David Summers IV is a CFA® charterholder based in Atlanta, GA, with 27 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates from 2013 to 2018. Summers is also involved in other financial advisory businesses, including serving as Managing Director of DJRCSM, LLC and as owner of Avigron Investments. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors with an in-house portfolio team that offers discretionary investment management across multiple asset classes.

John Ryan is a financial advisor at The Mather Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley and Uber as well as work in other companies across various sectors. The Mather Group 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 featuring risk-based allocation models and tax-synchronized portfolio construction, with customizable options such as direct indexing and ESG portfolios.

Thomas Stapleton is a financial advisor with Van Clemens Wealth Management, LLC in Smyrna, GA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms, including Collective Wealth Partners and Principal Life Insurance Company. Stapleton is the founder of Power of Your Money, LLC, a financial literacy education program, and he is also an author and speaker. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and analysis, and accesses over 500 third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Charles Schorpp is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 22 years of industry experience. His career includes roles at Bank of America and Merrill, where he worked for over two decades before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach that incorporates institutional research, manager due diligence, and a range of asset classes across public and private markets.

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.

Ritter Windom is a financial advisor at Arkadios Wealth Advisors with two years of industry experience. He previously worked at Rockefeller Global Family Office and has a background that includes roles at the University of Georgia and The Lovett School. Windom holds a Series 66 designation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, using customized investment plans that combine fundamental, technical, and cyclical analysis.

Sean Newman is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Sagicor Group Jamaica and Invesco. 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 and collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

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 with BIP Wealth, LLC. He previously worked at The Money Advisor Group, LLC for 24 years before joining BIP Alliance, LLC. Outside of advisory work, he owns and manages multiple real estate and consulting businesses, including Green Island Consulting, which advises clients on strategic, non-financial matters such as spiritual development and legacy building. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm utilizes tailored asset allocations including mutual funds, ETFs, fixed income, and private-market securities for qualified investors, and offers adviser roles to private pooled vehicles and covered-call strategies.

Robert Cramer Jr. is a CFP® professional with 15 years of industry experience. He currently serves at OpenArc Corporate Advisory, LLC and previously worked for 14 years at Bank of America and Merrill Lynch. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research, manager due diligence, and multi-asset implementation across public and private markets.

Elizabeth Meeks is a financial advisor at Balentine in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Balentine in 2025, she worked for seven years at PNC Private Bank and spent four years at the University of Georgia. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, offering wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that includes global tactical asset allocation strategies and manages private funds through affiliated entities.

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 at Blackridge Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, Bowling is involved in the marketing, sales, and service of life insurance, health insurance, fixed annuities, and Medicare insurance through his insurance agency in Atlanta. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management with access to model portfolios, third-party managers, and estate-planning referrals, operating a network structure that includes affiliated broker-dealers and platform managers.

Madeline Harr is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with eight years of industry experience. Her prior roles include positions at Bank of America and Merrill, as well as work at The Home Depot and Georgia Institute of Technology. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion in assets using a diversified investment approach that includes public and private markets, alternative securities, and digital assets, alongside governance-oriented consulting for plan sponsors and nonprofit clients.

Angelica Virtucio is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, N.A., and Merrill. 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 and utilizes a comprehensive investment process that includes institutional research, diversified asset allocation, and both public and private market securities.

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 Merrill and Bank of America, N.A. before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence to implement diversified portfolios across public and private markets, serving a range of clients including high-net-worth individuals and nonprofits.

Abigail Horton is a financial advisor at 49 Financial with a Series 65 credential and two years of industry experience. Before joining 49 Financial, she held roles at several organizations including Athens Country Club, Trinity Accounting Group, and Brookfield Country Club. Abigail is also involved with 25 Giving, where she refers nonprofits to assist in developing charitable plans for donors. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management, including tiered fractional family office services. The firm’s investment approach emphasizes long-term diversified asset allocation and combines multiple analysis methods, favoring mutual funds and ETFs while monitoring portfolios through an Investment Committee.

Chloe Crist is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Henssler Financial. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, combining institutional research and diversified implementation across public and private markets. The firm manages approximately $10.1 billion in assets and offers both discretionary and non-discretionary advisory solutions.

Mitchell Rossi is a financial advisor at Capital Investment Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Invesco and Voya Investment Management. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing ETF-based model portfolios and third-party managers, supported by in-house tax and estate planning specialists.

Rafael Tanobe Rondino is a CFP® with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior roles include positions at Wela Strategies, Inc., Maverick Trading, and University of Alabama at Birmingham. He also has experience with tennis academies, including the Universal Tennis Academy and Birmingham Tennis Academy. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, and institutional clients. The firm employs a centralized, ETF-based portfolio approach combined with integrated financial planning and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.