William Stark Jr. is a financial advisor at Howard Capital Management, LLC with seven years of industry experience. He has worked at Howard Capital Management since 2018 and previously spent a year at Maverick and Mavern Consulting and four years at the University of Georgia. He holds a Series 65 designation. Howard Capital Management serves a diverse client base including individual and institutional investors, trusts, and charitable organizations. The firm uses proprietary tactical indicators and model portfolios, often implemented through its own mutual funds and ETFs, to provide discretionary portfolio management and private wealth services.

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.

Kelly Rodriguez is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Goldman Sachs, and United Capital Financial Advisers. Rodriguez is also a licensed agent for fixed insurance products. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in client assets, using customized portfolios and a generally long-term investment approach.

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 with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, Merrill, David Lerner Associates, and HSBC Bank USA. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm combines institutional retirement expertise with capabilities in private markets and digital assets, tailoring investment strategies through discretionary and non-discretionary models.

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, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of her advisory role, she serves as a general partner and managing member of Brownlow Enterprises LLC, a limited liability company. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofits, and retirement plans. The firm offers a range of wealth management and consulting services, employing a broad investment toolkit and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

Daniel Harmeyer is a CFP® with 31 years of industry experience, currently serving at Simplicity Wealth. His prior roles include positions at Fisher Investments, Valic Financial Advisors, and Cuna Mutual Group. He is also the owner of Retirement Income Solutions, LLC, where he is involved in insurance sales including life insurance and annuities. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutional investors, and financial firms, offering advisory services that range from financial planning to managed account solutions. The firm employs a fund-of-funds approach with ETFs and mutual funds, incorporates independent managers, and provides technology and operational support for other advisors through its TAMP platform.

William Lako is a CFP® professional with 27 years of industry experience, currently serving at Henssler Financial in Kennesaw, GA. He has been associated with Henssler Asset Management, LLC since 1998 and G.W. Henssler & Associates Ltd since 1995. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-based investment approach known as the “Ten Year Rule” and offers services ranging from financial planning to discretionary portfolio management and sub-advisory relationships.

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 with six years of industry experience. He previously worked at Merrill and Fidelity Brokerage Services LLC and has a background outside finance with over a decade at The Cheesecake Factory. He holds Series 63 and Series 66 licenses. 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 solutions through discretionary and non-discretionary models, utilizing a wide range of investment options including private markets and digital assets.

Jared Schmidt is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding the CFP® designation along with Series 65 and Series 66 licenses. He has 17 years of industry experience, including prior roles at Goldman Sachs Asset Management and Goldman Sachs Private Wealth. United Capital provides financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s platform features customizable investment options and supports a broad affiliate network offering complementary legal, trust, lending, and referral services.

Christopher Jones is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment process combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

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 based in Atlanta, GA, holding a Series 65 designation with two years of industry experience. His prior experience includes a position at Robert W. Baird & Co. and work at Louisville Country Club. In addition to advising, he is a licensed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach using model portfolios primarily composed of mutual funds and ETFs, supported by an extensive advisory staff managing approximately $1.4 billion in assets.

Clifford Wang is a financial advisor at Main Street Financial Solutions, LLC with 25 years of industry experience. He previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves on the alumni advisory board for the Johns Hopkins Carey Business School and participates as a committee member 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 business entities. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, 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, where he has worked since 2026, following seven years at Red Tortoise, LLC and fifteen years at SunTrust / Genspring Family Offices. Fleming also prepares individual tax returns as a side activity. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans with investment advisory and comprehensive financial planning. The firm manages portfolios using diversified, low-cost mutual funds and ETFs along with individual securities and provides access to private market opportunities through affiliated entities.

Timothy Moscato is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. His prior employers include Merrill Lynch and Bank of America. He joined OpenArc in 2025. 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 services, utilizing a diverse range of investment strategies and platforms that include private markets and digital assets.

Brian Hershberger is a CFP® and CFA® charterholder with 22 years of experience in the financial industry. He is currently with Waverly Advisors, LLC and has worked at Omni Wealth Advisors, LLC since 1999. In addition to his advisory role, he owns and operates a tax planning and preparation business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management to a diverse client base.