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.

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 with LCP Institutional, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Atlanta Consulting Group Advisors, Northern Lights Distributors, Wright Fund Management, and Russell Investments. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients such as retirement plans and trusts. The firm constructs portfolios based on detailed Financial Profiles and Investment Plans, employing multi-asset strategies including mutual funds, ETFs, and individual stocks, and offers both discretionary and non-discretionary account management alongside ERISA-related services.

David Pierce is a financial advisor at Apollon Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior roles include positions at Kalos Management, LLC, Kalos Capital, Inc., and Catalyst Wealth Management, LLC. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines centrally managed strategy mandates with local portfolio oversight, employing fundamental and tactical methods alongside tax-aware strategies and independent sub-manager engagements.

Steven Clark is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses and 25 years of industry experience. He has previously worked at Wells Fargo Advisors and Metric Financial LLC. Clark owns Silver Pineapple Wealth Management LLC and serves as a trustee for its 401(k) plan, spending a small portion of his time on these activities. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm’s approach includes blending tactical and strategic allocations across liquid and private-market investments, alternative investments, and option-based overlay strategies.

Matthew Hartnett is a CFP® with 19 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. He has a background that includes roles at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm employs both discretionary and non-discretionary models and utilizes a wide range of investment strategies including equities, bonds, alternatives, private markets, and digital assets.

Jeffrey Grossman is a CFA® charterholder based in Atlanta, GA, with four years of industry experience. He has worked at BIP Wealth, LLC since 2021 and previously held positions at Resolution Life US, Voya Investments, and Lindenwood University. Grossman also operated a sole proprietorship under his name for several years. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships with a multi-advisor team. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, supplemented by individual securities, and offers access to private market investments and separately managed buy-write strategies.

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® and holds a Series 66 license with seven years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Wealth Management, having joined in 2026. His prior roles include positions at Wealth Enhancement Group, Hightower Advisors, Charles Schwab, TD Ameritrade, and several other financial firms. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, using model portfolios developed by Morningstar Investment Management to provide personalized investment advice within MissionSquare-administered accounts.

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 at BIP Wealth, LLC with 22 years of industry experience. She holds a Series 63 designation and has been with BIP Wealth since 2011. Additionally, she operates Karen Chermak & Co., which she founded in 2010. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm offers customized, household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market opportunities 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.

Conner Berry is a financial advisor at Arkadios Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has previous experience at BBVA and Republic Finance, along with entrepreneurial roles at Tradewind Coffee Co and Shea's Wildflower Co. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a range of advisory programs and third-party managers. The firm employs an integrated operating model supported by an internal portfolio team, offering a combination of fundamental, technical, and cyclical analysis in its investment approach.

Kendall Dubose is a CFP® and holds a Series 66 license with five years of industry experience. He currently serves as an advisor at Arkadios Wealth Advisors and Arkadios Capital since 2023. Prior to this, he worked at JPMorgan Securities, LLC and JPMorgan Chase Bank from 2019 to 2023. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisor-managed and third-party solutions. The firm employs an integrated operating model combining a large network of advisory entities, an affiliated broker-dealer, and an in-house portfolio management team to support customized investment strategies.

David Crawford is a CFA® charterholder with 22 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 1992. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Andrew Shuford is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at LPL Financial, &Partners, LLC, Wells Fargo Clearing, and Fisher Investments, as well as an academic background from the University of Georgia. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that incorporates proprietary software and behavioral economics, using both passive and active investment strategies supported by quantitative and fundamental analysis.

Caitlin Howerton is a CFP® professional with four years of industry experience. She is currently with Earned Wealth Advisors, LLC and has previously worked at Archer Investment Management, Facet Wealth, and SmartPath. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified investment approach informed by third-party consultants and an internal committee.

Sydney Cobb is a financial advisor at 49 Financial in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining 49 Financial, she worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management. Outside of her advisory role, she serves as an ambassador for Six Zero Pickleball, an Australian pickleball brand. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach based on a derivative of Modern Portfolio Theory.

Forrest Robertson III is a CFP® professional with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2009. He holds Series 63 and Series 66 licenses and operates out of Atlanta, GA. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across a multi-advisor team, focusing on customized, diversified portfolios that include low-cost mutual funds, ETFs, and individual securities, alongside private market investment opportunities for qualified clients.