Warren Prehmus is a financial advisor at BIP Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previous experience with firms including Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc. He is also a partner at Prehmus Financial Partners. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans with investment advisory and comprehensive financial planning. The firm manages approximately $5.29 billion across 3,100 client relationships, offering customized portfolios focused on diversified, low-cost mutual funds and ETFs, alongside individual bonds, stocks, and options.

Madison Grosse is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing two years of industry experience. Prior to joining Capital Investment Advisors, Madison worked at J.P. Morgan Securities LLC and JPMorgan Chase. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office–style support. The firm uses a centralized investment platform with standardized asset-allocation models and offers access to a variety of private investment solutions and formal pension consulting services.

Paul Covington is a Series 66-credentialed financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Covington is based in Atlanta, GA. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, utilizing both discretionary and non-discretionary models and a diverse selection of investment options including private markets and digital assets.

David Whitmore Jr. is a CFP® with 22 years of industry experience, currently serving as an advisor at Strategic Blueprint, LLC since 2021. Prior to his current role, he worked for Buckman Buckman from 2003 to 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides customized, goal-based strategies through various portfolio management and financial planning services, including a flat-fee Subscription Advisory Services program and educational seminars.

James Taylor is a Series 66 licensed financial advisor with Stephens in Atlanta, GA, bringing three years of industry experience. His background includes roles at Stephens Inc. and prior work with the University of Kentucky and Shiplify. Stephens offers investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm employs tailored portfolio programs and committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Kurt Lofters is a financial advisor at Balentine with 16 years of industry experience. He holds the Series 66 designation and has worked at Balentine since 2025. His prior roles include positions at Southeastern Advisory Services, Consequent Capital Management LLC, and Gray & Co. 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 uses a risk-based investment process incorporating active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Brian Quintana Guzman is a Series 65 licensed advisor with Nicholas Hoffman & Company, LLC, based in Atlanta, GA. He has five years of industry experience, all with his current firm. Prior to joining Nicholas Hoffman & Company, his background includes roles at Modments Manufacturing & Co, IndustryPro, and Park Simple. Nicholas Hoffman & Company provides 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 offers customized financial profiles and investment plans utilizing mutual funds, ETFs, separate account managers, and selected private investments, and also serves as lead investment sub-advisor to an affiliated private equity fund.

Zachary Samples is a CFP® with seven years of industry experience currently serving at LCP Institutional, LLC. He previously worked at Rockefeller Financial LLC and FSC Securities Corporation, among other firms. LCP Institutional offers financial planning, portfolio management, and institutional consulting services to both individual and institutional clients. The firm manages multi-asset portfolios with a focus on fundamental analysis and may utilize covered-call strategies while operating with a small advisory team and serving a concentrated client base.

Alfredo Valverde Salazar is a CFA® charterholder with one year of experience at BIP Wealth, LLC. He previously worked at Capital Group for five years and held positions at NASA's Jet Propulsion Laboratory and the Georgia Institute of Technology. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages diversified, customized portfolios with a focus on low-cost mutual funds and ETFs, and offers access to private market opportunities through affiliated entities.

Clifford Harrell is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Advisory Services Network, where he has worked since 2024, following over a decade at E*TRADE Capital Management and a brief tenure at Morgan Stanley. Outside of his advisory role, he receives residual commissions from real estate transactions through a brokerage affiliation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services with flexible engagement models, employing diversified investment strategies and third-party manager oversight.

Thomas Gay is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Dasher & Padgett Financial Advisors, Invest Financial Corp., and Purshe Kaplan Sterling Investments. He also serves as Secretary on the board of the Kiwanis Club of Dougherty County. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services emphasizing long-term, diversified portfolio strategies managed through centrally overseen models, allowing for advisor customization and utilizing both discretionary and non-discretionary authority.

Michael Sava is a CFP® professional with 24 years of experience in the financial industry. He is currently with Synovus Securities, Inc. and has held positions at Wiser Wealth Management, McCormack Financial Planning Inc., H&R Block, and FirsTrust LLC. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses both discretionary and non-discretionary portfolio management programs and employs a risk-tolerance questionnaire to guide asset allocation and manager selection.

Daniel Mowery is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, and several other financial firms. Outside of advisory work, he is involved in the sale of Medicare Supplement Policies. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model management programs that utilize third-party platforms and strategists to implement model portfolios.

John Picardi is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Metric Financial, LLC, and J.W. Cole Advisors, INC. He also has experience managing client accounts and relationships through his DBA, John Picardi & Associates. In addition, he is licensed to sell fixed/traditional insurance products. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, and offers a turnkey asset management platform to unaffiliated registered investment advisers. The firm constructs outcome-focused model portfolios combining tactical and strategic allocations across liquid and private-market investments and provides specialized strategies such as option-based overlays and ERISA retirement plan advice.

David Mirolli is a Series 66 credentialed financial advisor with 20 years of industry experience. He currently serves as a managing director and wealth advisor at Apollon Wealth Management, LLC. Mirolli's background includes roles at Kalos Management, Catalyst Wealth Management, and he has been employed as a pilot for Delta Air Lines since 2013. Outside of advising, he is the founder and president of South East Private Client Group LLC, providing pension-related services. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and consulting services, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor investment solutions.

Charles Gray is a CFP® with 18 years of experience in the financial industry and has been with SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and a private fund management structure.

Kenton Loar Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at SignatureFD, LLC. His prior roles include positions at Genuine Parts Company and Synovus Trust Company. SignatureFD serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private investment funds.

Daniel Lewis is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill for 12 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm emphasizes customized portfolios utilizing a broad range of investment strategies and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Joseph Templeton is a Series 66-credentialed advisor with 11 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. His prior experience includes roles at Bank of America, Merrill, and E*TRADE Capital Management. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines a broad investment toolkit with an institutional retirement practice and private markets capabilities, supporting both discretionary and non-discretionary engagement models.

Henry Zook is a Series 66 credentialed financial advisor with two years of industry experience, currently with Arkadios Wealth Advisors in Atlanta, GA. Prior to joining Arkadios, he worked in various roles including at DoorDash and in public service with the Office of U.S. Representative French Hill. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an internal portfolio team supporting advisors with models and trade execution, serving clients through discretionary management and fiduciary consulting.