Juwon Hill is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Balentine, where he has worked since 2023, following roles at Ensemble Capital Management and GHP Investment Advisors. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients through comprehensive wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment process, combining active and passive strategies within a model-driven Global Tactical Asset Allocation program, and is notable for its advisory role in pooled investment vehicles and private funds.

Casey Flanagan is a CFA® charterholder with four years of industry experience. He has worked at ZWJ Investment Counsel since 2020 and previously spent eight years at Westwood Holdings Group. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client through written investment policy statements, using fundamental and financial analysis with both long- and short-term holdings.

Carol Lindberg is a financial advisor at Van Clemens Wealth Management, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Cetera, Park Avenue Securities, and New York Life. Outside of advisory work, she is involved as a consultant and hobbyist in the scrapbooking industry and serves as an Associate Lead Ambassador for a digital memory-keeping platform. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolio management using a variety of third-party managers and an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Michael Fazylov is a financial advisor at OpenArc Corporate Advisory, LLC with two years of industry experience. He holds the 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 plan services, utilizing a wide range of investment strategies and maintaining a significant institutional retirement practice alongside private markets and digital-asset capabilities.

Angel Vega is a CFP® with four years of industry experience, currently advising at Facet. He has worked at several firms including Morgan Stanley and Brightside Financial. Vega attended Mercer University and has experience spanning financial planning and advisory roles across multiple organizations. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily through phone, video, and a proprietary web platform. The firm serves a broad range of individual clients and uses technology-driven, model-based asset allocations with a flat subscription fee structure rather than percentage-of-assets fees.

Suzanne Durbin is a financial advisor with Level Four Advisory Services, holding the ChFC® designation and Series 63, 65, and 66 licenses. She has 30 years of industry experience with prior roles at Gv Financial Advisors, Minnesota Life Insurance Company, and Altera Advisors, among others. Outside of advisory work, she serves on the board of Creative Community Services, a nonprofit organization. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, and fiduciary services, implementing client mandates through model portfolios, various wrap platforms, and sub-advisors, with notable offerings in municipal and tax-exempt strategies.

David Fields is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Waverly Advisors, LLC, where he has worked since 2023, following a 25-year tenure at Gwynn Management Company. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a mix of traditional equity, fixed-income, alternative, and private-markets strategies and offers financial planning, retirement plan consulting, and multi-family office services.

Kristopher Gilliland is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. He has held positions at Bank of America and Merrill Lynch Pierce, Fenner & Smith, Inc. prior to joining OpenArc. He holds Series 63 and Series 66 licenses. OpenArc Corporate Advisory serves individual and institutional clients, including non-HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services through discretionary and non-discretionary models, utilizing a broad range of investment options and emphasizing institutional research and manager oversight.

Martha Badgett is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2019 to 2025. Prior to her advisory roles, she held positions at Oklahoma City University and Ray's Tax and Accounting. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides wealth management, financial planning, portfolio management, and retirement plan services, utilizing a variety of investment strategies and offering both discretionary and non-discretionary solutions.

Deaderick Jones is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA. He holds Series 63 and Series 65 credentials and has 27 years of industry experience, including 20 years at Fsc Securities Corporation and 3 years at OSAIC. He serves as a board member for the Decatur Alumni Chapter of Kappa Alpha Psi Fraternity, Inc. The Strategic Financial Alliance serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio management, third-party manager selection, financial planning, and consulting through customized strategies and a combination of discretionary and non-discretionary management.

Ryan Pope is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2017. He previously worked at Raymond James Financial Services Advisors Inc. and Harmon Financial Advisors, Inc. Outside of advising, he was involved in rental real estate from 2014 to 2018. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services such as wealth management, retirement plan consulting, tax preparation, and trust-related services.

Maxwell Mowrer is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and one year of industry experience. He has worked at Oxford Retirement Advisors and Madison Avenue Securities since 2024. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, and pension consulting through a variety of account platforms and investment strategies.

Blake Williams is a CFP® with 12 years of industry experience, currently serving at SignatureFD, LLC since 2013. He holds the Series 66 designation and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers affiliated private investment funds and insurance products through its licensed agency.

Jonathan Kessler is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 14 years. Kessler serves on the boards of several charitable organizations focused on philanthropy and supporting Jewish students in the Southeastern U.S. OpenArc Corporate Advisory serves a diverse client base including individual, institutional, and nonprofit clients. The firm offers tailored wealth management, portfolio management, and retirement plan services utilizing a wide range of investment strategies and emphasizes institutional research and fiduciary governance.

Michael Sontag is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Bank of America, N.A. for 16 years and Merrill for 19 years. 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 specialized retirement plan services, using a range of investment options and providing both discretionary and non-discretionary engagement models tailored to client objectives.

Carolyn Larocco is a CFP® with 24 years of experience in financial advising, currently serving at LCP Institutional, LLC since 2003. She previously worked at Cardea Capital Group, Inc. and Cardea Capital Advisors, LLC from 2021 to 2023, and at Lakeview Capital Partners, LLC from 2015 to 2022. She is a member of the Chestnut Hill College Investment Committee. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes long-term allocations using ETFs, mutual funds, and stocks, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final trade approval.

Pamela Alexander is a financial advisor at United Capital Financial Advisors with Series 63 and Series 65 licenses, and over 20 years of industry experience. She previously worked at French Wolf for 12 years before joining United Capital, where she has been since 2019. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including high-net-worth individuals, retirement plans, and institutional accounts. The firm provides customizable investment solutions through a broad affiliate network and operates FinLife Partners, a platform supporting independent advisors with technology and practice management services.

Ilana Bloch is a financial advisor at Jefferies Investment Advisers LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors and Berkeley Capital. Ilana is currently affiliated with OSAIC alongside her role at Jefferies. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, employing a customized, collaborative planning process supported by third-party software and scenario analysis.

William Debutts III is a financial advisor at NewEdge Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edge Capital Group, LLC and Edge Advisors. He serves on the board and chairs the Investment Committee of Buckhead Christian Ministry, where he assists with organizational strategy and investment policy. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures.

Kevin Higginbotham is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America 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 retirement plan services, utilizing a wide range of investment options and providing both discretionary and non-discretionary solutions.