Elias Crist is a CFP® with six years of industry experience, currently serving at Inlight Wealth. His prior roles include positions at Regent Peak Wealth Advisors, SignatureFD, and State Street Corporation. Outside of his advisory work, he owns residential rental properties in Atlanta. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm provides portfolio management, financial planning, and consulting services using fundamental analysis and may include options strategies within separately managed accounts.

Lori Morell is a Series 65-licensed financial advisor at Thayer Partners LLC in Alpharetta, GA, with eight years of industry experience. She worked at Linder Financial Services for seven years following a 34-year career at Kimberly-Clark Corp. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans with customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers a broader range of consulting services, including fiduciary support for ERISA plans and business advisory tied to Profit First methodology.

Connor Wilkins is a financial advisor at Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Loftin Wealth Partners, he worked at River Club Golf Course and attended the University of Georgia. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance using a combination of asset-allocation, dollar-cost averaging, and trading strategies, managing approximately $344.5 million in discretionary assets for about 387 clients as of early 2026.

Joseph Rollins is a ChFC® credentialed financial advisor with 15 years of industry experience. He has worked at Rollins Financial Advisors, LLC since 2021 and previously at Rollins Financial Nc. from 1990 to 2021. The firm serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, providing investment counseling, portfolio management, and related accounting and tax services. Rollins Financial Advisors manages approximately $1.38 billion in discretionary assets and employs a fiduciary, goal-oriented investment process that emphasizes asset allocation and ongoing portfolio monitoring.

David Harvey is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 credential and six years of industry experience. He has worked at GER Loftin Wealth Advisors, LLC since 2020 and concurrently has a long-term employment history with American Airlines beginning in 1992. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing a range of strategies including asset allocation, dollar-cost averaging, and tactical trading approaches.

Ryan Mccafferty is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Large and Gilbert Wealth Advisory, part of Keystone Financial Group, where he has worked for nine years following three years at Morgan Stanley. Outside of his advisory role, he is a partner in an e-commerce business focused on creating T-shirt designs. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million. The firm serves individuals, including high-net-worth clients, trusts, pension plans, and business entities, providing portfolio management, financial planning, and pension consulting services.

Philip Petersen is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at LPL Financial LLC, Woodbury Financial Services Inc., Allianz Life Financial Services LLC, and Curian Capital, LLC. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm utilizes a long-term, diversified investment approach combining firm-managed models and independent managers, and sponsors a bundled wrap fee program integrated with LPL Financial platforms.

David Jones is a CFP® professional with 22 years of industry experience, currently serving at EPG Wealth Management LLC in Atlanta, GA. He has held roles at Arkadios Capital, Equity Services, Inc., National Life Group, and National Financial Services Group. Outside of his advisory work, he serves as CEO of a financial services holding company and acts as a trustee for a private family trust involving ownership interests in a privately held company. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with customized investment plans and a range of advisory services, including advisor-managed portfolios, third-party money manager access, and ERISA fiduciary consulting. The firm manages a multi-office, ten-advisor team overseeing approximately $579 million in regulatory assets under management.

Jerold Sniderman is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has held leadership roles at Sniderman Wealth Management, LLC and The Sniderman Group, LLC, among other firms. Outside of his advisory work, he serves as president of a local homeowners association, a nonprofit role he has held since 2005. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management services to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm uses Modern Portfolio Theory to tailor portfolios to client objectives and risk tolerances, offering both discretionary and non-discretionary management and recommending institutional strategists when appropriate.

Elizabeth Megret De Serilly Detigny is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at MassMutual Life Insurance Company, MML Investors Services, and Deloitte. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized portfolios that combine third-party managed models, mutual funds, ETFs, individual equities, and fixed income. The firm is notable for its formal pension-transfer services for U.K. nationals, including coordination with U.K. trustees and platforms and managing FCA-required suitability processes.

Lawrence Cummings Jr. is a financial advisor with Main Street Financial Solutions, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes roles at City National Bank, RBC Capital Markets, Barclays Capital, and Lehman Brothers. Main Street Financial Solutions serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm uses an academic-based, multi-asset class investment approach that emphasizes mutual funds and low-cost passive ETFs, while also incorporating actively managed funds and alternative investments tailored to client objectives.

Matthew Duncan is a financial advisor at Donaldson Capital Management LLC with 21 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at firms including TD Ameritrade, Fis, Fisher Investments, and E*TRADE Advisory Services. Donaldson Capital Management serves individual and institutional clients, offering investment management, financial planning, and retirement-plan services. The firm employs a model-driven investment approach with proprietary portfolio strategies emphasizing dividend-paying equities and fixed income.

Matthew Prediletto is a CFP® with 18 years of industry experience, currently serving as a financial advisor at OpenArc Corporate Advisory, LLC. His prior roles include positions at Bank of America, Merrill, and Goldman Sachs Wealth Services. Outside of his advisory work, he holds a non-investment fiduciary role as a power of attorney. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, as well as consulting for endowments and foundations. The firm employs a diversified investment approach across public and private markets and offers governance-oriented services for plan sponsors and nonprofit clients.

Marcus Bloom is a financial advisor at Donaldson Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Lifestyle Freedom Advisory Group, Array Partners, Royal Alliance Associates, Signator Investors, and The CORE Group. Donaldson Capital Management serves individual and institutional clients with a model-driven investment approach emphasizing dividend-paying equities and fixed income. The firm offers investment management, financial planning, and retirement-plan services, including fiduciary engagements and sub-advisory roles for collective investment trusts.

Gary Glover is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Concorde Asset Management and Concorde Investment Services since 2016. Outside of his advisory role, he serves as local service chair and foundation chair for Rotary International, organizing community events and managing grant writing and volunteer efforts. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm utilizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

Warren Prehmus is a financial advisor at BIP Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. He is also the owner of WPREHMUS, LLC, an entity created to manage business expenses and income. 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 manages both discretionary and non-discretionary portfolios, including private pooled investment vehicles and covered-call strategies.

Madison Grosse is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Capital Investment Advisors, Madison worked at J.P. Morgan Securities LLC and JPMorgan Chase. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, including family-office style services, pension consulting, executive compensation analysis, and access to private investments.

Paul Covington is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion on a discretionary basis and employs a diversified investment process that includes institutional research, manager due diligence, and exposure to public and private markets, digital assets, and alternative securities.

David Whitmore Jr. is a CFP® professional with 23 years of industry experience. He is currently with Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and previously worked at Buckman Buckman for 18 years. 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 including portfolio management, financial planning, retirement plan consulting, and educational seminars, delivering both discretionary and non-discretionary management through a network of independent Advisory Representatives.

James Taylor is a financial advisor at Stephens with three years of industry experience and holds a Series 66 designation. His prior experience includes roles at the University of Kentucky and Shiplify. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a broad range of discretionary and non-discretionary investment management services, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments when appropriate.