Craig Anderson is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Charles Schwab, and Allegiance Retirement Solutions. Anderson is also licensed as an independent insurance agent, providing insurance advice in addition to his advisory work. Merit Financial Group is a multi-team SEC-registered firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial wellness programs through a network of representatives using a long-term, diversified investment approach supported by internal and third-party managers.

David Onuorah is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill from 2022 to 2025. Outside of his advisory role, he coaches basketball part-time and serves on the board of the Boys & Girls Clubs of Metro Atlanta Dekalb County. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and integrates institutional research, manager due diligence, and diversified implementation across public and private markets.

James Lewis Jr. is a CFP® with 12 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2013. He previously worked at Wela Strategies, Inc. and Wela Strategies, LLC. Outside of his advisory work, he produces content for Retire Southern Company, a lifestyle brand and podcast focused on Southern culture including food, fishing, and music. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through a structured, ETF-based approach, supplemented by in-house tax and estate planning specialists and a range of specialized consulting and private investment services.

Patricia Hodgman is a Series 65-licensed financial advisor with 11 years of industry experience. She has been with Asset Preservation Advisors, Inc. since 2015 and previously worked at Municipal Portfolio Managers, Inc. in the same year. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, as well as serving as a sub-adviser to municipal bond mutual funds and advisory programs. The firm focuses exclusively on municipal bonds, using active fixed-income strategies and incorporates an ESG-oriented Positive Impact Tax-Exempt Strategy.

William Harris is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2007. He previously worked at Charles Schwab for one year early in his career. Harris is a passive minority equity owner of BIP Capital, a venture capital firm, where he reviews company financial statements quarterly. 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 advisory services for private pooled vehicles and private-market offerings.

Donald Wright is a financial advisor at Crescent Grove Advisors with 22 years of industry experience. He has been with Crescent Grove Advisors since 2015. Wright holds a Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory across discretionary and non-discretionary mandates. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Lauren Olsen is a CFA® charterholder working with Asset Preservation Advisors, LLC in New York, NY. She has 12 years of industry experience, including 11 years at Credit Suisse Asset Management before joining her current firm. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering both discretionary and non-discretionary advisory services. The firm employs an active fixed-income approach focused on yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small advisor team.

David Belotte is an investment advisor representative with Thrivent Advisor Network, LLC, with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, Inc, Rockefeller Financial LLC, and Triad Advisors, Inc. He is dually registered as an investment advisor representative and registered representative. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, utilizing diversified investment strategies including mutual funds, ETFs, individual securities, and alternative investments.

Joseph Toye is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill from 2019 to 2025. He serves on the education advisory committee for City of Refuge in Atlanta, where he also mentors youth. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages over $10 billion in assets and employs a diversified, institutional research-driven investment approach across public and private markets.

Steven Meyer is a financial advisor at Howard Capital Management, LLC in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. He has been with Howard Capital Management since 2018, including its earlier iteration, and previously worked briefly at Edward Jones in 2017. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios primarily using its own mutual funds and ETFs, offering discretionary portfolio management and private wealth services among other investment solutions.

Tara Shannon is a Series 65 licensed advisor with Wealthcare Advisory Partners LLC, based in Alpharetta, GA. She has been with Wealthcare Advisory Partners since 2025 and has a decade of experience at Owenby Jones Wealth Management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing when appropriate.

Jaynell Talaber is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining IFG Advisory in 2017, Talaber was with Wells Fargo Clearing for one year. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of investment approaches and third-party managers to tailor portfolios to client objectives and offers services such as discretionary portfolio management, retirement plan consulting, and real estate-related planning.

Steven Prediletto is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill during his career. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management services. The firm manages approximately $10.1 billion on a discretionary basis and employs a comprehensive investment process that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

Barbara Prince is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill and Mutual of America Securities Corporation. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and combines institutional research with diversified implementation across public and private markets.

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® professional with 10 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC since 2025. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley. Steinwarz is an advisory board member for La Amistad, a charitable organization based in Atlanta, where he contributes insights to enhance program initiatives. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm employs a diversified investment approach across public and private markets and offers governance-oriented services to plan sponsors and nonprofits.

James Money Jr. is a financial advisor at BIP Wealth, LLC based in Atlanta, GA, with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at The Money Advisor Group, LLC, where he worked for 19 years, and Eagle Strategies (NY Life). 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 employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides specialized services such as advising private pooled vehicles and managing covered-call strategies.

Jeffrey Keane is a financial advisor at Capital Investment Advisors, LLC with 4 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at PRUCO Securities, LLC. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, employing a centralized, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, and provides specialized services including pension consulting and executive compensation analysis.

Derek Illston is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 designation and serves as Chief Operations Officer at Stearns Retirement Group, where he manages daily firm operations. In addition to his advisory role, he is involved in property and casualty insurance sales as well as real estate referrals and sales. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and specialized services.

William Divers is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Pinnacle Bank since 2021 and has been associated with IFG Advisory and LPL Financial LLC since 2019. Outside of his advisory role, he serves as a junior varsity and varsity assistant baseball coach at Athens Academy. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and managers, and offers portfolio management, retirement plan consulting, and wrap-fee programs tailored to client objectives.