William Parsons III is a financial advisor with Vickery Creek Capital Management in Roswell, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at Merrill Lynch since 2000. Parsons is also active as an independent insurance agent, collaborating with an outside consultant to offer nonproprietary insurance products. Vickery Creek Capital Management serves individual and family clients with significant investable assets, providing investment management and comprehensive financial planning services. The firm employs a top-down, macroeconomic investment approach focused on retirement income objectives, using diversified portfolios with bonds, equities, mutual funds, and ETFs, while emphasizing client education and regular portfolio reviews.

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.

Timothy Morgan is a financial advisor with Morgan Capital Group LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His background includes roles at Manpower Engineering, Morgan Joseph, and State Farm Insurance. He also maintains a licensed insurance practice involving the sale of insurance products. Morgan Capital Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and small businesses. The firm offers both discretionary and non-discretionary managed accounts and is noted for sponsoring a wrap-fee program while primarily managing non-discretionary assets. Their investment strategies are tailored to client objectives and include asset allocation, dollar-cost averaging, and technical analysis, with planning services available on a fixed-fee or hourly basis.

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.

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.

Ali Syed is a CFP® with eight years of industry experience, currently operating as the sole advisor at CWPIM in Alpharetta, GA. His prior work includes roles at SunTrust Bank and founding Solutions Central LLC, where he remains active. Syed also manages private funds through Daikon Asset Management, LLC. CWPIM provides investment advisory and financial planning services to individuals and high-net-worth clients, managing approximately $15.4 million across 54 client relationships. The firm offers both discretionary and non-discretionary portfolio management and customized financial planning, using fundamental analysis and blended asset-allocation strategies tailored to clients’ goals and risk tolerance.

Donald Wales is a financial advisor at Cresfund Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cresfund Partners and Wells Fargo Advisors Financial Network. Outside of finance, he owns a limousine business based in Charlotte, North Carolina. Cresfund Advisors provides discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and businesses. The firm uses a combination of passive and active asset-allocation strategies and offers personalized planning services with a low client-to-advisor ratio.

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, currently serving as the principal of Resilient Wealth in Marietta, GA. His prior roles include positions at Titleist Asset Management, Hamilton Investment Counsel, and Guggenheim Funds Distributors. Outside of his advisory work, he is the founder and president of Pinger Systems, a company that develops custom contact management and social media automation systems for executives and sales professionals. Resilient Wealth provides investment management services to pooled vehicles and institutional clients, focusing on discretionary portfolio construction and ongoing supervision. The firm emphasizes a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios primarily using low-cost mutual funds and ETFs, while also offering financial planning and consulting support to other financial advisors, trusts, estates, and businesses.

Elizabeth Hendrich is the principal of E.A. Hendrich Financial Planning, LLC in Alpharetta, GA. She holds a Series 65 designation and has 13 years of industry experience. Since founding her firm in 2012, she has provided financial planning and investment advice primarily to individual clients. E.A. Hendrich Financial Planning, LLC offers fee-only, hourly financial planning and investment advice focused on clients typically in their 40s through 70s. The firm follows a fundamental, long-term buy-and-hold investment philosophy, favoring low-cost index ETFs and mutual funds, and emphasizes asset allocation as the primary driver of returns.

James Mcgeehan is a financial advisor at Ensure Capital LLC in Annandale, VA, holding Series 65 and Series 66 licenses with 11 years of industry experience. He previously worked at the US Department of Transportation and has been associated with Ensure Capital (formerly Oaktree Capital) since 2009. Outside of advising, he is involved in business brokerage services and holds a Delaware real estate license. Ensure Capital LLC provides financial planning and discretionary portfolio management to individual and small business clients, as well as advising company-sponsored retirement plans and trustees. The firm employs a long-term, asset allocation-focused investment approach using a variety of securities and strategies and offers additional counsel on non-securities financial products such as annuities and insurance.

John Sena is a CFP® with 17 years of industry experience and is the sole advisor at Mike Sena Advisors, Inc. Prior to founding his firm, he worked at Supporting Your Choices, Inc. for six years. Mike Sena Advisors, Inc. provides personalized financial planning and discretionary investment management to individuals and various entities, including profit-sharing plans, trusts, and charitable organizations. The firm operates on a fee-only basis using hourly, project, or retainer fees rather than asset-based charges, and employs a disciplined investment approach incorporating fundamental, technical, cyclical, and charting analysis.

Trevor Reece is a financial advisor at Waypoint Financial Planning, LLC in Marietta, GA. He holds a Series 65 designation and has prior experience at Blue Trust and McKinsey & Company. His background includes nine years in management consulting and two years in financial services. Waypoint Financial Planning is a fee-only independent adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and estates. The firm employs modern portfolio theory with a mix of passive and active strategies and offers both discretionary investment management and financial planning services.

Felicia Voloschin is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Life's Business, Inc. in Atlanta, GA. She is also president and owner of Life's Business Tax and Consulting Services, Inc., a CPA firm providing tax preparation, planning, and business consulting. Life’s Business, Inc. is an independent, single-adviser firm offering asset management and comprehensive financial planning to individuals and businesses. The firm employs fundamental, technical, and cyclical analysis with a focus on broad-based funds held for longer terms, and it provides both discretionary and non-discretionary management services.

C Venkatesh is a financial advisor with CN Wealth Management, LLC in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. He has led CN Wealth Management since 2009. CN Wealth Management, LLC is an independent advisory firm serving individuals and high-net-worth clients with discretionary investment management. The firm emphasizes tailored portfolio construction, combining fundamental and occasional technical analysis, and utilizes strategies including margin and options within separately managed accounts.

Richard Vaughan is a financial advisor with 20 years of industry experience, currently operating at 401K Advisory Group, Inc. in Sandy Springs, GA. He holds Series 63 and Series 66 designations and has worked at his current firm since 2009. Prior to that, he spent five years with Domino's Pizza. 401K Advisory Group, Inc. focuses exclusively on advising pension plan sponsors and participants in qualified retirement plans, particularly 401(k) plans and other defined benefit and contribution plans. The firm provides fiduciary guidance and personalized financial-wellness coaching, employing a conservative, fundamental-analysis approach centered on mutual funds and ETFs.

Donald Whalen is the sole advisor at Versailles Financial, LLC in Alpharetta, GA, holding a Series 65 designation with 22 years of industry experience. He has led Versailles Financial since 2003. Outside of his advisory work, he owns a private ice rink used for training and rentals. Versailles Financial serves individuals, trusts, estates, charitable organizations, small businesses, and pension and profit-sharing plans with personalized financial planning and investment management. The firm operates on a fee-only basis and emphasizes strategic asset allocation using no-load and low-load mutual funds and ETFs, offering services that include pension consulting.

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.

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.