Alicyn McLeod with Agate CPA is an Atlanta-based CPA and CFP®, specializing in tax advisory and tax-focused wealth management. She works with high-net-worth families  and growing businesses, applying her specialized expertise in tax strategy to her clients’ entire financial situations.

Cecily Welch demystifies complex financial issues so people can make informed decisions and turn goals into financial action. She began her career as a national and international auditor. Cecily has continued to provide client focused accounting and financial expertise for both large and small CPA firms.

Attorney Jeremiah Pagano, Esq. LL.M., CEPA is a securities regulatory and corporate compliance attorney at Jacko Law Group, PC. He works with investment advisors, investment companies, broker-dealers, and other financial professionals, helping them keep their businesses compliant.

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