Charles Schorpp is a financial advisor at OpenArc Corporate Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill, with a combined tenure spanning over two decades. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and tools including private markets and digital assets.

Benjamin Boyd is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Crawford Investment Counsel Inc since 2018, with prior roles at Metasys Technologies Inc. and Invesco. Boyd is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality equities and credit-diversified fixed-income strategies.

Sean Newman is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and two years of industry experience. He previously worked at Sagicor Group Jamaica and Invesco before joining Jefferies in 2023. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process that includes goal definition, financial analysis, and periodic reviews, utilizing third-party software and Monte Carlo simulations to support planning outcomes.

Geoffrey Delong is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2008. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies.

Paul Money is a CFP® professional with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2025. He previously worked at The Money Advisor Group, LLC for 24 years. Outside of his advisory role, he is involved in several business ventures including real estate ownership and development, farming operations management, and consulting on strategic non-financial matters such as spiritual development and leadership. 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 over 3,100 client relationships, offering customized portfolios that emphasize diversified, low-cost funds supplemented by individual securities and private market opportunities.

Robert Cramer Jr. is a CFP® professional with 15 years of experience in the financial services industry. He is currently with OpenArc Corporate Advisory, LLC and previously worked at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management and retirement plan services, utilizing a range of investment strategies from traditional equities and bonds to alternative and private market investments, along with digital assets, supported by robust institutional research and operational platforms.

Elizabeth Meeks is a financial advisor at Balentine in Atlanta, holding a Series 65 credential with one year of industry experience. She previously worked at PNC Private Bank for seven years and spent four years at the University of Georgia. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office, and business advisory services. The firm employs a risk-based investment approach using a combination of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Gary Fullam is a CFA® charterholder with 22 years of industry experience. He has been with GLOBALT Investments since 1990, including its predecessor entities, and serves as part of a multi-advisor team in Atlanta, GA. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and innovative ETF strategies with tactical overlays developed alongside Ned Davis Research.

Kelly Bowling is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Blackridge in 2021, Kelly worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, Kelly is involved in the marketing, sales, and service of life insurance, health insurance, fixed annuities, and Medicare insurance through a separate insurance agency. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, utilizing vendor analytics and due diligence on approved sub-managers, with access to third-party money managers and model portfolios.

Madeline Harr is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Harr’s background also includes experience at The Home Depot and Georgia Institute of Technology. OpenArc Corporate Advisory serves a diverse clientele including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a wide range of investment strategies, including alternative and private market investments and digital assets, and maintains a significant institutional retirement practice alongside private markets capabilities.

Angelica Virtucio is a Series 66-licensed financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. She previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and dedicated retirement plan services, utilizing a broad range of investment strategies that include private markets and digital assets.

Nathaniel Cook is a financial advisor at OpenArc Corporate Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement services, utilizing a broad range of investment tools and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

Abigail Horton is a financial advisor at 49 Financial with one year of industry experience. She holds a Series 65 designation and has prior work experience in both accounting and country club management. Abigail is involved with 25 Giving, a nonprofit referral service that helps organizations develop charitable plans for donors. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers comprehensive financial planning, investment management, consulting, and tiered fractional family office services, emphasizing disciplined, long-term diversified asset allocation through model portfolios and third-party managers.

Chloe Crist is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Henssler Financial, and Ameris Bank. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management, financial planning, and retirement plan services, employing both discretionary and non-discretionary engagement models and utilizing diverse investment strategies including private markets and digital assets.

Mitchell Rossi is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Before joining Capital Investment Advisors in 2026, he worked at Invesco and Voya Investment Management. Capital Investment Advisors serves individual and high-net-worth clients as well as 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 actively managed sleeves, complemented by specialized in-house estate and tax planning resources.

Rafael Tanobe Rondino is a CFP® with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC. His prior work includes roles at Wela Strategies, Maverick Trading, and involvement with tennis academies in a coaching or administrative capacity. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supplemented by in-house specialists in estate and tax planning.

Andrew Bunch is a CFP® with 19 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2021. His prior experience includes roles at Homrich Berg and Sii. Outside of his advisory work, he is involved in a real estate business with his wife, supporting property analysis and financial review. 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 and offers customized, diversified portfolios emphasizing low-cost mutual funds and ETFs, supplemented by individual securities and private market opportunities.

Daniel Corr is a CFP® with four years of experience in the financial advisory industry. He is currently with BIP Wealth, LLC and has previous experience at Merrill and UBS Financial Services. Outside of finance, he has worked in the hospitality industry at Solly's U St Tavern. BIP Wealth, LLC provides comprehensive financial planning and investment advisory services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages diversified, customized portfolios using a multi-advisor team and offers access to private market investments and specialized strategies for qualified clients.

Wesley Moss is a CFP® practitioner with over 27 years of experience in financial advising, currently with Capital Investment Advisors, LLC since 2010. Prior to this, he worked with Knock.com and Reiner Moss Private Access, LLC, among others. Moss is also the host of the Money Matters radio show on WSB Radio and an author of retirement planning books published by McGraw-Hill Education. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, financial planning, and pension consulting through a centralized, structured investment platform that includes actively managed sleeves and ETF-based model portfolios. The firm also offers family office–style support and access to private investment solutions through affiliated entities.

Jonathan Morgan is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Crawford Investment Counsel since 2006. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios through various strategies including dividend-focused equity and fixed income offerings.