Scott Harlan

Raymond Howe is a financial advisor at Comprehensive Financial Planning, Inc. in Gainesville, GA, holding a Series 65 designation with 14 years of industry experience. He has been with the firm since 1993, which he has operated independently. Comprehensive Financial Planning, Inc. provides discretionary portfolio management and limited financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented, long-term investment approach focused on a concentrated portfolio of individual stocks and bonds, typically holding positions for three to ten years, and combines planning services exclusively with portfolio management.

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.

Roy Larsen is a CFP® with 20 years of industry experience and the sole advisor at Larsen Wealth Management, LLC, an independent firm based in Gainesville, GA. He has been with Larsen Wealth Management and its predecessor under LPL Financial since 2006. Larsen is licensed to offer variable products in Georgia, New Jersey, and Florida but operates under a fee-only fiduciary model without accepting commissions on annuity products. Larsen Wealth Management serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs multiple analytical methods and a wide range of investment strategies, including the use of third-party managers and alternative investments, with portfolios reviewed quarterly by Larsen.

John Howard is a financial advisor at Focus Advisory, Ltd. in Marietta, GA, holding CFP®, PFS™, and Series 63 credentials with 22 years of industry experience. His prior experience includes roles at Mercer Global Advisors Inc. and Resource Planning Group, Ltd. Focus Advisory, Ltd. provides wealth management, discretionary investment management, financial planning, and trustee services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, strategic asset allocation approach using ETFs, low-cost mutual funds, and individual securities, implementing portfolios on a discretionary basis with attention to tax harvesting, risk management, and cash needs.

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.