Kendall Matrisian is affiliated with SEIA and holds a Series 66 designation. Although Matrisian has no industry experience listed, their background includes roles at several firms and organizations, including Cambridge Investment Research, The Ameriflex Group, and The University of Alabama. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process combining strategic asset allocation and tactical adjustments overseen by an internal Investment Committee.

Matthew Kinser is a financial advisor at 49 Financial in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining 49 Financial in 2026, he spent four years at the University of Alabama and seven years combined at Beauregard High School and Samford Middle School. 49 Financial serves individual and institutional clients, including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach centers on disciplined, long-term diversified asset allocation, employing fundamental, cyclical, technical, and behavioral analysis, and provides tiered fractional family office services.

Mason King is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Rockefeller Capital Management and Raymond James. 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 employs a team-based approach with an in-house portfolio management team that supports advisors using fundamental, technical, and cyclical analysis, and acts as a fiduciary in retirement plan consulting.

David Summers IV is a CFA® charterholder based in Atlanta, GA, with 27 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates from 2013 to 2018. Summers is also involved in other financial advisory businesses, including serving as Managing Director of DJRCSM, LLC and as owner of Avigron Investments. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors with an in-house portfolio team that offers discretionary investment management across multiple asset classes.

John Ryan is a financial advisor at The Mather Group, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining The Mather Group in 2025, he worked at Morgan Stanley and Uber, among other roles. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated 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 incorporates third-party AI tools to support market analysis and client communications under human oversight.

Thomas Stapleton is a financial advisor with Van Clemens Wealth Management, LLC in Smyrna, GA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms, including Collective Wealth Partners and Principal Life Insurance Company. Stapleton is the founder of Power of Your Money, LLC, a financial literacy education program, and he is also an author and speaker. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and analysis, and accesses over 500 third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Charles Schorpp is a financial advisor at OpenArc Corporate Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill, with a combined tenure spanning over two decades. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and tools including private markets and digital assets.

Benjamin Boyd is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Crawford Investment Counsel Inc since 2018, with prior roles at Metasys Technologies Inc. and Invesco. Boyd is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality equities and credit-diversified fixed-income strategies.

Ritter Windom is a financial advisor at Arkadios Wealth Advisors with two years of industry experience. He previously worked at Rockefeller Global Family Office and has a background that includes roles at the University of Georgia and The Lovett School. Windom holds a Series 66 designation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, using customized investment plans that combine fundamental, technical, and cyclical analysis.

Geoffrey Delong is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2008. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies.

Paul Money is a CFP® professional with 23 years of experience in financial advising. He is currently with BIP Wealth, LLC and has previously worked at The Money Advisor Group, LLC for over two decades. Outside of his advisory role, he owns and manages several real estate and consulting businesses, including Green Island Consulting, LLC, which focuses on strategic, non-financial client matters such as spiritual development and leadership. 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, offering tailored asset allocations and access to both public and private market investments.

Robert Cramer Jr. is a CFP® professional with 15 years of experience in the financial services industry. He is currently with OpenArc Corporate Advisory, LLC and previously worked at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management and retirement plan services, utilizing a range of investment strategies from traditional equities and bonds to alternative and private market investments, along with digital assets, supported by robust institutional research and operational platforms.

Elizabeth Meeks is a financial advisor at Balentine with one year of industry experience. She holds a Series 65 designation and previously worked at PNC Private Bank for seven years. Prior to her financial career, she was affiliated with the University of Georgia for four years. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment approach with a focus on active and passive solutions, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Madeline Harr is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Harr’s background also includes experience at The Home Depot and Georgia Institute of Technology. OpenArc Corporate Advisory serves a diverse clientele including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a wide range of investment strategies, including alternative and private market investments and digital assets, and maintains a significant institutional retirement practice alongside private markets capabilities.

Angelica Virtucio is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, portfolio management, and retirement plan services. The firm offers both discretionary and non-discretionary solutions and integrates a broad range of investment tools, including private markets and digital assets, with a notable focus on institutional retirement plan management.

Nathaniel Cook is a financial advisor at OpenArc Corporate Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement services, utilizing a broad range of investment tools and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

Abigail Horton is a financial advisor at 49 Financial with one year of industry experience. She holds a Series 65 credential and previously worked in roles outside the financial advisory sector, including positions at Athens Country Club and Trinity Accounting Group. Horton is also involved as a contractor with 25 Giving, where she assists nonprofits in developing charitable plans for donors. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, investment management, and fractional family office services. The firm emphasizes a disciplined, long-term diversified asset allocation approach rooted in a combination of fundamental, cyclical, technical, and behavioral analysis.

Chloe Crist is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Henssler Financial, and Ameris Bank. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management, financial planning, and retirement plan services, employing both discretionary and non-discretionary engagement models and utilizing diverse investment strategies including private markets and digital assets.

Andrew Bunch is a CFP®-designated financial advisor with 19 years of industry experience, currently with BIP Wealth, LLC since 2021. His prior roles include positions at Homrich Berg and Sii. Outside of his advisory work, he co-owns a real estate business with his wife, supporting property evaluations and financial analysis. 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 tailored asset allocations with public and private market investments and distinctive advisory roles to private pooled vehicles.

Daniel Corr is a CFP® professional at BIP Wealth, LLC with four years of industry experience. Prior to joining BIP Wealth in 2026, he worked at Merrill and UBS Financial Services. Outside of financial advising, he has experience working in the hospitality industry. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management, including both public and private-market investment strategies.