Edwin Feinour is a financial advisor at ZWJ Investment Counsel Inc with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Securities, Oppenheimer, and Merrill. ZWJ Investment Counsel provides discretionary investment management and financial planning to a diverse client base, including individuals and institutional entities such as pension plans, trusts, and charitable organizations. The firm employs a tailored investment approach, combining fundamental and financial analysis across equities, fixed income, and balanced strategies, and serves as a fiduciary for ERISA and IRA accounts.

Derek Ruiz is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 designations and 17 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Kestra Advisory and Foresters Financial Services. Outside of his advisory role, he is a partner at Strive Financial Solutions LLC, where he develops and maintains financial strategies and insurance services. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisory programs and portfolio reporting services. The firm combines advisor-managed accounts with support from an internal portfolio team and employs fundamental, technical, and cyclical analysis within a multi-team, integrated operating model.

Patrick Self is a financial advisor at BIP Wealth, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Strata, part of Roper Technologies, and EPSi, part of Allscripts. He is also a partner at Prehmus Financial Partners, an investment-related business. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm provides comprehensive financial planning and portfolio management, employing tailored asset allocations across public and private market securities, with a focus on private pooled vehicles and covered-call strategies.

Amanda Standard is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Kintra Wealth, LLC and has held positions at Commonwealth Financial Network, Tupler Financial, Hightower Advisors, and several other firms. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering comprehensive wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven investment process combined with fundamental security analysis and integrates planning with investment management to optimize tax efficiency and portfolio construction.

Stuart Canzeri is a financial advisor at Waterloo Capital with 17 years of industry experience. He previously worked at Resurgent Financial Advisors, Fiduciary Alliance, and several other firms. Outside of his advisory role, he is a partner in Peachtree College Planning, where he holds informational classes on college admissions and financial aid strategies. Waterloo Capital is a multi-team advisor serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm employs a long-term, fundamental investment approach and offers customized portfolios along with access to third-party sub-advisers and comprehensive financial planning services.

John Healy is a financial advisor with IFG Advisory, LLC based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at LPL Financial, IFG Advisory, Patton Albertson & Miller LLC, and Healy Capital Management, LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a diverse range of investment approaches and third-party managers to tailor strategies to client objectives.

Kathryn Bohr is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, utilizing both discretionary and non-discretionary models with investment strategies that incorporate equities, bonds, alternative investments, and digital assets.

Mark Tucker is a CFA® charterholder with nine years of industry experience. He is currently with Arkadios Wealth Advisors, where he has worked since 2020. Prior to that, he spent over a decade at CornerCap Investment Counsel. Tucker is also the President and sole member of Tucker Investment Counsel LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers a range of advisory programs and portfolio services, including internally developed investment models and discretionary account management.

Richard McGrath is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and has 19 years of industry experience. His prior experience includes roles at Armis Advisers, Brokers International Financial Services, Rauch Advisory LLC, and Dominion Financial Solutions, where he also served as Founder and CEO. He serves on the boards of the We Promise Foundation and the Old Dominion University Athletic Foundation. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm’s investment approach features outcome-focused multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Brett Noggle is a CFP® and CFA® with five years of industry experience. He has worked at Capital Investment Advisors, LLC since 2021 and previously spent ten years at IHS Markit. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients such as pension plans, trusts, and business entities, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and active management, complemented by in-house specialists in estate and tax planning and access to private investment solutions.

Stephen Halley is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Foreside Funds Distributors LLC and Fiera Capital Inc. He serves as a senior director responsible for marketing and selling separately managed accounts and mutual fund services to financial advisors. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs an absolute value investment approach across multiple equity strategies and serves a range of clients such as trusts, retirement plans, corporate entities, and insurance companies.

Ryan Bauman is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Gibbs, he worked at UPS for five years and attended the University of Georgia. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary investment advisory services through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on aligning portfolios with clients’ financial situations, goals, and risk tolerances rather than selecting individual securities.

Mary Linn is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Prior to her financial services career, she was employed at OneMain Financial and worked at Celebration Church and Wofford College. OpenArc Corporate Advisory serves a diverse client base, including individual and institutional investors such as trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and portfolio services through both discretionary and non-discretionary models, with a notable focus on institutional retirement solutions and private market investments.

Nicholas Molinari is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Nicholas also spent time at Florida State University in both professional and academic roles. OpenArc Corporate Advisory serves a diverse client base, including individual and institutional investors, with services such as wealth management, financial planning, portfolio management, and retirement plan consulting. The firm utilizes a wide range of investment tools and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Maria Pacin is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. She has previously worked at Merrill Lynch and Bank of America. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management, financial planning, and portfolio oversight. The firm integrates institutional retirement plan services with private markets and digital asset capabilities, utilizing both discretionary and non-discretionary models to meet client objectives.

Layla Vanderslice is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Merit, she worked for Yeomans Consulting Group, Inc. and operated under her own name for 20 years. She is also a licensed insurance agent. 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 provides comprehensive wealth-management services and employs a long-term, diversified investment approach supported by a centralized investment management team and customizable portfolio models.

Robert Douglass is a CFA® charterholder with 26 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, where he has worked since 2021. His prior experience includes positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and Credit Suisse Securities (USA) LLC. He is also a managing partner at Corbet Capital Advisors, an investment advisory firm. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using various portfolio management strategies and combines fundamental, technical, and cyclical analysis in its approach.

Marina Mirolli is a financial advisor at Apollon Wealth Management, LLC in Atlanta, holding a Series 65 designation and beginning her advisory career in 2026. Prior to joining Apollon, she worked at North Georgia Land for five years and held roles at See.Spark.Go from 2016 to 2020. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving a broad client base including individuals, high-net-worth clients, family offices, businesses, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining centrally managed strategies with locally managed portfolios, and utilizes a diverse range of investment vehicles including ESG models and private credit funds.

Michael Eldredge is a financial advisor at Alexander Capital Wealth Management LLC in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Centaurus Financial Inc. and J P Turner & Company Capital Management, LLC. Eldredge also serves as branch manager and operations manager at LCORE Wealth Management LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down investment process that combines proprietary technical analysis with fundamental review, utilizing discretionary management, sub-advisers, and model portfolios.

Long Delille is a CFA® charterholder based in Atlanta, GA, with two years of experience in the financial services industry. He currently works at Waverly Advisors, LLC and previously held positions at Manchester Capital Management, Pfizer, and Willis Towers Watson. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting services.