John Ryan is a financial advisor with The Mather Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Morgan Stanley and Uber, as well as positions in various companies and academic institutions. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable risk-based allocation models and incorporates third-party AI tools alongside human oversight.

Charles Schorpp is a financial advisor at OpenArc Corporate Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill, with a combined tenure spanning over two decades. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and tools including private markets and digital assets.

Ritter Windom is a financial advisor at Arkadios Wealth Advisors with two years of industry experience. He previously worked at Rockefeller Global Family Office and has a background that includes roles at the University of Georgia and The Lovett School. Windom holds a Series 66 designation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, using customized investment plans that combine fundamental, technical, and cyclical analysis.

Paul Money is a CFP® professional with 23 years of experience in financial advising. He is currently with BIP Wealth, LLC and has previously worked at The Money Advisor Group, LLC for over two decades. Outside of his advisory role, he owns and manages several real estate and consulting businesses, including Green Island Consulting, LLC, which focuses on strategic, non-financial client matters such as spiritual development and leadership. 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, offering tailored asset allocations and access to both public and private market investments.

Robert Cramer Jr. is a CFP® professional with 15 years of experience in the financial services industry. He is currently with OpenArc Corporate Advisory, LLC and 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. The firm offers comprehensive wealth management and retirement plan services, utilizing a range of investment strategies from traditional equities and bonds to alternative and private market investments, along with digital assets, supported by robust institutional research and operational platforms.

Elizabeth Meeks is a financial advisor at Balentine with one year of industry experience. She holds a Series 65 designation and previously worked at PNC Private Bank for seven years. Prior to her financial career, she was affiliated with the University of Georgia for four years. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment approach with a focus on active and passive solutions, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Madeline Harr is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Harr’s background also includes experience at The Home Depot and Georgia Institute of Technology. OpenArc Corporate Advisory serves a diverse clientele including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a wide range of investment strategies, including alternative and private market investments and digital assets, and maintains a significant institutional retirement practice alongside private markets capabilities.

Angelica Virtucio is a Series 66-licensed financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. She previously worked at Bank of America, N.A. and Merrill. 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 dedicated retirement plan services, utilizing a broad range of investment strategies that include private markets and digital assets.

Nathaniel Cook is a financial advisor at OpenArc Corporate Advisory, LLC with 13 years of industry experience. He holds a 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 provides tailored wealth management, financial planning, and retirement services, utilizing a broad range of investment tools and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

Chloe Crist is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Henssler Financial, and Ameris Bank. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management, financial planning, and retirement plan services, employing both discretionary and non-discretionary engagement models and utilizing diverse investment strategies including private markets and digital assets.

Andrew Bunch is a CFP®-designated financial advisor with 19 years of industry experience, currently with BIP Wealth, LLC since 2021. His prior roles include positions at Homrich Berg and Sii. Outside of his advisory work, he co-owns a real estate business with his wife, supporting property evaluations and financial analysis. 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 tailored asset allocations with public and private market investments and distinctive advisory roles to private pooled vehicles.

Daniel Corr is a CFP® professional at BIP Wealth, LLC with four years of industry experience. Prior to joining BIP Wealth in 2026, he worked at Merrill and UBS Financial Services. Outside of financial advising, he has experience working in the hospitality industry. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management, including both public and private-market investment strategies.

Robin Yacovetta is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC since 2021. Prior to this, Yacovetta worked at Creative Planning, Inc. and Trust Company of the South. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also delivers retirement plan services, custom wealth management solutions, and operates with several affiliated entities that provide custody, trustee, and distribution services.

Kim Churchill is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Investment Services LLC and Regions Bank. Churchill is based in Atlanta, GA. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and maintaining ongoing advisor oversight.

Daniel Kierath Jr. is a financial advisor with MissionSquare Retirement in Atlanta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at MissionSquare Investment Services and MissionSquare Retirement since 2023, with prior roles at Landmark Financial, Primerica Advisors, and other firms. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services that include discretionary Managed Accounts and nondiscretionary Fund Advice. Investment advice and model portfolios are developed by Morningstar Investment Management using quantitative and qualitative methods, providing personalized guidance within MissionSquare-administered accounts.

Samuel Thomas is a financial advisor at Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at The Bank of New York Mellon and Core and Main. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a broad client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm utilizes customized strategic asset allocation frameworks and commonly delegates to third-party managers while leveraging resources shared with its parent company, Fifth Third Bank.

Michel Cowdery is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. He has worked at BIP Wealth since 2018 and previously spent a year at Ameriprise Financial Services. 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 employs tailored asset allocations including mutual funds, ETFs, fixed income, and options-based covered-call strategies, and provides advisory services for private pooled investment vehicles.

Roberto Arteaga Ascencio is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. His prior roles include positions at Merrill, Fidelity Investments, and J.P. Morgan Securities LLC. He holds the Series 65 and Series 63 designations. OpenArc Corporate Advisory serves a diverse client base that includes individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services using tailored strategies across a broad range of asset types, including private markets and digital assets.

Michael Pearson is a financial advisor at Balentine with 25 years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust Advisory Services LLC and GFO Advisory Services, LLC. In addition to his advisory role, he serves as a public arbitrator for FINRA, acting as a neutral member on arbitration panels resolving industry-related disputes. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment approach using a mix of active and passive strategies, manager due diligence, and a model-driven Global Tactical Asset Allocation program.

Charles Crowley IV is a CFP® professional with 16 years of industry experience, currently serving at BIP Wealth, LLC. His prior roles include positions at Veracity Capital LLC, Mercer Global Advisors Inc., Commonwealth Financial Network, and Atlanta Financial Associates. He holds life, health, and sickness insurance licenses but is not actively selling fixed insurance products. 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 manages discretionary and non-discretionary accounts, advises pooled investment vehicles and private funds, and employs tailored asset allocations including mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies.