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. and Wela Strategies, LLC. Outside of his advisory work, he produces content for Retire Southern Company, a lifestyle brand and podcast focused on Southern culture including food, fishing, and music. 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 through a structured, ETF-based approach, supplemented by in-house tax and estate planning specialists and a range of specialized consulting and private investment services.

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 66 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Fortune Financial Services, Prosperity Wealth Management Inc., Parkland Securities, and LPL Financial among others. He is actively registered with Prosperity Wealth Management, working there full time. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio management using a range of investment strategies and maintains ongoing 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 65 and Series 63 licenses and 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 both investment advisory and brokerage services across various managed account programs. The firm uses a risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

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 with seven years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill from 2019 to 2025. He serves on the education advisory committee for City of Refuge in Atlanta, where he also mentors youth. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages over $10 billion in assets and employs a diversified, institutional research-driven investment approach across public and private markets.

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 credentials and bringing 37 years of industry experience. Prior to joining IFG Advisory in 2017, Talaber was with Wells Fargo Clearing for one year. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of investment approaches and third-party managers to tailor portfolios to client objectives and offers services such as discretionary portfolio management, retirement plan consulting, and real estate-related planning.

Steven Prediletto is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill during his career. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management services. The firm manages approximately $10.1 billion on a discretionary basis and employs a comprehensive investment process that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

Barbara Prince is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill and Mutual of America Securities Corporation. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and combines institutional research with diversified implementation across public and private markets.

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® professional with 10 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC since 2025. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley. Steinwarz is an advisory board member for La Amistad, a charitable organization based in Atlanta, where he contributes insights to enhance program initiatives. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm employs a diversified investment approach across public and private markets and offers governance-oriented services to plan sponsors and nonprofits.

James Money Jr. is a financial advisor at BIP Wealth, LLC based in Atlanta, GA, with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at The Money Advisor Group, LLC, where he worked for 19 years, and Eagle Strategies (NY Life). He maintains an active insurance license and consults on insurance coverage and services. 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 provides specialized services such as advising private pooled vehicles and managing covered-call strategies.

Jeffrey Keane is a financial advisor at Capital Investment Advisors, LLC with 4 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at PRUCO Securities, LLC. 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, employing a centralized, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, and provides specialized services including pension consulting and executive compensation analysis.