Jared Schmidt is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding the CFP® designation along with Series 65 and Series 66 licenses. He has 17 years of industry experience, including prior roles at Goldman Sachs Asset Management and Goldman Sachs Private Wealth. United Capital provides financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s platform features customizable investment options and supports a broad affiliate network offering complementary legal, trust, lending, and referral services.

Christopher Jones is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm tailors investment strategies using a variety of analytical approaches and instruments, employs sub-advisors and third-party managers, and also manages held-away assets to align with clients’ overall financial goals.

William Bruner is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Equity Investment Corporation since 2016 and previously spent 18 years at JFB Holdings Corp. He serves as a co-trustee of the Mary B. Schwab Grantor Trust, managing personal expenditures and investments held in trust. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

Paul Wedge is a financial advisor at 49 Financial based in Atlanta, GA, holding a Series 65 designation with two years of industry experience. His prior experience includes a position at Robert W. Baird & Co. and work at Louisville Country Club. In addition to advising, he is a licensed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach using model portfolios primarily composed of mutual funds and ETFs, supported by an extensive advisory staff managing approximately $1.4 billion in assets.

Clifford Wang is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Main Street Financial Solutions in 2024, he worked at City National Bank and RBC Capital Markets. Wang serves on the Alumni Advisory Board for the Johns Hopkins Carey Business School and is a member of the External Advisory Board for the Georgia Institute of Technology’s School of Civil and Environmental Engineering. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, emphasizing mutual funds and low-cost ETFs while accommodating actively managed funds and alternative investments.

Howard Fleming is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with BIP Wealth, LLC and previously worked at Red Tortoise, LLC and SunTrust / Genspring Family Offices. Outside of investment advising, he prepares tax returns for individuals on a limited basis. BIP Wealth, LLC is a multi-advisor firm serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored household-level plans using mutual funds, ETFs, fixed income, and options-based strategies, and also offers private-market securities and private pooled vehicles for qualified investors.

Timothy Moscato is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. His prior employers include Merrill Lynch and Bank of America. He joined OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement services, utilizing a diverse range of investment strategies and platforms that include private markets and digital assets.

Brian Hershberger is a CFP® and CFA® charterholder with 22 years of experience in the financial industry. He is currently with Waverly Advisors, LLC and has worked at Omni Wealth Advisors, LLC since 1999. In addition to his advisory role, he owns and operates a tax planning and preparation business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management to a diverse client base.

William Porter Jr. is a ChFC® and Series 66-licensed financial advisor with 50 years of industry experience. He has been with Madison Avenue Securities, LLC since 2017 and previously worked at Dempsey Lord Smith, LLC and Integrated Financial Planning Services. Outside of his advisory work, he produces and records podcasts for the public. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Matthew Miller Jr. is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with 11 years of industry experience. He has previously worked at Invesco, Rollins Financial, Inc., and Mercer Global Advisors Inc. He joined Aprio Wealth Management and Aprio Advisory Group in 2024. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation along with dollar-cost averaging, technical analysis, and both long- and short-term trading strategies, monitoring accounts continuously and conducting at least annual client reviews.

Matthew Dennen is a financial advisor at OpenArc Corporate Advisory, LLC with one year of experience at the firm. He holds a Series 65 designation and has prior work experience at EY and Deloitte US. Before entering the advisory field, he worked at the University of Florida for five years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a diverse range of investment options and both discretionary and non-discretionary engagement models.

Robert Butler is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Pinnacle Bank since 2021 and has been affiliated with IFG Advisory since 2019, alongside roles at Highland Trust Partners and LPL Financial since 2015. Butler also operates RBButler LLC, a business entity for tax and investment purposes separate from his advisory work. 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 combination of fundamental, technical, and cyclical analysis, and manages held-away assets to align with clients’ objectives.

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 NewEdge Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 11 years. Pritchett is the managing member of Baldwin Investment Management LLC, an entity he created prior to joining NewEdge Wealth to manage revenues from his private wealth management clientele. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing both proprietary and third-party strategies across multiple asset classes.

Thomas Dowd is a financial advisor at BakerAvenue with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Crawford Investment Counsel, Fisher Investments, Strategic Advisors Inc, and Fidelity Brokerage Services. He has been with BakerAvenue since 2026. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research to manage risk and meet client objectives.

Stephen Siders is a CFP® with 25 years of industry experience, currently serving at Forum Financial Management, LP. His prior experience includes long tenures at Odyssey Personal Financial Advisors, LLC and Cetera. He serves as Secretary and a board member of the Rotary Club of North Fulton. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

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 at Bank of America and Merrill for ten years. Based in Atlanta, GA, he joined OpenArc Corporate Advisory in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a broad range of investment options and emphasizing institutional research and fiduciary governance for plan sponsors.