David Pierce is a financial advisor at Apollon Wealth Management, LLC in Atlanta, GA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kalos Capital, Catalyst Wealth Management, and OneAmerica Securities. Pierce also engages in the sale and servicing of fixed insurance products such as life and disability insurance. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately 145 advisors and over $11 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and institutional clients, combining centrally managed strategies with locally managed portfolios and employing a range of investment tools including ESG risk models, tax-managed direct indexing, and generative AI.

Christopher Guinther is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, with eight years of industry experience. He holds a Series 65 designation and previously worked at A. Montag & Associates, Inc. for seven years. Outside of his advisory role, he has owned rental property since 1993, managing it remotely on a limited basis. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals and retirement plans. The firm emphasizes tailored portfolio management focused on asset allocation and long-term purchasing-power preservation, employing specialist sub-advisers and offering access to private investments and structured products.

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, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions with Metric Financial LLC, Wells Fargo Advisors, and UBS Financial Services. Clark is also the owner and trustee of Silver Pineapple Wealth Management and its related 401(k) plan. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, alongside offering third-party manager access and ERISA retirement plan services.

Alexander Barthold is a CFP® with 17 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior experience includes roles at Morgan Stanley, E*TRADE, Harrisdirect, and Edward Jones. He holds Series 66 registration and is based in Alpharetta, GA. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement consulting, and financial wellness programs, employing a long-term, diversified investment approach managed by an internal team and supported by third-party sub-advisers.

Matthew Hartnett is a CFP® with 19 years of industry experience. He is currently with OpenArc Corporate Advisory, LLC and has prior work history at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research, manager due diligence, and public and private market securities across multiple asset classes.

Jeffrey Grossman is a CFA® charterholder affiliated with BIP Wealth, LLC, with five years of industry experience. He has held roles at BIP Wealth since 2021 and previously worked at Resolution Life US and Voya Investments. Grossman has also operated as a sole proprietor and spent time at Lindenwood University. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also offers advisory services for private pooled vehicles and private-market securities.

Marc Frost is a financial advisor with World Equity Group, Inc. in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Westover Trading and World Equity Group since 2009 and has been involved with Westover Group since 2004. Outside of advising, he is an adjunct professor at Georgia State University teaching retirement and ERISA classes and serves as CFO for a food truck venture specializing in Venetian pasta. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs and third-party money managers, using risk-tolerance assessments to guide asset allocation and discretionary management.

Lisa Stinziano is a financial advisor at OpenArc Corporate Advisory, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for 27 years before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence with diversified implementation across public and private markets, serving clients with discretionary and non-discretionary advisory solutions.

Henry Trapnell is a Series 65-registered advisor with Asset Preservation Advisors, LLC, based in Atlanta, GA. He joined the firm in 2023 and has prior experience at the University of Georgia and Athens Academy. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering various fixed-income strategies focused on capital preservation and income. The firm manages over $11 billion in assets with a municipal-only approach and includes an ESG-oriented strategy targeting environmentally and socially responsible investments.

Jonathan Duggan is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Alpharetta, GA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at several firms including American Trust Retirement Services and TRG Advisors, Inc. prior to his current role. Intellicents Investment Solutions Inc. serves retirement plan sponsors, account administrators, individual clients, and institutions with services including retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies and integrates with affiliated benefits and insurance companies.

Karen Chermak is a financial advisor with BIP Wealth, LLC in Atlanta, GA. She holds the Series 63 designation and has 22 years of industry experience, including 15 years at BIP Wealth and over 16 years running her own practice, Karen Chermak & Co. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, options strategies, and private-market investments for qualified investors.

Chad Blalock is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion on a discretionary basis and uses a diversified investment approach that includes institutional research, manager due diligence, and exposure to public and private markets.

Laura Sithens is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. Her prior roles include positions at LPL Financial LLC and PFM Capital Management LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed model portfolios and combines internal management with third-party sub-advisers to offer customized investment solutions.

Andrea Albu is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and having 29 years of industry experience. She has been with The Strategic Financial Alliance since 2012. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm utilizes both in-house management and third-party manager platforms, serving a varied client base including high-net-worth individuals.

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.

Caitlin Howerton is a CFP® professional with four years of industry experience. She is currently with Earned Wealth Advisors, LLC and has previously worked at Archer Investment Management, Facet Wealth, and SmartPath. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified investment approach informed by third-party consultants and an internal committee.

Sydney Cobb is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and two years of industry experience. She has previously worked at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as an ambassador for Six Zero Pickleball, a pickleball brand based in Australia. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach that integrates fundamental, cyclical, technical, and behavioral analysis.

Forrest Robertson III is a CFP® professional with 23 years of experience in the financial services industry. He has been with BIP Wealth, LLC since 2009. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and advises private pooled investment vehicles.