Ashish Doshi is the sole advisor at Mars Capital Management LLC in Columbus, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Mars Capital Management since 2014 and also serves as Director of Orthotics and Prosthetics at Medical and Health Resources, a role he has held since 1999. Mars Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through its Mars Capital Global Portfolio, an active, trend-focused strategy employing relative strength, momentum, and technical analysis across global equities and ETFs. The firm uses systematic entry and exit rules with defined risk controls and requires accounts to be held at Interactive Brokers, incorporating LIFO cost-basis reporting to align with its trading approach.

Cedric Bean is a financial advisor with Cedric Deon Bean Enterprises LLC, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. He has worked at Country Capital Management Company since 2015. Outside of financial advising, he is co-owner of Premier Chiropractic Services LLC, a chiropractic business jointly owned with his wife. C.D.B. Capital offers financial planning, investment monitoring, and qualified retirement plan consulting to a diverse client base including retirement plans, trusts, estates, charitable organizations, corporations, and individuals. The firm emphasizes personalized planning and academic-based asset allocation while primarily introducing clients to third-party advisers for discretionary management and providing ongoing oversight and participant education.

Brent Hudson is a financial advisor at Fluid Financial Planning, LLC in Columbus, GA, with 12 years of industry experience and a Series 66 designation. He previously worked at Synovus Securities, Inc. in 2016. Fluid Financial Planning manages approximately $18.5 million in discretionary assets for individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a primarily passive investment approach using multi-asset class portfolios with index mutual funds and ETFs, while also integrating fundamental, technical, and cyclical analysis as part of comprehensive financial planning and business services.

Tyler Townsend is a CFP®, CFA®, and Series 65-registered financial advisor with 17 years of industry experience. He has been with Townsend Wealth Management since 2007, where he is one of two advisors. Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of securities, including derivatives, and manages accounts on a discretionary basis while operating as a fiduciary.

Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.

Bryan Oglesby is a CFP® professional with 18 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior roles include positions at Raymond James Financial Services and Raymond James & Associates. Outside of his advisory work, he owns and operates Oglesby Farms, where he manages a cattle herd, and serves on the boards of the Pike County Industrial Development Authority and the Black Hereford Foundation. Wealth Intelligence, LLC provides investment advisory, financial planning, business consulting, and family office services to individuals and families, including high-net-worth and multi-generational households. The firm employs a combination of top-down thematic analysis and fundamental bottom-up research, primarily focusing on U.S. equities, and may use derivatives and margin in client portfolios.

Matthew Hightower is a financial advisor at Momentum Wealth Management in Columbus, GA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research advisors, Inc. and Fall Line Mining LLC. Since 2018, he has also operated as an independent insurance agent through Momentum Protect LLC, providing insurance planning services. Momentum Wealth Management offers discretionary investment management, workplace savings advice, and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm utilizes passive, asset-allocation model portfolios primarily composed of mutual funds, ETFs, stocks, and bonds, with an emphasis on periodic rebalancing.

Alfredo Gonzalez is a financial advisor at Wealth Intelligence, LLC with three years of industry experience. He holds a Series 66 designation and has prior experience with Raymond James Financial Services Advisors, Inc. and the United States Army. Outside of his advisory work, he serves as a non-compensated board member for the National Civil War Naval Museum. Wealth Intelligence advises individuals and families, including high-net-worth and multi-generational households, providing investment advisory, financial planning, business consulting, and customized family office services. The firm’s investment approach combines top-down thematic analysis with fundamental research, focusing on U.S. equities and supplemented by ETFs, fixed income, and cash, while employing strategies such as derivatives and margin in separately managed accounts.

Anson Cottle is a financial advisor at Momentum Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Momentum Wealth Management since 2018, following three years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of advisory services, Cottle provides graphic design and branding direction for businesses and individuals. Momentum Wealth Management offers discretionary investment management, workplace savings advice, and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm employs a passive, asset-allocation model portfolio approach with periodic rebalancing and incorporates tools such as API linkage for workplace accounts and cash aggregation services.

Richard Illges is a financial advisor at Greatmark Investment Partners, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Greatmark since 2007. Greatmark Investment Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a combined fundamental, qualitative, and technical investment approach with a focus on long-term equity ownership, tailoring portfolios to client objectives and risk tolerance.

Kiersten Peshek is a CFP® and Series 65-registered financial advisor with four years of industry experience. She has worked at Citrine Capital since 2021 and previously held roles at Black Diamond Planners, Braintree (a PayPal service), and First Look Appraisals, LLC. Citrine Capital serves individual and high-net-worth clients as well as small businesses, offering investment management alongside comprehensive financial planning and related services such as tax return preparation and estate planning reviews. The firm employs a diversified, tax-aware investment approach within a Modern Portfolio Theory framework and manages accounts on a discretionary basis with regular monitoring and rebalancing.

Jeffrey Adams is a CFP®, CFA®, and Series 65 credentialed financial advisor with 23 years of industry experience. He has been with Greatmark Investment Partners, Inc. since 2002. Greatmark Investment Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term equity ownership approach, combining fundamental, qualitative, and technical analysis to tailor portfolios to client objectives and risk tolerance.

Michael Mckay is a CFP® professional with 22 years of industry experience, currently serving at Longview Wealth Management in Columbus, GA. He has worked at Cambridge Investment Research, Inc. for 15 years and has been with Longview Wealth Management since 2005. In addition to his advisory role, he serves as president of MBM Investments Inc., which manages office expenses and tax liabilities. Longview Wealth Management serves individuals, pension and profit-sharing plans, and business clients with a range of portfolio management and financial planning services. The firm utilizes economic, fundamental, and technical analysis to manage portfolios through mutual funds, ETFs, stocks, and bonds, and offers specialist services such as divorce financial consulting.

Wade Fowler is a CFA® charterholder and Series 65 licensee with 13 years of industry experience. He has worked at Greatmark Investment Partners, Inc. since 2022 and previously spent nine years at Synovus Trust Company, N.A. Greatmark Investment Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of fundamental, qualitative, and technical analysis with a focus on long-term equity ownership, tailoring portfolios to client objectives and risk tolerance.

Amber Hinds is a financial advisor at Sollinda Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at several firms, including Capital Investment Advisory Services, LLC and Krause Financial Services. In addition to her advisory role, she is the president and founder of Ashber, LLC, an insurance agency specializing in Medicaid-compliant annuities and long-term care solutions. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, offering multiple proprietary investment strategies that emphasize allocation and risk management.

Sarah Clayton is a CFP® with six years of industry experience, currently serving as a financial advisor at LongView Wealth Management since 2022. Prior to joining LongView, she worked at Cambridge Investment Research and FineLine Technologies. She also spent four years at the University of Georgia. LongView Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients, offering a range of portfolio management and financial planning services. The firm employs economic, fundamental, and technical analysis, utilizing mutual funds, ETFs, stocks, and bonds, and works with third-party managers to tailor investment strategies to client goals.

Evan Murphy is a CFP®-designated financial advisor with Synovus Securities, Inc., based in Columbus, GA. He has three years of industry experience, including roles at Synovus Trust, IRC Wealth, Single Family Office, and Geneva Trading LLC. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed account programs and financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management strategies supported by due diligence processes and access to alternative investments.

Blake Bourne is a financial advisor at Synovus Securities, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with Synovus Securities since 2010. Outside of his advisory role, he serves as a referee for the Columbus Wrestling Officials Association. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients such as banks, pension plans, and charitable organizations. The firm offers investment advisory and brokerage services with a range of portfolio management programs and access to alternative investments.

Adam Cader is a financial advisor at Synovus Securities, Inc. in Columbus, GA, with 13 years of industry experience. He has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as treasurer for the Coastal Empire Disaster Relief Committee, a nonprofit providing guidance and support to those affected by disasters. Synovus Securities, Inc. serves a wide range of clients, including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services through a variety of managed account programs and employs a risk-tolerance based approach to portfolio management using the Envestnet platform.

Gene Gunderson is a financial advisor at Synovus Securities, Inc. in Columbus, GA, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and serves as an officer and director of compliance for Synovus Trust Company, an affiliate of his employer. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services with a range of portfolio management programs and access to alternative investments through the Envestnet platform.