Matthew Latta is a financial advisor at IAMS Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with IAMS Wealth Management since 2018 and is also involved with Annuity Client Solutions as an annuity sales and insurance agent. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

William Mcdaniel is a CFA® charterholder and financial advisor at Waverly Advisors, LLC with eight years of industry experience. He previously worked at BT Wealth Management, LLC for seven years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and high net worth clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning, retirement consulting, and multi-family office services.

Charles Abney is a CFA® charterholder with 21 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA since 1993. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 client relationships, providing 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, fundamental and financial analysis, and a mix of long- and short-term holdings, serving a diverse client base that includes institutional relationships uncommon among multi-team firms.

Christopher Durham is a financial advisor at Crescent Grove Advisors with seven years of industry experience. He holds the Series 65 designation and has been with Crescent Grove Advisors since 2015. The firm serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, and outsourced chief investment officer solutions. Crescent Grove Advisors manages approximately $5 billion in client assets, employing a customized investment process that includes both long-term strategic allocations and short-term tactical adjustments overseen by an investment committee.

Rogers Haydon is a financial advisor at Arkadios Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for 12 years. Outside of advising, he is a member of Haydon Consulting LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans through advisor-managed accounts, third-party money managers, and proprietary portfolio strategies supported by an internal portfolio team.

Roland Pritchett is a financial advisor at New Edge Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, UBS Financial Services, and Morgan Stanley. He is the managing member of Baldwin Investment Management LLC, an entity he established to manage revenue from his private wealth management clients. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary solutions supported by technology and AI-assisted analytics.

David Cramer is a financial advisor at OpenArc Corporate Advisory, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked for Bank of America and Merrill for a decade. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion on a discretionary basis and employs a diverse investment approach that includes institutional research, manager due diligence, and a mix of public and private market strategies.

Eric Lind is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. Prior to joining Beacon Global Advisor Network in 2022, he worked at deVere & Partners Switzerland SA starting in 2021 and took a personal leave from 2010 to 2021. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, utilizing a blend of mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Phillip Abshier II is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Synovus Securities since 2001. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm uses a blend of discretionary and non-discretionary portfolio management programs on the Envestnet platform, applying due diligence for manager selection and asset allocation.

Victor Giustina is a financial advisor at Saxony Capital Management, LLC with 10 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at firms including Patrick Capital Markets, Bison Wealth, and Transamerica Financial Advisors. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors across multiple offices and offers discretionary asset management alongside hourly or flat-fee financial planning and consulting.

Mark Cross Jr. is a financial advisor with LPL Financial and IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with both firms since 2015. Outside of his advisory work, he is involved with Oliver Creek Kennels LLC, a business related to land holdings. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates customized advisory solutions alongside brokerage services.

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.

Clara Parris is a CFP® professional with seven years of experience in financial advising, currently serving at SignatureFD, LLC since 2015. Based in Atlanta, GA, she has worked exclusively with SignatureFD throughout her career. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing wealth management services, retirement plan management, and consulting. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

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.

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.

Caitlin Hochstetler is a CFP® credentialed financial advisor with 12 years of industry experience. She has worked at SignatureFD, LLC since 2017 and was previously with The AYCO Company, L.P./Mercer Allied for six years. Hochstetler is based in Atlanta, GA. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, offering wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private funds and alternative investment platforms.