Eric Holcomb

Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

Steven Gammage is a CFA charterholder and the sole advisor at Windward Partners, L.L.C. in Canton, GA, with 21 years of industry experience. He has led Windward Partners since its founding in 2005. Windward Partners provides discretionary investment management primarily to individuals and high net worth clients, focusing on income-oriented securities. The firm’s investment approach is based on fundamental analysis with a mix of long- and short-term positions, and it includes portfolio construction, trade execution, monitoring, and regular performance reporting.

David Barfield is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Datapoint Financial Planning, LLC in Canton, GA, and previously worked at Chastain Wealth Management and Fiserv. Datapoint Financial Planning, LLC provides fee-only financial planning services to individuals and high-net-worth clients, focusing on retirement, tax, estate, insurance, college savings, employee benefits, and business planning. The firm offers project-based or hourly planning engagements without discretionary investment management or custody of client assets.

James Daniel is a CFP® with 21 years of industry experience and has served as the sole advisor at The Advisory Firm in Alpharetta, GA since 2006. He holds the Series 66 designation and focuses on providing integrated financial services. The Advisory Firm offers investment management, financial planning, and tax-preparation services to individuals, high-net-worth clients, trusts, and estates, managing approximately $98 million on a discretionary basis. The firm’s investment approach centers on strategic asset allocation using ETFs, fundamental research, and technical analysis, with discretionary portfolio management under client-approved models.

Harkaran Talwar is a financial advisor with Soina Financial Group, LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Angel Oak Capital Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Soina Financial Group is an independent, state-registered investment adviser that provides discretionary investment management and tailored advisory services to individuals, including high-net-worth clients. The firm emphasizes modern portfolio theory and an efficient-market approach, using diversified portfolios primarily composed of passive mutual funds and ETFs, while also employing derivatives for hedging and tactical purposes.

Abdul Majid Hasan is a financial advisor at Rock One Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Rock One Advisors since its founding in 2013. Outside of financial advising, he has a background in music publishing, having produced and composed copyrights sold to major record labels. Rock One Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios using a range of public and private securities and provides ongoing, individualized account supervision with a focus on both long-term and active trading strategies.