David Onuorah is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 license and four years of industry experience. He previously worked at Bank of America and Merrill. Outside of finance, he coaches basketball part-time and serves on the board of the Boys & Girls Clubs of Metro Atlanta Dekalb County. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a broad investment toolkit and offers both discretionary and non-discretionary engagement models, with particular strength in institutional retirement solutions and private markets.

Roman Shlyakhetko is a CFP® with three years of industry experience, currently serving as a financial advisor at Henssler Financial. His prior experience includes roles at Financial Navigators Inc., Odyssey Personal Financial Advisors, CETERA Financial Specialists LLC, Cannon Financial Strategists, and Narwhal Capital Management. Henssler Financial serves individual clients ranging from non-high-net-worth to high-net-worth, as well as institutional clients including pension plans and municipal entities. The firm offers comprehensive financial planning and portfolio management services, employing a cash-flow driven investment process known as the “Ten Year Rule” combined with proprietary quality screens and model portfolios.

James Lewis Jr. is a CFP® with 12 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2013. He previously worked at Wela Strategies, Inc. from 2017 to 2025 and Wela Strategies, LLC from 2013 to 2017. Outside of his financial advisory role, he is a producer for Retire Southern Company, LLC, a lifestyle brand and media platform focused on Southern culture, including food, fishing, and music. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm utilizes a centralized investment platform with customizable asset-allocation models and provides access to private investment solutions and specialized in-house planning resources.

Kevin Allman is a CFP® with 17 years of experience in the financial services industry. He is currently with The Mather Group, LLC, where he has worked since 2016, following prior roles at Truist Investment Services, Edward Jones, and UBS Financial Services. He serves on the Board of Directors for the Financial Planning Association of Georgia as the Membership Engagement Director. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable risk-based allocation models and incorporates AI and machine learning tools alongside human oversight.

Patricia Hodgman is a Series 65-licensed financial advisor with 11 years of industry experience. She has been with Asset Preservation Advisors, Inc. since 2015 and previously worked at Municipal Portfolio Managers, Inc. in the same year. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, as well as serving as a sub-adviser to municipal bond mutual funds and advisory programs. The firm focuses exclusively on municipal bonds, using active fixed-income strategies and incorporates an ESG-oriented Positive Impact Tax-Exempt Strategy.

William Harris is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2007. He previously worked at Charles Schwab for one year early in his career. Harris is a passive minority equity owner of BIP Capital, a venture capital firm, where he reviews company financial statements quarterly. 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, including advisory services for private pooled vehicles and private-market offerings.

Joseph D'urso is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Fortune Financial Services, Prosperity Wealth Management Inc., Parkland Securities, LLC, SPC, Integrated Wealth Concepts LLC, LPL Financial, and Osaic FA, Inc. He is also an Investment Adviser Representative with Prosperity Wealth Management. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and emphasizes tailored account supervision with regular portfolio reviews and due diligence on third-party managers.

Donald Wright is a financial advisor at Crescent Grove Advisors with 22 years of industry experience. He has been with Crescent Grove Advisors since 2015. Wright holds a Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory across discretionary and non-discretionary mandates. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Richard Raby is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding Series 63 and Series 65 designations and having 26 years of industry experience. He has been with Synovus Securities since 2001. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including separately managed accounts, mutual fund and ETF model portfolios, and alternative investments. The firm uses a client risk-tolerance questionnaire to guide asset allocation and applies due diligence processes for manager evaluation.

Lauren Olsen is a CFA® charterholder working with Asset Preservation Advisors, LLC in New York, NY. She has 12 years of industry experience, including 11 years at Credit Suisse Asset Management before joining her current firm. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering both discretionary and non-discretionary advisory services. The firm employs an active fixed-income approach focused on yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small advisor team.

Alex Moss is a CFP® with nine years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2018. Prior to joining SignatureFD, he worked at PNC Investment LLC from 2016 to 2018. SignatureFD serves a broad range of clients including individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers diversified, long-term asset allocation strategies and acts as an adviser or sub-adviser to private investment funds and other pooled vehicles.

Adam Ledbetter is a CFP® professional with 19 years of industry experience, currently serving at Henssler Financial since 2001. He holds a Series 63 license and is based in Kennesaw, GA. Outside his advisory role, he is an independent distributor for Herbalife Ltd., focusing on weight management and nutritional products. Henssler Financial is a multi-team registered investment adviser serving individuals, high-net-worth households, other advisers, pension plans, and institutional clients. The firm employs a cash-flow driven investment approach known as the “Ten Year Rule,” combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative methods, and offers customizable model portfolios along with automated rebalancing and tax-loss harvesting.

Joseph Toye is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 credential with seven years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill from 2019 to 2025 and attended Vanderbilt University from 2015 to 2019. Outside of his advisory role, Toye serves on the education advisory committee for the nonprofit City of Refuge and volunteers as a mentor to children. 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’s investment approach includes leveraging individual securities, alternatives, private markets, and digital assets, with a notable institutional retirement practice and operational integration with third-party platforms.

Steven Meyer is a financial advisor at Howard Capital Management, LLC in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. He has been with Howard Capital Management since 2018, including its earlier iteration, and previously worked briefly at Edward Jones in 2017. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios primarily using its own mutual funds and ETFs, offering discretionary portfolio management and private wealth services among other investment solutions.

Tara Shannon is a Series 65 licensed advisor with Wealthcare Advisory Partners LLC, based in Alpharetta, GA. She has been with Wealthcare Advisory Partners since 2025 and has a decade of experience at Owenby Jones Wealth Management. 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 supported by proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing when appropriate.

Jaynell Talaber is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining IFG Advisory in 2017. Talaber is involved with the Strong, Gaddy, Lee Wealth Management Group, a business related to her advisory activities. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers portfolio management, financial planning, and retirement consulting, using a combination of fundamental, technical, and cyclical analysis along with various management strategies and third-party models.

Steven Prediletto is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and at Merrill for 27 years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services from wealth management and financial planning to specialized retirement plan consulting, employing both discretionary and non-discretionary models and incorporating diverse investment strategies such as private markets and digital assets.

Barbara Prince is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Mutual Of America Securities Corporation. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services using a range of investment options and emphasizes institutional research and ongoing monitoring for fiduciary alignment.

Charles Young is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with BIP Wealth, LLC and previously worked at The Vanguard Group, Inc., as well as in roles connected to the Jonathan D Rosen Family Foundation and academic institutions including Georgia Institute of Technology and Georgia State University. 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 with tailored asset allocations and access to both public and private market investments, including specialized private pooled vehicles and covered-call strategies.

Jurgen Steinwarz is a CFP®-designated financial advisor with 10 years of industry experience, currently with OpenArc Corporate Advisory, LLC. He previously worked at Bank of America, Merrill, and Morgan Stanley, among other firms. Steinwarz serves on the advisory board of La Amistad, a charitable organization based in Atlanta. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans, offering a range of wealth management and portfolio services. The firm distinguishes itself through its institutional retirement practice, private markets and digital asset capabilities, and operational integration with third-party platforms and tools.