Warren Prehmus is a financial advisor at BIP Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. He is also the owner of WPREHMUS, LLC, an entity created to manage business expenses and income. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and manages both discretionary and non-discretionary portfolios, including private pooled investment vehicles and covered-call strategies.

Alfredo Valverde Salazar is a CFA® charterholder with one year of experience at BIP Wealth, LLC. He previously worked at Capital Group for five years and has a background that includes roles at NASA's Jet Propulsion Lab and the Georgia Institute of Technology. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm employs tailored asset allocations using mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled investment vehicles.

Michael Sorrow Jr. is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at BIP Wealth since 2019 and previously spent 22 years at Greene Consulting Associates, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management with an investment approach that includes private-market securities and options-based covered-call strategies alongside traditional public-market investments.

George Chen is a CFA® charterholder with nine years of industry experience. He has worked at BIP Wealth, LLC since 2026, following eight years at Red Tortoise, LLC and three years at FDx Advisors. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including tailored asset allocations and private-market investment options for qualified investors.

Emily Fleming is a Series 65-licensed advisor at BIP Wealth, LLC with four years of industry experience. Prior to joining BIP Wealth in 2025, she worked at Signature FD, Wiser Wealth Management, and Somerset Advisory. She holds a degree from the University of Georgia. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored household-level plans using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also provides advisory services to private pooled vehicles and private-market offerings.

Hayes Chamblee is a Series 65-licensed financial advisor at BIP Wealth, LLC with one year of industry experience. Prior to joining BIP Wealth in 2024, he worked at Gratus Capital LLC from 2022 to 2024 and has a background that includes roles at Campbell University and Broughton High School. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, with tailored asset allocations and private-market offerings for qualified investors.

Marcia Mayoue is a CFP® and CFA® with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2011. She holds the Series 63 and Series 65 licenses and operates out of Atlanta, GA. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm utilizes tailored asset allocations and private-market securities for qualified investors and provides advisory services to private pooled vehicles and sponsor activities through affiliated entities.

Andrew Cole is a CFP® professional affiliated with BIP Wealth, LLC, based in Atlanta, GA. He has four years of combined experience in financial advisory and related roles, including prior positions at Blue Trust and Blumark Financial Advisors. His background also includes teaching roles at Liberty University and Samford University. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, with an investment approach that includes both public and private market strategies tailored to client needs.

Thomas Day Jr. is a CFA® charterholder with nine years of industry experience. He is currently with Buckhead Investment Partners, LLC, where he has worked since 2016. Based in Atlanta, GA, he is part of BIP Wealth, LLC, a multi-advisor registered investment adviser that serves individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, offering tailored asset allocations that include public and private-market securities and unique strategies such as covered-call SMA strategies and private pooled investment vehicles.

Dylan Dennis is a Series 65-licensed financial advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2025 and has a background that includes four years at Auburn University and six years at Pinecrest Academy. BIP Wealth is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a variety of investment vehicles and provides private-market investment opportunities for qualified investors.

Andrew Byers is a financial advisor with BIP Wealth, LLC in Nashville, TN. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at 1st Source Bank Performance Center and several academic institutions including the University of Notre Dame and Georgia Institute of Technology. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, using tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled investment vehicles.

Ross Hughes is a CFP® professional with 12 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2022. His prior roles include positions at Capital Endurance Group, Inc., Allstate, and Redwood Wealth Management, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including unique services such as advising private pooled vehicles and managing covered-call SMA strategies.

Matthew Hand is a CFP® professional with eight years of experience in the financial services industry. He is currently with BIP Wealth, LLC and has previous experience at firms including CapFinancial Securities LLC, CapFinancial Partners LLC (CAPTRUST), Cetera Advisors, and Charles Schwab. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans through comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a range of investment vehicles and also advises private pooled funds and sponsors private-market offerings.

Howard Fleming is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with BIP Wealth, LLC and previously worked at Red Tortoise, LLC and SunTrust / Genspring Family Offices. Outside of investment advising, he prepares tax returns for individuals on a limited basis. BIP Wealth, LLC is a multi-advisor firm serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored household-level plans using mutual funds, ETFs, fixed income, and options-based strategies, and also offers private-market securities and private pooled vehicles for qualified investors.

Matthew Edmiston is a Series 65-licensed financial advisor at BIP Wealth, LLC with five years at the firm and two years of industry experience. Prior to his current role, he held a position at Cambridge High School and serves as the Jr. Academy Director for the Alpharetta Ambush Soccer Club, leading a team of youth soccer coaches. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a range of investment vehicles and manages both discretionary and non-discretionary accounts, including private-market offerings and covered-call strategies.

Jacob Lee is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 credential. He has been with BIP Wealth since 2025 and has a background in education, having worked at Kennesaw State University, Roswell High School, and Crabapple Middle School. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including private pooled vehicles and private-market securities for qualified investors.

Melissa Bunson is a financial advisor with BIP Wealth, LLC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. Her career includes roles at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Prehmus Financial Partners, Inc., and Ameriprise Financial Services, Inc. She also works as a Client Services Manager at Prehmus Financial Partners. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations and manages both public and private-market investments, including private pooled vehicles and covered-call strategies.

William Harris is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2007. He previously worked at Charles Schwab for one year early in his career. Harris is a passive minority equity owner of BIP Capital, a venture capital firm, where he reviews company financial statements quarterly. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including advisory services for private pooled vehicles and private-market offerings.

Charles Young is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with BIP Wealth, LLC and previously worked at The Vanguard Group, Inc., as well as in roles connected to the Jonathan D Rosen Family Foundation and academic institutions including Georgia Institute of Technology and Georgia State University. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management with tailored asset allocations and access to both public and private market investments, including specialized private pooled vehicles and covered-call strategies.

James Money Jr. is a CFP® and ChFC® with 19 years of industry experience. He is currently with BIP Wealth, LLC and previously spent nearly two decades at The Money Advisor Group, LLC. He maintains an active insurance license and consults on insurance coverage and services. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management, including private-market securities and covered-call strategies, and is notable for its advisory role to private pooled vehicles and affiliated private-market offerings.