Steven Manfredonia is a financial advisor at BIP Wealth, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Wells Fargo Clearing, Allworth Financial, AW Securities, and TD Ameritrade. 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 advises private pooled vehicles and private-market offerings.

Cooley Fales is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Jefferies-related firms since 2009. Outside of his advisory role, he serves as a member at large of the Knox Hall Condominium Association board, a membership chair and board member at Druid Hills Golf Club, and an advisory board member of the Westminster School Alumni Association. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm employs a customized planning process that includes comprehensive financial reviews and uses third-party software and scenario analyses to support its recommendations.

Samuel Borland is a financial advisor at Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Equity Investment Corporation since 2016 and is also associated with Foreside Funds Distributors LLC and Sentinel Financial Services Company. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base including institutional and high-net-worth investors, employing a fundamental absolute value investment approach across multiple equity strategies. The firm also serves as a sub-adviser to wrap account and UMA program sponsors and manages a registered mutual fund.

John Giesler is a Series 65-licensed advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2024, following six years at the Georgia Institute of Technology and four years at Walton High School. 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 is notable for advising private pooled vehicles and managing private-market offerings.

Heather Robertson Fortner is a financial advisor with SignatureFD, LLC in Atlanta, GA, holding a Series 65 designation and 18 years of industry experience. She has been with SignatureFD since 2003. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs discretionary portfolio management using mutual funds, ETFs, and independent managers, supplemented by ongoing financial planning and periodic reviews.

Juwon Hill is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Balentine, where he has worked since 2023, following roles at Ensemble Capital Management and GHP Investment Advisors. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients through comprehensive wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment process, combining active and passive strategies within a model-driven Global Tactical Asset Allocation program, and is notable for its advisory role in pooled investment vehicles and private funds.

Casey Flanagan is a CFA® charterholder with four years of industry experience. He has worked at ZWJ Investment Counsel since 2020 and previously spent eight years at Westwood Holdings Group. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 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 focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client through written investment policy statements, using fundamental and financial analysis with both long- and short-term holdings.

Carol Lindberg is a financial advisor at Van Clemens Wealth Management, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Cetera, Park Avenue Securities, and New York Life. Outside of advisory work, she is involved as a consultant and hobbyist in the scrapbooking industry and serves as an Associate Lead Ambassador for a digital memory-keeping platform. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolio management using a variety of third-party managers and an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Michael Fazylov is a financial advisor at OpenArc Corporate Advisory, LLC with two years of industry experience. He holds the 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 plan services, utilizing a wide range of investment strategies and maintaining a significant institutional retirement practice alongside private markets and digital-asset capabilities.

Kristopher Gilliland is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. He has held positions at Bank of America and Merrill Lynch Pierce, Fenner & Smith, Inc. prior to joining OpenArc. He holds Series 63 and Series 66 licenses. OpenArc Corporate Advisory serves individual and institutional clients, including non-HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services through discretionary and non-discretionary models, utilizing a broad range of investment options and emphasizing institutional research and manager oversight.

Martha Badgett is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2019 to 2025. Prior to her advisory roles, she held positions at Oklahoma City University and Ray's Tax and Accounting. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides wealth management, financial planning, portfolio management, and retirement plan services, utilizing a variety of investment strategies and offering both discretionary and non-discretionary solutions.

Deaderick Jones is a financial advisor at The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 27 years of industry experience. He previously worked at FSC Securities Corporation for 20 years and most recently at OSAIC for one year. Jones serves as a non-compensated board member for the Decatur Alumni Chapter of Kappa Alpha Psi Fraternity, Inc. The Strategic Financial Alliance serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized investment strategies through portfolio management, third-party manager selection, financial planning, and advisory services.

Blake Williams is a CFP® with 12 years of industry experience, currently serving at SignatureFD, LLC since 2013. He holds the Series 66 designation and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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 and insurance products through its licensed agency.

Jonathan Kessler is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 14 years. Kessler serves on the boards of several charitable organizations focused on philanthropy and supporting Jewish students in the Southeastern U.S. OpenArc Corporate Advisory serves a diverse client base including individual, institutional, and nonprofit clients. The firm offers tailored wealth management, portfolio management, and retirement plan services utilizing a wide range of investment strategies and emphasizes institutional research and fiduciary governance.

Michael Sontag is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Bank of America, N.A. for 16 years and Merrill for 19 years. 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 specialized retirement plan services, using a range of investment options and providing both discretionary and non-discretionary engagement models tailored to client objectives.

Carolyn Larocco is a CFP® with 24 years of experience in financial advising, currently serving at LCP Institutional, LLC since 2003. She previously worked at Cardea Capital Group, Inc. and Cardea Capital Advisors, LLC from 2021 to 2023, and at Lakeview Capital Partners, LLC from 2015 to 2022. She is a member of the Chestnut Hill College Investment Committee. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes long-term allocations using ETFs, mutual funds, and stocks, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final trade approval.

Pamela Alexander is a financial advisor with United Capital Financial Advisors in Atlanta, holding Series 63 and Series 65 licenses. She has over 15 years of industry experience, including 12 years at French Wolf & Farr and multiple roles at United Capital dating back to 2019. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and corporate accounts. The firm offers a range of services such as sub-advisory and consulting, supported by its FinLife Partners platform, and is notable for its broad affiliate network and integrated financial service offerings.

Ilana Bloch is a financial advisor at Jefferies Investment Advisers LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors and Berkeley Capital. Ilana is currently affiliated with OSAIC alongside her role at Jefferies. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, employing a customized, collaborative planning process supported by third-party software and scenario analysis.

William Debutts III is a financial advisor at NewEdge Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edge Capital Group, LLC and Edge Advisors. He serves on the board and chairs the Investment Committee of Buckhead Christian Ministry, where he assists with organizational strategy and investment policy. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures.

Kevin Higginbotham is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America 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 retirement plan services, utilizing a wide range of investment options and providing both discretionary and non-discretionary solutions.