Charles Young is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with BIP Wealth, LLC and previously worked at The Vanguard Group, Inc., as well as in roles connected to the Jonathan D Rosen Family Foundation and academic institutions including Georgia Institute of Technology and Georgia State University. 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 portfolio management with tailored asset allocations and access to both public and private market investments, including specialized private pooled vehicles and covered-call strategies.

Jurgen Steinwarz is a CFP®-designated financial advisor with 10 years of industry experience, currently with OpenArc Corporate Advisory, LLC. He previously worked at Bank of America, Merrill, and Morgan Stanley, among other firms. Steinwarz serves on the advisory board of La Amistad, a charitable organization based in Atlanta. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans, offering a range of wealth management and portfolio services. The firm distinguishes itself through its institutional retirement practice, private markets and digital asset capabilities, and operational integration with third-party platforms and tools.

James Money Jr. is a CFP® and ChFC® with 19 years of industry experience. He is currently with BIP Wealth, LLC and previously spent nearly two decades at The Money Advisor Group, LLC. He maintains an active insurance license and consults on insurance coverage and services. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management, including private-market securities and covered-call strategies, and is notable for its advisory role to private pooled vehicles and affiliated private-market offerings.

Bjorn Jordan is a financial advisor at CL Wealth Management LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Sandlapper Securities, LLC and SANDLAPPER Wealth Management, LLC. Outside of advising, he creates and sells artwork at festivals and online through his own business, Bjorn Jordan LLC. CL Wealth Management provides portfolio advisory and financial planning services to individuals, pensions, trusts, and business entities, using both discretionary and non-discretionary management strategies that incorporate fundamental and technical analysis, model portfolios, and various mutual funds and ETFs.

Renee Alladin is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management, financial planning, and portfolio management services. The firm combines institutional retirement expertise with private market and digital asset capabilities, delivering both discretionary and non-discretionary solutions.

David Whitmore is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. He holds the Series 65 designation and has worked previously at Merrill from 2016 to 2021 and The Strategic Financial Alliance, Inc. since 2021. Whitmore has been with Strategic Blueprint since 2022. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and a subscription advisory program, with a focus on customized, goal-based strategies and client education.

Patrick Carpenter is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and previously worked at Raymond James & Associates from 2013 to 2018. Outside of his advisory role, he is the owner of Greywind Capital, a contracting business based in Marietta, GA. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and employs a range of fundamental, technical, and cyclical analyses to guide discretionary account management.

Chester Rollins Jr. is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith, Inc. from 2009 to 2025 before joining OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management, financial planning, portfolio management, and retirement plan services, utilizing a broad range of investment strategies and emphasizing institutional research and fiduciary oversight for retirement sponsors.

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.

Rasheedah El Amin is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management Inc since 2016. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, emphasizing diversified investment strategies that include mutual funds, ETFs, individual equities, bonds, and alternative investments.

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.