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 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 10 years. Outside of her advisory role, she provides dog sitting services as an independent contractor. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management, family office services, and outsourced chief investment officer solutions. The firm manages approximately $5 billion in client assets and employs a customized investment process combining long-term strategic allocations with shorter-term tactical adjustments.

Mitchell Roper is a financial advisor at 49 Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is a licensed fixed insurance agent writing fixed insurance business. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, using a disciplined, long-term asset allocation approach with proprietary and platform model portfolios.

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.

Alexander Watts is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing financial guidance and tailored advice to high-net-worth clients. With over 15 years of experience, he works closely with a select group of clients, primarily business owners and entrepreneurs, to address their specific wealth management needs. Alex leverages access to Bank of America's resources to offer comprehensive investment banking solutions including business sales, mergers, acquisitions, ESOPs, and recapitalization services. Prior to his current role, Alex served as a Private Banker with J.P. Morgan in Atlanta and spent five years as an Investment Analyst with GenSpring Family Offices. He holds a B.A. in Economics with an emphasis in Finance from Emory University and an M.B.A. in Finance from the Robinson College of Business at Georgia State University. Alex is also a Personal Investment Advisor (PIA). An Atlanta native, Alex is actively involved in various civic and philanthropic organizations. His roles include Co-Chair of the Emory Entrepreneur Network, Board member of the Trust for Public Land, and Legacy Advisor to the Children's Healthcare of Atlanta Foundation. He has also served on boards for Intown Collaborative Ministries, Goodwill Industries, and Morningside Presbyterian Church. Alex resides in the Morningside area of Atlanta with his wife, daughter, and two sons.

Wesley Pond is a CFA® charterholder with 16 years of industry experience. He has worked at Asset Preservation Advisors, LLC since 2019 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. in Atlanta, GA. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary taxable and tax-exempt portfolios. 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 team of advisors.

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.

Bobbi Parlo is a financial advisor at ZWJ Investment Counsel Inc in Atlanta, GA, holding a Series 65 designation with one year of industry experience. She previously worked at Windham Brannon, LLC for seven years before joining ZWJ Investment Counsel. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 client relationships, offering investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach emphasizes tailored written investment policy statements and combines fundamental and financial analysis for equity, fixed income, and balanced portfolios.

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.

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.