Matthew Edmiston is a Series 65-licensed financial advisor at BIP Wealth, LLC with five years at the firm and two years of industry experience. Prior to his current role, he held a position at Cambridge High School and serves as the Jr. Academy Director for the Alpharetta Ambush Soccer Club, leading a team of youth soccer coaches. 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 offers tailored asset allocations using a range of investment vehicles and manages both discretionary and non-discretionary accounts, including private-market offerings and covered-call strategies.

Jeffrey Cordell is a financial advisor at IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with IFG Advisory and affiliated with LPL Financial since 2016. Outside of his advisory role, he is involved with City Creamery. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and utilizes sub-advisors, third-party models, and managers to tailor portfolios to client objectives.

Robert Heightchew III is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Heightchew is based in Atlanta, GA. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research, manager due diligence, and a range of public and private market securities.

Jonathan Owenby is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealthcare Advisory Partners since 2015, also affiliated with LPL Financial since 2013. Outside of his advisory work, he is involved with several business entities related to investment and insurance services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach that incorporates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside quantitative metrics and fundamental analysis.

Terry Domm is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital since 2020, following nine years at Triad Advisors. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated model includes an in-house portfolio team and affiliated broker-dealer, offering a range of strategies and fiduciary consulting for retirement plans.

Jairus Buchanan is a CFA® charterholder with eight years of industry experience. He has been with GLOBALT Investments and Synovus Trust Company since 2019. His prior experience includes roles at Invictus Capital Investors, Invictus Capital Partners, and Herndon Capital Management. GLOBALT Investments provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategic allocations with tactical overlays developed in partnership with Ned Davis Research.

Jeffrey Rhineheart is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at SunTrust Bank spanning 30 years. His other business activities include serving as a New Business Development Officer at First Citizens Asset Management and as an Institutional Consultant at SVB Wealth, focusing on retirement plans, foundations, and endowments. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios across various implementation frameworks using both quantitative and qualitative criteria.

Nicholas Stafford is a CFA® charterholder with 27 years of experience in the financial industry. He currently works at Arkadios Wealth Advisors and Arkadios Capital, having previously held positions at Emerson Equity LLC, Bridge Capital Associates, Inc., Signaturefd, Capital Bank and Trust Company, and Capital Guardian Trust Company. Stafford has been involved in sales and marketing of private real estate investments through roles such as Vice President at Perch Wealth and Managing Member at Contiger Ventures LLC. 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 account platforms, combining fundamental, technical, and cyclical analysis and accommodating client restrictions, with a range of portfolio management and financial planning services.

Heather Douglass is a financial advisor at Merit Financial Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as Vice President of the Holman Place Subdivision Homeowners Association, a charitable nonprofit organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed model portfolios and supports both discretionary and non-discretionary account arrangements.

Henry (Hank) Cleare is a CFP® with 25 years of experience in the financial industry. He is currently with IFG Advisory, LLC and has prior experience at LPL Financial and Financial Strategies Group, Inc. Cleare is based in Atlanta, GA. 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 multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Nicholas Fontanella is a financial advisor at Bison Wealth, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at TD Ameritrade and Charles Schwab. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, including alternatives and options-based overlay strategies.

John Crawford is a CFA® charterholder and Series 63 licensee with two years of industry experience. He has been with Crawford Investment Counsel Inc since 2025, following roles at Truist Securities, Inc. Outside of finance, he has worked at Jackson Hole Mountain Resort. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach with a focus on dividend-paying companies and credit diversification across its equity and fixed-income strategies.

Henry Moog III is a financial advisor at Arkadios Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer, Arkadios Capital, in 2023, he worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2023. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, a wrap program, third-party money managers, and financial planning. The firm employs a range of analysis methods and an internal portfolio team to support discretionary account management and retirement plan fiduciary consulting.

Lane Turner is a financial advisor at Bison Wealth, LLC with nine years of industry experience. He holds the Series 65 credential and has worked at several firms including Armis Strategies, LLC and Advocacy Wealth Management. He is also the owner of Armis Strategies, a licensed insurance agency specializing in life and annuity insurance products. 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 includes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Julie Sullivan is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 66 licenses and over 39 years of industry experience. She has been associated with The Strategic Financial Alliance, Inc. and related entities since 2011. Outside of advisory work, she is a member of PIGS FLY LLC, a family-formed business opportunity venture. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning through independent advisory representatives, emphasizing client education and a formal subscription advisory services program.

David Hughes is a financial advisor at Waterloo Capital with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Resurgent Advisors, Fiduciary Alliance, and Peachtree Financial Group. Outside of his advisory role, he is a partner in Peachtree College Planning, where he conducts informational classes on school selection. Waterloo Capital is an SEC-registered multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients with customized investment management and financial planning services. The firm emphasizes long-term, strategic buy-and-hold portfolio allocations supported by fundamental analysis and offers both discretionary and non-discretionary management.

Brandon Melick is a financial advisor at Howard Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PwC for six years before joining Howard Capital Management in 2021. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and manages both proprietary mutual funds and ETFs while supporting retirement plan participants through various web-based tools and programs.

Jeffrey Peller is a CFP® and PFS™ with 19 years of experience in financial advising. He is currently with Savvy and previously worked at Cherry Bekaert Wealth Management LLC and SignatureFD, LLC. Outside of his advisory roles, he owns 4Real Growth Partners, LLC, where he engages in non-financial writing and content creation. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based strategies with tailored solutions such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by a parent technology platform and third-party sub-advisers.

Andrew Barag is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2018. His prior experience includes roles at Capital Bank and Trust Company, Capital Guardian Trust Company, Morgan Stanley, and Waddell & Reed. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning, discretionary portfolio management, and specialized services such as family-office style solutions, pension consulting, executive compensation analysis, and access to private investments.

David Kapchinske is a financial advisor with The Strategic Financial Alliance, Inc. in Acworth, GA, holding Series 63 and Series 66 designations and having 34 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he operates KAP Financial Solutions and is involved in fixed insurance sales through various carriers. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm uses both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.