Troy Young is a CFP® professional with 27 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and has held prior roles at Lion Street Advisors and FSC Securities Corporation. Outside of his advisory work, he is an author and serves on several nonprofit and community boards in the Atlanta area. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis in its investment process, offering customized portfolio management through discretionary or model-based strategies.

Ryan Cox is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining OpenArc in 2025, he worked at Merrill for four years and Fidelity Brokerage Services LLC for two years. Before his financial services career, he spent 14 years employed at The Cheesecake Factory. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs a diversified investment approach combining institutional research, manager due diligence, and multiple asset classes including public and private markets with tailored solutions for plan sponsors and nonprofit clients.

Jared Schmidt is a financial advisor at United Capital Financial Advisors with 17 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. Prior to joining United Capital in 2023, he worked at Goldman Sachs Private Wealth / PFM from 2017 to 2023 and Goldman Sachs Asset Management from 2008 to 2017. United Capital Financial Advisors offers national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm provides a customizable platform that supports ESG and faith-based portfolios, access to alternative investments, and a broad network of affiliated legal, trust, and lending services.

William Bruner is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Equity Investment Corporation since 2016 and previously spent 18 years at JFB Holdings Corp. He serves as a co-trustee of the Mary B. Schwab Grantor Trust, managing personal expenditures and investments held in trust. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

Paul Wedge is a financial advisor at 49 Financial with two years of industry experience and holds a Series 65 designation. Prior to joining 49 Financial in 2024, he worked briefly at Robert W. Baird & Co. and has experience as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Howard Fleming is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with BIP Wealth, LLC and previously worked at Red Tortoise, LLC and SunTrust / Genspring Family Offices. Outside of investment advising, he prepares tax returns for individuals on a limited basis. BIP Wealth, LLC is a multi-advisor firm serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored household-level plans using mutual funds, ETFs, fixed income, and options-based strategies, and also offers private-market securities and private pooled vehicles for qualified investors.

Timothy Moscato is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated and Bank of America, N.A. from 2012 through 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm manages over $10 billion on a discretionary basis, using a research-driven investment process that includes diversified strategies across public and private markets, alternative assets, and selective digital asset exposure.

Brian Hershberger is a CFP® and CFA® with 22 years of industry experience. He currently works at Waverly Advisors, LLC and previously spent 24 years at Omni Wealth Advisors, LLC. Outside of investment advising, he owns a tax planning and preparation business where he provides tax return preparation and consulting. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and institutional clients, including high net worth individuals and retirement plans. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and multi-family office services.

Matthew Dennen is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 65 designation with approximately nine years of experience. His prior roles include positions at EY and Deloitte US, and he also spent five years at the University of Florida. OpenArc Corporate Advisory serves individuals, high-net-worth clients, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management services. The firm manages about $10.1 billion on a discretionary basis, employing an investment process that integrates institutional research, manager due diligence, and diversified strategies across public and private markets.

Matthew Latta is a financial advisor at IAMS Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with IAMS Wealth Management since 2018 and is also involved with Annuity Client Solutions as an annuity sales and insurance agent. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

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.

Charles Abney is a CFA® charterholder with 21 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA since 1993. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 client relationships, providing 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, fundamental and financial analysis, and a mix of long- and short-term holdings, serving a diverse client base that includes institutional relationships uncommon among multi-team firms.

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.

Rogers Haydon is a financial advisor at Arkadios Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for 12 years. Outside of advising, he is a member of Haydon Consulting LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans through advisor-managed accounts, third-party money managers, and proprietary portfolio strategies supported by an internal portfolio team.

Roland Pritchett is a financial advisor at New Edge Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, UBS Financial Services, and Morgan Stanley. He is the managing member of Baldwin Investment Management LLC, an entity he established to manage revenue from his private wealth management clients. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary solutions supported by technology and AI-assisted analytics.

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 for Bank of America and Merrill for a decade. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion on a discretionary basis and employs a diverse investment approach that includes institutional research, manager due diligence, and a mix of public and private market strategies.

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.

Victor Giustina is a financial advisor at Saxony Capital Management, LLC with 10 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at firms including Patrick Capital Markets, Bison Wealth, and Transamerica Financial Advisors. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors across multiple offices and offers discretionary asset management alongside hourly or flat-fee financial planning and consulting.

Matthew Edmiston is a Series 65-licensed financial advisor at BIP Wealth, LLC with five years at the firm and two years of industry experience. Prior to his current role, he held a position at Cambridge High School and serves as the Jr. Academy Director for the Alpharetta Ambush Soccer Club, leading a team of youth soccer coaches. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a range of investment vehicles and manages both discretionary and non-discretionary accounts, including private-market offerings and covered-call strategies.