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 an advisor at Saxony Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Patrick Capital Markets, Bison Wealth, Transamerica Financial Advisors, World Financial Group, and Fullerton Group. Saxony Capital Management offers 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, providing discretionary asset management and consulting while employing a variety of investment strategies including technical, fundamental, and quantitative analysis.

Mark Cross Jr. is a financial advisor with LPL Financial and IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with both firms since 2015. Outside of his advisory work, he is involved with Oliver Creek Kennels LLC, a business related to land holdings. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates customized advisory solutions alongside brokerage services.

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.

Jeffrey Cordell is a financial advisor at IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with IFG Advisory and affiliated with LPL Financial since 2016. Outside of his advisory role, he is involved with City Creamery. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and utilizes sub-advisors, third-party models, and managers to tailor portfolios to client objectives.

Clara Parris is a CFP® professional with seven years of experience in financial advising, currently serving at SignatureFD, LLC since 2015. Based in Atlanta, GA, she has worked exclusively with SignatureFD throughout her career. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing wealth management services, retirement plan management, and consulting. 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 several private investment funds.

Robert Heightchew III is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services through both discretionary and non-discretionary models, utilizing a broad range of investment strategies including private markets and digital assets.

Terry Domm is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital since 2020, following nine years at Triad Advisors. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated model includes an in-house portfolio team and affiliated broker-dealer, offering a range of strategies and fiduciary consulting for retirement plans.

Jairus Buchanan is a CFA® charterholder with eight years of industry experience. He has been with GLOBALT Investments and Synovus Trust Company since 2019. His prior experience includes roles at Invictus Capital Investors, Invictus Capital Partners, and Herndon Capital Management. GLOBALT Investments 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 combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategic allocations with tactical overlays developed in partnership with Ned Davis Research.

Jeffrey Rhineheart is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at SunTrust Bank spanning 30 years. His other business activities include serving as a New Business Development Officer at First Citizens Asset Management and as an Institutional Consultant at SVB Wealth, focusing on retirement plans, foundations, and endowments. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios across various implementation frameworks using both quantitative and qualitative criteria.

Nicholas Stafford is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at Arkadios Wealth Advisors. His prior experience includes roles at Emerson Equity LLC, Bridge Capital Associates, Inc., Signaturefd, and Capital Guardian Trust Company. Outside of his advisory work, he is involved as a vice president in marketing and sales of private real estate investments. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions combining fundamental, technical, and cyclical analysis, utilizing a range of portfolio management options including in-house and third-party strategies.

Caitlin Hochstetler is a CFP® credentialed financial advisor with 12 years of industry experience. She has worked at SignatureFD, LLC since 2017 and was previously with The AYCO Company, L.P./Mercer Allied for six years. Hochstetler is based in Atlanta, GA. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, offering wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private funds and alternative investment platforms.

Henry (Hank) Cleare is a CFP® with 25 years of experience in the financial industry. He is currently with IFG Advisory, LLC and has prior experience at LPL Financial and Financial Strategies Group, Inc. Cleare is based in Atlanta, GA. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Nicholas Fontanella is a financial advisor at Bison Wealth, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at TD Ameritrade and Charles Schwab. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, including alternatives and options-based overlay strategies.

John Crawford is a CFA® charterholder and Series 63 licensee with two years of industry experience. He has been with Crawford Investment Counsel Inc since 2025, following roles at Truist Securities, Inc. Outside of finance, he has worked at Jackson Hole Mountain Resort. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach with a focus on dividend-paying companies and credit diversification across its equity and fixed-income strategies.

Henry Moog III is a financial advisor at Arkadios Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer, Arkadios Capital, in 2023, he worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2023. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, a wrap program, third-party money managers, and financial planning. The firm employs a range of analysis methods and an internal portfolio team to support discretionary account management and retirement plan fiduciary consulting.

Lane Turner is a financial advisor at Bison Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Armis Strategies, LLC, Armis Advisers LLC, Advocacy Wealth Management, and served in the United States Army for 25 years. Lane is also the owner of Armis Strategies, LLC, a licensed insurance agency focused on life and annuity insurance products. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and institutions, offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across various asset classes and includes specialized strategies and third-party manager access.

David Fisher is a CFP®, CFA®, and Series 65 credentialed advisor with 23 years of industry experience. He has been with SignatureFD, LLC since 2000. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing 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 offers affiliated private investment funds for qualified clients.

Julie Sullivan is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 66 licenses and over 39 years of industry experience. She has been associated with The Strategic Financial Alliance, Inc. and related entities since 2011. Outside of advisory work, she is a member of PIGS FLY LLC, a family-formed business opportunity venture. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning through independent advisory representatives, emphasizing client education and a formal subscription advisory services program.

David Hughes is a financial advisor at Waterloo Capital with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Resurgent Advisors, Fiduciary Alliance, and Peachtree Financial Group. Outside of his advisory role, he is a partner in Peachtree College Planning, where he conducts informational classes on school selection. Waterloo Capital is an SEC-registered multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients with customized investment management and financial planning services. The firm emphasizes long-term, strategic buy-and-hold portfolio allocations supported by fundamental analysis and offers both discretionary and non-discretionary management.