Long Delille is a CFA® charterholder based in Atlanta, GA, with two years of experience in the financial services industry. He currently works at Waverly Advisors, LLC and previously held positions at Manchester Capital Management, Pfizer, and Willis Towers Watson. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting services.

Judah Margulies is a financial advisor at Trajan Wealth, L.L.C. in Atlanta, GA, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Equitable Advisors, LLC, and AXA Advisors, LLC. Margulies is also involved in insurance sales as a licensed insurance agent. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process documented in an investment policy statement.

Dalton Fair is a financial advisor at Apollon Wealth Management, LLC in Atlanta, GA. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining Apollon, he worked at Catalyst Wealth Management and Morgan Stanley. Apollon Wealth Management is an SEC-registered firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm employs a combination of centrally managed and locally managed investment strategies, integrating fundamental analysis with tactical allocations and tax management tools, while managing approximately $11.6 billion in client assets.

Matthew Parker is a financial advisor at Arete Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Synovus Securities Inc. and CREATIVE Financial Group. Outside of his advisory role, he is an associate at HILL & HILL FINANCIAL LLC in Woodstock, GA. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Trevor Payne is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Queensborough Wealth Management and in educational roles at the University of Georgia, University of North Georgia, Westside High School, and Georgia Cyber Academy. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and active management, supplemented by in-house specialists in estate and tax planning and access to private investment solutions and formal pension consulting capabilities.

Chelsea Kiehler is a CFA® charterholder with 16 years of industry experience. She is currently affiliated with Sequent Planning, LLC and has held roles there since 2023. Prior to that, she spent 11 years with Bank of America, N.A. and Merrill. Outside of her advisory work, she volunteers with the nonprofit organization BEATs Inc. and serves on the finance and pool & park subcommittees of the Laural Springs HOA board. Sequent Planning, LLC operates under the name Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisors using a structured risk framework and diversified manager exposures.

John Power is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 registrations and 32 years of industry experience. He has worked at Equity Investment Corporation since 2016 and concurrently held roles at Foreside Funds Distributors LLC since 2013 and JFB Holdings Corp from 2013 to 2017. Equity Investment Corporation provides discretionary equity portfolio management to institutional and private investors, including high-net-worth clients and retirement plans. The firm employs a fundamental, absolute value investment approach across multiple equity strategies and serves various client types, including insurance companies and government entities, with a scalable advisory model.

Teresa Munro is a CFP®-designated financial advisor at Waverly Advisors, LLC with 18 years of industry experience. She previously worked at BT Wealth Management, LLC for nine years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using both traditional and alternative strategies, offers financial planning and retirement consulting, and supports clients through institutional custodians and technology platforms.

Brittany Hartnett is a CFP® with 18 years of industry experience and currently advises at OpenArc Corporate Advisory, LLC. She previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2008 to 2025. Outside of her advisory role, she serves on the board of directors for City of Refuge, a charitable organization focused on supporting individuals and families in Atlanta. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and specialized retirement services. The firm employs both discretionary and non-discretionary strategies, incorporating a wide range of investment options and emphasizes institutional retirement plan solutions alongside a robust private markets and digital assets capability.

Campbell Huber is a financial advisor with 3 years of industry experience, currently with 49 Financial. He holds Series 63 and Series 66 licenses. Prior to joining 49 Financial, he worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Peachtree Planning. Outside of his advisory work, Huber coaches a youth basketball team and serves as networking chair for his fraternity’s alumni committee. 49 Financial serves a broad client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm manages approximately $1.4 billion through a multi-team structure and employs a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

Eileen Fannon is a financial advisor with Kovack Advisors, Inc. in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. She has been with Kovack Advisors since 2015 and Kovack Securities Inc. since 2014. Outside of her advisory role, she serves as a minister officiating marriages and manages an accounting and tax services business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers third-party asset manager recommendations, and provides financial planning and retirement account management services.

Myles Davies is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Rosefinch Investment Advisors and Brite Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning services. The firm is notable for its formal pension-transfer capability for U.K. nationals, including coordination with U.K. trustees and handling FCA-required suitability processes.

Nicholas Hoffman is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2007. Outside of his advisory role, he serves in a non-paid, non-voting leadership capacity with Investments Unlimited, LLC, a local investment group focused on collaborative investing activities. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm employs individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, including private equity and private debt, and offers performance-based fee arrangements for eligible private fund investors.

Jillian Stearns is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Sound Income Strategies, she was associated with Stearns Retirement Group and has experience at PricewaterhouseCoopers and the Deloitte Center for Ethical Leadership. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets and serving a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA plan services.

Edward Beckerman is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and bringing 35 years of industry experience. His career includes nearly three decades at Metlife Securities Inc., followed by roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services before joining International Assets Advisory in 2019. He is also the owner and president of Beckerman & Associates, LLC, a life and health insurance brokerage. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized portfolio management, financial planning, and access to third-party money managers, emphasizing long-term strategies across various asset classes.

Jennings Pitts Jr. is a financial advisor with Waverly Advisors, LLC and holds a Series 65 designation. He has no prior industry experience before joining Waverly Advisors in 2025. His background includes roles at Northwestern Mutual and several positions at Stetson University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private market allocations and offers a range of financial planning and consulting services.

Matthew Speed is a financial advisor at BIP Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Suntrust Investment Services, Inc. since 2016. Outside of his advisory role, Speed is involved in documentary production through Willowdale Studios, focusing on semi-professional football content. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships using customized, diversified portfolios that emphasize low-cost mutual funds and ETFs supplemented by individual securities, and offers private market investment opportunities for qualified investors.

Alyson Kountz is a Series 65 licensed financial advisor with Henssler Financial in Kennesaw, GA, where she has worked since 2021. She has two years of industry experience and previously held roles at Kennesaw State University and Maurice's. Henssler Financial serves a diverse client base including individual investors and institutional clients, offering financial planning, portfolio management, and pension advice. The firm’s investment approach uses cash-flow analysis to align fixed-income holdings with liquidity needs and allocates assets to equities based on proprietary quality screens and model portfolios.

Jose Menendez Perez is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2025, including overlapping years at Bank of America from 2014 to 2022. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a broad investment toolkit and emphasizes institutional research and ongoing monitoring for retirement plan sponsors, alongside notable capabilities in private markets and digital assets.

Matthew Keeter is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Equity Investment Corporation since 2017 and previously held roles at Foreside Funds Distributors LLC, Foreside Fund Services LLC, and American Beacon Advisors, Inc. In addition to advisory work, he serves as Senior Director of Sales at Equity Investment Corporation, promoting the firm's products within the Southeast territory. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients, including insurance companies and municipal entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration, managing a broad range of client relationships across multiple channels.