Kevin Allman is a CFP® with 17 years of experience in the financial services industry. He is currently with The Mather Group, LLC, where he has worked since 2016, following prior roles at Truist Investment Services, Edward Jones, and UBS Financial Services. He serves on the Board of Directors for the Financial Planning Association of Georgia as the Membership Engagement Director. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable risk-based allocation models and incorporates AI and machine learning tools alongside human oversight.

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.

Joseph D'urso is a financial advisor with Exodus Wealth, LLC, holding Series 66 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Fortune Financial Services, Prosperity Wealth Management Inc., Parkland Securities, and LPL Financial among others. He is actively registered with Prosperity Wealth Management, working there full time. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio management using a range of investment strategies and maintains ongoing due diligence on third-party managers.

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.

Richard Raby is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding Series 65 and Series 63 licenses and 26 years of industry experience. He has been with Synovus Securities since 2001. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services across various managed account programs. The firm uses a risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

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.

Alex Moss is a CFP® with nine years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2018. Prior to joining SignatureFD, he worked at PNC Investment LLC from 2016 to 2018. SignatureFD serves a broad range of clients including individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers diversified, long-term asset allocation strategies and acts as an adviser or sub-adviser to private investment funds and other pooled vehicles.

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 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.

Edward King is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, Blacktower Financial Management International Limited, and PWS Group. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with client portfolios typically managed using a blend of mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Renee Alladin is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill Lynch. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research, manager due diligence, and access to both public and private markets.

Albert Otto is a financial advisor at Verity Asset Management with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various firms including Shepherd Kaplan LLC and Veriphy Analytics Inc. Outside of his advisory role, he is a founding board member and director of the Center for Board Certified Fiduciaries, where he leads the nominating committee and helps develop curriculum for a fiduciary designation. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion across a roster of 55 advisers. The firm serves a diverse client base including individuals, retirement plan sponsors, institutional clients, and other advisers, utilizing a largely model-based investment process that combines internally managed specialty strategies with third-party models.

Patrick Carpenter is a CFA® charterholder with 21 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates for five years. Outside of his advisory role, he owns Greywind Capital, a financial contracting business, and is managing director of DJR CSM, LLC. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and combines fundamental, technical, and cyclical analysis in its approach.

Chester Rollins Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, Inc. for 16 years each. 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 and employs an investment process that integrates institutional research, manager due diligence, and diversified implementation across both public and private markets.