Christopher Guinther is a financial advisor at Aprio Wealth Management, LLC in Atlanta, holding a Series 65 credential with eight years of industry experience. Prior to joining Aprio in 2025, he worked for A. Montag & Associates, Inc. for seven years. Outside of his advisory role, he has managed a rental property in West Virginia since 1993, dedicating limited time to this activity. 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 and various trading techniques, offers financial planning and consulting services, and maintains a notable affiliation with a third-party administrator/pension consulting business.

Lyndsay Kim is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Triad Advisors, Inc. and currently serves at both Alera Investment Advisors and OSAIC. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term investment orientation.

Steven Clark is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses and 25 years of industry experience. He has previously worked at Wells Fargo Advisors and Metric Financial LLC. Clark owns Silver Pineapple Wealth Management LLC and serves as a trustee for its 401(k) plan, spending a small portion of his time on these activities. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm’s approach includes blending tactical and strategic allocations across liquid and private-market investments, alternative investments, and option-based overlay strategies.

Alexander Barthold is a CFP® with 17 years of industry experience, currently serving at Merit Financial Advisors. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management. Barthold holds the Series 66 designation and operates out of Alpharetta, GA. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors and over 14,000 clients. The firm serves a diverse client base with a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and Investment Committee.

Matthew Hartnett is a CFP® with 19 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. He has a background that includes roles at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm employs both discretionary and non-discretionary models and utilizes a wide range of investment strategies including equities, bonds, alternatives, private markets, and digital assets.

Jeffrey Grossman is a CFA® charterholder based in Atlanta, GA, with four years of industry experience. He has worked at BIP Wealth, LLC since 2021 and previously held positions at Resolution Life US, Voya Investments, and Lindenwood University. Grossman also operated a sole proprietorship under his name for several years. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships with a multi-advisor team. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, supplemented by individual securities, and offers access to private market investments and separately managed buy-write strategies.

April Sheldon is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates and Raymond James Financial Services. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach with opportunistic trading.

Marc Frost is a financial advisor with World Equity Group, Inc. in Dunwoody, Georgia, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has worked at Westover Trading and World Equity Group since 2009 and has served as CEO of Westover Group since 2004. Outside of his advisory roles, Frost is an adjunct professor at Georgia State University teaching retirement and ERISA courses and is involved in entrepreneurial ventures including a lifestyle consulting business, authoring a book for college and high school students, and serving as CFO of a food truck venture specializing in Venetian pasta. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm employs a combination of model-based and customized portfolio management strategies and offers access to third-party managers, retirement plan advisory, and wrap account programs.

Lisa Stinziano is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. She previously spent 27 years at Merrill Lynch before joining OpenArc in 2025. 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 broad range of investment strategies and emphasizing institutional research and fiduciary governance for retirement plan sponsors.

Jonathan Duggan is a financial advisor at Intellicents Investment Solutions Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TRG Advisors, Inc., Touchstone Retirement Group, and American Trust Retirement Services. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and participant education services. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and utilizes a multi-team advisory platform combined with affiliated employee-benefit businesses and sub-advisor arrangements.

Colin Clarkson is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Inc and Lumature Wealth Partners. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, using customized portfolios with ETFs, mutual funds, individual securities, and alternative investments.

Karen Chermak is a financial advisor at BIP Wealth, LLC with 22 years of industry experience. She holds a Series 63 designation and has been with BIP Wealth since 2011. Additionally, she operates Karen Chermak & Co., which she founded in 2010. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm offers customized, household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market opportunities for qualified investors.

Chad Blalock is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management and consulting services, utilizing both discretionary and non-discretionary models and a wide range of investment strategies including private markets and digital assets.

Laura Sithens is a financial advisor at Merit Financial Advisors with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Merit Financial Advisors since 2015, with prior experience at LPL Financial and PKS Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed model allocations overseen by an internal Investment Management team and committee.

Cindi Porter Rowe is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Madison Avenue Securities, LLC and has previously worked at Integrated Financial Planning Services, Alleron Investment Advisors, and Dempsey Lord Smith, LLC. Outside of her advisory role, she serves as president and financial planner at TeamWarc, Inc., where she provides financial planning and insurance services. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and provides portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment approaches.

David Crawford is a CFA® charterholder with 22 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 1992. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Sydney Cobb is a financial advisor at 49 Financial in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining 49 Financial, she worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management. Outside of her advisory role, she serves as an ambassador for Six Zero Pickleball, an Australian pickleball brand. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach based on a derivative of Modern Portfolio Theory.

Forrest Robertson III is a CFP® professional with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2009. He holds Series 63 and Series 66 licenses and operates out of Atlanta, GA. 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 a multi-advisor team, focusing on customized, diversified portfolios that include low-cost mutual funds, ETFs, and individual securities, alongside private market investment opportunities for qualified clients.

Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for two decades before joining Kestra in 2022. Moore is also involved as a client associate at Canton Wealth Partners, where she supports client services such as account openings and transfers. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, while supporting advisor decision-making with access to in-house and third-party managed solutions.

Wesley Heinrichs is a CFP® with 10 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. His prior experience includes roles at IFG Advisory, LLC, Bay Financial Advisors, Inc., and LPL Financial, LLC. Heinrichs also operates Wesley Heinrichs LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment approach that combines proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.