Paul Wedge is a financial advisor at 49 Financial based in Atlanta, GA, holding a Series 65 designation with two years of industry experience. His prior experience includes a position at Robert W. Baird & Co. and work at Louisville Country Club. In addition to advising, he is a licensed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach using model portfolios primarily composed of mutual funds and ETFs, supported by an extensive advisory staff managing approximately $1.4 billion in assets.

Clifford Wang is a financial advisor at Main Street Financial Solutions, LLC with 25 years of industry experience. He previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves on the alumni advisory board for the Johns Hopkins Carey Business School and participates as a committee member for the Georgia Institute of Technology’s School of Civil and Environmental Engineering. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, and alternative investments.

Howard Fleming is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with BIP Wealth, LLC, where he has worked since 2026, following seven years at Red Tortoise, LLC and fifteen years at SunTrust / Genspring Family Offices. Fleming also prepares individual tax returns as a side activity. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans with investment advisory and comprehensive financial planning. The firm manages portfolios using diversified, low-cost mutual funds and ETFs along with individual securities and provides access to private market opportunities through affiliated entities.

Timothy Moscato is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. His prior employers include Merrill Lynch and Bank of America. He joined OpenArc in 2025. 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 and retirement services, utilizing a diverse range of investment strategies and platforms that include private markets and digital assets.

Brian Hershberger is a CFP® and CFA® charterholder with 22 years of experience in the financial industry. He is currently with Waverly Advisors, LLC and has worked at Omni Wealth Advisors, LLC since 1999. In addition to his advisory role, he owns and operates a tax planning and preparation business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management to a diverse client base.

Miles Magyar is a CFP® professional with experience at Henssler Financial since 2024 and previously at Truist Bank from 2016 to 2024. He is based in Kennesaw, GA. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients, offering services such as financial planning, portfolio management, and pension advice. The firm’s investment approach is centered on a cash-flow based “Ten Year Rule” and integrates proprietary quality screens, separate account managers, and automated asset management solutions.

Matthew Miller Jr. is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with 11 years of industry experience. He has previously worked at Invesco, Rollins Financial, Inc., and Mercer Global Advisors Inc. He joined Aprio Wealth Management and Aprio Advisory Group in 2024. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation along with dollar-cost averaging, technical analysis, and both long- and short-term trading strategies, monitoring accounts continuously and conducting at least annual client reviews.

William Mcdaniel is a CFA® charterholder and financial advisor at Waverly Advisors, LLC with eight years of industry experience. He previously worked at BT Wealth Management, LLC for seven years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and high net worth clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning, retirement consulting, and multi-family office services.

Christopher Durham is a financial advisor at Crescent Grove Advisors with seven years of industry experience. He holds the Series 65 designation and has been with Crescent Grove Advisors since 2015. The firm serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, and outsourced chief investment officer solutions. Crescent Grove Advisors manages approximately $5 billion in client assets, employing a customized investment process that includes both long-term strategic allocations and short-term tactical adjustments overseen by an investment committee.

Roland Pritchett is a financial advisor at NewEdge Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 11 years. Pritchett is the managing member of Baldwin Investment Management LLC, an entity he created prior to joining NewEdge Wealth to manage revenues from his private wealth management clientele. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing both proprietary and third-party strategies across multiple asset classes.

David Cramer is a financial advisor at OpenArc Corporate Advisory, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for ten years. Based in Atlanta, GA, he joined OpenArc Corporate Advisory in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a broad range of investment options and emphasizing institutional research and fiduciary governance for plan sponsors.

Eric Lind is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. Prior to joining Beacon Global Advisor Network in 2022, he worked at deVere & Partners Switzerland SA starting in 2021 and took a personal leave from 2010 to 2021. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, utilizing a blend of mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Phillip Abshier II is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Synovus Securities since 2001. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm uses a blend of discretionary and non-discretionary portfolio management programs on the Envestnet platform, applying due diligence for manager selection and asset allocation.

Rachel Baker is a financial advisor with Arete Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at Center Street Advisors, Inc. and Hill and Hill Financial, where she is a co-owner of an interior/exterior home painting business called Blessed Transformations. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it incorporates third-party sub-advisers and a thorough due-diligence process in its investment approach.

Matthew Edmiston is a financial advisor with BIP Wealth, LLC in Atlanta, holding a Series 65 credential and bringing two years of industry experience. Prior to his current role since 2021, he has been involved as Jr. Academy Director for the Alpharetta Ambush Soccer Club, leading youth soccer coaching programs. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing over $5 billion in assets. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, alongside access to private market opportunities and specialized buy-write strategies.

Robert Heightchew III is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, N.A. and Merrill. 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 services, including wealth management, financial planning, portfolio management, and retirement plan consulting, utilizing both discretionary and non-discretionary engagement models tailored to client objectives with a diverse set of investment tools.

Paige Cunningham is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Strategic Retirement Solutions LLC and Bankers Life & Casualty Co. She is also a co-owner of Cunningham Group LLC, a family holding company involved in real estate and business entities. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, and retirement-plan support through a large network of investment adviser representatives using tailored asset allocation strategies and access to a broad range of investment products.

Jairus Buchanan is a CFA® charterholder with eight years of industry experience. He has been with GLOBALT Investments and Synovus Trust Company since 2019. His prior experience includes roles at Invictus Capital Investors, Invictus Capital Partners, and Herndon Capital Management. GLOBALT Investments provides discretionary portfolio management, separately managed accounts, and model portfolio services to 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 strategic allocations with tactical overlays developed in partnership with Ned Davis Research.

Jeffrey Rhineheart is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at SunTrust Bank spanning 30 years. His other business activities include serving as a New Business Development Officer at First Citizens Asset Management and as an Institutional Consultant at SVB Wealth, focusing on retirement plans, foundations, and endowments. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios across various implementation frameworks using both quantitative and qualitative criteria.

Nicholas Fontanella is a financial advisor at Bison Wealth, LLC in Atlanta, GA, with six years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at TD Ameritrade, Charles Schwab, and Fisher Investments. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for unaffiliated advisers. The firm’s investment approach includes outcome-focused model portfolios blending tactical and strategic allocations across liquid and private-market investments, incorporating alternative strategies such as option-based overlays and interval funds.