Mitchell Roper is a financial advisor at 49 Financial in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior experience includes roles at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of investment advising, he is a licensed agent writing fixed insurance business. 49 Financial serves individual and institutional clients by providing comprehensive financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Brandon Hodge is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Asset Preservation Advisors, he held roles at Wild Dunes Resort, Forest Lake Club, and educational institutions including the University of South Carolina, University of Idaho, and St. Joseph's Catholic School. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary advisory services focused on taxable and tax-exempt municipal bond portfolios. The firm employs an active fixed-income strategy emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small advisor team.

James Meaders is a financial advisor at First Heartland Consultants, Inc. with 38 years of industry experience. He holds the Series 63 designation and has worked previously at Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory role, he owns and operates Meaders Financial Group, which markets insurance and financial services. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Jack Russell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated entity, Capital Investment Group, Inc., since 2016. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, utilizing an individualized process that incorporates multiple analytical methods and ongoing portfolio monitoring.

Isobo Amaso is a CFP® certificant with three years of industry experience, currently affiliated with SignatureFD, LLC. Prior to joining SignatureFD, Amaso worked at Deerfield Financial Advisors and held roles at Target Corporation, World Wide Technology, and Saint Louis University. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, providing wealth management, financial planning, and advisory services. The firm employs diversified, long-term asset allocation strategies across multiple investment vehicles and operates specialized business lines such as an AI-enabled platform for private placement life insurance.

Andrew Noble is a financial advisor at New Edge Wealth in Atlanta, GA, with seven years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and Priority One Financial Services. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and technology tools including AI-assisted analytics.

Audrey Haney is a CFP® professional at SignatureFD, LLC with six years of industry experience. She previously worked at Trademark Capital Management and held a position at the University of Georgia. SignatureFD serves a diverse clientele including individuals, business entities, trusts, and charitable organizations. The firm employs diversified, long-term asset allocation strategies and offers discretionary wealth management, consulting, retirement plan management, and advisory services for private investment funds.

Emilie Hill is a Chartered Financial Analyst (CFA®) with nine years of industry experience. She has been with ZWJ Investment Counsel Inc in Atlanta since 2014. ZWJ Investment Counsel provides discretionary investment management and financial planning services to a range of individual and institutional clients, including pension plans, trusts, charitable organizations, and corporations. The firm’s investment approach is based on tailored portfolios across equities, fixed income, and balanced strategies, supported by fundamental and financial analysis and documented investment policy statements.

Christopher Godfrey is a CFA® charterholder and Series 63 licensee based in Atlanta, GA, with five years of industry experience. He has worked at Headwaters Capital Management, LLC since 2020 and previously at Invesco US from 2013 to 2019. Headwaters Capital Management is a single-advisor, discretionary investment adviser serving individuals, high-net-worth individuals, family offices, foundations, trusts, and business entities. The firm uses fundamental equity analysis to build concentrated portfolios of small- and mid-cap stocks and ETFs, focusing on long-term holdings and maintaining high market exposure.

Robert Warnock III is a Series 66-licensed financial advisor with 25 years of industry experience. He currently works at Arkadios Wealth Advisors and Arkadios Capital, having joined in 2022, and previously held positions at Wells Fargo Clearing, Truist Investment Services, and Morgan Keegan & Company. Warnock is also the managing partner at Monarch Capital Advisors, where he assists with daily operations and client wealth management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans with customized investment solutions. The firm employs a variety of portfolio management strategies, including internally supported accounts and third-party managers, with an investment approach that integrates fundamental, technical, and cyclical analysis.

Jamie Gentry is a CFP® professional with 16 years of experience, currently serving at SignatureFD, LLC. He has been with SignatureFD since 2000. 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.

Jacob Lee is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 credential. He has been with BIP Wealth since 2025 and has a background in education, having worked at Kennesaw State University, Roswell High School, and Crabapple Middle School. 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 private pooled vehicles and private-market securities for qualified investors.

Katherine Healy is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with IFG Advisory since 2013 and concurrently affiliated with LPL Financial since 2012. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs diverse analytical approaches and utilizes sub-advisors and third-party managers to implement tailored portfolios, offering a range of services including portfolio management, retirement plan consulting, and wrap-fee programs.

Alexander Watts is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing financial guidance and tailored advice to high-net-worth clients. With over 15 years of experience, he works closely with a select group of clients, primarily business owners and entrepreneurs, to address their specific wealth management needs. Alex leverages access to Bank of America's resources to offer comprehensive investment banking solutions including business sales, mergers, acquisitions, ESOPs, and recapitalization services. Prior to his current role, Alex served as a Private Banker with J.P. Morgan in Atlanta and spent five years as an Investment Analyst with GenSpring Family Offices. He holds a B.A. in Economics with an emphasis in Finance from Emory University and an M.B.A. in Finance from the Robinson College of Business at Georgia State University. Alex is also a Personal Investment Advisor (PIA). An Atlanta native, Alex is actively involved in various civic and philanthropic organizations. His roles include Co-Chair of the Emory Entrepreneur Network, Board member of the Trust for Public Land, and Legacy Advisor to the Children's Healthcare of Atlanta Foundation. He has also served on boards for Intown Collaborative Ministries, Goodwill Industries, and Morningside Presbyterian Church. Alex resides in the Morningside area of Atlanta with his wife, daughter, and two sons.

Van Pappas is a CFP® professional with 25 years of industry experience, currently serving as an advisor at IFG Advisory, LLC. He previously worked at Kestra Advisory and Kestra Investment Services for over a decade. Outside of his advisory work, he holds board member positions with the Chamblee Charter High School Blue and Gold Foundation and the Elaine Clark Center, and has a partial ownership role in Physician Captive Services, a third-party administrator. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of analytical approaches and investment instruments, employing sub-advisors and third-party managers to tailor portfolios while also offering services such as retirement plan consulting and real-estate-related planning.

Gareth Jones is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Rosefinch Investment Advisors, Brite Advisors USA, and deVere USA. Based in Atlanta, GA, he joined Beacon Global Advisor Network in 2026. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management using various investment vehicles and provides specialized pension-transfer services for U.K. expatriates.

Kristin Curcio is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 credential and has been with Capital Investment Advisors since 2016. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm uses a centralized portfolio approach with ETF-based model portfolios and tailored allocations, integrating financial planning with portfolio management and offering specialized services such as pension consulting, executive compensation analysis, and access to private investments.

Wesley Pond is a CFA® charterholder with 16 years of industry experience. He has worked at Asset Preservation Advisors, LLC since 2019 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. in Atlanta, GA. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary taxable and tax-exempt portfolios. 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 team of advisors.

Melissa Bunson is a financial advisor with BIP Wealth, LLC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. Her career includes roles at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Prehmus Financial Partners, Inc., and Ameriprise Financial Services, Inc. She also works as a Client Services Manager at Prehmus Financial Partners. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations and manages both public and private-market investments, including private pooled vehicles and covered-call strategies.

Ashley Abate is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 10 years of industry experience. She holds a Series 66 designation and previously worked for Bank of America and Merrill for nine years. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and diversified implementation across public and private markets, serving clients with both discretionary and non-discretionary advisory solutions.