Patrick Carpenter is a CFA® charterholder with 21 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates for five years. Outside of his advisory role, he owns Greywind Capital, a financial contracting business, and is managing director of DJR CSM, LLC. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and combines fundamental, technical, and cyclical analysis in its approach.

Chester Rollins Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, Inc. for 16 years each. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion and employs an investment process that integrates institutional research, manager due diligence, and diversified implementation across both public and private markets.

Robert Omohundro is a CFP® professional with 32 years of industry experience currently serving at Alexander Capital Wealth Management LLC since 2020. His prior experience includes positions at Centaurus Financial Inc., J P Turner & Company Capital Management, Mass Mutual Investors Services, and Wells Fargo Advisors. Outside of his advisory role, he is involved in consulting on senior planning, divorce, and tax planning through All Bridge Consulting LLC and has a connection to a creative arts company focused on children's books. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down, asset-allocation investment process that incorporates proprietary technical analysis and fundamental review, using discretionary management, sub-advisers, and model portfolios.

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 in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at 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 finance chairman for Crossroads Baptist Church's finance committee, assisting with budget preparation and monitoring. 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 strategies using sub-advisors and third-party managers, manages held-away assets, and offers services including portfolio management, retirement plan consulting, and wrap-fee programs.

Jaiden Deas is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Outside of finance, he has experience in hospitality and recreation, having worked at Amicalola Falls State Park & Lodge and Sunset Hills Country Club. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm employs an investment process that integrates institutional research and manager due diligence across public and private markets, offering both discretionary and non-discretionary services with diverse asset exposure.

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® professional with 23 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Catalyst Wealth Management, Kalos Capital, and OneAmerica Securities. Outside of his advisory role, he serves as president of Catalyst Tax Management, a tax preparation and bookkeeping business. Apollon Wealth Management is a multi-team SEC-registered adviser with approximately 145 advisors serving over 8,300 clients, including individuals, families, and institutional entities. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and retirement plan advisory.

Clayton Carden is a CFP® and Series 65-registered advisor at Capital Investment Advisors, LLC with two years of industry experience. He previously worked at The Grant Partners and has a background that includes roles outside of finance. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a structured portfolio approach with ETF-based model portfolios and tailored allocations, supported by in-house specialists in tax and estate planning.

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 before joining OpenArc in 2025. Outside of his advisory role, he plays guitar in a cover band called Garbage Pail Kids and is an officer at Shoreline Audio, a company providing live sound reinforcement services. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional clients. The firm integrates institutional research and manager due diligence into a diversified investment process spanning public and private markets, and provides governance-oriented services and specialized solutions for plan sponsors and nonprofit organizations.

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 at OpenArc Corporate Advisory, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill for 15 years and Bank of America, N.A. for 4 years. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion in assets and employs an investment process that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

Anna Blokh is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OpenArc Corporate Advisory, LLC since 2025. Prior to joining OpenArc, she spent 16 years at Merrill and has been associated with Bank of America, N.A. since 2003. Outside of her advisory role, she is a co-owner of a family rental property in Florida. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm utilizes a comprehensive investment process that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

William Cibulas is a CFP® professional with 10 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2015. He holds a Series 65 license and is based in Atlanta, GA. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized, structured portfolio approach with ETF-based models and third-party managers, supported by in-house tax and estate planning specialists.

Timothy Gelinas is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at several firms, including The Leaders Group and Estate Settlement Services Inc. Outside of his advisory work, he teaches classes on unique sites in Israel at churches, schools, and senior groups. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational support to other advisers through a managed account platform and private-labelable software.

Rasheedah El Amin is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Thrivent Financial, Equitable Advisors, Raymond James Financial, Valic Financial Advisors, and SPC. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers and model portfolios, typically constructing diversified long-term portfolios using low-cost mutual funds and ETFs alongside other investment options.