Adam Wittan is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Fifth Third Wealth Advisors in 2025, he worked at Regions Bank for 12 years and Merrill for two years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm offers portfolio management, financial planning, and access to alternative investments, leveraging bank affiliation and a mix of in-house and third-party resources for investment oversight.

John Harrison is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Equity Fund Advisors and Cole Capital Corporation. Outside of advisory work, he is involved with Maho Bay Partners, LLC, an equipment leasing company owning a private general aviation aircraft. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management with in-house portfolio teams and employs fundamental, technical, and cyclical analysis alongside fiduciary consulting for retirement plans.

William Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at LPL Financial since 2022 and over a decade at MassMutual Financial Group. Outside of his advisory work, he is involved in selling non-variable insurance products. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Victor Banks is a financial advisor at Integrity Advisory Solutions with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Nationwide Investment Services Corporation and Capital Investment Advisory Services, LLC. Outside of his advisory role, he is also engaged as an insurance agent selling fixed insurance products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing fundamental and technical analysis alongside multiple asset-allocation frameworks.

Patrick Smith Jr. is a financial advisor at Impact Partnership Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Impact Partnership Wealth since 2024, following five years at AE Wealth Management, LLC. In addition to his financial advisory roles, he is the owner and attorney of The Smith Law Firm, P.C., a law practice specializing in estate planning. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a large team of advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of strategies and collaborating with multiple affiliated entities and service providers.

Charles Toole is a CFP® professional with three years of industry experience, currently serving as a financial advisor at AWM Capital, LLC. His prior experience includes roles at Creative Planning, LLC and TrueWealth, as well as a four-year period at the University of Georgia. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with 24 advisors and focuses on liability-driven investing and diversified asset allocation using mutual funds, ETFs, equities, bonds, and private placements.

John Barone is a financial advisor with BIP Wealth, LLC in Atlanta, holding a Series 65 credential and one year of industry experience. Before joining BIP Wealth, he worked at Lumio Solar and has a background that includes roles in education and retail. 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 offers tailored investment strategies, including discretionary and non-discretionary management, private-market securities for qualified investors, and specialized covered-call strategies.

Milton Williams is a financial advisor at Crawford Investment Counsel Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Crawford Investment Counsel since 1994. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

Tayvon Jackson is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Edward Jones and MarketGuard. Outside his advisory role, he is the CEO of a semi-professional basketball team and serves as a director of a nonprofit foundation. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, using a combination of firm-managed and third-party investment strategies.

Michael Griffin is a CFP® with eight years of industry experience, currently serving at Henssler Financial in Kennesaw, GA. He has been with Henssler Financial since 2007. Henssler Financial serves a diverse client base, including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-driven investment approach known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and automated ETF solutions.

Eric Cramer is a CFP®, CFA®, and Series 63 registered advisor at BIP Wealth, LLC with 23 years of industry experience. He has worked at BIP Wealth since 2011 and previously spent eight years with Charles Schwab. Based in Atlanta, GA, Cramer is part of a multi-team firm serving a diverse client base. BIP Wealth, LLC is a multi-advisor registered investment adviser providing comprehensive financial planning and portfolio management to individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers tailored asset allocation strategies and advises both discretionary and non-discretionary accounts, including private pooled vehicles and private-market securities for qualified investors.

Gregory Sutton is a financial advisor at Henssler Financial with 15 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked previously at firms including North Highland and E*TRADE Securities. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach, combining fixed-income securities for near-term liquidity and high-quality equities selected through quantitative and qualitative screening.

Anthony James Hunt is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cygnus Capital and J.P. Morgan Securities. Outside of his advisory role, he is involved with Cygnus Capital as a fund wholesaler. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its operations.

James Kish is a financial advisor at GLOBALT Investments in Atlanta, GA, holding a Series 63 designation with 25 years of industry experience. He has been with GLOBALT and its predecessor entities since 2017. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other financial advisors. The firm employs a team-based approach combining quantitative, technical, and fundamental analysis, utilizing ETFs as primary investment vehicles and offering specialized strategies such as state tax-free fixed income.

Nancy Thrasher is a CFP® with 44 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2001 and has also operated a business providing bookkeeping and tax preparation services. Additionally, she maintains an active real estate license. Synovus Securities serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs and access to alternative investments.

Saverio Paglioni is a financial advisor at JFS Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integer Wealth Advisors Group LLC and Deloitte Investment Advisors LLC. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Planning process combined with an Investment Committee using Modern Portfolio Theory to guide discretionary and non-discretionary portfolio management across a range of investment vehicles.

Rex Macey is a CFP® and CFA® with 23 years of experience in the financial industry. He currently works at BIP Wealth, LLC and previously spent 11 years at Red Tortoise, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based strategies, with additional private-market investments available for qualified investors.

Giuliana Barbagelata is a CFP® professional with eight years of experience at Henssler Financial and one year at Ameriprise. She has been with Henssler Financial since 2018. Henssler Financial serves individual clients ranging from non-high-net-worth to high-net-worth, as well as institutional clients including pension plans and municipal entities. The firm employs a cash-flow based investment approach known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and sub-advisory relationships.

Nathan Stibbs is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Continuum Advisory, LLC, and Triad Advisors, Inc. Outside of finance, he serves as vice president of Waterborne, Inc., a biotechnology company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts and access to third-party money managers. The firm employs a disciplined investment approach supported by an internal portfolio team and offers comprehensive portfolio reporting and planning services.

Paul Izlar is a financial advisor at NewEdge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Keelan Capital and Forte. NewEdge Wealth serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.