Andre Williams is a financial advisor with CL Wealth Management LLC in Atlanta, GA, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at both CL Wealth Management since 2012 and Cabot Lodge Securities since 2013. Outside of his advisory work, Williams serves as Vice Chair on the board of the Morris Brown College Foundation, where he participates in finance, development, and directors committees. CL Wealth Management LLC provides portfolio advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs both discretionary and non-discretionary management strategies, utilizing fundamental and technical analysis, model portfolios, options, mutual funds, and ETFs, and maintains affiliations with multiple related entities and firms.

Aaron Mellman is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2020. His prior roles include positions at Ameriprise Financial Services, Inc, Macy’s, AXA Advisors LLC, and Indigo Payments. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services such as wealth management, retirement plan consulting, financial planning, and tax-related services.

Troy Young is a CFP® professional with 27 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and has held prior roles at Lion Street Advisors and FSC Securities Corporation. Outside of his advisory work, he is an author and serves on several nonprofit and community boards in the Atlanta area. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis in its investment process, offering customized portfolio management through discretionary or model-based strategies.

Ryan Cox is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He previously worked at Merrill and Fidelity Brokerage Services LLC and has a background outside finance with over a decade at The Cheesecake Factory. He holds Series 63 and Series 66 licenses. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management solutions through discretionary and non-discretionary models, utilizing a wide range of investment options including private markets and digital assets.

Jared Schmidt is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding the CFP® designation along with Series 65 and Series 66 licenses. He has 17 years of industry experience, including prior roles at Goldman Sachs Asset Management and Goldman Sachs Private Wealth. United Capital provides financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s platform features customizable investment options and supports a broad affiliate network offering complementary legal, trust, lending, and referral services.

Christopher Jones is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. 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 employs a comprehensive investment process combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

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.

Paul Wedge is a financial advisor at 49 Financial based in Atlanta, GA, holding a Series 65 designation with two years of industry experience. His prior experience includes a position at Robert W. Baird & Co. and work at Louisville Country Club. In addition to advising, he is a licensed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach using model portfolios primarily composed of mutual funds and ETFs, supported by an extensive advisory staff managing approximately $1.4 billion in assets.

Clifford Wang is a financial advisor at Main Street Financial Solutions, LLC with 25 years of industry experience. He previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves on the alumni advisory board for the Johns Hopkins Carey Business School and participates as a committee member 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 business entities. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, 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, where he has worked since 2026, following seven years at Red Tortoise, LLC and fifteen years at SunTrust / Genspring Family Offices. Fleming also prepares individual tax returns as a side activity. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans with investment advisory and comprehensive financial planning. The firm manages portfolios using diversified, low-cost mutual funds and ETFs along with individual securities and provides access to private market opportunities through affiliated entities.

Timothy Moscato is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. His prior employers include Merrill Lynch and Bank of America. He joined 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 tailored wealth management and retirement services, utilizing a diverse range of investment strategies and platforms that include private markets and digital assets.

Brian Hershberger is a CFP® and CFA® charterholder with 22 years of experience in the financial industry. He is currently with Waverly Advisors, LLC and has worked at Omni Wealth Advisors, LLC since 1999. In addition to his advisory role, he owns and operates a tax planning and preparation business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management to a diverse client base.

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.

William Porter Jr. is a ChFC® and Series 66-licensed financial advisor with 50 years of industry experience. He has been with Madison Avenue Securities, LLC since 2017 and previously worked at Dempsey Lord Smith, LLC and Integrated Financial Planning Services. Outside of his advisory work, he produces and records podcasts for the public. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Matthew Miller Jr. is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with 11 years of industry experience. He has previously worked at Invesco, Rollins Financial, Inc., and Mercer Global Advisors Inc. He joined Aprio Wealth Management and Aprio Advisory Group in 2024. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation along with dollar-cost averaging, technical analysis, and both long- and short-term trading strategies, monitoring accounts continuously and conducting at least annual client reviews.

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.