Taylor Williams is a CFP® professional with 22 years of industry experience, currently serving at BIP Wealth, LLC since 2015. Based in Atlanta, GA, Williams holds the Series 66 designation and works within a firm that employs a multi-advisor team. 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 in assets. The firm offers customized, household-level portfolio construction focused on diversified, low-cost mutual funds and ETFs, supplemented by individual securities, and supports private market investing through affiliated entities.

Ebony Robinson is a financial advisor at United Brokerage Services, Inc. with 13 years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at United Bank, The Leaders Group, Inc., Midwood Financial Services, Inc., and Bluerock Capital Markets, LLC. Outside of her advisory role, she consults for small business owners on employee relations and human resources through 100 Consulting LLC. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, uses mutual funds, ETFs, and separately managed accounts, and typically offers advice on a non-discretionary basis while allowing clients or selected managers discretionary authority where authorized.

Thomas Buehler is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2005. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, registered investment companies, pension plans, trusts, and municipal entities. The firm uses a bottom-up, value-oriented investment approach emphasizing dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies tailored to client needs.

Coleton Staton is a financial advisor at Howard Capital Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at John Hancock Distributors LLC, John Hancock, MassMutual, and the Atlanta Braves. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, corporations, and other investment advisers. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs, and provides discretionary portfolio management, private wealth services, and retirement tools.

Patrick Hinchey is a CFP® professional with 28 years of experience in the financial services industry. He has been with IFG Advisory, LLC since 2015 and has held roles at LPL Financial, Robins, Eskew, Smith & Jordan Financial Services, and Hinchey & Associates Financial Services. Outside of his advisory work, he is the owner and president of Bald Face Productions, a company focused on promoting a local band. IFG Advisory, LLC serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and offers access to multiple investment management strategies.

Rebecca Barnett is a financial advisor at 49 Financial based in Atlanta, GA, holding a Series 65 credential. She has no prior industry experience but has worked in education and youth performance organizations for several years. Barnett is currently involved with the Oconee Youth School of Performance and the University of Georgia. 49 Financial serves a diverse clientele including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm uses a disciplined, long-term diversified asset allocation strategy based on Modern Portfolio Theory and employs proprietary and platform model portfolios.

James Mckenzie is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at CREATIVE Financial Group and Synovus Financial Corporation. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a structured portfolio management approach on the Envestnet platform, combining discretionary and non-discretionary programs guided by client risk assessments.

David Short is a financial advisor at Arkadios Wealth Advisors with 9 years of industry experience. He holds the Series 66 designation and has worked at firms including Mass Mutual Life Insurance Co and Waddell & Reed. Outside of his advisory role, he is the sole owner of Aster Hawthorn LLC and sells life, disability, and long-term care insurance through Ash Brokerage. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis and deploys client strategies through various internally managed and third-party portfolios.

Jill Crawford is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently practicing at Merit Financial Advisors. She has been with Consilium Associates since 2015. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services including asset management, financial planning, and retirement plan advice, utilizing a long-term, diversified investment approach supported by a dedicated Investment Management team.

Jeffery Forrestall is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and five years of industry experience. He is also the president and managing partner of Forrestall CPAs, a CPA firm he has led since 1994. His background includes roles at Global Assets Advisory, LPL Financial, and INVEST Financial Corp. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs.

Voselyn Williams Barnes is a financial advisor with Concurrent Investment Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Morgan Stanley and GV Financial Advisors, Inc. She is also associated with Crownmark Wealth Advisors as a portfolio associate and provides insurance advice through Fixed Insurance. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and select securities, managing approximately $15.7 billion in assets across a multi-office platform.

Nicholas Rios is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at IFG Advisory and its affiliated entities since 2013 and has been associated with LPL Financial during this period. In addition to his advisory role, Rios is involved in insurance sales, offering life, health, Medicare supplement, and long-term care policies. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and manages assets both in-house and through third-party arrangements.

Brenden Urban is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Capital Investment Advisors, LLC and has prior experience at Wells Fargo Clearing Services, Invesco, Fidelity Investments, Merrill, and Raymond James. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house estate and tax planning resources.

Ashlie Dague is a financial advisor at Strategic Wealth Investment Group, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Strategic Wealth Designers, Tel Aviv University, Grade Power Learning, Darktrace, and New York University. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, typically implemented on a discretionary basis.

Shannon Stallworth is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Retirement Wealth Advisors before joining Virtue Capital Management in 2020. Stallworth is also an agent and owner at RDS Partner Inc, DBA Retirement Design Solutions, where she is involved in annuity and life insurance sales. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified ERISA plans with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of tactical, strategic, and quantitative strategies tailored to clients’ objectives and risk tolerances.

Alex Levine is a financial advisor at OpenArc Corporate Advisory, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. OpenArc Corporate Advisory provides wealth management and consulting services to a diverse client base, including individual and institutional clients, trusts, nonprofit endowments, and retirement plans. The firm offers tailored investment solutions across various asset classes and has a notable institutional retirement practice combined with private markets and digital asset capabilities.

James Hawbaker is a financial advisor with Bison Wealth, LLC in Atlanta, GA. He holds a Series 65 designation and has been active in related financial and real estate businesses since 2004, including his roles at Davis & Hawbaker Real Estate Group, LLC and Hawbaker Financial Services, LLC. Bison Wealth, LLC serves a diverse client base that includes individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform that incorporates tactical and strategic allocations across liquid and private-market investments, with unique services such as option-based overlays and interval funds.

Robert Yu is a CFP® with 12 years of industry experience and is currently with Apollon Wealth Management, LLC. He previously worked at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. He is licensed as an insurance agent for life, health, and annuity products. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a combination of centrally managed strategies and local portfolio oversight, utilizing both fundamental and tactical investment approaches along with tax-aware tools and alternative investment options.

Brian Cantel is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Berthel Fisher since 2006 and previously at BFC Planning, Inc. from 2016 to 2018. Cantel is also involved with the Rotary Club of South Hall as a director organizing service projects and social outings and serves as a sales representative for rare gold and silver coins. Berthel Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm provides a range of asset management solutions through multiple platforms and allows advisors to construct portfolios using various securities and strategies.

Alan Lane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2025. His prior roles include positions at Tidal Creek Capital Advisors, LPL Financial, Arvest Wealth Management, and several other firms. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, and also acts as adviser to multiple registered investment companies.