Mckenna Law is a financial advisor at SignatureFD, LLC, holding the CFP® designation and Series 65 license with four years of industry experience. Prior to joining SignatureFD in 2018, Mckenna worked at Berman Capital Advisors, LLC from 2014 to 2018. 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.

Barton Gadlage is a CFP® with 26 years of experience in the financial industry. He has been with Synovus Securities, Inc. since 2001. Outside of his advisory role, he serves as a board member for Team Doctors Preferred Access, a family-founded concierge medical service. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes the Envestnet platform to provide portfolio management tailored to client risk tolerance and offers access to alternative investments and educational services for ERISA plans.

James Loyd is a CFP® with 10 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2012. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers integrated financial planning alongside access to affiliated private investment funds and insurance products.

Kevin Allman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2016. He is based in Atlanta, GA, and holds the Series 66 designation. Outside of his advisory role, he serves on the Board of Directors for the Financial Planning Association of Georgia as the Membership Engagement Director. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable strategies and integrates advanced technology tools alongside human oversight.

Patricia Hodgman is a Series 65-licensed financial advisor with Asset Preservation Advisors, LLC in Atlanta, GA. She has 10 years of industry experience and has been with Asset Preservation Advisors since 2015. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary portfolio services focused exclusively on taxable and tax-exempt municipal bond strategies. The firm employs an active fixed-income approach that includes yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a team of 21 advisors.

William Harris is a CFP® with 20 years of industry experience based in Atlanta, GA. He has been with BIP Wealth, LLC since 2007. Harris is a passive equity partner and minority owner in BIP Holdings, LLC, which is affiliated with 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 retirement plans with comprehensive financial planning and portfolio management. The firm provides tailored asset allocation strategies incorporating mutual funds, ETFs, fixed income, and options-based covered-call strategies, and offers private-market securities to qualified investors.

Richard Raby is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Synovus Securities since 2001. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services including managed accounts, model portfolios, and alternative investments. The firm utilizes the Envestnet platform for portfolio management and provides educational services for ERISA plans, as well as access to outside money managers.

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.

Alex Moss is a CFP® with nine years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2018. Prior to joining SignatureFD, he worked at PNC Investment LLC from 2016 to 2018. SignatureFD serves a broad range of clients including individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers diversified, long-term asset allocation strategies and acts as an adviser or sub-adviser to private investment funds and other pooled vehicles.

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.

Patrick Carpenter is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and previously worked at Raymond James & Associates from 2013 to 2018. Outside of his advisory role, he is the owner of Greywind Capital, a contracting business based in Marietta, GA. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and employs a range of fundamental, technical, and cyclical analyses to guide discretionary account management.

Randall Mc George is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. He holds a Series 65 credential and previously worked at BNY Mellon for 20 years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients, including high-net-worth individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, leveraging a combination of in-house and third-party resources as well as integration with its affiliate, Fifth Third Bank.

Robert Van Sant Jr. is a financial advisor at First Advisors National, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at First American National Investment Advisors, LLC since 2012. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting with an emphasis on selecting and monitoring third-party money managers combined with fundamental analysis of individual securities.

Jameson Stady is a CFP® professional with nine years of industry experience, currently serving at Oxford Financial Group, Ltd since 2024. His prior roles include positions at Facet Wealth, ETRADE Securities, and Charles Schwab. Oxford Financial Group serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages a substantial asset base with both discretionary and non-discretionary arrangements.

Christopher Pullaro is a CFP® with 22 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2023. His prior experience includes roles at Catalyst Wealth Management, Kalos Capital, Inc., and Kalos Management, LLC. He is also president of Catalyst Tax Management, a tax preparation and bookkeeping business. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and other entities. The firm combines centrally managed model strategies with locally managed portfolios and offers a broad range of investment options including ESG models, direct indexing, and sub-advisory services for private funds and pooled investment vehicles.

Rasheedah El Amin is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management Inc since 2016. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, emphasizing diversified investment strategies that include mutual funds, ETFs, individual equities, bonds, and alternative investments.

Stephen Sheets is a CFA® charterholder with 16 years of industry experience, currently serving at SignatureFD, LLC since 2004. He is based in Atlanta, GA. Outside of his advisory role, Sheets has passive ownership interests in a family partnership and other non-investment related businesses, with no active involvement. SignatureFD serves individuals, business entities, and various organizations by providing comprehensive wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Robert Besson is a financial advisor at SignatureFD, LLC with 22 years of industry experience. He has been with SignatureFD since 2000. SignatureFD serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers wealth management, retirement plan management, and consulting services, managing client portfolios primarily on a discretionary basis with mutual funds, ETFs, and independent managers, while also providing access to affiliated private investment funds and insurance products.

Sean Devine is a CFA® charterholder with over 16 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2026. He previously worked at Covey Equity from 2010 to 2026. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also advises private pooled vehicles and private-market offerings for qualified investors.