Randall Mc George is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. He holds a Series 65 credential and previously worked at BNY Mellon for 20 years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients, including high-net-worth individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, leveraging a combination of in-house and third-party resources as well as integration with its affiliate, Fifth Third Bank.

Jaiden Deas is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Amicalola Falls State Park & Lodge, Sunset Hills Country Club, and the University of West Georgia. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, 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 from equities and bonds to private markets and digital assets.

Robert Van Sant Jr. is a financial advisor at First Advisors National, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at First American National Investment Advisors, LLC since 2012. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting with an emphasis on selecting and monitoring third-party money managers combined with fundamental analysis of individual securities.

Jameson Stady is a CFP® professional with nine years of industry experience, currently serving at Oxford Financial Group, Ltd since 2024. His prior roles include positions at Facet Wealth, ETRADE Securities, and Charles Schwab. Oxford Financial Group serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages a substantial asset base with both discretionary and non-discretionary arrangements.

Christopher Pullaro is a CFP® with 22 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2023. His prior experience includes roles at Catalyst Wealth Management, Kalos Capital, Inc., and Kalos Management, LLC. He is also president of Catalyst Tax Management, a tax preparation and bookkeeping business. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and other entities. The firm combines centrally managed model strategies with locally managed portfolios and offers a broad range of investment options including ESG models, direct indexing, and sub-advisory services for private funds and pooled investment vehicles.

Andrew O'Connell is a financial advisor at OpenArc Corporate Advisory, LLC with 30 years of industry experience. He has held positions at Merrill and Bank of America prior to joining OpenArc. Outside of his advisory work, he performs as a guitarist in a cover band and is an officer of a company providing live audio services for events. 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 emphasizes tailored investment strategies across various asset classes and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Sandra Lasser is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds Series 63 and Series 65 credentials and has 35 years of industry experience. Her prior roles include positions at Merrill and Bank of America, N.A. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, combining a broad range of investment options with both discretionary and non-discretionary engagement models.

Anna Blokh is a CFP® professional with 20 years of industry experience. She is currently with OpenArc Corporate Advisory, LLC and previously worked at Merrill for 16 years and Bank of America for 22 years. 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 dedicated retirement plan consulting, employing both discretionary and non-discretionary engagement models tailored to client objectives.

Stephen Sheets is a CFA® charterholder with 16 years of industry experience, currently serving at SignatureFD, LLC since 2004. He is based in Atlanta, GA. Outside of his advisory role, Sheets has passive ownership interests in a family partnership and other non-investment related businesses, with no active involvement. SignatureFD serves individuals, business entities, and various organizations by providing comprehensive wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Ashley Purvis is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She previously worked at Merrill from 2015 to 2025 before joining OpenArc in 2025. Purvis 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 wealth management, financial planning, portfolio management, and retirement plan services, employing both discretionary and non-discretionary engagement models and a diversified investment approach that includes alternative and private market investments, digital assets, and institutional research for retirement plan sponsors.

Robert Besson is a financial advisor at SignatureFD, LLC with 22 years of industry experience. He has been with SignatureFD since 2000. SignatureFD serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers wealth management, retirement plan management, and consulting services, managing client portfolios primarily on a discretionary basis with mutual funds, ETFs, and independent managers, while also providing access to affiliated private investment funds and insurance products.

Sean Devine is a CFA® charterholder with over 16 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2026. He previously worked at Covey Equity from 2010 to 2026. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also advises private pooled vehicles and private-market offerings for qualified investors.

Charles Osborne is a financial advisor with AssuredPartners Investment Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and is also the owner and representative of Iron Capital Advisors, Inc., a registered investment advisor since 2003. Osborne is based in Atlanta, GA. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and delivers services through a multi-office team of advisors.

Crystal Stevens is a CFP® with 21 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2004. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and alternative investments. The firm utilizes a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

James Tally is a CFP® professional with 23 years of industry experience, currently serving as an advisor at SignatureFD, LLC since 2012. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. 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 portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is vertically integrated with affiliated accounting and fund management firms.

Joseph Tyger is a financial advisor at OpenArc Corporate Advisory, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, employing a broad range of investment options and emphasizing both discretionary and non-discretionary engagement models.

Edwin Feinour is a financial advisor at ZWJ Investment Counsel Inc in Atlanta, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 2015. ZWJ Investment Counsel manages approximately $3.86 billion in client assets and provides 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 across equity, fixed income, and balanced portfolios.

Patrick Self is a financial advisor at BIP Wealth, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Strata, part of Roper Technologies, and EPSi, part of Allscripts. He is also a partner at Prehmus Financial Partners, an investment-related business. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm provides comprehensive financial planning and portfolio management, employing tailored asset allocations across public and private market securities, with a focus on private pooled vehicles and covered-call strategies.

Stuart Canzeri is a financial advisor at Waterloo Capital with 17 years of industry experience. He previously worked at Resurgent Financial Advisors, Fiduciary Alliance, and several other firms. Outside of his advisory role, he is a partner in Peachtree College Planning, where he holds informational classes on college admissions and financial aid strategies. Waterloo Capital is a multi-team advisor serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm employs a long-term, fundamental investment approach and offers customized portfolios along with access to third-party sub-advisers and comprehensive financial planning services.

Kathryn Bohr is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, utilizing both discretionary and non-discretionary models with investment strategies that incorporate equities, bonds, alternative investments, and digital assets.