David Krunch Kloberdanz is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services, Credit Suisse Securities, and Lehman Brothers. He serves as treasurer and fundraiser for the Bill Rompf Junior Tennis Foundation, a nonprofit awarding scholarships to junior tennis players in financial need. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, utilizing a mix of discretionary and non-discretionary portfolio management strategies across various asset classes and model portfolios.

Wesley French is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding a Series 63 designation and 23 years of industry experience. He previously worked at French Wolf & Farr, Inc. for 13 years before joining United Capital Financial Advisors in 2019. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and a range of managed strategies.

Spencer Borchelt is a CFP® with four years of industry experience, currently serving at SignatureFD, LLC. His prior roles include positions at Goldman Sachs & CO. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors with discretionary wealth management, financial planning, and consulting. The firm employs diversified, long-term asset allocation strategies utilizing various investment vehicles and conducts due diligence on managers and pooled funds.

Scott Ruth Jr. is a Series 65-credentialed advisor at 49 Financial in Atlanta, GA, with one year of industry experience. His prior work includes roles at S.L. Nusbaum RE and the University of Georgia. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation and behavioral coaching. The firm maintains a multi-team structure with a range of services including fractional family office offerings for high-net-worth clients.

Alexander Garrett is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co. Inc, Regimen Wealth LLC, and Bank of America. Garrett is also affiliated with First Citizens Bank. SVB Wealth serves a diverse client base, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and provides both discretionary and non-discretionary services, with a focus on thorough due diligence and customized portfolio solutions.

William Miller is a financial advisor at ZWJ Investment Counsel Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co., LLC and the United States House of Representatives. He also spent two years at Northwestern University Kellogg School of Management. ZWJ Investment Counsel manages approximately $3.86 billion in client assets, serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm offers investment counseling and discretionary portfolio management with a focus on equity, fixed income, and balanced portfolios tailored to each client’s needs.

John Bridgers is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2013. IFG Advisory, LLC serves a broad client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis across various management strategies.

Justin Harris is a Series 65-licensed advisor with Beacon Global Advisor Network, LLC. He has prior experience working at Chase Belgrave entities from 2008 to 2023. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent Investment Advisory Representatives. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Christopher Wilson is a financial advisor at LCP Institutional, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with 26 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Atlanta Consulting Group Advisors, Northern Lights Distributors, and Russell Investments. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients, including retirement plans and trusts. The firm uses a research-driven approach to manage multi-asset portfolios and offers services such as discretionary and non-discretionary account management, institutional consulting, and ERISA-related plan fiduciary support.

David Pierce is a financial advisor at Apollon Wealth Management, LLC in Atlanta, GA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kalos Capital, Catalyst Wealth Management, and OneAmerica Securities. Pierce also engages in the sale and servicing of fixed insurance products such as life and disability insurance. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately 145 advisors and over $11 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and institutional clients, combining centrally managed strategies with locally managed portfolios and employing a range of investment tools including ESG risk models, tax-managed direct indexing, and generative AI.

Christopher Guinther is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, with eight years of industry experience. He holds a Series 65 designation and previously worked at A. Montag & Associates, Inc. for seven years. Outside of his advisory role, he has owned rental property since 1993, managing it remotely on a limited basis. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals and retirement plans. The firm emphasizes tailored portfolio management focused on asset allocation and long-term purchasing-power preservation, employing specialist sub-advisers and offering access to private investments and structured products.

Steven Clark is a financial advisor with Bison Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions with Metric Financial LLC, Wells Fargo Advisors, and UBS Financial Services. Clark is also the owner and trustee of Silver Pineapple Wealth Management and its related 401(k) plan. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, alongside offering third-party manager access and ERISA retirement plan services.

Matthew Hartnett is a CFP® with 19 years of industry experience. He is currently with OpenArc Corporate Advisory, LLC and has prior work history at Bank of America and Merrill. 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 public and private market securities across multiple asset classes.

Jeffrey Grossman is a CFA® charterholder affiliated with BIP Wealth, LLC, with five years of industry experience. He has held roles at BIP Wealth since 2021 and previously worked at Resolution Life US and Voya Investments. Grossman has also operated as a sole proprietor and spent time at Lindenwood University. 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, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also offers advisory services for private pooled vehicles and private-market securities.

Marc Frost is a financial advisor with World Equity Group, Inc. in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Westover Trading and World Equity Group since 2009 and has been involved with Westover Group since 2004. Outside of advising, he is an adjunct professor at Georgia State University teaching retirement and ERISA classes and serves as CFO for a food truck venture specializing in Venetian pasta. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs and third-party money managers, using risk-tolerance assessments to guide asset allocation and discretionary management.

Lisa Stinziano is a financial advisor at OpenArc Corporate Advisory, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for 27 years 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 with diversified implementation across public and private markets, serving clients with discretionary and non-discretionary advisory solutions.

Henry Trapnell is a Series 65-registered advisor with Asset Preservation Advisors, LLC, based in Atlanta, GA. He joined the firm in 2023 and has prior experience at the University of Georgia and Athens Academy. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering various fixed-income strategies focused on capital preservation and income. The firm manages over $11 billion in assets with a municipal-only approach and includes an ESG-oriented strategy targeting environmentally and socially responsible investments.

Zachary Rosequist is a CFP® with seven years of industry experience currently affiliated with MissionSquare Retirement in Atlanta, GA. He has held prior roles at Wealth Enhancement Group, Hightower Advisors, Charles Schwab and Co., Inc., TD Ameritrade, and several other financial institutions. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure and integrated affiliate services.

Elizabeth Di Paolo is a CFP® professional with 10 years of experience in financial advisory. She has worked at SignatureFD, LLC since 2017, following three years at Smith & Howard Wealth Management, LLC. Di Paolo is based in Atlanta, GA. SignatureFD serves individuals, businesses, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers integrated financial planning alongside access to affiliated private investment funds and insurance products.

Karen Chermak is a financial advisor with BIP Wealth, LLC in Atlanta, GA. She holds the Series 63 designation and has 22 years of industry experience, including 15 years at BIP Wealth and over 16 years running her own practice, Karen Chermak & Co. 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, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, options strategies, and private-market investments for qualified investors.