Michael Stetson

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WeathTree Capital Management, LLC since 2020 and Pruco Securities LLC since 2015. LegacITree Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis, utilizing proprietary models and third-party research, and offers strategies ranging from long-term holdings to active trading techniques with ongoing supervision and periodic rebalancing.

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Mark Digiovanni is the sole advisor at Marathon Financial Strategies in Brunswick, GA, holding the CFP® designation with 22 years of industry experience. He has been with Marathon Financial Strategies since 1995. He is also the author of four books on financial management, from which he receives royalties. Marathon Financial Strategies serves individual and high-net-worth clients by providing investment supervisory services and financial planning. The firm employs a long-term investment approach using both fundamental and technical analysis, manages all assets in-house, and emphasizes regular portfolio reviews and documented client objectives.

Mindy Oglesby is a CFP® professional with two years of experience, currently serving as the principal of Oglesby Wealth Strategies, LLC in Watkinsville, GA. She has been involved with Oglesby Financial Group, Inc. since 2012 as an insurance broker and also owns JWL Properties LLC. Oglesby Wealth Strategies provides financial planning and consulting services to individual clients and retirement plan sponsors, focusing on ERISA 3(21) fiduciary services and plan-level advisory work. The firm does not manage client assets directly but recommends and monitors third-party money managers while supporting clients with investment policy statements and participant education.

Paul Culbreth is a CFP® with 20 years of experience in financial advising. He is the principal of Culbreth Wealth Management, having founded the firm in 2023 after previously working for Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory work, he serves as treasurer and finance committee chair for Rainbow Village, Inc., a nonprofit providing transitional housing. Culbreth Wealth Management is a state-registered advisory firm offering discretionary asset management, financial planning, and pension consulting to individuals, plan sponsors, trusts, estates, charitable organizations, and businesses. The firm employs customized asset-allocation strategies using a mix of securities, mutual funds, ETFs, and alternatives, and manages held-away defined-contribution accounts through a third-party platform.

Philippe Joseph Eustache is a financial advisor at Privé Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Bank of America, Merrill Lynch, and Morgan Stanley. Privé Wealth Management offers financial organizing, insurance analysis, comprehensive financial planning, and both discretionary and non-discretionary investment management. The firm serves individual and institutional clients using a goals-based investment approach focused on diversified, low-cost index funds, tax-aware asset location, and systematic rebalancing.