

Jerri & Dan Miller/Wealth Horizon
Wealth Horizon is an independent financial planning and wealth management firm that acts in a fiduciary capacity for their clients. Partners Dan Miller and Jerri Hewett Miller have more than 45 combined years of experience in the financial markets. As a married couple, they bring a fresh and unique perspective to the clients they serve.
Debra Kline/Business Wise
For business-to-business sales and marketing pros frustrated with the size or quality of their opportunity pipeline in Atlanta, Georgia, Dallas, or Charlotte, Business Wise provides the answer. Since 1980 their local research team phone verifies critical demographic information on all of the businesses in the footprint area. BWise subscribers uncover hidden prospects to make successful connections in their local market.


Jason Doss is the owner of
David Bain represents angry investors. He began his practice with a class action firm, litigating securities class actions in the age of Enron. For the last 11 years he’s had his own practice 


Richard has over 25 years of experience in public accounting and has leadership responsibilities in
John-Peter Curcio (JP) is with
Morgan assists individuals with their estate planning and probate needs, including advice on the use of wills, trusts, and family partnerships, planning for retirement, and estate tax and administration issues. In addition, Morgan advises clients on the many aspects of business planning. This includes representation of businesses and their owners through the various aspects of business, such as structural matters, mergers, acquisitions, dispositions, business succession planning, and other tax planning. Prior to joining 

Headquartered in Atlanta, 

Sarah R. Watchko is a partner with the law firm
Blake is a Senior Wealth Strategist at
Gaslowitz Frankel

Mary B. Galardi founded
Jillian Wagenheim is the Founder and Principal Consultant at 

Emily C. Sanders, CPA, is a Managing Director of the
Abbey S. Flaum is a partner in the Family Wealth Planning Group of 

Carly Howard is a senior wealth strategist in 


HealthMarkets Insurance Agency
Peachtree Planning
For over 30 years
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