Patrick Connolly is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include work with Arkadios Capital, Afterburner Inc, and a short tenure at Top Dawg Moving. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies that incorporate fundamental, technical, and cyclical analysis.

Blake Floyd is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Kestra Advisory and Foresters Financial Services. He also works with Strive Financial Solutions, where he advises clients on financial planning strategies and asset allocation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans based on client risk profiles using a combination of fundamental, technical, and cyclical analysis across various managed account solutions.

David Wilke is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Capital Investment Advisory Services, LLC since 2018. His prior experience includes 13 years at Princor Financial Services Corp and Principal Life Insurance Co. In addition to his advisory role, Wilke is also an insurance agent with Capital Insurance Affiliates. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and charitable institutions. The firm offers tailored investment strategies primarily managed on a discretionary basis, utilizing fundamental, technical, and charting analysis methods across a range of asset types.

Elizabeth Lasco is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, and GS Capital Management. Elizabeth has worked at Arkadios since 2026. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers portfolio management, retirement plan consulting, financial planning, and reporting services, employing customized investment plans that blend fundamental, technical, and cyclical analysis across various account types and strategies.

Ivan Magalit is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Merrill and Thrivent Financial. Outside of his advisory role, he is the co-founder of The A.U.T Initiative, a nonprofit focused on improving access to mental health services for marginalized communities. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and investment services.

John Hester is a CFP® with six years of industry experience, currently serving as an advisor at BIP Wealth, LLC. He previously worked at Royal Alliance Associates, Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Prior to his financial career, he spent five years with the Seattle Mariners. 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, including private-market investment advisory services and covered-call SMA strategies.

Douglas Liptak is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been with SignatureFD, LLC since 2000. Based in Atlanta, GA, he focuses on wealth management within a multi-team firm environment. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing ongoing 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 private investment funds.

William Leftwich is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1994. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays, managing approximately $2.81 billion in assets.

Spencer Borchelt is a CFP® with four years of industry experience, currently serving at SignatureFD, LLC. His prior roles include positions at Goldman Sachs & CO. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors with discretionary wealth management, financial planning, and consulting. The firm employs diversified, long-term asset allocation strategies utilizing various investment vehicles and conducts due diligence on managers and pooled funds.

Scott Ruth Jr. is a Series 65-licensed financial advisor at 49 Financial in Atlanta, GA, with less than one year of industry experience. Prior to joining 49 Financial, he held positions at S.L. Nusbaum RE and spent several years in education, including roles at the University of Georgia and Collegiate School. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and manages approximately $1.4 billion through proprietary and platform model portfolios.

Alexander Garrett is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co. Inc, Regimen Wealth LLC, and Bank of America. Garrett is also affiliated with First Citizens Bank. SVB Wealth serves a diverse client base, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and provides both discretionary and non-discretionary services, with a focus on thorough due diligence and customized portfolio solutions.

William Miller is a financial advisor at ZWJ Investment Counsel Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co., LLC and the United States House of Representatives. He also spent two years at Northwestern University Kellogg School of Management. ZWJ Investment Counsel manages approximately $3.86 billion in client assets, serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm offers investment counseling and discretionary portfolio management with a focus on equity, fixed income, and balanced portfolios tailored to each client’s needs.

Christopher Wilson is a financial advisor at LCP Institutional, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with 26 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Atlanta Consulting Group Advisors, Northern Lights Distributors, and Russell Investments. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients, including retirement plans and trusts. The firm uses a research-driven approach to manage multi-asset portfolios and offers services such as discretionary and non-discretionary account management, institutional consulting, and ERISA-related plan fiduciary support.

David Pierce is a financial advisor at Apollon Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kalos Management, LLC, Kalos Capital, Inc., and Catalyst Wealth Management, LLC. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, family offices, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios, offering diversified investment approaches across various asset classes including ESG models and Direct Indexing, and provides portfolio management, sub-advisory, and consulting services.

Steven Clark is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Metric Financial LLC, Wells Fargo Advisors, and UBS Financial Services. Clark is also the owner and trustee of Silver Pineapple Wealth Management and its 401(k) plan. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm’s investment approach focuses on outcome-oriented, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private market strategies, along with access to third-party managers and options-based overlay strategies.

Jeffrey Grossman is a CFA® charterholder affiliated with BIP Wealth, LLC, with five years of industry experience. He has held roles at BIP Wealth since 2021 and previously worked at Resolution Life US and Voya Investments. Grossman has also operated as a sole proprietor and spent time at Lindenwood University. 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, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also offers advisory services for private pooled vehicles and private-market securities.

Henry Trapnell is a Series 65-registered advisor with Asset Preservation Advisors, LLC, based in Atlanta, GA. He joined the firm in 2023 and has prior experience at the University of Georgia and Athens Academy. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering various fixed-income strategies focused on capital preservation and income. The firm manages over $11 billion in assets with a municipal-only approach and includes an ESG-oriented strategy targeting environmentally and socially responsible investments.

Zachary Rosequist is a CFP® with seven years of industry experience currently affiliated with MissionSquare Retirement in Atlanta, GA. He has held prior roles at Wealth Enhancement Group, Hightower Advisors, Charles Schwab and Co., Inc., TD Ameritrade, and several other financial institutions. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure and integrated affiliate services.

Elizabeth Di Paolo is a CFP® professional with 10 years of experience in financial advisory. She has worked at SignatureFD, LLC since 2017, following three years at Smith & Howard Wealth Management, LLC. Di Paolo is based in Atlanta, GA. SignatureFD serves individuals, businesses, 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 offers integrated financial planning alongside access to affiliated private investment funds and insurance products.

Karen Chermak is a financial advisor with BIP Wealth, LLC in Atlanta, GA. She holds the Series 63 designation and has 22 years of industry experience, including 15 years at BIP Wealth and over 16 years running her own practice, Karen Chermak & Co. 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, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, options strategies, and private-market investments for qualified investors.