Bobbi Parlo is a financial advisor at ZWJ Investment Counsel Inc in Atlanta, GA, holding a Series 65 designation with one year of industry experience. She previously worked at Windham Brannon, LLC for seven years before joining ZWJ Investment Counsel. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 client relationships, offering investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach emphasizes tailored written investment policy statements and combines fundamental and financial analysis for equity, fixed income, and balanced portfolios.

Keith Greenwald is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Aprio since 2014 and previously worked at Purshe Kaplan Sterling Investments for 11 years. Outside of his advisory role, he serves as vice president and secretary of Bullseye Training Club, LLC, a firearms safety and training company. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and various trading strategies, offering continuous portfolio monitoring and coordinating referrals with an affiliated CPA firm.

Mckenna Law is a CFP® and holds a Series 65 license, currently serving as a financial advisor at SignatureFD, LLC with five years of industry experience. Before joining SignatureFD in 2018, Law worked at Berman Capital Advisors, LLC for four years. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors, offering discretionary wealth management, financial planning, consulting, and retirement plan management. The firm employs diversified, long-term asset allocation strategies using a range of investment vehicles and manages several affiliated private funds.

David Cross is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Advisory Services Network since 2016. He previously worked at Calton & Associates, Inc. for one year. Outside of his advisory role, he is an independent insurance agent specializing in the sales and service of annuities, life, long-term care, and disability insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing various securities and asset allocation strategies.

Barton Gadlage is a CFP® with 26 years of experience in the financial industry. He has been with Synovus Securities, Inc. since 2001. Outside of his advisory role, he serves as a board member for Team Doctors Preferred Access, a family-founded concierge medical service. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes the Envestnet platform to provide portfolio management tailored to client risk tolerance and offers access to alternative investments and educational services for ERISA plans.

Peter Sereno is a financial advisor at OpenArc Corporate Advisory, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill for over a decade. Sereno serves on a committee at St Monica’s Catholic Church in Duluth, Georgia, where he assists with directing expenditures alongside other members. OpenArc Corporate Advisory serves individual and institutional clients, including non-HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, employing both discretionary and non-discretionary models with a diverse investment toolkit and a strong focus on institutional retirement solutions and private markets.

Leslie Netter is a financial advisor at Aegis Capital Corp. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Morgan Stanley. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a significant portion of assets managed on a non-discretionary basis.

Jeffery Schade is a financial advisor with Madison Avenue Securities, LLC, based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. Schade teaches financial planning classes through the Heartland Institute of Financial Education and is involved in marketing educational classes under The Retirement Playbook Series. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and financial planning services through its network of investment adviser representatives.

James Loyd is a CFP® with 10 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2012. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers integrated financial planning alongside access to affiliated private investment funds and insurance products.

David Onuorah is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 license and four years of industry experience. He previously worked at Bank of America and Merrill. Outside of finance, he coaches basketball part-time and serves on the board of the Boys & Girls Clubs of Metro Atlanta Dekalb County. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a broad investment toolkit and offers both discretionary and non-discretionary engagement models, with particular strength in institutional retirement solutions and private markets.

James Lewis Jr. is a CFP® with 12 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2013. He previously worked at Wela Strategies, Inc. from 2017 to 2025 and Wela Strategies, LLC from 2013 to 2017. Outside of his financial advisory role, he is a producer for Retire Southern Company, LLC, a lifestyle brand and media platform focused on Southern culture, including food, fishing, and music. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm utilizes a centralized investment platform with customizable asset-allocation models and provides access to private investment solutions and specialized in-house planning resources.

Kevin Allman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2016. He is based in Atlanta, GA, and holds the Series 66 designation. Outside of his advisory role, he serves on the Board of Directors for the Financial Planning Association of Georgia as the Membership Engagement Director. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable strategies and integrates advanced technology tools alongside human oversight.

Patricia Hodgman is a Series 65-licensed financial advisor with 11 years of industry experience. She has been with Asset Preservation Advisors, Inc. since 2015 and previously worked at Municipal Portfolio Managers, Inc. in the same year. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, as well as serving as a sub-adviser to municipal bond mutual funds and advisory programs. The firm focuses exclusively on municipal bonds, using active fixed-income strategies and incorporates an ESG-oriented Positive Impact Tax-Exempt Strategy.

William Harris is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2007. He previously worked at Charles Schwab for one year early in his career. Harris is a passive minority equity owner of BIP Capital, a venture capital firm, where he reviews company financial statements quarterly. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including advisory services for private pooled vehicles and private-market offerings.

Joseph D'urso is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Fortune Financial Services, Prosperity Wealth Management Inc., Parkland Securities, LLC, SPC, Integrated Wealth Concepts LLC, LPL Financial, and Osaic FA, Inc. He is also an Investment Adviser Representative with Prosperity Wealth Management. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and emphasizes tailored account supervision with regular portfolio reviews and due diligence on third-party managers.

Donald Wright is a financial advisor at Crescent Grove Advisors with 22 years of industry experience. He has been with Crescent Grove Advisors since 2015. Wright holds a Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory across discretionary and non-discretionary mandates. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Richard Raby is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding Series 63 and Series 65 designations and having 26 years of industry experience. He has been with Synovus Securities since 2001. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including separately managed accounts, mutual fund and ETF model portfolios, and alternative investments. The firm uses a client risk-tolerance questionnaire to guide asset allocation and applies due diligence processes for manager evaluation.

Lauren Olsen is a CFA® charterholder working with Asset Preservation Advisors, LLC in New York, NY. She has 12 years of industry experience, including 11 years at Credit Suisse Asset Management before joining her current firm. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering both discretionary and non-discretionary advisory services. 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 advisor team.

Raine Ayers is a financial advisor at Aprio Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including Morgan Stanley, Bank of America, and Ameriprise Financial Services. 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 with strategies such as dollar-cost averaging and technical analysis and is notable for its affiliation with a third-party administrator and pension consulting business, managing approximately $1.57 billion in assets under advisement.

Alex Moss is a CFP® with nine years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2018. Prior to joining SignatureFD, he worked at PNC Investment LLC from 2016 to 2018. SignatureFD serves a broad range of clients including individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers diversified, long-term asset allocation strategies and acts as an adviser or sub-adviser to private investment funds and other pooled vehicles.