Series 65 designation with no prior industry experience before joining in 2026. He has professional experience as Chief Operating Officer of Accountalent Management Corp, a tax and accounting services firm. Prior roles include positions at Deloitte Tax LLP and the University of Georgia. Greatmark Investment Partners provides discretionary portfolio management and investment supervisory services to individuals, pension plans, charitable organizations, and businesses. The firm manages over $1 billion in assets with an approach that combines fundamental and qualitative analysis, emphasizing long-term equity holdings alongside selective short-term trading strategies.

Richard Illges is a financial advisor at Greatmark Investment Partners, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Greatmark since 2007. Greatmark Investment Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a combined fundamental, qualitative, and technical investment approach with a focus on long-term equity ownership, tailoring portfolios to client objectives and risk tolerance.

Kiersten Peshek is a CFP® professional with five years of industry experience, currently serving as an advisor at Citrine Capital since 2021. She previously worked at Black Diamond Planners and Braintree, a PayPal service. Citrine Capital serves individual and high-net-worth clients as well as small businesses, offering combined investment management and comprehensive financial planning services. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis based on Modern Portfolio Theory, emphasizing diversified, tax-efficient, low-cost holdings with periodic rebalancing.

Jeffrey Adams is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He has been with Greatmark Investment Partners, Inc. since 2002 and currently serves as part of their three-advisor team in Columbus, GA. Greatmark Investment Partners, Inc. provides discretionary portfolio management and investment supervisory services for individuals, pension plans, charitable organizations, and businesses. The firm employs a primarily fundamental and qualitative investment approach, managing over $1 billion in client assets with tailored strategies based on client objectives and risk tolerances.

Michael Mckay is a CFP®-designated financial advisor with Longview Wealth Management in Columbus, GA, bringing 23 years of industry experience. He has worked at Longview Wealth Management since 2005 and previously spent 15 years with Cambridge Investment Research, Inc. In addition to his advisory role, Mckay serves as a compensation consultant at Longview Wealth Management. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering services including financial planning, asset management, divorce consulting, and access to third-party manager programs.

Timothy Fuller is a CFP® and ChFC® working with CoreVision Financial Group in Fortson, GA, with nine years of industry experience. His prior roles include positions at Edward Jones and the Cancer Treatment Centers of America. He provides investment advisory services through Independent Advisor Alliance, an independent registered investment advisor firm. CoreVision Financial Group offers discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s approach combines long-term investment strategies with tactical adjustments, utilizing low-cost mutual funds, ETFs, individual securities, and independent managers.

Wade Fowler is a CFA® charterholder with 14 years of industry experience. He has worked at Greatmark Investment Partners, Inc. since 2022 and previously spent nine years at Synovus Trust Company, N.A. He is based in Columbus, GA. Greatmark Investment Partners, Inc. provides discretionary portfolio management and investment supervisory services for individuals, pension plans, charitable organizations, and businesses. The firm applies fundamental and qualitative analysis with an emphasis on long-term equity holdings while managing over $1 billion in assets across a small advisory team.

Ronald Garney is a financial advisor with Partners Capital Services, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at American Capital Partners, LLC since 2013 and L.M. Kohn & Company since 2012. Outside of advisory duties, he serves as a registered agent with Partners Capital and is involved with BRG Financial, LLC during non-market hours. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, focusing on client-specific investment policies and a variety of strategies including fundamental and technical analysis, options strategies, and access to third-party money managers.

Amber Hinds is a financial advisor at Sollinda Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked previously with Capital Investment Advisory Services, LLC, and Eldercare Financial/America's First Financial. Hinds is also the president and founder of ASHBER, LLC, an insurance agency specializing in Medicaid compliant annuities and long-term care solutions. Sollinda Capital Management LLC is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm offers a range of systematic and discretionary investment strategies and provides tailored portfolio management and financial planning services.