Hollis Houk is a financial advisor with Stephens in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stephens since 2014. Stephens provides investment advisory and wealth-management services to a diverse client base including individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Stacey Ewing is a CFA® charterholder with 18 years of experience in the financial industry. She has been with ZWJ Investment Counsel Inc since 2002. The firm manages approximately $3.86 billion in client assets and serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. ZWJ’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client through fundamental and financial analysis.

Robert Reece is a financial advisor at Crawford Investment Counsel Inc with nine years of industry experience. He holds a Series 65 designation and has been with Crawford Investment Counsel in various capacities since 2016. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers distinct strategies across equity and fixed-income mandates.

Clifford Farren III is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services such as wealth management, financial planning, and portfolio oversight, utilizing diverse investment strategies including private markets and digital assets, with a significant focus on institutional retirement plan services.

Tana Flores is a financial advisor at Modera Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Modera since 2017, following a decade at Cambridge Wealth Counsel. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, debt securities, and select equities, supplemented by independent managers and optional ESG integration.

Wesley Williams is a financial advisor with Asset Preservation Advisors, LLC, holding Series 65 and Series 66 licenses and two years of industry experience. He has worked with Asset Preservation Advisors in multiple periods since 2013. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail separately managed accounts, focusing exclusively on tax-exempt and taxable municipal bond portfolios. The firm employs active fixed-income strategies across various durations and incorporates ESG criteria through a Positive Impact Tax-Exempt Strategy, managing over $11 billion in discretionary assets.

John Scott is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding the CFP®, CFA®, and Series 66 designations and bringing 20 years of industry experience. He has been with BIP Wealth since 2015. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, including high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based covered-call strategies, and also manages private pooled investment vehicles for qualified investors.

Jose Hernandez III is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America N.A. and Merrill. He is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, with services spanning wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers tailored investment solutions using a wide range of products and emphasizes a substantial institutional retirement practice alongside private markets and digital asset capabilities.

Hayden Mcconnell is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His prior roles include positions at Wealth With No Regrets, Wells Fargo Advisors, and Morgan Stanley. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation combined with techniques such as dollar-cost averaging, technical analysis, and trading strategies, and offers integrated tax and accounting advisory services through an affiliated CPA firm.

Craig Rollins is a CFP® with eight years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. Prior to joining OpenArc, he worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm offers both discretionary and non-discretionary models and utilizes a range of investment strategies including private markets and digital assets.

Dillon Hess is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Merrill Lynch. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and portfolio management services, combining institutional research and a range of investment strategies that include private markets and digital assets.

Jennifer Thigpen is a CFP® professional with 25 years of industry experience currently serving at Apollon Wealth Management, LLC. She has held roles at firms including Cabot Lodge Securities LLC, J Alden Associates, Inc., and Raymond James & Associates. Outside of advisory work, she is a licensed independent insurance agent. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, offering a broad range of financial planning and portfolio management services across various asset classes and specialized investment vehicles.

Dean Arden is a financial advisor with Beacon Global Advisor Network, LLC, holding five years of industry experience. He worked previously at PWS for six years and has been affiliated with Blacktower Financial Management (International) Ltd and Blacktower Financial Management (US) LLC since 2020. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management, financial planning, and specialized pension-transfer services for U.K. expatriates, using a combination of managed models, mutual funds, ETFs, and individual securities.

John Snavely is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Crawford Investment Counsel Inc since 2012. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and municipalities. The firm follows a bottom-up, value-oriented investment approach focusing on higher-quality, income-producing securities and manages portfolios primarily on a discretionary basis.

John Williams Jr. is a CFP® professional with 25 years of industry experience, currently serving as Managing Director and Investment Adviser Representative at Bison Wealth, LLC. He has worked at Bison Wealth since 2013 and previously at Sterne, Agee. Outside of his advisory role, he owns ECOS Family Office, LLC, a holding company unrelated to investment activities. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs multi-manager portfolios with tactical and strategic allocations and provides access to alternative investments and an option-based Overlay Strategy.

Alexander Gambrell is a financial advisor at Nicholas Hoffman & Company, LLC with 21 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 licenses. Nicholas Hoffman & Company offers 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 a range of investment vehicles and uses both discretionary and non-discretionary advisory approaches, including performance-based fee arrangements for certain private funds.

Jarrett Hindrew is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding CFP® and ChFC® designations and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank. He also volunteers as a mentor for aspiring CFP professionals with the CFP Board. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, providing both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs guided by client risk profiles and offers access to alternative investments and outside money managers.

Sumaree White is a financial advisor at OpenArc Corporate Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill, Wells Fargo Clearing Services, Rockefeller Financial LLC, and Rockefeller & Co LLC. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and operational platforms to tailor solutions to client objectives.

Evan Carter is a CFP® professional with 11 years of industry experience, currently serving at SignatureFD, LLC since 2019. He previously worked at Atlanta Capital Group from 2015 to 2019. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors by providing discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies using a range of investment vehicles and also manages affiliated private funds and serves as a sub-adviser to private credit strategies.

David Millican IV is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding the Series 63 and Series 66 designations. He has 29 years of industry experience, including roles at Arkap Markets, Arkadios Capital, Acg Wealth, and Triad Advisors. There are no notable outside activities reported. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money manager access, and financial planning. The firm uses a range of investment strategies supported by an internal portfolio team and offers integrated services across advisory and broker-dealer affiliates.