We believe that you deserve a fiduciary relationship based around your goals, a company that embraces technology to simplify your wealth management experience, and a company dedicated to the community where you live

Jamison Private Wealth is a family-owned wealth management firm offering fiduciary, fee-only financial planning, investment, and accounting services to successful individuals, their businesses, and their families. Our clients value continuity, and so do we. We've built the firm on conservative investing principles and a succession plan that ensures that our clients, their children and grandchildren, and their businesses will be taken care of for decades to come.

Established in 1998, Marco Investment Management handles portfolios for both high net worth and Institutional clients. Marco Investment Management seeks to offer the high net worth and institutional client peace of mind through discretionary portfolio management of individual securities.

Alabama Cancer Care is an oncology and hematology practice offering understanding and skilled treatment for a wide range of illnesses. Click to learn more!

KingsMark is an independent, registered financial advisory firm dedicated to guiding prosperous individuals, families, businesses, trusts and non-profit organizations towards insightful and objective decisions that will enrich their lives and the lives of those around them.

Preformed multiple functions in regard to client action items including account transfers, Roth conversions, required minimum distributions, account openings, account closures, withdrawals and deposits. Scheduled new client meetings and served as first point of contact for potential clients. Researched and collected data as needed for Senior Wealth Manager and Chief Investment Officer.

We aren’t all the same. Every person has unique values, circumstances, personality, and goals, so why should financial plans be turnkey? Odyssey Personal Financial Advisors works with individuals and families who are seeking customized advice to help them reach their financial goals. An “odyssey” is a long-series of wanderings or adventures that includes both challenges and triumphs – we want to be with you through all of them. Odyssey was founded on the principle of “doing things differently” than what you’ve heard about or experienced with other financial advisors. We are committed to providing personalized, unbiased, ethically-based, and well-researched advice, bringing simplicity to complex financial situations and serenity to our clients. Our team loves working with people who are serious about their financial futures. If you’re ready to create a personal plan tailored to your long-term goals, we would love to meet you. Our office is located at 500 Sun Valley Drive, Suite A6 in Roswell, Georgia. You can reach us by phone at 770.992.4444 or visit our website at www.odysseypfa.com. Investment Advisory Services are offered by Odyssey Personal Financial Advisors LLC, a SEC Registered Investment Advisor.

Financial Planning, Retirement income planning, investment strategy. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Warrior Investment Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm

Westplan has invested in more than $2 Billion in real estate since its inception in 1994 with a primary focus on apartments. We have dedicated ourselves to excellence in providing and managing equity investment products for our clients in residential U.S. real estate. We are proud of our proven track record which has contributed to our trusted reputation. We guide and measure our conduct by the following Core Values: • Honesty and Transparency • Consistent and Reliable • Keep our Commitments • Be Present. Be Personable. • Collaboration and Cooperation

FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. By design, we are free from the influences of any revenue sources other than direct compensation by our clients. We believe that each client has unique investing needs and risk-taking context. We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.

CCG Advisors (www.ccgadv.com) is an Atlanta-based merger and acquisition firm specializing in advising owners of privately held companies on business valuation, strategic growth planning, capital alternatives and exit strategies. CCG represents business owners across all lines of industry in the sale, recapitalization or ESOP of their companies. The referrals and goodwill of CCG's clients are a testament to CCG’s record of building real and lasting client relationships. CCG is committed to enabling clients in achieving their personal, financial and business goals at the right time for maximum value.

• SIMPLIFYING RETIREMENT • Cloud Investments, LLC, is a go-to retirement resource for the community. We provide education and planning services to those at and near retirement.