Cassian Nunez is a financial advisor at RINO INVEST Wealth Management LLC with a Series 65 designation and two years of industry experience. He has served in the U.S. Army since 2011. RINO INVEST Wealth Management LLC provides investment management and financial planning services focused primarily on real estate investments, mutual funds, equities, and ETFs. The firm uses fundamental analysis and a long-term trading approach, offering tailored portfolios and educational seminars to its clients.

Desmond Quigley is a CFP® and holds a Series 65 license, operating as the sole advisor at Quigley Financial LLC with 19 years of industry experience. He has managed his independent firm since 2005 and simultaneously works as a commercial airline pilot for Delta Air Lines, a role he has held since 1997. Quigley Financial LLC is a fee-only independent firm providing wealth management, portfolio management, tax planning, and financial planning services to individuals, small businesses, and trusts. The firm employs a top-down, Modern Portfolio Theory-based investment approach using diversified global portfolios of no-load mutual funds and ETFs, managing accounts on a non-discretionary basis with documented investment policies.

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Kevin Webb is a financial advisor with GAMSG Financial Advisors LLC in McDonough, GA, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. He is also the CEO and sole owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. Webb has been involved with Genesis since 2013 and joined GAMSG Financial Advisors in 2022. GAMSG Financial Advisors primarily serves individual retail investors through discretionary portfolio management and financial planning, along with consulting for employee benefit plans such as 401(k) programs. The firm employs a diversified investment approach using ETFs, mutual funds, equities, and fixed income instruments, and maintains an active pension consulting practice.

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

David Thompson is the sole advisor at Thompson Capital Management in Peachtree City, GA. He holds a Series 65 designation and has 10 years of industry experience, including over a decade leading his own firm since 2015. Thompson Capital Management is a state-registered investment adviser focusing on tailored portfolio development and discretionary management for individuals and small corporations. The firm emphasizes asset allocation, diversification, and uses a combination of fundamental and technical analysis, with technical signals as the primary timing tool. It favors ETFs and no-load mutual funds for diversification and employs selective options strategies for income or downside protection.

Tisa Osborne is a financial advisor at Osborne Financial Planning LLC in Peachtree City, GA, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment Planning for four years. Outside of her advisory role, she spends part of her time selling life and health insurance. Osborne Financial Planning LLC provides financial planning and discretionary investment management services to individuals and high-net-worth clients. The firm uses a risk-tolerance questionnaire to assign clients to model portfolios, emphasizing asset allocation, low-turnover management, and periodic rebalancing with no-load mutual funds and select ETFs.

Kai Mays is a financial advisor with Guardian Wealth Advisory Services, LLC and holds a Series 65 designation. He has four years of industry experience and has been involved with firms including Avantax Advisory Services and AK Edwards Tax & Financial Services, where he has worked since 2005. He also operates as a sole proprietor. Guardian Wealth Advisory Services, LLC provides discretionary portfolio management and financial planning services for individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm tailors investment programs to client goals using a variety of analytical methods and strategies, and offers both fixed-fee financial planning and discretionary asset-based portfolio management.

Bruce Dobbs is a financial advisor at Resources Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Resources Asset Management, he was involved with Singh Biotechnology for six years and Gotcha Goat LLC for eight years. He is also active in drug development through Singh Molecular Medicine Inc. and works as an insurance agent with American Family Insurance. Resources Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses an active, asset-allocation-driven approach incorporating fundamental, quantitative, and technical analysis, and acts as a wrap fee program sponsor offering model-based strategies and educational seminars.

Latavius Powell is the sole advisor at CSG Wealth Management in McDonough, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led CSG Wealth Management since 2010. Outside of advising, he holds a real estate license and is involved in a Wyoming-based film production company as well as a local trucking business. CSG Wealth Management serves a small client base primarily composed of professional athletes, offering consulting, written financial planning, and investment management services. The firm employs a value-oriented investment approach, using both fundamental and technical analysis with portfolios tailored to client objectives.

We recognize how important financial education is to the veterinary community. Becoming more financially secure not only improves the lives and well-being of you and your family, but also can help improve the lives and well-being of your patients and clients. At VetWorth, we offer fiduciary, fee-only financial planning specifically to veterinarians. From tax planning strategies for relief veterinarians to analyzing disability options for specialty vets to retirement planning scenarios for practice owners, our goal is to positively impact the lives of our clients through collaborative financial planning, including student loan guidance. I made the decision to serve veterinarians after reading a Merck study showing more than half of veterinarians would not recommend the profession to their peers, with low incomes and high student debt being the overwhelming reasons. By working with vets to improve their financial situation, I hope to help reverse this negative perception many vets feel. I am a CERTIFIED FINANCIAL PLANNER™, CERTIFIED Student Loan Professional™, and Enrolled Agent with the IRS. I serve clients virtually across the country and locally south of Atlanta. If you’re interested in having a conversation about how a financial planning relationship may benefit you, please feel free to reach out!

Orrodon Dinkins is a financial advisor at OBN Wealth Advisors with 16 years of industry experience. He holds the ChFC® designation and has previously worked at Guardian Life. Outside of his advisory role, he is an author and professional speaker through One Bucket Nation LLC. OBN Wealth Advisors is an independent firm serving individuals, including high-net-worth clients, and small businesses with financial planning, investment consultation, and retirement-plan advice. The firm employs a blend of fundamental, technical, and cyclical analysis combined with active and passive investment strategies, and regularly offers educational seminars and written materials.

Kyle Ray is a financial advisor at Ridgeback Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Shepherd Financial and Northwestern Mutual. Ridgeback Wealth Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on customized investment policies and comprehensive planning. The firm emphasizes asset allocation using mutual funds, ETFs, and government securities, offering discretionary management and the option for socially responsible investing.

Vincent Bethel Jr. is the sole advisor at Personal Financial Solutions, LLC in Fayetteville, GA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Personal Financial Solutions since 2003. Bethel also holds a license as an insurance agent, selling life, disability, and other insurance products on a limited basis. Personal Financial Solutions offers discretionary portfolio management and limited financial planning primarily to individuals and small businesses. The firm employs an investment approach focused on asset allocation with monthly rebalancing and combines investment management with tax preparation and insurance brokerage services.

Ruel Samuels Jr. is a Series 65-licensed financial advisor with 28 years of industry experience. He is the sole advisor at Cereli Inc., an independent firm located in Stockbridge, GA. Samuels has also been associated with C & R Management Services, Inc. since 1991. Cereli Inc. serves individuals, retirement plans, and small corporate and nonprofit clients by managing portfolios of stocks, mutual funds, and fixed-income instruments. The firm uses Modern Portfolio Theory combined with qualitative and quantitative analysis and offers discretionary portfolio management tailored to client risk tolerance and time horizon.

Douglas Ott is a financial advisor at Andvari Associates LLC in McDonough, Georgia, holding a Series 65 designation with 13 years of industry experience. He has been with Andvari Associates since its founding in 2013. Andvari Associates LLC is a single-advisor registered investment adviser that provides discretionary portfolio management to individuals and institutional clients through separately managed accounts and a private pooled investment vehicle. The firm employs a long-term, fundamental, bottom-up equity analysis approach combining growth and value strategies, and distinguishes itself by managing a private fund and using performance-based compensation arrangements for certain clients.

Jay Page is a financial advisor at Olsen Family Financial, LLC with six years of industry experience. He holds a Series 65 designation and has a background that includes service in the U.S. Air Force and roles at various airlines. Outside of advising, he works as a first officer pilot at Delta Airlines. Olsen Family Financial serves individuals, families, and trusts, including high-net-worth and non-HNW households, with specialties in areas such as small business owners, real-estate investors, military service members, pilots, and medical professionals. The firm provides comprehensive financial planning, discretionary investment management, and financial coaching, emphasizing strategic asset allocation with low-cost index funds and ETFs, incorporating tax considerations, and managing approximately $14 million across 46 client relationships.

Darryl Dyche is a CFP® professional with 22 years of experience in financial advising. He is the founder of Dyche Wealth Management, Inc., where he has worked since 2012, and is also a 50% owner of Compass Financial Services, Inc., which offers fixed insurance sales. Dyche Wealth Management provides financial planning, portfolio management, and ERISA plan services to individuals, including high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerance, and it also advises accredited investors on privately offered alternative investments.

Porsche Love is a financial advisor with InvestHER Fiduciary Solutions, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Equity Services Inc, National Life Group, MassMutual Life Insurance, and AXA Advisors. Outside of her advisory work, she is involved in public speaking and writing on home ownership and financial literacy. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets while providing financial planning and implementation services for business owners, retirees, and plan participants. The firm offers fiduciary oversight, investment selection, participant education, and access to portfolio management through a partnership with StreamSong Advisors.

Justin Florence is a financial advisor at Capital and Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2004. Justin joined Capital and Planning in 2023. Capital and Planning, LLC provides investment management and financial planning services to individuals, small businesses, trusts, estates, and charitable entities. The firm offers both discretionary and non-discretionary portfolio management across a range of asset classes and delivers customized portfolios based on client objectives, with ongoing monitoring and periodic reviews.