Desmond Quigley is a CFP®-certified financial advisor with 18 years of industry experience, operating through his independent firm, Quigley Financial LLC, since 2005. In addition to his advisory work, he is employed as a commercial airline pilot with Delta Air Lines. Quigley Financial serves individuals, small businesses, and trusts by providing comprehensive wealth management, tax planning and preparation, and project-based financial planning. The firm employs a top-down Modern Portfolio Theory approach with diversified portfolios and non-discretionary management, and it utilizes a fee-only billing model based on flat or hourly fees rather than asset percentages.

Bryan Blair is a CFP® professional with over 32 years of experience in the financial services industry. He has worked with multiple firms, including Multi Financial Securities Corporation since 2004 and First Newnan Insurance Group since 2002. He currently operates Wealth Partners, Inc. in Newnan, GA. Wealth Partners primarily serves individual clients, professionals, retirees, and small-to-medium business owners, offering fee-only financial planning and portfolio management under a fiduciary standard. The firm employs a systematic investment process focused on risk-controlled active management, combining strategic asset allocation with tactical adjustments and attention to low-cost investment options.

David Thompson is the sole advisor at Thompson Capital Management in Peachtree City, GA. He holds a Series 65 designation and has 10 years of industry experience, including over a decade leading his own firm since 2015. Thompson Capital Management is a state-registered investment adviser focusing on tailored portfolio development and discretionary management for individuals and small corporations. The firm emphasizes asset allocation, diversification, and uses a combination of fundamental and technical analysis, with technical signals as the primary timing tool. It favors ETFs and no-load mutual funds for diversification and employs selective options strategies for income or downside protection.

Daniel Johnson is a financial advisor at FamilyRoot Wealth Advisors, LLC in Newnan, GA, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Osaic, Regions Securities LLC, Regions Bank, and SunTrust Robinson Humphrey, Inc. FamilyRoot Wealth Advisors, LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs a disciplined investment approach based on Modern Portfolio Theory, combining passive and active strategies to align portfolios with clients’ objectives and risk tolerances.

Tisa Osborne is a financial advisor at Osborne Financial Planning LLC in Peachtree City, GA, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment Planning for four years. Outside of her advisory role, she spends part of her time selling life and health insurance. Osborne Financial Planning LLC provides financial planning and discretionary investment management services to individuals and high-net-worth clients. The firm uses a risk-tolerance questionnaire to assign clients to model portfolios, emphasizing asset allocation, low-turnover management, and periodic rebalancing with no-load mutual funds and select ETFs.

Timothy Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before founding Two Twelve Planning, Inc., where he has been the sole advisor since 2018. Two Twelve Planning, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $19.8 million in client assets using tailored portfolios that include mutual funds, ETFs, and individual stocks, employing fundamental and cyclical analysis alongside modern portfolio theory.

We recognize how important financial education is to the veterinary community. Becoming more financially secure not only improves the lives and well-being of you and your family, but also can help improve the lives and well-being of your patients and clients. At VetWorth, we offer fiduciary, fee-only financial planning specifically to veterinarians. From tax planning strategies for relief veterinarians to analyzing disability options for specialty vets to retirement planning scenarios for practice owners, our goal is to positively impact the lives of our clients through collaborative financial planning, including student loan guidance. I made the decision to serve veterinarians after reading a Merck study showing more than half of veterinarians would not recommend the profession to their peers, with low incomes and high student debt being the overwhelming reasons. By working with vets to improve their financial situation, I hope to help reverse this negative perception many vets feel. I am a CERTIFIED FINANCIAL PLANNER™, CERTIFIED Student Loan Professional™, and Enrolled Agent with the IRS. I serve clients virtually across the country and locally south of Atlanta. If you’re interested in having a conversation about how a financial planning relationship may benefit you, please feel free to reach out!

Kyle Ray is a financial advisor at Ridgeback Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Shepherd Financial and Northwestern Mutual. Ridgeback Wealth Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on customized investment policies and comprehensive planning. The firm emphasizes asset allocation using mutual funds, ETFs, and government securities, offering discretionary management and the option for socially responsible investing.

Jay Page is a financial advisor at Olsen Family Financial, LLC with five years of industry experience. He holds a Series 65 designation and previously served 11 years in the U.S. Air Force. Outside of financial advising, he works as a first officer pilot for Delta Airlines. Olsen Family Financial, LLC serves individuals, families, and their trusts, including both high-net-worth and non-HNW clients. The firm emphasizes low-cost, passively managed index funds and ETFs through strategic asset allocation and provides comprehensive financial planning, discretionary investment management, and financial coaching.

Mark Demos is a CFA® charterholder with over a decade of industry experience. He has worked at Foundry Partners LLC for ten years and held consulting roles before joining Anson Analytics, where he has been an advisor since 2024. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, and charitable organizations. The firm’s investment approach integrates Modern Portfolio Theory with fundamental and cyclical analysis, emphasizing qualitative corporate culture assessment combined with quantitative financial screening across a mid-cap universe.

Kristin Vano is a financial advisor at Anson Analytics with nine years of industry experience. She holds the Series 65 designation and has been with Anson Capital, Inc. since 2015. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, charitable organizations, and other entities. The firm uses a Modern Portfolio Theory-based investment approach supplemented by fundamental and cyclical analysis, with a focus on qualitative and quantitative assessments through its Archalos SMA process.

Samuel Sweitzer is a CFA® charterholder with 22 years of industry experience, currently serving at Anson Analytics since 2004. He is also a pilot for Delta Airlines, flying MD-88 aircraft since 1999. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, and other entities, employing a framework based on Modern Portfolio Theory combined with fundamental and cyclical analysis. The firm offers services including discretionary and non-discretionary portfolio management, model portfolios, financial planning, and pension consulting.

Kimberly Lowery is a CFP® professional with six years of experience in financial advisory services. She has led KL Financial LLC since 2017 and previously worked for Coweta County Schools and Palmetto Tax Service. KL Financial LLC provides financial planning, tax planning, accounting, and related consulting to individuals, trusts, and small businesses. The firm integrates professional tax credentials with ongoing tax preparation and accounting services, focusing on planning-centered advice without discretionary portfolio management or percentage-of-assets fees.

Thomas Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with FAPA Financial Services since 2015 and has been self-employed since 2011. FAPA Financial Services serves individual clients, including high-net-worth households, providing discretionary portfolio management, financial planning through MoneyGuidePro, and retirement plan advisory services. The firm’s investment approach focuses on long-term asset allocation and diversified portfolios primarily composed of passive mutual funds and ETFs, with advisory relationships tailored to client objectives and risk tolerance.

David Simmons is a financial advisor at QM Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including the QM Alpha Fund, US 50 Fund, KD&D Partners, Capital Research Advisors, and Ceros Financial Services. He is also the owner of Simmons Financial LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and private pooled vehicles. The firm offers discretionary and non-discretionary management using a combination of quantitative, fundamental, technical, cyclical, and modern portfolio theory methods, and serves as adviser and general partner to a private hedge fund.

Andrew Toering is a CFP® with 19 years of industry experience, currently serving at QM Advisors LLC since 2019. His prior roles include positions at LPL Financial and United Community Banks, Inc. He holds the Series 66 designation. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, and acts as adviser to a private hedge fund. The firm employs a variety of analytic methods and offers both discretionary and non-discretionary management across multiple asset classes.

Jerry Purvis is a financial advisor with MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and one year of industry experience. He also works with Melton and Company and has a long-term career at GEICO Insurance Company as an Injury Claims Examiner. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to support its investment strategies.

Joshua Edmonds is a financial advisor at QM Advisors LLC with four years of industry experience. He holds a Series 65 designation and has been managing Area Medical LLC, a medical device sales and service company, since 2005. Edmonds has worked at Edmonds Capital LLC since 2021 and joined QM Advisors in 2023. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients and private pooled vehicles. The firm offers discretionary portfolio management and fiduciary retirement plan services, employing a range of analytic methods and managing both separately managed accounts and a private hedge fund.

William Archibald is a financial advisor with MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Aprio Wealth Management, Edelman Financial Engines, and Charles Schwab. Outside of finance, he is listed as a director of a family-run construction business. MariPau Wealth Management provides tailored investment advisory, portfolio management, and financial planning services to individual and high-net-worth clients. The firm utilizes a network of advisory affiliates and third-party managers, offers educational seminars, and employs various technology platforms to manage client assets.

John De Ment is a CFP® with seven years of industry experience, currently serving at QM Advisors LLC. He has worked at QM Advisors LLC since 2019, with prior roles at Gradient Advisors LLC and ownership of JP DeMent & Co., where he provides financial planning and insurance services, including teaching classes related to annuities and insurance. QM Advisors LLC offers investment advisory and financial planning services to individuals, corporations, and retirement plans, managing discretionary and non-discretionary portfolios using a range of analytic methods. The firm also serves as adviser and general partner to a private hedge fund, the QM Alpha Fund LP, and plans to register as a Commodity Pool Operator to facilitate commodity futures trading.