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.

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.

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.

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.

Ali Elnajjar is the principal of AE Financial & Risk Management, Inc. in Alpharetta, GA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JBS Liberty Securities, Inc. since 2016. In addition to his advisory role, he is the owner and CFO of Avicenna Nutraceutical, LLC, a business involved in the sale of collagen supplements. AE Financial & Risk Management provides advisory services to individuals, trusts, charitable organizations, and businesses, offering asset management, financial planning, business consulting, and retirement-plan advisory services. The firm uses model portfolios tailored to client objectives and employs third-party research and managers, focusing on diversification and risk/return analysis within a long-term investment approach.

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.

Jeremiah Beguesse is a financial advisor at Berone Capital LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Alexander Capital, Centaurus Financial, Bank of America, and Merrill Lynch. Berone Capital provides discretionary investment supervisory and portfolio management services to a select group of individual and institutional clients. The firm employs a flexible, opportunity-driven investment approach combining global macro and event-driven ideas with fundamental, technical, and sentiment analysis across multiple asset classes.