Matthew Jones is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Arkadios Wealth Advisors in Atlanta, GA. Prior to joining Arkadios in 2023, he worked at Kestra Advisory and Kestra Investment Services from 2018 to 2023, and previously held roles at Dyncore Inc and Foresters Advisory Services. Outside of his advisory work, he is a partner at Strive Financial Solutions, where he is involved in client acquisition and servicing. 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 manager access, and financial planning. The firm employs a discretionary management approach supported by an internal portfolio team and integrates fundamental, technical, and cyclical analysis in its investment process.

Nevan Patel is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at Bennett Thrasher and has experience in both educational and corporate settings. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base that includes both non-HNW and high net worth individuals.

Thomas Hill is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He has been with SignatureFD, LLC in Atlanta, GA since 2014. 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 is affiliated with an accounting firm and several private investment funds.

Xavier Herschberg is a financial advisor at BIP Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has been with BIP Wealth since 2018. Outside of his advisory role, he has an eight-year involvement with the Alpharetta Ambush Soccer Club. 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, with a focus on tailored asset allocations and private-market securities for qualified investors.

Robert Ladyman is a CFA® charterholder and Series 63 licensee with eight years of industry experience. He has worked at Equity Investment Corporation since 2017 and previously at Resolution Capital from 2014 to 2017. He serves as an unpaid director of his father's investment management company, Ladyman Asset Management, in Australia. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors, trusts, retirement plans, and corporations. The firm employs a fundamental, absolute value investment approach across multiple equity strategies and also offers sub-advisory and separate account services.

David Vogel is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has worked at several firms including Virtue Capital Management and Brookstone Capital Management, and he is also principal of Vogel Retirement Solutions, where he is involved in fixed insurance sales. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach featuring ETFs, mutual funds, and individual securities, and offers advisory services as well as a managed account platform (TAMP) with various model portfolios and additional features such as tax optimization and independent manager due diligence.

Cole Kliphouse is a financial advisor at Nicholas Hoffman & Company, LLC with one year of industry experience. He holds a Series 65 designation and has held various roles including positions at Clemson University and University of North Georgia. Outside of his advisory work, he was involved with Dock Boys of Lake Keowee. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers tailored financial profiles and investment plans, utilizing mutual funds, ETFs, separate accounts, and selected private investments, and serves as lead investment sub-advisor to a lower-middle-market private equity fund.

Dane Bower is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at the University of Georgia and Phil Hughes Automotive. He is also involved with 25 Giving, a nonprofit contractor that assists charitable organizations with donor planning. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

James Yost is a CFP® professional with seven years of industry experience. He has worked at SignatureFD, LLC since 2019 and previously at Balentine from 2016 to 2019. Based in Atlanta, GA, he provides financial advisory services within a multi-team firm structure. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering 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 is vertically integrated with an affiliated accounting firm and private investment funds.

Caroline Caldwell is a financial advisor at Balentine with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Her background also includes roles outside finance, such as work with Virtual Properties Realty and involvement with Athens Historical Properties. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients through comprehensive wealth management, financial planning, and investment management. The firm employs a risk-based investment process using a mix of active and passive strategies and maintains a focus on customized portfolios aligned with clients’ liquidity needs and risk tolerance.

Martina Jimenez Sperry is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC and Prudential Financial. Outside of her advisory role, she owns Sanvean Financial Solutions, LLC and Centurio Wealth LLC, and serves as a board member of the Mercy Care Foundation. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets, serving a diverse clientele that includes individuals, institutions, and government entities, and employs a range of portfolio management strategies supported by an Envestnet workflow.

Aaron Swanier is a financial advisor with Kovack Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and over 21 years of industry experience. He has worked with Kovack Advisors since 2015 and has a long tenure with AG Edwards and Sons, Inc. dating back to 2005. In addition to his advisory role, he serves as a co-administrator for his father's estate. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and municipal clients, employing a risk-based investment process supported by Envestnet and utilizing both internal and third-party models to manage accounts.

Carey Blakley is a CFA® charterholder with four years of industry experience, currently serving at Nicholas Hoffman & Company, LLC since 2014. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, and is notable for its use of performance-based fee arrangements for certain private fund investors.

Maryjane Lecroy is a CFP® professional with 17 years of industry experience, currently serving at Linscomb Wealth, Inc. since 2019. Her prior roles include positions at Wealth And Pension Services Group Inc., Triad Advisors, Inc., and Hammond Investment Planning. She serves as a board member of Stonehaven Trust Company LLC, an independent institutional trustee for employee stock ownership plans, a role she fulfills without compensation. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a customized investment approach with discretionary portfolio management, blending active and passive strategies across diversified asset classes.

Aaron Foresman is a CFA® charterholder with six years of industry experience, currently serving at Crawford Investment Counsel Inc. He has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality equities and a credit-focused strategy for fixed income.

Mark Parker is a financial advisor at BIP Wealth, LLC with five years of industry experience. He holds a Series 65 credential and has been a managing member of SDG Advisors, LLC since 2006, where he reviews due diligence and asset management for commercial real estate investments. Outside of his advisory role, he serves as a game day assistant for college and professional football games, working with organizations such as the National Football League, FOX Sports, and CBS Sports. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management with tailored asset allocations, and it provides private-market investment options and specialized strategies including advisory services for private pooled vehicles and covered-call SMA strategies.

Timothy Herndon is a financial advisor with 2 years of industry experience, currently with 49 Financial in Atlanta, GA. He holds the Series 63 and Series 65 designations and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and the Alabama Securities Commission. Outside of his advisory role, he is involved with a Kia vehicle dealership where he performs window tinting and also contracts with a nonprofit referral service called 25 Giving. 49 Financial serves a broad client base including individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm uses a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory and employs a combination of proprietary and third-party model portfolios.

Christian Nallenweg is a CFP® professional with 11 years of industry experience, currently serving at Oxford Financial Group, Ltd. since 2022. His prior roles include positions at Nallenweg Financial, LLC, Schwab Private Client Investment Advisory, Charles Schwab, and Angie's List. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach and dedicated investment teams.

Keith Watson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Fifth Third Wealth Advisors LLC since 2021 and previously spent six years at Fifth Third Securities. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios across equities, fixed income, alternatives, and derivatives on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies supported by its Investment Committee.

Kevin Murdock is a financial advisor at Balentine with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, Scottrade, and OSAIC Wealth. Outside of his advisory role, he authors and self-publishes fiction novels in his personal time. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and global tactical asset allocation, with a focus on tailored portfolios and planning.