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.

Forrest Robertson III is a CFP® professional with 23 years of experience in the financial services industry. He has been with BIP Wealth, LLC since 2009. 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, including discretionary and non-discretionary accounts, and advises private pooled investment vehicles.

Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining Kestra in 2022. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers a broad range of investment products and specialized offerings, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.

Wesley Heinrichs is a CFP® with ten years of industry experience, currently serving as an advisor at Alexander Capital Wealth Management LLC. His prior roles include positions at IFG Advisory, LLC and Bay Financial Advisors, Inc., among others. He is also the sole owner of Wesley Heinrichs, LLC, a business entity established for tax and investment purposes. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients and issuers for capital markets and M&A advisory work. The firm employs a top-down, asset-allocation approach that integrates proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Brian Martin is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. His work history includes positions at PKS Investments, LPL Financial, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, A.G. Edwards & Sons, and Ameriprise. In addition to his advisory role, he is licensed as an independent insurance agent, providing insurance advice as part of his services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios, while supporting both discretionary and non-discretionary accounts, and employs a range of internal and third-party investment management resources.

Perry Smith is a financial advisor at Bison Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, E*Trade Securities, Merrill, and Fisher Investments. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm uses an outcome-focused, multi-manager model portfolio approach that combines tactical and strategic allocations across liquid and private-market strategies.

Carrie Wilson is a financial advisor at IFG Advisory, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Clearing Services and Raymond James Financial before joining IFG Advisory in 2017. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment approaches and third-party managers to tailor portfolios to client objectives and also manages held-away assets such as 401(k)s and 529 plans.

Jacqueline Hewett is a CFP® with 32 years of industry experience. She is affiliated with IFG Advisory, LLC since 2014 and has also worked with LPL Financial and Independent Insurance since 1997. Hewett operates as an independent insurance agent through Wealth Horizon, Inc. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and a range of investment instruments, employing sub-advisors and third-party managers to tailor strategies that align with client objectives.

Michael Parsons is a CFA® charterholder with 18 years of industry experience. He is currently with Capital Investment Advisors, LLC, where he has worked for four years. His prior experience includes roles at RBC Capital Markets, UBS Financial Services, and Lehman Brothers Inc. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach combined with integrated financial planning and access to specialized services, including family-office style offerings and pension consulting.

Blake Schaper is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has held leadership roles in multiple businesses, including as managing member of Mountain Crypto Advisers, a firm focused on crypto financial planning, and Brookhaven Tax & Accounting Professionals, a tax planning and accounting firm. He also serves as co-founder and CFO of Armis Strategies, a licensed insurance agency, and is an Army aviator in the Georgia Army National Guard. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering a range of financial planning and portfolio management services. The firm employs an outcome-focused, multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies and provides specialized services through its Turnkey Asset Management Platform.

Edward Orell is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. He holds a Series 65 designation and has worked with several firms, including Bulletproof Financial, PRES Financial, Appreciation Financial, and Orell Financial, Inc. He also has a background as a self-employed advisor dating back to 1996. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis to manage portfolios actively and providing specialized services such as family-office and special-needs planning.

Justyn Grady is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, with three years of industry experience. He holds the Series 65 designation and previously worked at Beacon Pointe Advisors, LLC, Homepointe Financial, and NC State Employees Credit Union. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management using a structured, ETF-based approach tailored to clients’ risk tolerance and goals, supported by in-house specialists in tax and estate planning.

Amy Conley is a financial advisor with The Strategic Financial Alliance, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has worked with Strategic Blueprint, LLC since 2017 and previously with Hutchinson Private Wealth, LLC for 17 years. She serves as a trustee of the Greensboro Symphony Endowment Fund, providing oversight of the orchestra’s endowment fund management. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients, offering portfolio management, third-party manager selection, financial planning, seminars, and subscription advisory options. The firm implements customized strategies through co-advisory relationships and third-party asset managers, using a range of investment products and maintains both SEC-registered investment adviser and FINRA-registered broker-dealer registrations.

Davis Hines is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill for seven years. He also has experience working at the University of Georgia and other firms early in his career. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, offering wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion on a discretionary basis, utilizing a combination of institutional research, manager due diligence, and diversified investment strategies across public and private markets.

Grace Wages is a financial advisor with Stephens in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Stephens in 2025, she spent several years at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary management through various wrap and advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Laura Tedball is a financial advisor with Advisory Services Network in Atlanta, GA, holding Series 63 and Series 66 registrations and with 20 years of industry experience. She has worked at Advisory Services Network and Mainstay Capital Markets Consultants since 2014, following prior positions at Resource Horizons Investment Advisory and Wellstone Securities. Advisory Services Network supports individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a flexible approach tailored to clients’ objectives and risk tolerances.

Kevin Woods is a financial advisor at Asset Preservation Advisors, LLC with 14 years of industry experience. He has been with Asset Preservation Advisors, Inc. since 2002. Woods is a minority owner of Fixed Income Advisors, Inc., which serves as general partner to private partnerships managed by Asset Preservation Advisors, Inc. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary services focused on taxable and tax-exempt portfolios. The firm employs an active fixed-income approach emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a team of 21 advisors.

Brian Allen II is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at MIO Partners, Inc. and Cannon Financial Strategists, Inc. Outside of his advisory role, Allen assists in organizing tennis leagues in the Athens, GA area as a contractor for UTR Sports. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored portfolio management emphasizing asset allocation and long-term purchasing-power preservation, employing a variety of strategies including options and private investments.

Matthew Roberts is a financial advisor at Arkadios Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of Arkadios, he is a managing partner at Monarch Capital Advisors. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through internally managed accounts, model portfolios, and third-party managers.