Conner Berry is a financial advisor at Arkadios Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has previous experience at BBVA and Republic Finance, along with entrepreneurial roles at Tradewind Coffee Co and Shea's Wildflower Co. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a range of advisory programs and third-party managers. The firm employs an integrated operating model supported by an internal portfolio team, offering a combination of fundamental, technical, and cyclical analysis in its investment approach.

Kendall Dubose is a CFP® and holds a Series 66 license with five years of industry experience. He currently serves as an advisor at Arkadios Wealth Advisors and Arkadios Capital since 2023. Prior to this, he worked at JPMorgan Securities, LLC and JPMorgan Chase Bank from 2019 to 2023. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisor-managed and third-party solutions. The firm employs an integrated operating model combining a large network of advisory entities, an affiliated broker-dealer, and an in-house portfolio management team to support customized investment strategies.

David Crawford is a CFA® charterholder with 22 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 1992. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Caitlin Howerton is a CFP® professional with four years of industry experience. She is currently with Earned Wealth Advisors, LLC and has previously worked at Archer Investment Management, Facet Wealth, and SmartPath. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified investment approach informed by third-party consultants and an internal committee.

Sydney Cobb is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and two years of industry experience. She has previously worked at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as an ambassador for Six Zero Pickleball, a pickleball brand based in Australia. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach that integrates fundamental, cyclical, technical, and behavioral analysis.

Forrest Robertson III is a CFP® professional with 23 years of experience in the financial services industry. He has been with BIP Wealth, LLC since 2009. 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 advises private pooled investment vehicles.

Michael Kipniss is a financial advisor at 49 Financial with the ChFC® designation and over 41 years of industry experience. He has worked at Oakwood Capital Securities, Inc. and 49 Financial since 2026 and spent 15 years with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach centered on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Perry Smith is a financial advisor at Bison Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, E*Trade Securities, Merrill, and Fisher Investments. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm uses an outcome-focused, multi-manager model portfolio approach that combines tactical and strategic allocations across liquid and private-market strategies.

William Reynolds II is a financial advisor with Equity Investment Corporation based in Atlanta, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at SunTrust Bank and has been with Equity Investment Corporation since 2018 as well as Foreside Funds Distributors LLC since 2019. Equity Investment Corporation provides discretionary equity portfolio management to a range of institutional and private investors, including high-net-worth clients, trusts, and retirement plans. The firm employs a fundamental absolute value investment approach across multiple equity strategies and serves various specialized client types, combining equity with fixed income and other diversifiers in separate accounts.

Louise Monti is a financial advisor with OnePoint BFG Wealth Partners in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, LPL Financial, and Private Advisor Group. She serves on the finance council of St. Lawrence Catholic Church, assisting with the parish’s financial affairs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most client assets managed on a discretionary basis.

Blake Schaper is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has held leadership roles in multiple businesses, including as managing member of Mountain Crypto Advisers, a firm focused on crypto financial planning, and Brookhaven Tax & Accounting Professionals, a tax planning and accounting firm. He also serves as co-founder and CFO of Armis Strategies, a licensed insurance agency, and is an Army aviator in the Georgia Army National Guard. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering a range of financial planning and portfolio management services. The firm employs an outcome-focused, multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies and provides specialized services through its Turnkey Asset Management Platform.

Amy Conley is a financial advisor with The Strategic Financial Alliance, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has worked with Strategic Blueprint, LLC since 2017 and previously with Hutchinson Private Wealth, LLC for 17 years. She serves as a trustee of the Greensboro Symphony Endowment Fund, providing oversight of the orchestra’s endowment fund management. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients, offering portfolio management, third-party manager selection, financial planning, seminars, and subscription advisory options. The firm implements customized strategies through co-advisory relationships and third-party asset managers, using a range of investment products and maintains both SEC-registered investment adviser and FINRA-registered broker-dealer registrations.

Kevin Yang is a CFA® charterholder with 15 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA, since 2006. ZWJ Investment Counsel provides discretionary investment management and financial planning to a diverse client base that includes individuals, institutions, trusts, and charitable organizations. The firm employs a tailored investment approach across equities, fixed income, and balanced strategies, and serves specialized institutional clients such as banking, insurance, and government-related entities.

Davis Hines is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services, utilizing a broad range of investment tools and emphasizing fiduciary governance for plan sponsors.

Grace Wages is a financial advisor at Stephens with Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Stephens in 2025, she worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2017 to 2025. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a range of investment strategies and delivers advice through multiple sponsored programs and investment committees.

Kevin Woods is a financial advisor at Asset Preservation Advisors, LLC with 14 years of industry experience. He has been with Asset Preservation Advisors, Inc. since 2002. Woods is a minority owner of Fixed Income Advisors, Inc., which serves as general partner to private partnerships managed by Asset Preservation Advisors, Inc. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary services focused on taxable and tax-exempt portfolios. The firm employs an active fixed-income approach emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a team of 21 advisors.

Bambi Rentschler is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for 17 years before joining OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, combining institutional research and a broad investment toolkit that includes alternative and private market investments as well as digital assets.

Hunter Bailey is a financial advisor at OpenArc Corporate Advisory, LLC with one year of industry experience. He previously worked at Independent Financial Group, LLC and spent ten years at UPS. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a broad range of investment options and emphasizing institutional research and fiduciary governance.

Eleanor Quarles is a financial advisor at Nicholas Hoffman & Company, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with the firm since 2007. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers customized investment solutions and manages both individual portfolios and pooled vehicles, using performance-based fee arrangements for certain private funds.

Brian Ragen is a financial advisor at Concorde Asset Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Concorde Asset Management and Concorde Investment Services since 2018 and previously worked at Triad Advisors, Inc. from 2012 to 2018. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists while offering ERISA retirement-plan advisory services and acting as an overlay manager with discretionary trading and allocation responsibilities.