My why in life...I exist to encourage and inspire the lives of others through the Art of Generosity. As a Financial Advisor at Sentara Capital, I partner with affluent families, business owners, professionals, and retirees to navigate complex financial decisions with clarity and confidence. My focus is helping clients make the transition from accumulation to distribution — and then moving intentionally toward maximizing their legacy and generosity. What sets our approach apart is the combination of active portfolio management using individual stocks and ETFs, paired with proactive tax planning strategies that keep more of what you've built working for you. After 17+ years in financial services — including roles at Wells Fargo, Truist, and Regions Bank — I made the move to the independent RIA space to operate as a true fiduciary. No quotas. No activity metrics. Just quality relationships and creative solutions built around what matters most to you. I graduated from Liberty University with a degree in Business Finance. Beyond client work, I'm passionate about the adoption community. My wife Christina and I live in Woodstock, Georgia with our 11 children. When I'm not in the office, you'll find me running, watching football, or trying not to pull a hammy playing Ultimate Frisbee with F3. (Any guesses why my F3 nickname is Myrtle? 🐢) Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.

Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

Lamont Schumpert is a financial advisor at Schumpert Investments, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stibo Systems. In addition to his advisory role, he is a licensed insurance agent, dedicating part of his time to independent insurance product recommendations and sales. Schumpert Investments provides financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and businesses. The firm integrates financial planning into its investment approach, using fundamental analysis to build diversified portfolios and managing accounts on a discretionary basis.

William Mc Cullough is a financial advisor at MCC Wealth in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has five years of industry experience with prior roles at J.P. Morgan Securities LLC and Cetera Investment Advisers LLC. Outside of advising, he is also an insurance agent selling life, disability, fixed annuities, and long-term care products. MCC Wealth provides wealth management, comprehensive financial planning, and discretionary investment management for individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a goals-based approach with fundamental analysis to build diversified, tax-aware portfolios and offers fiduciary services for retirement plan sponsors, integrating ERISA considerations into its advice.

Herbert Miller is the principal of DPM Wealth Management, Inc. in Marietta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 1997. In addition to his advisory role, Miller owns a CPA tax practice and a management consulting firm, each unrelated to investment services. DPM Wealth Management provides discretionary portfolio management and asset allocation for a limited number of individual and institutional clients. The firm employs both fundamental and technical analysis with an active trading approach, managing accounts on a discretionary basis and emphasizing model-level monitoring and rebalancing.

Martin Sickles is a CFP® professional with 28 years of experience in financial planning and investment management. He is the president of Financial Planning Partners, an independent firm he has led since 1997. He also serves as CEO of Exeter Analytics Group, where he provides accounting and tax preparation services as a CPA. Financial Planning Partners primarily serves high-income individuals and business owners, offering tailored financial plans and non-discretionary portfolio management. The firm combines fundamental and technical analysis within a diversified asset allocation framework, often utilizing third-party managers for specialized strategies.

Stephen Coulter Jr. is a CFP® with 19 years of industry experience and is the sole advisor at Resilient Wealth. He has worked at Titleist Asset Management, Hamilton Investment Counsel, and founded Pinger Systems, a company that builds custom contact management and social media automation systems for executives and sales professionals. He also serves as president of Resilient Advisor Coaching and Consulting Company, a non-investment-related business. Resilient Wealth provides investment management services primarily to pooled vehicles and institutional clients, as well as financial planning and consulting support to other financial advisors, trusts, estates, and businesses. Its investment approach combines fundamental and technical analysis to build diversified portfolios emphasizing low-cost mutual funds and ETFs, with regular monitoring and portfolio adjustments to meet client objectives.

John Austin III is a financial advisor with BQS Management LLC in Atlanta, GA, holding a Series 63 designation and 10 years of industry experience. He has worked at BQS Management since 2014 and is also affiliated with Austin & Company LLC, where Paul Austin serves as Founder and CEO. BQS Management LLC provides discretionary investment management focused on quantitative, medium-term systematic strategies for sophisticated investors, including accredited individuals and institutional vehicles. The firm employs technical and quantitative analysis on large-cap equities and ETFs, utilizing derivative instruments and tactical hedging as part of its approach.

Trevor Reece is a financial advisor at Waypoint Financial Planning, LLC in Marietta, GA, holding a Series 65 designation with one year of industry experience. Prior to founding Waypoint in 2025, he worked for Blue Trust from 2023 to 2025 and spent nine years at McKinsey & Company. Waypoint Financial Planning, LLC serves individuals, high-net-worth clients, charitable organizations, corporations, and trusts with fee-only investment management and financial planning. The firm employs discretionary portfolio management using modern portfolio theory combined with fundamental and cyclical analysis, tailoring recommendations to client risk tolerance without requiring a minimum account size.

Donald Tessmer is a CFP® professional with 35 years of experience in the financial industry. He is the owner and operator of Tax & Financial Management in Atlanta, GA, where he has worked since 1991. Tessmer previously worked at Kovack Securities Inc. from 2014 to 2017. Tax & Financial Management provides ongoing portfolio management and financial services primarily to individual and high-net-worth clients. The firm emphasizes equities within a long-term trading approach guided by written Investment Policy Statements and manages approximately $30 million in discretionary assets.

Anish Rathod is a financial advisor at Assetguard Financial Services Inc. He holds Series 63 and Series 66 designations and has nine years of industry experience. Prior to his current role, he worked at Avantax Advisory Services and Avantax Investment Services. In addition to financial advising, he provides tax consultation and payroll services to business clients and assists individuals with tax returns. Assetguard Financial Services Inc. offers portfolio management and financial planning services to individual and high-net-worth clients. The firm focuses on fundamental analysis and a long-term investment horizon while serving as a fiduciary and providing accounting services alongside its investment offerings.

Joe Richardson is a CFP® professional with 19 years of experience, operating as the sole advisor at Strategic Capital Planning, Inc. in Kennesaw, GA since 2006. He also has a long-standing role with the Cobb County School District beginning in 2001. Outside of financial advising, he provides accounting services and oversees the accounting department for Planters Rural Telephone Cooperative. Strategic Capital Planning, Inc. offers personalized financial planning, 401(k) consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses mutual fund–based strategies with a focus on passive funds and delivers portfolio management mainly on a non-discretionary basis with regular client involvement.

Richard Taylor is the sole advisor at Avid Wealth Management Group, LLC in Atlanta, GA, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Mutual Service Corp and HLB Advisory Services, LLC since 2009 and has been associated with HLB Gross Collins, P.C., a full-service CPA and consulting firm, since 1973. Outside of his advisory work, Taylor is a principal and shareholder at HLB Gross Collins and is also a flight instructor. Avid Wealth Management Group primarily serves individuals, high-net-worth clients, trusts, estates, and employers sponsoring defined-contribution plans. The firm combines fundamental and technical analysis to create individualized portfolios focused on long-term capital appreciation and diversification, managing accounts mostly on a discretionary basis with regular reviews and occasionally recommending third-party managers.

Connor Shay is the principal of Shay Wealth Partners and holds a Series 65 designation. He has work experience at Synovus Bank, Pathward Bank, and Delta Community Credit Union, totaling several years in the financial sector. Outside of his advisory role, a substantial portion of his time is dedicated to an outside banking business. Shay Wealth Partners is a state-registered investment adviser that plans to serve individuals, small businesses, trusts, and high-net-worth clients with asset management and financial planning. The firm offers discretionary portfolio management tailored to client goals and risk tolerances and provides hourly financial planning covering areas such as cash flow and retirement strategy.

Thomas Carlson is a CFA charterholder and financial advisor at 8020 Capital LLC with five years of industry experience. He previously worked at Northern Trust Corporation for 11 years, including senior portfolio management roles. 8020 Capital LLC provides discretionary wealth management and financial planning services primarily to high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term, portfolio-specific investment approach using both fundamental and technical analysis to guide asset allocation and security selection.

Phillip Hulme, grew up believing there was a better way. Money was tight, his parents worked long hours and yet there never seemed to be enough to escape the grind. If it wasn't one thing, it was another. As fortune would have it, Phillip had a mentor in the Army who spotted his curiosity for finance and guided him to read and learn more. It lit a fire inside of Phillip and he has never looked back. After serving in the U.S. Army for over 7 years as a special operations signal soldier, Phillip sharpened his passion for finance and his strategic mindset by earning a Bachelor’s of Science in Finance and an MBA with concentrations in both Finance and Strategy. Phillip went to work in corporate America earning, saving and investing all along. After he achieved financial independence at the age of 34, he decided to follow his calling by sharing his learnings with the people who have given us all so much, the Veterans of this great country.

Melvin Coleman is a financial advisor at Essential Wealth Management Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked concurrently as a sales consultant at CarMax since 2012. Essential Wealth Management Group is an independent firm providing discretionary portfolio management and construction for individual and corporate clients. The firm employs fundamental analysis for traditional accounts with a focus on long-term growth and also offers an Active Trading Program that uses technical analysis and advanced options strategies.

Matthew Greene is a financial advisor at Throckmorton Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been involved with Throckmorton Advisors since 2024. Outside of his advisory role, Greene is a co-owner of Pocket Shot LLC, a sporting goods company. Throckmorton Advisors provides portfolio management and financial planning services to high-net-worth individuals, utilizing a combination of long-term and short-term trading strategies that include technical and charting analysis. The firm offers both discretionary and non-discretionary management across a variety of asset classes.