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.

Ashley Abate is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for nine years. Abate is based in Atlanta, GA. OpenArc Corporate Advisory serves individual and institutional clients, including non-HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, emphasizing both discretionary and non-discretionary engagement models and utilizing diverse investment strategies that include alternative and private market investments as well as digital assets.

Peter Sereno is a financial advisor at OpenArc Corporate Advisory, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill for over a decade. Sereno serves on a committee at St Monica’s Catholic Church in Duluth, Georgia, where he assists with directing expenditures alongside other members. OpenArc Corporate Advisory serves individual and institutional clients, including non-HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, employing both discretionary and non-discretionary models with a diverse investment toolkit and a strong focus on institutional retirement solutions and private markets.

Leslie Netter is a financial advisor at Aegis Capital Corp. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Morgan Stanley. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a significant portion of assets managed on a non-discretionary basis.

David Onuorah is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 license and four years of industry experience. He previously worked at Bank of America and Merrill. Outside of finance, he coaches basketball part-time and serves on the board of the Boys & Girls Clubs of Metro Atlanta Dekalb County. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a broad investment toolkit and offers both discretionary and non-discretionary engagement models, with particular strength in institutional retirement solutions and private markets.

Patricia Hodgman is a Series 65-licensed financial advisor with 11 years of industry experience. She has been with Asset Preservation Advisors, Inc. since 2015 and previously worked at Municipal Portfolio Managers, Inc. in the same year. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, as well as serving as a sub-adviser to municipal bond mutual funds and advisory programs. The firm focuses exclusively on municipal bonds, using active fixed-income strategies and incorporates an ESG-oriented Positive Impact Tax-Exempt Strategy.

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.

Donald Wright is a financial advisor at Crescent Grove Advisors with 22 years of industry experience. He has been with Crescent Grove Advisors since 2015. Wright holds a Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory across discretionary and non-discretionary mandates. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Lauren Olsen is a CFA® charterholder working with Asset Preservation Advisors, LLC in New York, NY. She has 12 years of industry experience, including 11 years at Credit Suisse Asset Management before joining her current firm. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering both discretionary and non-discretionary advisory services. The firm employs an active fixed-income approach focused on yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small advisor team.

Joseph Toye is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 credential with seven years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill from 2019 to 2025 and attended Vanderbilt University from 2015 to 2019. Outside of his advisory role, Toye serves on the education advisory committee for the nonprofit City of Refuge and volunteers as a mentor to children. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management, financial planning, and portfolio management services. The firm’s investment approach includes leveraging individual securities, alternatives, private markets, and digital assets, with a notable institutional retirement practice and operational integration with third-party platforms.

Steven Prediletto is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and at Merrill for 27 years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services from wealth management and financial planning to specialized retirement plan consulting, employing both discretionary and non-discretionary models and incorporating diverse investment strategies such as private markets and digital assets.

Barbara Prince is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Merrill and Mutual of America Securities Corporation. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofits, and retirement plans, offering tailored wealth management, financial planning, and retirement services. The firm combines institutional research and private market capabilities with operational integration to support both discretionary and non-discretionary investment strategies.

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.

Jurgen Steinwarz is a CFP®-designated financial advisor with 10 years of industry experience, currently with OpenArc Corporate Advisory, LLC. He previously worked at Bank of America, Merrill, and Morgan Stanley, among other firms. Steinwarz serves on the advisory board of La Amistad, a charitable organization based in Atlanta. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans, offering a range of wealth management and portfolio services. The firm distinguishes itself through its institutional retirement practice, private markets and digital asset capabilities, and operational integration with third-party platforms and tools.

James Money Jr. is a financial advisor at BIP Wealth, LLC based in Atlanta, GA, with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at The Money Advisor Group, LLC, where he worked for 19 years, and Eagle Strategies (NY Life). 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 employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides specialized services such as advising private pooled vehicles and managing covered-call strategies.

Bjorn Jordan is a financial advisor at CL Wealth Management LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Sandlapper Securities, LLC and SANDLAPPER Wealth Management, LLC. Outside of advising, he creates and sells artwork at festivals and online through his own business, Bjorn Jordan LLC. CL Wealth Management provides portfolio advisory and financial planning services to individuals, pensions, trusts, and business entities, using both discretionary and non-discretionary management strategies that incorporate fundamental and technical analysis, model portfolios, and various mutual funds and ETFs.

Renee Alladin is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management, financial planning, and portfolio management services. The firm combines institutional retirement expertise with private market and digital asset capabilities, delivering both discretionary and non-discretionary solutions.

David Whitmore is a Series 65-licensed financial advisor with Strategic Blueprint, LLC, based in Brookhaven, GA. He has three years of industry experience, including prior roles at Merrill and The Strategic Financial Alliance, Inc. Whitmore currently works at Strategic Blueprint, where he has been since 2022. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various investment management and financial planning services, including a subscription advisory program and client education through seminars and conferences.

Deryck Gryne is a financial advisor at Ally Invest Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Regions Bank, Cetera, and TIAA-CREF. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering both automated and advisor-delivered investment services. The firm uses model portfolios based on Modern Portfolio Theory and serves a large client base with a focus on retail and high-net-worth individuals.

Chester Rollins Jr. is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith, Inc. from 2009 to 2025 before joining OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management, financial planning, portfolio management, and retirement plan services, utilizing a broad range of investment strategies and emphasizing institutional research and fiduciary oversight for retirement sponsors.