Tana Flores is a financial advisor at Modera Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Modera since 2017, following a decade at Cambridge Wealth Counsel. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, debt securities, and select equities, supplemented by independent managers and optional ESG integration.

Gabriela Cossio is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Merit in 2026, she worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC from 2023 to 2026. She has also been involved in education roles at Barrington High School. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and offers a variety of account arrangements supported by an internal investment management team and third-party sub-advisers.

Wesley Williams is a financial advisor at Asset Preservation Advisors, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses. His prior work includes roles at Morgan Stanley and International Advisory Consultants Inc. before joining Asset Preservation Advisors. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, employing active fixed-income strategies focused on tax-exempt and taxable municipal portfolios. The firm manages over $11 billion in assets and offers an ESG-oriented Positive Impact Tax-Exempt Strategy.

John Scott is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding the CFP®, CFA®, and Series 66 designations and bringing 20 years of industry experience. He has been with BIP Wealth since 2015. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, including high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based covered-call strategies, and also manages private pooled investment vehicles for qualified investors.

Jose Hernandez III is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. He has held positions at Bank of America, Merrill, and UBS Financial Services. Hernandez holds Series 63 and Series 66 licenses. 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 and employs an investment process that integrates institutional research, manager due diligence, and diversified strategies across public and private markets.

Hayden Mcconnell is a CFP® with four years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His career includes roles at Morgan Stanley, Wells Fargo Advisors, and Wealth With No Regrets. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and risk tolerance, employing a mix of investment strategies and specialist sub-advisers to support long-term purchasing-power preservation.

Craig Rollins is a CFP® certificant and holds a Series 66 license with eight years of industry experience. He is currently with OpenArc Corporate Advisory, LLC, having joined the firm in 2025. Prior to this, he worked at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management and financial planning services to individuals, corporations, trusts, institutional retirement plans, and nonprofits. The firm manages approximately $10.1 billion on a discretionary basis and employs a multi-asset investment approach that includes public and private markets, alternatives, and digital assets.

Paul Salamon Jr. is a financial advisor at Brookwood Investment Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, he is involved with Empowered-Home, a venture active since 2021. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains relationships with third-party managers and platforms, overseeing approximately $1.25 billion in assets under management as of the end of 2025.

Dillon Hess is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, Merrill, and other firms. OpenArc Corporate Advisory delivers wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion and employs an investment approach that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

Jennifer Thigpen is a CFP® professional with 25 years of industry experience, currently serving at Apollon Wealth Management, LLC. Her prior experience includes roles at Cabot Lodge Securities LLC, J Alden Associates, Inc., Raymond James & Associates, and Deutsche Bank Securities Inc. She holds an insurance agent license, maintained for client needs. Apollon Wealth Management is a multi-team SEC-registered advisory firm managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, and other entities, combining centrally managed strategies with locally managed portfolios supported by an investment committee and leveraging technology such as generative AI in its investment process.

Dean Arden is a financial advisor with Beacon Global Advisor Network, LLC, holding five years of industry experience. His prior work includes positions at Blacktower Financial Management (International) Ltd and PWS. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension-transfer services for U.K. expatriates. The firm uses a customized investment approach with third-party models, mutual funds, ETFs, equities, and fixed income, managing most accounts on a discretionary basis through unified managed account platforms.

Lisa Disney is a financial advisor with Wealthcare Advisory Partners LLC in Alpharetta, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Wealthcare Advisory Partners since 2015 and has also been affiliated with LPL Financial since 2013. Outside of her advisory role, she provides pet sitting services for clients when they are out of town. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based, evidence-driven advisory approach.

John Williams Jr. is a CFP® professional with 26 years of industry experience, currently serving as Managing Director and Investment Advisor Representative at Bison Wealth, LLC. He has held roles at Metric Financial, Sterne, Agee, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory work, he owns ECOS Family Office, LLC, a holding company. Bison Wealth serves individuals, high net worth clients, family offices, and various institutions, offering financial planning, portfolio management, and specialized retirement plan services. Its investment approach includes multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Sumaree White is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at Merrill and Wells Fargo Clearing Services. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs a diversified investment approach integrating institutional research, manager due diligence, and implementation across public and private markets, including private securities and selective digital asset exposure.

David Millican IV is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Wells Fargo Advisors. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans implemented through various managed account programs, combining fundamental, technical, and cyclical analysis.

Leith Anticevich is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates International, Austen Morris Associates, Carrick Investments, and Carrick Wealth. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in assets, offering discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on U.K. expatriates and personalized investment strategies.

Jonah Duyvelaar is a financial advisor at Modera Wealth Management, LLC in Atlanta, GA. He holds a Series 65 designation and has been with Modera since 2025. Prior to joining Modera, he worked in various roles including at the UGA Wesley Foundation and Signature FD. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

Laurence Martin Jr. is a CFP® and ChFC® with 21 years of experience in the financial advisory industry. He is currently with Advisory Services Network, where he has worked since 2022, following prior roles at Roswell Asset Advisors, Financial Engines Advisor Center, and several other firms. Martin also owns and operates an insurance agency. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm offers strategies tailored to client objectives and risk tolerances, utilizing a variety of securities and third-party managers, supported by a large platform of over 200 advisors and more than $10 billion in discretionary assets.

Diego Colan Taya is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 11 years. He is based in Atlanta, GA. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, offering wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion on a discretionary basis and integrates institutional research, manager due diligence, and diversified investment strategies across public and private markets.

Brad Cast is a financial advisor with Merit Financial Advisors, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Outside of his advisory work, he serves as a board member of The Winestock Foundation, Inc., which focuses on educational funding. Merit Financial Group is a multi-team SEC-registered firm that serves individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with customizable model portfolios and combines internal management with third-party sub-advisers.