Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

Gregory Smarr is the sole advisor at Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has operated Smarr Financial Services since 2004. Outside of advisory work, he has been involved in selling various insurance products through multiple agencies. Smarr Financial Services provides financial planning and investment supervisory services to individuals, high net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also functions as an insurance agency, offering life, disability, long-term care, group life and health products, and fixed annuities. Its investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies supplemented by moderate trading across a range of asset classes.

Robert Jetmundsen is the principal of Worthscape, LLC in Atlanta, GA, where he has been providing advisory services since 2006. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Outside of his advisory role, he is involved in several entrepreneurial ventures, including serving as president of Bobbo Aviation and Raj Holdings, owning a publishing company, and managing a motor yacht charter business. He also serves on the board of L2C, Inc. Worthscape offers discretionary portfolio management primarily to individuals, trusts, and estates, including high-net-worth clients. The firm’s investment approach focuses on concentrated portfolios of U.S. common stocks supplemented by other securities and employs both fundamental and technical analysis, with occasional use of active trading strategies and derivatives.

Lucas Marsh is the principal of Engineered Wealth Management LLC in Avondale Estates, GA, holding a Series 65 designation with one year of experience in financial advising. He has a full-time role as a biomedical engineer with the Veterans Health Administration and serves as treasurer and board member of the Georgia Biomedical Instrumentation Society. Additionally, he provides tax and accounting consulting through a separate business. Engineered Wealth Management offers discretionary investment management, wealth management, and financial planning services primarily to individual and high-net-worth clients. The firm uses fundamental analysis with a generally long-term investment approach, incorporating exchange-traded funds and providing standalone financial planning engagements on an hourly or subscription basis.

Adam Duong is the sole advisor at Adam Capital, an independent firm based in Atlanta, GA. He holds a Series 65 designation and has seven years of industry experience, including a prior role at Hill Phoenix Inc. before founding Adam Capital in 2016. Adam Capital provides investment advisory services to individuals and private investment funds, offering discretionary portfolio management and a private limited partnership vehicle. The firm employs tailored equity, ETF, and investment company securities strategies using charting, fundamental, tactical, and cyclical analysis, with ongoing monitoring and account reviews.

Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.

Chloe Moore is a CFP® professional with 10 years of experience, currently serving as the sole advisor at Financial Staples since 2016. She also owns and operates C-Level Consultants, providing consulting and financial education services to Registered Investment Advisors. Financial Staples offers comprehensive financial planning and advisory services primarily to individual and high-net-worth clients, as well as retirement plan consulting for business owners. The firm focuses on passive investment strategies using index funds and ETFs, and it provides due diligence and monitoring of third-party money managers alongside strategic advice for employer-sponsored retirement plans.

David Littlefield is the sole advisor at Littlefield Asset Management, Inc. in Atlanta, GA, holding a Series 65 credential with 15 years of industry experience. He has been with Littlefield Asset Management since 1985. Littlefield Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, tailoring portfolios to their financial conditions and objectives. The firm employs a value-oriented equity strategy focused on high-quality, predominantly blue-chip companies judged to be undervalued through fundamental analysis, and manages approximately $124 million across about 54 client relationships.

Justin Campagna is a financial advisor at Emergent Financial Group, LLC in Atlanta, GA, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arista Consulting Group, Ashford Advisors, Capstone Financial, and InfoSys McCamish Systems. In addition to his advisory role, he provides insurance services as a licensed independent insurance agent and offers pension and benefit consulting to employers through Emergent Financial Group. Emergent Financial Group provides investment advisory and pension consulting services primarily to retirement plan sponsors and institutional clients, while also offering asset management and financial planning for individual accounts. The firm employs a value-oriented investment approach combined with tactical and strategic asset allocation and offers both nondiscretionary fiduciary consulting and discretionary fiduciary management for retirement plans.

Daniel Docherty is a CFA® charterholder with 11 years of industry experience. He is the principal of Farview Management, LLC, an independent advisory firm based in Atlanta, GA. His prior experience includes roles at Colonial Pipeline, Brightworth, Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in financial modeling for a privately held gaming company and conducts data analysis and valuation work for natural resource companies focused on timberland. Farview Management provides discretionary portfolio management and model-portfolio services primarily to individual clients, including retail and higher-net-worth investors. The firm employs a bottom-up, value-oriented investment approach centered on a concentrated, long-term growth model and offers selective performance-based fee arrangements for qualified clients.