Marc Frost is a financial advisor with World Equity Group, Inc. in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Westover Trading and World Equity Group since 2009 and has been involved with Westover Group since 2004. Outside of advising, he is an adjunct professor at Georgia State University teaching retirement and ERISA classes and serves as CFO for a food truck venture specializing in Venetian pasta. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs and third-party money managers, using risk-tolerance assessments to guide asset allocation and discretionary management.

Lisa Stinziano is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. She previously spent 27 years at Merrill Lynch before joining 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 wealth management, financial planning, portfolio management, and retirement plan services, utilizing a broad range of investment strategies and emphasizing institutional research and fiduciary governance for retirement plan sponsors.

Henry Trapnell is a Series 65-registered advisor with Asset Preservation Advisors, LLC, based in Atlanta, GA. He joined the firm in 2023 and has prior experience at the University of Georgia and Athens Academy. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering various fixed-income strategies focused on capital preservation and income. The firm manages over $11 billion in assets with a municipal-only approach and includes an ESG-oriented strategy targeting environmentally and socially responsible investments.

Jonathan Duggan is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC and holds Series 63 and Series 66 designations. He has 19 years of industry experience, with prior roles at American Trust Retirement Services, TRG Advisors, Inc., Touchstone Retirement Group, and TRG Financial Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer and offers a range of services including retirement plan consulting, individual wealth management, and a wrap fee program.

Colin Clarkson is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Inc and Lumature Wealth Partners. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, using customized portfolios with ETFs, mutual funds, individual securities, and alternative investments.

Karen Chermak is a financial advisor with BIP Wealth, LLC in Atlanta, GA. She holds the Series 63 designation and has 22 years of industry experience, including 15 years at BIP Wealth and over 16 years running her own practice, Karen Chermak & Co. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, options strategies, and private-market investments for qualified investors.

Chad Blalock is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management and consulting services, utilizing both discretionary and non-discretionary models and a wide range of investment strategies including private markets and digital assets.

Laura Sithens is a financial advisor at Merit Financial Advisors with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Merit Financial Advisors since 2015, with prior experience at LPL Financial and PKS Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed model allocations overseen by an internal Investment Management team and committee.

Cindi Porter Rowe is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Madison Avenue Securities, LLC and has previously worked at Integrated Financial Planning Services, Alleron Investment Advisors, and Dempsey Lord Smith, LLC. Outside of her advisory role, she serves as president and financial planner at TeamWarc, Inc., where she provides financial planning and insurance services. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and provides portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment approaches.

Forrest Robertson III is a CFP® professional with 23 years of experience in the financial services industry. He has been with BIP Wealth, LLC since 2009. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and advises private pooled investment vehicles.

Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining Kestra in 2022. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers a broad range of investment products and specialized offerings, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.

Wesley Heinrichs is a CFP® with 10 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. His prior experience includes roles at IFG Advisory, LLC, Bay Financial Advisors, Inc., and LPL Financial, LLC. Heinrichs also operates Wesley Heinrichs LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment approach that combines proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Brian Martin is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Martin also acts as an independent insurance agent, providing insurance advice tailored to client needs. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team.

Perry Smith is a financial advisor at Bison Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*Trade Securities. Bison Wealth serves a diverse client base including individuals, family offices, and corporate entities, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice. The firm is noted for its outcome-focused model portfolios, tactical and strategic asset allocations, and a turnkey asset management platform for other advisers.

Carrie Wilson is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at several firms including Raymond James Financial Services and Wells Fargo Clearing before joining IFG Advisory and LPL Financial in 2017. IFG Advisory 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, utilizing a combination of fundamental, technical, and cyclical analysis, and employs a variety of investment strategies including in-house management and third-party models.

Jacqueline Hewett is a CFP® with 32 years of industry experience. She is affiliated with IFG Advisory, LLC since 2014 and has also worked with LPL Financial and Independent Insurance since 1997. Hewett operates as an independent insurance agent through Wealth Horizon, Inc. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and a range of investment instruments, employing sub-advisors and third-party managers to tailor strategies that align with client objectives.

Michael Parsons is a CFA® charterholder and holds a Series 66 license, with 18 years of industry experience. He currently works at Capital Investment Advisors, LLC, where he has been since 2022, following 11 years at RBC Capital Markets. Parsons has a passive ownership interest in Seven Talents, LLC, a private placement vehicle. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by in-house estate and tax planning specialists and access to various private investment solutions.

Blake Schaper is a Series 65-licensed advisor with eight years of industry experience. He is currently a managing member of Mountain Crypto Advisers, where he focuses on crypto financial planning, and also manages Brookhaven Tax & Accounting Professionals, a tax planning and accounting firm. Additionally, he co-founded Armis Strategies, a licensed insurance agency, and serves as an Army Aviator in the Georgia Army National Guard. Bison Wealth, LLC serves a broad range of clients including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management, multi-manager investment solutions, and access to alternative investments, utilizing outcome-focused strategies with a turnkey asset management platform.

Ralph Watson III is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Lumature Wealth Partners, Raymond James Financial Services, Goldman Sachs, Cetera Adviser Networks, United Capital Financial Advisers, and Girard Securities. He is a member of the finance and investment committee at Pinewood Preparatory, a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in assets across discretionary and non-discretionary mandates and employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Edward Orell is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Bulletproof Financial, PRES Financial, and Appreciation Financial. Orell has also operated his own firm, Orell Financial, Inc., since 2017. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets, serving a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and affiliated business lines.