Tyler Huck is a financial advisor with Prosperity Capital Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Oxygen Financial. Outside of advisory work, he provides tax planning and Medicare solutions through Vickery Tax and Accounting and Vickery Medicare Solutions. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as discretionary investment management, financial planning, and separately managed accounts.

Daphne Gentile is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Wells Fargo Advisors, Cambridge Investment Research, Fuller and Company, and Morgan Stanley. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides tailored investment solutions including private markets and digital assets, with a significant focus on institutional retirement plans and operational integration with third-party platforms.

Ronald Savarese is a financial advisor at Bison Wealth, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sterne Agee Financial Services, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he owns Home Planet Ventures LLC and publishes books through Home Planet Publishing, a family-operated business. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach features outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.

Randall Roman is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures at both firms from 2010 to 2025. Based in Atlanta, GA, he has been with OpenArc since 2025. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a variety of investment strategies that include individual securities, alternative investments, and digital assets.

Ryan Ledden is a CFP® with 13 years of industry experience, currently serving at RFG Advisory, LLC. Prior to joining RFG Advisory and its affiliate Black Oak Asset Management in 2026, he spent 12 years at Silver Oak Securities Inc. Outside of his advisory work, Ledden is a travel baseball head coach and serves as an unpaid board member for a nonprofit ministry. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role with the Bluemonte family of ETFs and its service to investment companies and public sector clients.

Edward Goepp Jr. is a CFP® professional with 14 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2019. Prior to this, he worked at Wela Strategies, Inc. and Wela Strategies, LLC from 2012 to 2025. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized, structured investment platform with standardized asset-allocation models and offers access to various private investment solutions and specialized in-house planning resources.

Greg Dangar is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors and GWN Securities since 2010. In addition to his advisory work, he serves as president of the Georgia chapter of the National Association of Tax Professionals and is involved in accounting and tax consulting through Dangar Associates. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Lori Cohane is a financial advisor at Asset Preservation Advisors, LLC with Series 63 and Series 65 licenses. She has 22 years of industry experience, including prior work at Credit Suisse Asset Management Securities, Inc. from 2002 to 2024. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients. The firm focuses exclusively on municipal bond portfolios, employing active fixed-income strategies and managing over $11 billion in assets with an emphasis on income generation and capital preservation.

Benjamin Logan is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. Prior to this, he worked at BT Wealth Management, LLC for six years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing about $29.9 billion in regulatory assets. The firm serves individual clients across wealth levels, retirement plans, and pooled investment vehicles, offering a range of services including investment management, financial planning, and multi-family office services.

Blaine Hess is a CFP® with 29 years of industry experience, currently serving as an advisor at Csenge Advisory Group, LLC. He has held roles at Integrity Alliance, Lion Street Financial, and FSC Securities Corporation and is the owner of Hess Segal Group LLC, a full-service wealth management firm. Hess also serves as Vice Chair of the Board of Directors for the Rally Foundation, a childhood cancer research nonprofit. Csenge Advisory Group provides asset management and financial planning services to charitable organizations, corporations, and individual clients, including high-net-worth families. The firm employs a rigorous, top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary portfolio management and customized asset-allocation advice.

Thomas Lance is a financial advisor at Arkadios Wealth Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and incorporates a combination of fundamental, technical, and cyclical investment analysis methods.

Thomas Day Jr. is a CFA® charterholder with nine years of industry experience. He is currently with Buckhead Investment Partners, LLC, where he has worked since 2016. Based in Atlanta, GA, he is part of BIP Wealth, LLC, a multi-advisor registered investment adviser that serves individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, offering tailored asset allocations that include public and private-market securities and unique strategies such as covered-call SMA strategies and private pooled investment vehicles.

Jamall Little is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Equitable Advisors LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he owns a vending machine business, The Little Family Vending Company. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a broad range of investment strategies and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Scott Mauldin is a Series 66-licensed financial advisor with Synovus Securities, Inc. in Atlanta, GA. He has 20 years of industry experience, primarily with Synovus Securities, where he has worked since 2003 with a brief hiatus between 2017 and 2018. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments through its managed account programs. The firm uses a combination of discretionary and non-discretionary portfolio management on the Envestnet platform, guided by client risk assessments and due diligence processes.

Mikayla Dubnik is a financial advisor at IFG Advisory, LLC based in Atlanta, GA. She holds the Series 66 designation and has been active in the industry since 2025. Her prior experience includes roles at SGL Wealth Management and LPL Financial LLC. 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 manages held-away assets to align with client goals.

Christopher Sheridan is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and three years of industry experience. He has held roles at several firms, including Royal Alliance Associates, Inc., John Hancock, and runs insurance agencies focused on health insurance products and annuities. Sheridan also has experience in administrative duties for an insurance agency. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm employs a range of investment strategies including firm-managed and advisor-managed models and offers discretionary asset management and retirement plan services.

Paul Marshall is a CFA® charterholder based in Atlanta, GA, with 10 years of industry experience. He has been with Crawford Investment Counsel Inc since 2015. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, institutions, and other entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages a range of equity and fixed income strategies, including several mutual funds for which it serves as adviser.

Jacob Pritchard is a CFP® professional at Henssler Financial with six years of industry experience. He previously worked at Turnkey Planning Solutions, the University of Georgia, SignatureFD, and McDonald's. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a cash-flow oriented investment approach known as the “Ten Year Rule,” combining fixed-income allocations with high-quality equities and model portfolios, and offers a range of services from financial planning to sub-advisory relationships.

Daniel Keeney is a financial advisor at IFG Advisory, LLC with six years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Invesco and LPL Financial. Keeney also provides administrative support to IFG Advisory, dedicating full time to this role. IFG Advisory serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers a range of investment advisory and financial planning services, utilizing sub-advisors and third-party managers to tailor portfolios according to client goals.

Hugh Bishop Jr. is a Series 65 credentialed advisor at Alphastar Capital Management with one year of industry experience. His prior work includes roles at BAB Group, LLC, BJM Employer, Inc., and Brumlow and Company. Alphastar Capital Management serves individual clients, corporate and business clients, and retirement plans with discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and advisor-directed models, utilizing various investment vehicles and technology tools.