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.

Leith Anticevich is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates International, Austen Morris Associates, Carrick Investments, and Carrick Wealth. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in assets, offering discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on U.K. expatriates and personalized investment strategies.

Jonah Duyvelaar is a financial advisor at Modera Wealth Management, LLC in Atlanta, GA. He holds a Series 65 designation and has been with Modera since 2025. Prior to joining Modera, he worked in various roles including at the UGA Wesley Foundation and Signature FD. 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 selected equities, supplemented by independent managers and optional ESG integration.

Jeffrey Buck is a CFA® charterholder with 10 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2021 and previously was employed at Diversified Trust Co for six years. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers tailored financial profiles and investment plans, implementing them through various investment vehicles and occasionally using performance-based fee arrangements for certain private funds.

Laurence Martin Jr. is a CFP® and ChFC® with 21 years of industry experience, currently serving at Advisory Services Network since 2022. He has also been associated with Roswell Asset Advisors, LLC since 2015, where he owns and operates an insurance agency. Advisory Services Network is a multi-team firm providing investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services tailored to client objectives, utilizing a diverse mix of securities and third-party managers.

Diego Colan Taya is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. He has previously worked at Merrill for eleven years. Diego holds a Series 66 designation and is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management and retirement plan services, utilizing a broad range of investment options and maintaining a notably large institutional retirement practice alongside private markets and digital-asset capabilities.

Haley Patterson is a CFP® and Series 66-licensed advisor at Aprio Wealth Management, LLC with four years of industry experience. She previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Goldman Sachs Ayco. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, charitable organizations, and business entities. The firm employs asset allocation strategies combined with techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and it maintains continuous account monitoring with regular client reviews.

Camden Anderson is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and three years of industry experience. He has worked at Capital Investment Advisors since 2022 and previously held roles at Eastman Credit Union, the University of Tennessee, Kingsport Aquatic Center, and Daniel Boone High School. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm utilizes a centralized investment platform with standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by specialized in-house estate and tax planning resources.

Mason Porritt is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Shoemaker Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, and Jackson National Life Distributors LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, 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, alongside private-market securities for qualified investors.

Paul Pilcher is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously spent six years at MFS Fund Distributors, Inc. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various managed accounts and model portfolios, employing a combination of fundamental, technical, and cyclical investment analysis.

Richard Sampley is a CFP® professional with over 50 years of experience in the financial industry. He has been with The Fiduciary Alliance since 2024 and previously worked at Bison Wealth, LLC for a decade. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and operates a network of investment advisor representatives under a multi-team structure.

Sarah Clifton is a financial advisor at Henssler Financial with Series 65 credentials and one year of industry experience. Her prior roles include work with the United States Senate for Senator Ted Budd and the Senate Republican Conference, as well as positions in media and advisory firms. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven investment approach called the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, automated ETF strategies, and sub-advisory services.

Justin Farmer is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Exit Wealth Advisors and as a self-employed media professional. Outside of advising, he is involved in Savannah Distilling in an advisory role and holds a majority share in the company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment solutions using a variety of management programs and combines fundamental, technical, and cyclical investment analyses.

Peyton Bogard is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He has been with Asset Preservation Advisors since 2020. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary services focused on taxable and tax-exempt municipal bond portfolios. The firm employs an active fixed-income approach emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a team of 21 advisors.

Jennifer Thomas is a CFP® professional with 36 years of industry experience. She has worked at Henssler Asset Management since 1998 and is also associated with G.W. Henssler & Associates, Ltd. where she manages the planning and implementation department focused on client relationships. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach and offers comprehensive financial planning, discretionary and non-discretionary portfolio management, as well as automated ETF strategies and sub-advisory services.