Wesley Williams is a financial advisor with Asset Preservation Advisors, LLC, holding Series 65 and Series 66 licenses and two years of industry experience. He has worked with Asset Preservation Advisors in multiple periods since 2013. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail separately managed accounts, focusing exclusively on tax-exempt and taxable municipal bond portfolios. The firm employs active fixed-income strategies across various durations and incorporates ESG criteria through a Positive Impact Tax-Exempt Strategy, managing over $11 billion in discretionary assets.

John Scott is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding the CFP®, CFA®, and Series 66 designations and bringing 20 years of industry experience. He has been with BIP Wealth since 2015. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, including high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based covered-call strategies, and also manages private pooled investment vehicles for qualified investors.

Jose Hernandez III is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America N.A. and Merrill. He is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, with services spanning wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers tailored investment solutions using a wide range of products and emphasizes a substantial institutional retirement practice alongside private markets and digital asset capabilities.

Craig Rollins is a CFP® with eight years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. Prior to joining OpenArc, he worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm offers both discretionary and non-discretionary models and utilizes a range of investment strategies including private markets and digital assets.

Dillon Hess is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Merrill Lynch. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and portfolio management services, combining institutional research and a range of investment strategies that include private markets and digital assets.

Jennifer Thigpen is a CFP® professional with 25 years of industry experience currently serving at Apollon Wealth Management, LLC. She has held roles at firms including Cabot Lodge Securities LLC, J Alden Associates, Inc., and Raymond James & Associates. Outside of advisory work, she is a licensed independent insurance agent. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, offering a broad range of financial planning and portfolio management services across various asset classes and specialized investment vehicles.

John Williams Jr. is a CFP® professional with 26 years of industry experience, currently serving as Managing Director and Investment Advisor Representative at Bison Wealth, LLC. He has held roles at Metric Financial, Sterne, Agee, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory work, he owns ECOS Family Office, LLC, a holding company. Bison Wealth serves individuals, high net worth clients, family offices, and various institutions, offering financial planning, portfolio management, and specialized retirement plan services. Its investment approach includes multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Alexander Gambrell is a financial advisor at Nicholas Hoffman & Company, LLC with 21 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 licenses. Nicholas Hoffman & Company offers financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm employs a range of investment vehicles and uses both discretionary and non-discretionary advisory approaches, including performance-based fee arrangements for certain private funds.

Sumaree White is a financial advisor at OpenArc Corporate Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill, Wells Fargo Clearing Services, Rockefeller Financial LLC, and Rockefeller & Co LLC. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and operational platforms to tailor solutions to client objectives.

Evan Carter is a CFP® professional with 11 years of industry experience, currently serving at SignatureFD, LLC since 2019. He previously worked at Atlanta Capital Group from 2015 to 2019. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors by providing discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies using a range of investment vehicles and also manages affiliated private funds and serves as a sub-adviser to private credit strategies.

David Millican IV is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and 66 licenses and bringing 29 years of industry experience. His career includes roles at Arkap Markets, LLC, Arkadios Capital, LLC, Acg Wealth, Inc., LPL Financial, and Wells Fargo Advisors. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party solutions.

Jeffrey Buck is a CFA® charterholder with 10 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2021 and previously was employed at Diversified Trust Co for six years. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers tailored financial profiles and investment plans, implementing them through various investment vehicles and occasionally using performance-based fee arrangements for certain private funds.

Diego Colan Taya is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. He has previously worked at Merrill for eleven years. Diego holds a Series 66 designation and is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management and retirement plan services, utilizing a broad range of investment options and maintaining a notably large institutional retirement practice alongside private markets and digital-asset capabilities.

Mason Porritt is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Shoemaker Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, and Jackson National Life Distributors LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based covered-call strategies, alongside private-market securities for qualified investors.

Paul Pilcher is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously spent six years at MFS Fund Distributors, Inc. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various managed accounts and model portfolios, employing a combination of fundamental, technical, and cyclical investment analysis.

Justin Farmer is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Exit Wealth Advisors and as a self-employed media professional. Outside of advising, he is involved in Savannah Distilling in an advisory role and holds a majority share in the company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment solutions using a variety of management programs and combines fundamental, technical, and cyclical investment analyses.

Peyton Bogard is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He has been with Asset Preservation Advisors since 2020. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary services focused on taxable and tax-exempt municipal bond portfolios. The firm employs an active fixed-income approach emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a team of 21 advisors.

Taylor Williams is a CFP® with 23 years of industry experience and has been with BIP Wealth, LLC since 2015. He holds a Series 66 license and is based in Atlanta, GA. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, offering tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies. BIP is notable for advising private pooled vehicles and managing private-market offerings alongside its public-market allocations.

Jason Young is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked with firms including Alex Brown, Raymond James & Associates, and Cabot Lodge Securities. In addition to his advisory role, he is the owner of Agility Power Systems, LLC, which holds a private investment in Helix Semiconductors. Apollon Wealth Management is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed models with locally managed portfolios and employing a broad range of investment vehicles and specialized strategies.

Clifton Dortch Jr. is a financial advisor at Balentine with two years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Balentine, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2015 to 2021. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment approach is risk-based and incorporates both active and passive strategies, along with a model-driven Global Tactical Asset Allocation program for institutional mandates.