Ryan Cox is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining OpenArc in 2025, he worked at Merrill for four years and Fidelity Brokerage Services LLC for two years. Before his financial services career, he spent 14 years employed at The Cheesecake Factory. 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 combining institutional research, manager due diligence, and multiple asset classes including public and private markets with tailored solutions for plan sponsors and nonprofit clients.

Jared Schmidt is a financial advisor at United Capital Financial Advisors with 17 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. Prior to joining United Capital in 2023, he worked at Goldman Sachs Private Wealth / PFM from 2017 to 2023 and Goldman Sachs Asset Management from 2008 to 2017. United Capital Financial Advisors offers national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm provides a customizable platform that supports ESG and faith-based portfolios, access to alternative investments, and a broad network of affiliated legal, trust, and lending 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.

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, holding a Series 66 designation and 14 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated and Bank of America, N.A. from 2012 through 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm manages over $10 billion on a discretionary basis, using a research-driven investment process that includes diversified strategies across public and private markets, alternative assets, and selective digital asset exposure.

Brian Hershberger is a CFP® and CFA® with 22 years of industry experience. He currently works at Waverly Advisors, LLC and previously spent 24 years at Omni Wealth Advisors, LLC. Outside of investment advising, he owns a tax planning and preparation business where he provides tax return preparation and consulting. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and institutional clients, including high net worth individuals and retirement plans. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and multi-family office services.

Miles Magyar is a CFP® professional with experience at Henssler Financial since 2024 and previously at Truist Bank from 2016 to 2024. He is based in Kennesaw, GA. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients, offering services such as financial planning, portfolio management, and pension advice. The firm’s investment approach is centered on a cash-flow based “Ten Year Rule” and integrates proprietary quality screens, separate account managers, and automated asset management solutions.

Matthew Miller Jr. is a financial advisor at Aprio Wealth Management, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked with firms including Invesco, Rollins Financial, Mercer Global Advisors, and Empower Advisory Group. 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 portfolio management focused on asset allocation and long-term purchasing-power preservation, utilizing a range of strategies including stocks, bonds, mutual funds, ETFs, and derivatives.

Matthew Dennen is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 65 designation with approximately nine years of experience. His prior roles include positions at EY and Deloitte US, and he also spent five years at the University of Florida. OpenArc Corporate Advisory serves individuals, high-net-worth clients, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management services. The firm manages about $10.1 billion on a discretionary basis, employing an investment process that integrates institutional research, manager due diligence, and diversified strategies across public and private markets.

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 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.

Thomas Dowd is a financial advisor with BakerAvenue who holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Crawford Investment Counsel, Fisher Investments, Strategic Advisors Inc, and Fidelity Brokerage Services. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients with discretionary portfolio management, financial planning, family office services, and tax and estate planning support. The firm employs a range of investment strategies that blend quantitative, fundamental, and tactical approaches, and it emphasizes ongoing client communications through regular performance reports and newsletters.

Stephen Siders is a CFP®-designated financial advisor at Forum Financial Management, LP with 26 years of industry experience. He has worked at Forum Financial Management since 2025 and previously spent over 16 years with Odyssey Personal Financial Advisors and Cetera. He serves as Secretary and a board member of the Rotary Club of North Fulton. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan advisory services, employing model asset-allocation portfolios based on Modern Portfolio Theory and utilizing institutional mutual funds, ETFs, and separately managed accounts.

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.