William Beckett is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2017. Outside of his advisory work, he is a partner in a small family business, Evolution Pets, LLC, where he occasionally assists with recordkeeping. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a range of third-party money managers and platforms, including Envestnet and Pershing, to deliver tailored investment solutions.

David Krunch Kloberdanz is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, with 25 years of industry experience. He previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he serves as treasurer and fundraiser on the board of the Bill Rompf Junior Tennis Foundation, which awards scholarships to junior tennis players in financial need. Elevation Point Wealth Partners is a multi-team investment adviser with over $8 billion in assets under management, serving individuals, retirement plans, trusts, and business entities. The firm’s investment approach centers on model portfolios utilizing tactical asset allocation across a range of investment vehicles and integrates insurance distribution and annuity servicing within its advisory services.

Nicholas Nussbaumer is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and 10 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc., Morgan Stanley, and E*TRADE Securities LLC. The Strategic Financial Alliance serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers customized portfolio management, financial planning, and consulting services through a combination of its Strategic Choice programs, co-advisory relationships, and referrals to third-party asset managers.

Wesley French is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding a Series 63 designation and 23 years of industry experience. He previously worked at French Wolf & Farr, Inc. for 13 years before joining United Capital Financial Advisors in 2019. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and a range of managed strategies.

Spencer Borchelt is a CFP® with four years of industry experience, currently serving at SignatureFD, LLC. His prior roles include positions at Goldman Sachs & CO. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors with discretionary wealth management, financial planning, and consulting. The firm employs diversified, long-term asset allocation strategies utilizing various investment vehicles and conducts due diligence on managers and pooled funds.

William Miller is a financial advisor at ZWJ Investment Counsel Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co., LLC and the United States House of Representatives. He also spent two years at Northwestern University Kellogg School of Management. ZWJ Investment Counsel manages approximately $3.86 billion in client assets, serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm offers investment counseling and discretionary portfolio management with a focus on equity, fixed income, and balanced portfolios tailored to each client’s needs.

John Bridgers is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2013. IFG Advisory, LLC serves a broad client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis across various management strategies.

Justin Harris is a Series 65-licensed advisor with Beacon Global Advisor Network, LLC. He has prior experience working at Chase Belgrave entities from 2008 to 2023. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent Investment Advisory Representatives. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Christopher Wilson is a financial advisor at LCP Institutional, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with 26 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Atlanta Consulting Group Advisors, Northern Lights Distributors, and Russell Investments. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients, including retirement plans and trusts. The firm uses a research-driven approach to manage multi-asset portfolios and offers services such as discretionary and non-discretionary account management, institutional consulting, and ERISA-related plan fiduciary support.

David Pierce is a financial advisor at Apollon Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kalos Management, LLC, Kalos Capital, Inc., and Catalyst Wealth Management, LLC. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, family offices, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios, offering diversified investment approaches across various asset classes including ESG models and Direct Indexing, and provides portfolio management, sub-advisory, and consulting services.

Christopher Guinther is a financial advisor at Aprio Wealth Management, LLC in Atlanta, holding a Series 65 credential with eight years of industry experience. Prior to joining Aprio in 2025, he worked for A. Montag & Associates, Inc. for seven years. Outside of his advisory role, he has managed a rental property in West Virginia since 1993, dedicating limited time to this activity. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading techniques, offers financial planning and consulting services, and maintains a notable affiliation with a third-party administrator/pension consulting business.

Steven Clark is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63, 65, and 66 credentials and bringing 25 years of industry experience. His career includes roles at Metric Financial LLC, Wells Fargo Advisors, and UBS Financial Services. Clark is also the owner and trustee of Silver Pineapple Wealth Management, a separate wealth management practice. Bison Wealth serves individuals, families, corporations, and charitable organizations by providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach features outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.

Matthew Hartnett is a CFP® with 19 years of industry experience. He is currently with OpenArc Corporate Advisory, LLC and has held positions at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm is notable for its institutional retirement practice and capabilities in private markets and digital assets, providing both discretionary and non-discretionary engagement models tailored to client objectives.

Jeffrey Grossman is a CFA® charterholder affiliated with BIP Wealth, LLC, with five years of industry experience. He has held roles at BIP Wealth since 2021 and previously worked at Resolution Life US and Voya Investments. Grossman has also operated as a sole proprietor and spent time at Lindenwood University. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also offers advisory services for private pooled vehicles and private-market securities.

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.

Zachary Rosequist is a CFP® with seven years of industry experience currently affiliated with MissionSquare Retirement in Atlanta, GA. He has held prior roles at Wealth Enhancement Group, Hightower Advisors, Charles Schwab and Co., Inc., TD Ameritrade, and several other financial institutions. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure and integrated affiliate services.

Elizabeth Di Paolo is a CFP® professional with 10 years of experience in financial advisory. She has worked at SignatureFD, LLC since 2017, following three years at Smith & Howard Wealth Management, LLC. Di Paolo is based in Atlanta, GA. SignatureFD serves individuals, businesses, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers integrated financial planning alongside access to affiliated private investment funds and insurance products.

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.