Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WeathTree Capital Management, LLC since 2020 and Pruco Securities LLC since 2015. LegacITree Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis, utilizing proprietary models and third-party research, and offers strategies ranging from long-term holdings to active trading techniques with ongoing supervision and periodic rebalancing.

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Donald Slowinski is the principal advisor at Winslow Asset Group, LLC, a firm he has been with since 1999. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. In addition to his advisory role, Slowinski serves as a general partner and portfolio manager at SMS Capital Partners L.P., an equity fund. Winslow Asset Group, LLC is a state-registered investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients such as corporations, trusts, estates, and charitable foundations. The firm employs a combination of fundamental research and technical analysis to actively manage portfolios across various instruments, including equities, options, ETFs, and private funds.

Ahmed Mahmood is the principal advisor at Wakil Wealth Advisory LLC with 17 years of industry experience. He previously worked at Morgan Stanley for 14 years before founding his independent advisory firm in 2024. Mahmood also serves as a FINRA arbitrator and operates a licensed insurance practice alongside his advisory role. Wakil Wealth Advisory LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses, including corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to each client’s goals, risk tolerance, and time horizon.

Christopher Hardy is a CFP® and ChFC® with 15 years of experience in financial advising. He has been with Paramount Investment Advisors since 2008 and also serves as managing director of Paramount Tax and Accounting, a firm specializing in tax preparation, accounting, and IRS representation. Paramount Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, families, nonprofits, trusts, pension plans, and corporations. The firm emphasizes long-term investment strategies and offers ERISA-aware pension consulting and educational seminars, leveraging its affiliation with a related tax and accounting practice.

Peter Brangwin is a CFP® professional with one year of experience in financial advising, currently serving as the sole advisor at The Green Group Finance, LLC. He has prior experience with Five Forest Management, Inc. and is president of Accounting and Tax Solutions, LLC d.b.a The Green Group, where he provides tax and accounting services. The Green Group Finance, LLC is a fee-only registered investment adviser offering investment management and project-based financial planning to institutional clients, employer plan sponsors, businesses, and individuals. The firm employs a long-term, factor-based investment approach combining passive and active fund selection, with portfolios managed on a non-discretionary basis.

Paul Culbreth is a CFP® with 20 years of experience in financial advising. He is the principal of Culbreth Wealth Management, having founded the firm in 2023 after previously working for Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory work, he serves as treasurer and finance committee chair for Rainbow Village, Inc., a nonprofit providing transitional housing. Culbreth Wealth Management is a state-registered advisory firm offering discretionary asset management, financial planning, and pension consulting to individuals, plan sponsors, trusts, estates, charitable organizations, and businesses. The firm employs customized asset-allocation strategies using a mix of securities, mutual funds, ETFs, and alternatives, and manages held-away defined-contribution accounts through a third-party platform.

Robert Sell is a CFP® and holds a Series 66 license with five years of industry experience. He is the sole advisor at Polaris Asset Management, LLC and has previous experience at firms including Axiom Asset Management and Weaver Capital Management. Outside of financial advising, he operates a self-employed mathematics tutoring business focused on high school and college entry exam preparation. Polaris Asset Management provides private wealth management, financial planning, and retirement plan advisory services to individuals, families, and institutional clients. The firm employs a documented Risk Profile process to tailor investment models ranging from Preservation to Aggressive Growth, using a variety of securities and analysis techniques, and offers formal retirement-plan consulting and fiduciary services uncommon among single-advisor independent firms.

Daniel Pascu is a financial advisor at Daxmar Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked briefly at Edward Jones in 2017. Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts through separately managed accounts at third-party custodians. The firm combines fundamental research with technical analysis to manage actively traded model portfolios focused on common stocks, ETFs, and closed-end funds, and also offers consulting services and published market commentary.

Tiberiu Marian is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. He is currently the sole advisor at Shadowbrook Private Wealth LLC, where he has worked since 2022. His prior experience includes roles at Morgan Stanley and JPMorgan Securities. Outside of his advisory work, he serves as a guest lecturer at the University of Bucharest. Shadowbrook Private Wealth LLC provides discretionary investment management and comprehensive wealth planning to individuals, high-net-worth clients, trusts, and estates. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and individual securities, with additional strategies including bonds, options, private investments, and cryptocurrency when appropriate.