Elizabeth White is a CFP® professional based in Atlanta, GA, affiliated with OpenArc Corporate Advisory, LLC. She has 17 years of industry experience, including a 16-year tenure at Bank of America and Merrill Lynch. White joined OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a comprehensive investment toolkit that includes alternative and private market investments as well as digital assets.

Adis Mehic is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at SignatureFD, LLC since 2025 and previously spent 10 years at Mercer Global Advisors. SignatureFD serves a diverse client base including individuals, business entities, trusts, and charitable organizations, offering discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private funds while also operating an AI-enabled platform focused on private placement life insurance.

Daniel Marshall is a CFP® with 25 years of industry experience, currently serving as a financial advisor at OpenArc Corporate Advisory, LLC since 2025. His prior experience includes extensive roles at Bank of America and Merrill Pierce, Fenner & Smith Inc. He is based in Atlanta, GA. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a wide range of wealth management and retirement plan services, utilizing diverse investment strategies and maintaining a substantial institutional retirement practice alongside private markets and digital asset capabilities.

Wyatt Nelson is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and CIBC Private Wealth US. OpenArc Corporate Advisory serves individual and institutional clients, including both non‑high-net-worth and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services through discretionary and non-discretionary models, utilizing a broad range of investment strategies including private markets and digital assets.

Victoria Santini is a CFP® professional affiliated with SignatureFD, LLC in Atlanta, GA. She has been with SignatureFD in various roles since 2017 and has prior experience at Stewardship Financial Advisors, LLC and Charles Schwab. Santini also worked in university housing and administrative positions at the University of Georgia. SignatureFD serves a wide range of clients including high-net-worth individuals, business entities, trusts, and charitable organizations, providing wealth management, retirement plan management, and consulting services. The firm employs discretionary portfolio management with mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Clive Slovin is a financial advisor at The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 63 designation with 42 years of industry experience. He has been with The Strategic Financial Alliance since 2003 and serves as president and board member of its parent company and several subsidiaries. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers through various programs. The firm manages assets primarily on a non-discretionary basis and supports multiple investment platforms, including wrap and non-wrap programs.

Brian Pierce is a financial advisor at Apollon Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Catalyst Wealth Management and Kalos Capital. Outside of his advisory role, he serves as president of Johns Creek NRG, a networking group for professionals. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, utilizing a combination of centrally managed models and locally managed portfolios across various investment vehicles.

Frank Tamplin is a CFP® with 18 years of industry experience, currently serving at Arkadios Wealth Advisors in Atlanta, GA. His prior roles include positions at Cambridge Investment Research Advisors, Mercer Global Advisors, and Acg Wealth, Inc. He is also associated with Clover Capital Partners. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and an in-house portfolio team. The firm employs fundamental, technical, and cyclical analysis and offers a range of advisory and reporting services under an integrated operating model.

David Schroll is a financial advisor at The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 66 designation with 17 years of industry experience. He has worked at Advisor Group, LPL, and RFG Advisory Group before joining his current firm in 2022. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, third-party manager selection, financial planning, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports both in-house and third-party asset management, with a significant portion of assets managed on a non-discretionary basis.

Thomas Moore is a CFP® with 21 years of industry experience. He is currently with Arkadios Wealth Advisors and previously worked at HYB Partners, LLC, Wela Strategies, Inc., Capital Investment Advisors, LLC, and other firms. Moore is the managing member of Morning Dew Management, LLC, a business focused on consolidating his investment property management and expenses. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisor-managed accounts, third-party money manager access, and financial planning. The firm supports customized investment plans through an internal portfolio team using fundamental, technical, and cyclical analysis.

Jennelle Vestal is a financial advisor at Crescent Grove Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, UBS Financial Services, Stanford Group Company, Wells Fargo Clearing, and Ameriprise. Outside of her advisory work, she operates an independent dog sitting business. Crescent Grove Advisors provides integrated wealth management, family office, and OCIO services to high-net-worth individuals, family offices, and institutional clients, as well as portfolio advisory services for clients with $1–10 million in liquid investable assets. The firm’s investment approach centers on a client-specific investment policy statement and asset-allocation framework overseen by an investment committee that incorporates independent managers and alternative strategies.

Brandon Hodge is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Asset Preservation Advisors, he held roles at Wild Dunes Resort, Forest Lake Club, and educational institutions including the University of South Carolina, University of Idaho, and St. Joseph's Catholic School. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary advisory services focused on taxable and tax-exempt municipal bond portfolios. The firm employs an active fixed-income strategy emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small advisor team.

Jack Russell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated entity, Capital Investment Group, Inc., since 2016. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, utilizing an individualized process that incorporates multiple analytical methods and ongoing portfolio monitoring.

Isobo Amaso is a CFP® certificant with three years of industry experience, currently affiliated with SignatureFD, LLC. Prior to joining SignatureFD, Amaso worked at Deerfield Financial Advisors and held roles at Target Corporation, World Wide Technology, and Saint Louis University. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, providing wealth management, financial planning, and advisory services. The firm employs diversified, long-term asset allocation strategies across multiple investment vehicles and operates specialized business lines such as an AI-enabled platform for private placement life insurance.

Andrew Noble is a financial advisor with New Edge Wealth in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering advisory services such as wealth strategy, financial planning, and discretionary portfolio management. The firm emphasizes asset allocation and investor behavior, combining independent managers and proprietary investment solutions with AI-assisted analytics to tailor portfolios.

Audrey Haney is a CFP® professional at SignatureFD, LLC with six years of industry experience. She previously worked at Trademark Capital Management and held a position at the University of Georgia. SignatureFD serves a diverse clientele including individuals, business entities, trusts, and charitable organizations. The firm employs diversified, long-term asset allocation strategies and offers discretionary wealth management, consulting, retirement plan management, and advisory services for private investment funds.

Emilie Hill is a Chartered Financial Analyst (CFA®) with nine years of industry experience. She has been with ZWJ Investment Counsel Inc in Atlanta since 2014. ZWJ Investment Counsel provides discretionary investment management and financial planning services to a range of individual and institutional clients, including pension plans, trusts, charitable organizations, and corporations. The firm’s investment approach is based on tailored portfolios across equities, fixed income, and balanced strategies, supported by fundamental and financial analysis and documented investment policy statements.

Christopher Godfrey is a CFA® charterholder and Series 63 licensee based in Atlanta, GA, with five years of industry experience. He has worked at Headwaters Capital Management, LLC since 2020 and previously at Invesco US from 2013 to 2019. Headwaters Capital Management is a single-advisor, discretionary investment adviser serving individuals, high-net-worth individuals, family offices, foundations, trusts, and business entities. The firm uses fundamental equity analysis to build concentrated portfolios of small- and mid-cap stocks and ETFs, focusing on long-term holdings and maintaining high market exposure.

Jamie Gentry is a CFP® professional with 16 years of experience, currently serving at SignatureFD, LLC. He has been with SignatureFD since 2000. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis, using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

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.