Hayden Mcconnell is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His prior roles include positions at Wealth With No Regrets, Wells Fargo Advisors, and Morgan Stanley. 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 combined with techniques such as dollar-cost averaging, technical analysis, and trading strategies, and offers integrated tax and accounting advisory services through an affiliated CPA firm.

Craig Rollins is a CFP® with eight years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. Prior to joining OpenArc, he worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm offers both discretionary and non-discretionary models and utilizes a range of investment strategies including private markets and digital assets.

Evan Ward is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been involved with Impact Partnership Wealth since 2022. Outside of his advisory role, Ward serves as president and insurance agent at Atlas Retirement LLC, where he is involved in the sale of various insurance products. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Dillon Hess is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, 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, financial planning, and portfolio management services, combining institutional research and a range of investment strategies that include private markets and digital assets.

Jennifer Thigpen is a CFP® professional with 25 years of experience in the financial industry. She is currently with Apollon Wealth Management, LLC and has held roles at J Alden Associates, Inc., Cabot Lodge Securities LLC, Singularity Financial Services LLC, and Raymond James & Associates. In addition to her advisory work, she holds an independent insurance agent license. Apollon Wealth Management is an SEC-registered firm serving individuals, families, family offices, businesses, charitable organizations, and retirement plans. The firm combines centrally managed and locally managed investment strategies, employs fundamental analysis with tactical and long-term approaches, and offers specialized services including ESG risk-based models, Direct Indexing, and sub-advisory roles.

Dean Arden is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He previously worked at Blacktower Financial Management (International) Ltd and Blacktower Financial Management (US) LLC, where he has been employed since 2020, and at PWS from 2014 to 2020. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on U.K. expatriate advisory services and employs a range of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

John Snavely is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Crawford Investment Counsel Inc since 2012. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and municipalities. The firm follows a bottom-up, value-oriented investment approach focusing on higher-quality, income-producing securities and manages portfolios primarily on a discretionary basis.

John Williams Jr. is a CFP® professional with 25 years of industry experience, currently serving as Managing Director and Investment Adviser Representative at Bison Wealth, LLC. He has worked at Bison Wealth since 2013 and previously at Sterne, Agee. Outside of his advisory role, he owns ECOS Family Office, LLC, a holding company unrelated to investment activities. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs multi-manager portfolios with tactical and strategic allocations and provides access to alternative investments and an option-based Overlay Strategy.

Jarrett Hindrew is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding CFP® and ChFC® designations and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank. He also volunteers as a mentor for aspiring CFP professionals with the CFP Board. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, providing both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs guided by client risk profiles and offers access to alternative investments and outside money managers.

Sumaree White is a financial advisor at OpenArc Corporate Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill, Wells Fargo Clearing Services, Rockefeller Financial LLC, and Rockefeller & Co LLC. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and operational platforms to tailor solutions to client objectives.

Leith Anticevich is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates International, Austen Morris Associates, Carrick Investments, and Carrick Wealth. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in assets, offering discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on U.K. expatriates and personalized investment strategies.

Jonah Duyvelaar is a financial advisor at Modera Wealth Management, LLC in Atlanta, GA. He holds a Series 65 designation and has been with Modera since 2025. Prior to joining Modera, he worked in various roles including at the UGA Wesley Foundation and Signature FD. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

Diego Colan Taya is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. He has previously worked at Merrill for eleven years. Diego holds a Series 66 designation and is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management and retirement plan services, utilizing a broad range of investment options and maintaining a notably large institutional retirement practice alongside private markets and digital-asset capabilities.

Haley Patterson is a CFP® and Series 66-licensed advisor at Aprio Wealth Management, LLC with four years of industry experience. She previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Goldman Sachs Ayco. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, charitable organizations, and business entities. The firm employs asset allocation strategies combined with techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and it maintains continuous account monitoring with regular client reviews.

Camden Anderson is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and three years of industry experience. He has worked at Capital Investment Advisors since 2022 and previously held roles at Eastman Credit Union, the University of Tennessee, Kingsport Aquatic Center, and Daniel Boone High School. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm utilizes a centralized investment platform with standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by specialized in-house estate and tax planning resources.

Mason Porritt is a financial advisor at BIP Wealth, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Shoemaker Financial, Minnesota Life Insurance Co, and Jackson National Life Distributors LLC. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and private market opportunities for qualified investors.

Sarah Clifton is a financial advisor at Henssler Financial with Series 65 credentials and one year of industry experience. Her prior roles include work with the United States Senate for Senator Ted Budd and the Senate Republican Conference, as well as positions in media and advisory firms. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven investment approach called the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, automated ETF strategies, and sub-advisory services.

Peyton Bogard is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He has been with Asset Preservation Advisors since 2020. 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 municipal bond 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.

Jennifer Thomas is a CFP® with 35 years of industry experience, currently serving at Henssler Financial since 1998. She also holds Series 63 and Series 65 licenses and has been involved with G.W. Henssler & Associates, Ltd. since 1994, where she manages the planning and implementation department focused on client relationships. Henssler Financial serves a diverse client base including individual investors, institutional clients, and municipal entities, offering services such as financial planning, portfolio management, pension advice, and sub-advisory relationships. The firm employs a cash-flow driven investment process known as the “Ten Year Rule” and integrates multiple asset management strategies including proprietary quality screens and an automated Schwab platform.

Taylor Williams is a CFP® professional with 22 years of industry experience, currently serving at BIP Wealth, LLC since 2015. Based in Atlanta, GA, Williams holds the Series 66 designation and works within a firm that employs a multi-advisor team. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion in assets. The firm offers customized, household-level portfolio construction focused on diversified, low-cost mutual funds and ETFs, supplemented by individual securities, and supports private market investing through affiliated entities.