Christopher Sheridan is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and three years of industry experience. He has held roles at several firms, including Royal Alliance Associates, Inc., John Hancock, and runs insurance agencies focused on health insurance products and annuities. Sheridan also has experience in administrative duties for an insurance agency. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm employs a range of investment strategies including firm-managed and advisor-managed models and offers discretionary asset management and retirement plan services.

Paul Marshall is a CFA® charterholder based in Atlanta, GA, with 10 years of industry experience. He has been with Crawford Investment Counsel Inc since 2015. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, institutions, and other entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages a range of equity and fixed income strategies, including several mutual funds for which it serves as adviser.

Jacob Pritchard is a CFP® professional at Henssler Financial with six years of industry experience. He previously worked at Turnkey Planning Solutions, the University of Georgia, SignatureFD, and McDonald's. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a cash-flow oriented investment approach known as the “Ten Year Rule,” combining fixed-income allocations with high-quality equities and model portfolios, and offers a range of services from financial planning to sub-advisory relationships.

Dylan Dennis is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 credential. He has recently started his career in the industry, with experience dating back to 2025, including time spent both with BIP Wealth and in educational roles at Auburn University and Pinecrest Academy. BIP Wealth, LLC offers investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across 3,100 client relationships. The firm focuses on customized, household-level portfolios with diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market investment opportunities.

Michael Weinberger is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Impact Partnership Wealth since 2021, following five years at Retirement Wealth Advisors, Inc. Additionally, he serves as Director of Advanced Markets at The Impact Partnership, LLC, an insurance marketing organization. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset-allocation and overlays.

Kay Wilson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 66 and Series 63 licenses and having 19 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, BT Wealth Management, UBS Financial Services, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. She is also involved with Corbet Capital Advisors in an investment-related capacity. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Ross Hughes is a CFP® and holds a Series 65 license with 11 years of experience in the financial advisory industry. He has worked at BIP Wealth, LLC since 2022 and previously held roles at Capital Endurance Group, Inc., Allstate, and Redwood Wealth Management, LLC. BIP Wealth, LLC serves individuals, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm focuses on customized, household-level portfolios that emphasize diversified, low-cost mutual funds and ETFs, combined with individual bonds, stocks, and options, and also provides access to private market opportunities through affiliated entities.

Andrew Guthrie is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. He has been in the industry since 2026, with prior experience that includes roles at Stearns Retirement Group and involvement with community organizations such as Georgia 4-H. Sound Income Strategies manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, supported by a scalable advisor network and specialized family-office style services.

Thomas Martin is a CFA® charterholder with 19 years of industry experience. He has been with GLOBALT Investments since 2014. GLOBALT Investments LLC manages discretionary portfolios, separately managed accounts, and model portfolios for a diverse client base, including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

Matthew Hand is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding the CFP® designation and Series 66 and 63 licenses. He has eight years of industry experience, having previously worked at firms including CapFinancial Securities LLC, Cetera Advisors, and Charles Schwab. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across 3,100 client relationships. The firm offers customized, diversified portfolios emphasizing low-cost mutual funds and ETFs alongside individual securities, with private market investing capabilities and institutional cash strategies.

Debra Disimone is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Crawford Investment Counsel since 2003. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, and 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.

Kyle Turnier is a financial advisor at Asset Preservation Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Belle Haven Investments, LP and AQR Capital Management. His current role began in 2025 at both Asset Preservation Advisors and iM Global US Distributors, LLC. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, offering strategies focused on tax-exempt and taxable municipal portfolios. The firm manages over $11 billion in assets and emphasizes active fixed-income management with an ESG-oriented Positive Impact Tax-Exempt Strategy.

Najee Sanders is a financial advisor at OpenArc Corporate Advisory, LLC with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, Merrill, David Lerner Associates, and HSBC Bank USA. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm combines institutional retirement expertise with capabilities in private markets and digital assets, tailoring investment strategies through discretionary and non-discretionary models.

Emily Fletcher is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of her advisory role, she serves as a general partner and managing member of Brownlow Enterprises LLC, a limited liability company. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofits, and retirement plans. The firm offers a range of wealth management and consulting services, employing a broad investment toolkit and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

William Lako is a CFP® professional with 27 years of industry experience, currently serving at Henssler Financial in Kennesaw, GA. He has been associated with Henssler Asset Management, LLC since 1998 and G.W. Henssler & Associates Ltd since 1995. 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-based investment approach known as the “Ten Year Rule” and offers services ranging from financial planning to discretionary portfolio management and sub-advisory relationships.

Aaron Mellman is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2020. His prior roles include positions at Ameriprise Financial Services, Inc, Macy’s, AXA Advisors LLC, and Indigo Payments. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services such as wealth management, retirement plan consulting, financial planning, and tax-related services.

Troy Young is a CFP® professional with 27 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and has held prior roles at Lion Street Advisors and FSC Securities Corporation. Outside of his advisory work, he is an author and serves on several nonprofit and community boards in the Atlanta area. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis in its investment process, offering customized portfolio management through discretionary or model-based strategies.

Ryan Cox is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He previously worked at Merrill and Fidelity Brokerage Services LLC and has a background outside finance with over a decade at The Cheesecake Factory. He holds Series 63 and Series 66 licenses. 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 solutions through discretionary and non-discretionary models, utilizing a wide range of investment options including private markets and digital assets.

Jared Schmidt is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding the CFP® designation along with Series 65 and Series 66 licenses. He has 17 years of industry experience, including prior roles at Goldman Sachs Asset Management and Goldman Sachs Private Wealth. United Capital provides financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s platform features customizable investment options and supports a broad affiliate network offering complementary legal, trust, lending, and referral services.

Robert Battin is a financial advisor with Nations Financial Group, Inc. in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Summit Financial Group Inc., and Cetera Advisor Networks LLC. Outside of his advisory work, he is an owner of a commercial property business in Silverdale, WA. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach involves proprietary model portfolios combined with outside manager options, allowing advisors to tailor strategies based on client objectives and risk tolerance.