Allison Porter is a CFP® professional with SignatureFD, LLC in Atlanta, GA. She has been with SignatureFD since 2015. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing 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 is affiliated with an accounting firm and several private investment funds.

Andrew Murphy is a financial advisor with Main Street Financial Solutions, LLC in Atlanta, GA. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Main Street Financial Solutions in 2016, he worked at UBS Financial Services and Deutsche Bank Securities Inc. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset investment approach with a focus on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, and alternative investment platforms.

Molly Kittrell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2014. She holds Series 63 and Series 65 licenses and is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and municipalities. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, higher-quality equities and credit-focused fixed income strategies.

Thomas Knapp is a CFA® charterholder with eight years of experience at Equity Investment Corporation and 11 years previously at Raymond James Financial. He is based in Atlanta, GA. Equity Investment Corporation offers discretionary equity portfolio management to a diverse client base including individual and high-net-worth investors, trusts, retirement plans, and corporate entities. The firm employs a fundamental absolute value investment approach across various equity strategies and serves several institutional and less common client types, including insurance companies and municipal government clients.

Adam Wittan is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2025, he worked at Regions Bank for 12 years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, integrating resources from Fifth Third Bank and employing a structured investment policy framework.

Moiz Husain is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with The Strategic Financial Alliance since 2014. Outside of his financial advisory role, he works as an independent background actor for various television shows and movies filmed around Metro Atlanta. The Strategic Financial Alliance serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and consulting services through customized strategies that incorporate asset allocation, model portfolios, mutual funds, ETFs, and alternative products.

Travis Wilson 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 Merrill and Bank of America, as well as IBM prior to entering the financial sector. OpenArc Corporate Advisory serves a diverse client base including individual investors, trusts, nonprofits, and retirement plans, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm combines institutional research and manager due diligence with a broad investment toolkit, including private markets and digital assets, to tailor solutions across discretionary and non-discretionary models.

Darnel James is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance Company, and Voya Investment Management, among others. He currently serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging proprietary models and third-party tools within the Principal Financial Group family.

Victor Gitau is a financial advisor at Balentine with a Series 65 designation and one year of industry experience. Prior to joining Balentine, he worked at PNC Bank for five years and spent eight years in full-time education. He is based in Atlanta, GA. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment approach and manages pooled investment vehicles, including private funds.

John Harrison is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Equity Fund Advisors and Cole Capital Corporation. Outside of advisory work, he is involved with Maho Bay Partners, LLC, an equipment leasing company owning a private general aviation aircraft. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management with in-house portfolio teams and employs fundamental, technical, and cyclical analysis alongside fiduciary consulting for retirement plans.

Brooke Mcleod is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. She has previously worked with firms including Lumature Wealth Partners, LLC and Raymond James Financial Services, Inc. Mcleod also serves as a Relationship Manager at Lumature Wealth Partners. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan services through customized, primarily long-term portfolios that include ETFs, mutual funds, and alternative investments.

Jacob Burleson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2018. Prior to joining Modera, he worked at Kautex Textron from 2014 to 2018. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm follows an allocation-driven investment approach based on Modern Portfolio Theory, employing diversified portfolios and a range of strategies including independent managers, private placements, and optional ESG integration.

William Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at LPL Financial since 2022 and over a decade at MassMutual Financial Group. Outside of his advisory work, he is involved in selling non-variable insurance products. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Victor Banks is a financial advisor at Integrity Advisory Solutions with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Nationwide Investment Services Corporation and Capital Investment Advisory Services, LLC. Outside of his advisory role, he is also engaged as an insurance agent selling fixed insurance products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing fundamental and technical analysis alongside multiple asset-allocation frameworks.

Randy Nevins is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Fidelity Investments. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers through curated model portfolios and a Turnkey Asset Management Platform. The firm’s investment approach features outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

John Barone is a financial advisor with BIP Wealth, LLC in Atlanta, holding a Series 65 credential and one year of industry experience. Before joining BIP Wealth, he worked at Lumio Solar and has a background that includes roles in education and retail. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored investment strategies, including discretionary and non-discretionary management, private-market securities for qualified investors, and specialized covered-call strategies.

Laura Amy is a financial advisor at SignatureFD, LLC with 18 years of industry experience. She has worked at SignatureFD since 2018 and previously held positions at Park Ave Securities and Peachtree Planning. Amy holds Series 63 and Series 65 licenses. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, 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 is affiliated with an accounting firm and several private investment funds.

Bart Speziali Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Merrill. He is also a general partner at Speziali LLC, a for-profit business. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a broad range of investment strategies including private markets and digital assets.

Milton Williams is a financial advisor at Crawford Investment Counsel Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Crawford Investment Counsel since 1994. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

Adil Khan is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at OpenArc Corporate Advisory, LLC and previously spent nine years at Bank of America and Merrill. Outside of his advisory role, he is involved as a seller in a trading card business. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm provides both discretionary and non-discretionary services and utilizes a broad range of investment tools including private markets and digital assets, with a significant focus on institutional retirement plan services.