Renee Alladin is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management, financial planning, and portfolio management services. The firm combines institutional retirement expertise with private market and digital asset capabilities, delivering both discretionary and non-discretionary solutions.

Albert Otto is a financial advisor at Verity Asset Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verity since 2018. Otto is a managing member and book author at OneFiduciary Group, LLC, and serves as a founding board member and chairman of the nominating committee at the Center for Board Certified Fiduciaries, where he leads weekly candidate interviews and helps develop curriculum. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focusing on tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

David Whitmore is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. He holds the Series 65 designation and has worked previously at Merrill from 2016 to 2021 and The Strategic Financial Alliance, Inc. since 2021. Whitmore has been with Strategic Blueprint since 2022. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and a subscription advisory program, with a focus on customized, goal-based strategies and client education.

Patrick Carpenter is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and previously worked at Raymond James & Associates from 2013 to 2018. Outside of his advisory role, he is the owner of Greywind Capital, a contracting business based in Marietta, GA. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and employs a range of fundamental, technical, and cyclical analyses to guide discretionary account management.

Chester Rollins Jr. is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith, Inc. from 2009 to 2025 before joining OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management, financial planning, portfolio management, and retirement plan services, utilizing a broad range of investment strategies and emphasizing institutional research and fiduciary oversight for retirement sponsors.

Robert Omohundro is a CFP® with 32 years of industry experience, currently serving at Alexander Capital Wealth Management LLC since 2020. He has prior experience with Centaurus Financial Inc. and holds the Series 63 designation. Outside of his advisory role, he is involved in consulting on senior, divorce, and tax planning through All Bridge Consulting LLC and supports a creative arts 3D animation company founded by his daughter. Alexander Capital Wealth Management LLC provides portfolio management primarily to individual and high-net-worth clients via discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside documented due diligence, managing approximately $212.1 million in discretionary assets.

Wesley Littlejohn is a CFP® professional with 21 years of experience, currently serving as an advisor at IFG Advisory, LLC since 2014. He is also registered with LPL Financial and holds a Series 63 license. His work includes roles at IFG Advisory and LPL Financial over the past 12 years. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to implement investment strategies through various management approaches.

Randall Mc George is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. He holds a Series 65 credential and previously worked at BNY Mellon for 20 years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients, including high-net-worth individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, leveraging a combination of in-house and third-party resources as well as integration with its affiliate, Fifth Third Bank.

Trenton Adams is a CFP® professional with 22 years of industry experience, currently working at IFG Advisory, LLC since 2015. He holds a Series 66 license and has been affiliated with LPL Financial since 2015. Adams serves as a finance treasurer on the board of the nonprofit Mountain Hope Village and teaches a CFP course at the University of Georgia’s Terry College of Business. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs varied analytical approaches and a range of investment instruments, tailoring strategies to client objectives and utilizing sub-advisors and third-party managers for portfolio implementation.

William Black is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with IFG Advisory since 2015 and has been associated with WHB Wealth Management Group and LPL Financial since 2008. Outside of his advisory roles, he serves as the finance chairman for the Crossroads Baptist Church's finance committee. 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, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis alongside various management strategies and third-party models.

Jaiden Deas is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Amicalola Falls State Park & Lodge, Sunset Hills Country Club, and the University of West Georgia. 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 range of investment strategies from equities and bonds to private markets and digital assets.

Robert Van Sant Jr. is a financial advisor at First Advisors National, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at First American National Investment Advisors, LLC since 2012. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting with an emphasis on selecting and monitoring third-party money managers combined with fundamental analysis of individual securities.

Charles Henninger Jr. is a financial advisor with Madison Avenue Securities, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and with 24 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Summit Financial Group Inc. Henninger also teaches classes at the Heartland Institute. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Jameson Stady is a CFP® professional with nine years of industry experience, currently serving at Oxford Financial Group, Ltd since 2024. His prior roles include positions at Facet Wealth, ETRADE Securities, and Charles Schwab. Oxford Financial Group serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages a substantial asset base with both discretionary and non-discretionary arrangements.

Christopher Pullaro is a CFP® with 22 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2023. His prior experience includes roles at Catalyst Wealth Management, Kalos Capital, Inc., and Kalos Management, LLC. He is also president of Catalyst Tax Management, a tax preparation and bookkeeping business. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and other entities. The firm combines centrally managed model strategies with locally managed portfolios and offers a broad range of investment options including ESG models, direct indexing, and sub-advisory services for private funds and pooled investment vehicles.

Clayton Carden is a CFP® and holds a Series 65 license, with one year of industry experience. He is currently with Capital Investment Advisors, LLC and previously worked at The Grant Partners and LocumTenens.com. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and offers specialized pension consulting and family office services.

Andrew O'Connell is a financial advisor at OpenArc Corporate Advisory, LLC with 30 years of industry experience. He has held positions at Merrill and Bank of America prior to joining OpenArc. Outside of his advisory work, he performs as a guitarist in a cover band and is an officer of a company providing live audio services for events. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm emphasizes tailored investment strategies across various asset classes and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Charles Currie III is a CFP® professional with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019. Prior to that, he was affiliated with various H.D. Vest entities from 2012 to 2019. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment approaches and uses sub-advisors and third-party models to tailor strategies aligned with client objectives.

Sandra Lasser is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds Series 63 and Series 65 credentials and has 35 years of industry experience. Her prior roles include positions at Merrill and Bank of America, N.A. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, combining a broad range of investment options with both discretionary and non-discretionary engagement models.

Anna Blokh is a CFP® professional with 20 years of industry experience. She is currently with OpenArc Corporate Advisory, LLC and previously worked at Merrill for 16 years and Bank of America for 22 years. OpenArc Corporate Advisory serves individual and institutional clients, including non‑HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services including wealth management, financial planning, portfolio management, and dedicated retirement plan consulting, employing both discretionary and non-discretionary engagement models tailored to client objectives.