Debra Disimone is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Crawford Investment Counsel since 2003. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

Melissa Ekeberg is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has previously worked at Lincoln Financial Advisors Corporation, LPL Financial, Invest Financial Corporation, and United Community Bank. Outside of her advisory role, she is involved with Appalachian Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, and utilizes a variety of management strategies and third-party models.

Kyle Turnier is a financial advisor at Asset Preservation Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Belle Haven Investments, LP and AQR Capital Management. His current role began in 2025 at both Asset Preservation Advisors and iM Global US Distributors, LLC. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, offering strategies focused on tax-exempt and taxable municipal portfolios. The firm manages over $11 billion in assets and emphasizes active fixed-income management with an ESG-oriented Positive Impact Tax-Exempt Strategy.

Najee Sanders is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Bank of America, Merrill, David Lerner Associates, and HSBC Bank USA. 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, managing approximately $10.1 billion in discretionary assets.

Emily Fletcher is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill Lynch. Outside of her advisory role, she is a general partner and managing member of Brownlow Enterprises LLC, a limited liability company. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management for individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence with diversified implementation across public and private markets to serve high-net-worth clients, plan sponsors, and nonprofit organizations.

Andre Williams is a financial advisor with CL Wealth Management LLC in Atlanta, GA, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at both CL Wealth Management since 2012 and Cabot Lodge Securities since 2013. Outside of his advisory work, Williams serves as Vice Chair on the board of the Morris Brown College Foundation, where he participates in finance, development, and directors committees. CL Wealth Management LLC provides portfolio advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs both discretionary and non-discretionary management strategies, utilizing fundamental and technical analysis, model portfolios, options, mutual funds, and ETFs, and maintains affiliations with multiple related entities and firms.

Aaron Mellman is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2020. His prior roles include positions at Ameriprise Financial Services, Inc, Macy’s, AXA Advisors LLC, and Indigo Payments. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services such as wealth management, retirement plan consulting, financial planning, and tax-related services.

Troy Young is a CFP® professional with 27 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and has held prior roles at Lion Street Advisors and FSC Securities Corporation. Outside of his advisory work, he is an author and serves on several nonprofit and community boards in the Atlanta area. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis in its investment process, offering customized portfolio management through discretionary or model-based strategies.

Ryan Cox is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining OpenArc in 2025, he worked at Merrill for four years and Fidelity Brokerage Services LLC for two years. Before his financial services career, he spent 14 years employed at The Cheesecake Factory. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs a diversified investment approach combining institutional research, manager due diligence, and multiple asset classes including public and private markets with tailored solutions for plan sponsors and nonprofit clients.

Jared Schmidt is a financial advisor at United Capital Financial Advisors with 17 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. Prior to joining United Capital in 2023, he worked at Goldman Sachs Private Wealth / PFM from 2017 to 2023 and Goldman Sachs Asset Management from 2008 to 2017. United Capital Financial Advisors offers national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm provides a customizable platform that supports ESG and faith-based portfolios, access to alternative investments, and a broad network of affiliated legal, trust, and lending services.

Christopher Jones is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm tailors investment strategies using a variety of analytical approaches and instruments, employs sub-advisors and third-party managers, and also manages held-away assets to align with clients’ overall financial goals.

William Bruner is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Equity Investment Corporation since 2016 and previously spent 18 years at JFB Holdings Corp. He serves as a co-trustee of the Mary B. Schwab Grantor Trust, managing personal expenditures and investments held in trust. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

Paul Wedge is a financial advisor at 49 Financial with two years of industry experience and holds a Series 65 designation. Prior to joining 49 Financial in 2024, he worked briefly at Robert W. Baird & Co. and has experience as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Clifford Wang is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Main Street Financial Solutions in 2024, he worked at City National Bank and RBC Capital Markets. Wang serves on the Alumni Advisory Board for the Johns Hopkins Carey Business School and is a member of the External Advisory Board for the Georgia Institute of Technology’s School of Civil and Environmental Engineering. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, emphasizing mutual funds and low-cost ETFs while accommodating actively managed funds and alternative investments.

Howard Fleming is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with BIP Wealth, LLC and previously worked at Red Tortoise, LLC and SunTrust / Genspring Family Offices. Outside of investment advising, he prepares tax returns for individuals on a limited basis. BIP Wealth, LLC is a multi-advisor firm serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored household-level plans using mutual funds, ETFs, fixed income, and options-based strategies, and also offers private-market securities and private pooled vehicles for qualified investors.

Timothy Moscato is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated and Bank of America, N.A. from 2012 through 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm manages over $10 billion on a discretionary basis, using a research-driven investment process that includes diversified strategies across public and private markets, alternative assets, and selective digital asset exposure.

Brian Hershberger is a CFP® and CFA® with 22 years of industry experience. He currently works at Waverly Advisors, LLC and previously spent 24 years at Omni Wealth Advisors, LLC. Outside of investment advising, he owns a tax planning and preparation business where he provides tax return preparation and consulting. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and institutional clients, including high net worth individuals and retirement plans. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and multi-family office services.

Matthew Miller Jr. is a financial advisor at Aprio Wealth Management, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked with firms including Invesco, Rollins Financial, Mercer Global Advisors, and Empower Advisory Group. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolio management focused on asset allocation and long-term purchasing-power preservation, utilizing a range of strategies including stocks, bonds, mutual funds, ETFs, and derivatives.

Matthew Dennen is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 65 designation with approximately nine years of experience. His prior roles include positions at EY and Deloitte US, and he also spent five years at the University of Florida. OpenArc Corporate Advisory serves individuals, high-net-worth clients, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management services. The firm manages about $10.1 billion on a discretionary basis, employing an investment process that integrates institutional research, manager due diligence, and diversified strategies across public and private markets.

Robert Butler is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Pinnacle Bank since 2021 and has been affiliated with IFG Advisory since 2019, alongside roles at Highland Trust Partners and LPL Financial since 2015. Butler also operates RBButler LLC, a business entity for tax and investment purposes separate from his advisory work. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis, and manages held-away assets to align with clients’ objectives.