Patricia Hodgman is a Series 65-licensed financial advisor with Asset Preservation Advisors, LLC in Atlanta, GA. She has 10 years of industry experience and has been with Asset Preservation Advisors since 2015. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary portfolio services focused exclusively on taxable and tax-exempt municipal bond strategies. The firm employs an active fixed-income approach that includes yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a team of 21 advisors.

William Harris is a CFP®-designated financial advisor with 20 years of industry experience, currently practicing at BIP Wealth, LLC in Atlanta, GA since 2007. He is a passive minority equity owner and quarterly financial reviewer for BIP Holdings, LLC, a venture capital firm. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across 3,100 client relationships through a multi-advisor team. The firm provides customized household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, alongside bonds, stocks, and options, and offers access to private market investments and institutional strategies.

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.

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.

Raine Ayers is a financial advisor at Aprio Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including Morgan Stanley, Bank of America, and Ameriprise Financial Services. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation with strategies such as dollar-cost averaging and technical analysis and is notable for its affiliation with a third-party administrator and pension consulting business, managing approximately $1.57 billion in assets under advisement.

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.

David Belotte is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 63 designation and 23 years of industry experience. He has previously worked at firms including Purshe Kaplan Sterling Investments, Inc, Rockefeller Financial LLC, and Triad Advisors, Inc. Belotte is dually registered as an investment advisor representative with Thrivent Advisor Network and a registered representative with Purshe Kaplan Sterling Investments. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, emphasizing customized asset allocations with diversified mutual funds and ETFs alongside individual equities and alternative investments.

Joseph Toye is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 credential with seven years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill from 2019 to 2025 and attended Vanderbilt University from 2015 to 2019. Outside of his advisory role, Toye serves on the education advisory committee for the nonprofit City of Refuge and volunteers as a mentor to children. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management, financial planning, and portfolio management services. The firm’s investment approach includes leveraging individual securities, alternatives, private markets, and digital assets, with a notable institutional retirement practice and operational integration with third-party platforms.

Tara Shannon is a Series 65 licensed advisor with Wealthcare Advisory Partners LLC, based in Alpharetta, GA. She has been with Wealthcare Advisory Partners since 2025 and has a decade of experience at Owenby Jones Wealth Management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing when appropriate.

Jaynell Talaber is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining IFG Advisory in 2017. Talaber is involved with the Strong, Gaddy, Lee Wealth Management Group, a business related to her advisory activities. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers portfolio management, financial planning, and retirement consulting, using a combination of fundamental, technical, and cyclical analysis along with various management strategies and third-party models.

Steven Prediletto is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and at Merrill for 27 years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services from wealth management and financial planning to specialized retirement plan consulting, employing both discretionary and non-discretionary models and incorporating diverse investment strategies such as private markets and digital assets.

Barbara Prince is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Mutual Of America Securities Corporation. 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 using a range of investment options and emphasizes institutional research and ongoing monitoring for fiduciary alignment.

Charles Young is a CFP® with four years of industry experience, currently serving as a financial advisor at BIP Wealth, LLC since 2023. His prior roles include positions at The Vanguard Group, Inc. and involvement with the Jonathan D Rosen Family Foundation. Young has also worked in academic settings at Georgia Institute of Technology and Georgia State University. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships, offering customized, diversified portfolios that combine low-cost mutual funds, ETFs, bonds, stocks, and options, along with access to private market investments through affiliated entities.

Jurgen Steinwarz is a CFP®-designated financial advisor with 10 years of industry experience, currently with OpenArc Corporate Advisory, LLC. He previously worked at Bank of America, Merrill, and Morgan Stanley, among other firms. Steinwarz serves on the advisory board of La Amistad, a charitable organization based in Atlanta. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans, offering a range of wealth management and portfolio services. The firm distinguishes itself through its institutional retirement practice, private markets and digital asset capabilities, and operational integration with third-party platforms and tools.

James Money Jr. is a CFP® and ChFC® with 19 years of industry experience, currently serving at BIP Wealth, LLC since 2025. He previously worked at The Money Advisor Group, LLC for 19 years and has maintained an active insurance license since 1987, focusing on consulting and technical research related to insurance coverage and services. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across a multi-advisor team and emphasizes customized, household-level portfolios with diversified, low-cost mutual funds and ETFs, supplemented by bonds, stocks, and options.

Jeffrey Keane is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with four years of industry experience. He has been with Capital Investment Advisors since 2014. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

William Divers is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Pinnacle Bank since 2021 and has been associated with IFG Advisory and LPL Financial LLC since 2019. Outside of his advisory role, he serves as a junior varsity and varsity assistant baseball coach at Athens Academy. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and managers, and offers portfolio management, retirement plan consulting, and wrap-fee programs tailored to client objectives.

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.

Jacob Zuniga is a financial advisor with Wealthcare Advisory Partners LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He is also the owner and sole attorney of Zuniga Law Group LLC, a legal practice based in Marietta, GA. Zuniga has been with Wealthcare Advisory Partners since 2017 and operates a law firm concurrently. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and quantitative metrics, combining passive and active investment strategies alongside dynamic rebalancing.

Anthony Mowrer is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Cetera Advisor Networks LLC, Cetera, and Summit Brokerage Services Inc. Outside of his advisory work, he teaches financial planning classes through the Heartland Institute of Financial Education and is involved in marketing educational classes with The Retirement Playbook Series. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of account platforms and investment approaches through its network of investment adviser representatives.