Stephen Ferencik is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Arkadios Wealth Advisors since 2020 and previously at Triad Advisors Inc and ACG Wealth, Inc. Ferencik serves as president of SJF Capital LLC, a tax-related entity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans supported by an internal portfolio management team and a variety of advisory programs. The firm operates an integrated model combining advisory legal entities, an affiliated broker-dealer, and in-house portfolio support.

Brady Watkins is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 designation and one year of industry experience. He also owns and edits a pickleball publication through 1,000 Generations LLC. Watkins holds prior roles including work with Leveraged Wealth Management, where he was involved in insurance sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across multiple offices and employing a range of model portfolio and direct asset management strategies.

Clifton Borders is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities, Inc. Borders is also licensed to sell fixed insurance products through his role at 49 Financial. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside third-party manager access.

Jeffrey Crowell is a financial advisor at OpenArc Corporate Advisory, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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, manager due diligence, and diversified implementation across public and private markets, managing approximately $10.1 billion on a discretionary basis.

Kyle Schmidt is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at BIP Wealth, LLC since 2018. Prior to joining BIP Wealth, he worked with SunTrust Advisory Services and related entities from 2015 to 2018. He volunteers as a board member for the Fellowship of Christian Athletes at Georgia Tech. 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 and private-market securities for qualified investors.

Stephanie Feaser is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at UBS Financial Services Inc., Morgan Stanley & Co. LLC, and Merrill. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm uses a blend of strategic and tactical asset allocation across various investment vehicles and offers specialized platforms for alternatives and held-away accounts.

Timofei Kouzmine is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 designation. He has been with OpenArc since 2026 and previously worked at Softensity and held roles at Syracuse University and Pace Academy. 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 in assets and employs a diversified investment approach that includes both public and private market securities, as well as selective digital asset exposure.

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.

Aaron Vincent is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Impact Partnership Wealth, LLC. He previously worked at Cambridge Investment Research Advisors and VOYA Financial Advisors. Outside of advising, he is involved in financial education as an instructor with the American Retirement Institute. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a multi-strategy investment approach combining third-party models, adviser-managed portfolios, and direct indexing with tactical overlays.

Jefferson Olney is a financial advisor at Kingswood Wealth Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Dempsey Lord Smith, LLC and Synovus Bank. Outside of finance, he is a contract musician and has ownership in a brewery as well as involvement in renting audio equipment. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with third-party managers and an operational model that supports insurance-linked account management.

Brian Boles is a financial advisor at Howard Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience with LoneStarOne Financial Strategies and Northern Lights Distributors, LLC. Outside of his advisory work, he has been involved with golf and social clubs, including Red Feather Golf & Social Club. Howard Capital Management serves a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs, and offers services ranging from discretionary portfolio management to retirement tools.

Adam Wittan is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Fifth Third Wealth Advisors in 2025, he worked at Regions Bank for 12 years and Merrill for two years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm offers portfolio management, financial planning, and access to alternative investments, leveraging bank affiliation and a mix of in-house and third-party resources for investment oversight.

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 in Atlanta, GA, holding a Series 66 credential with eight years of industry experience. His prior roles include positions at Bank of America and Merrill, as well as three years at International Business Machine (IBM). OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis, utilizing an investment approach that combines institutional research, manager due diligence, and diversified implementation across public and private markets.

Victor Gitau is a financial advisor at Balentine in Atlanta, GA, holding a Series 65 designation. He joined Balentine in 2025 after five years at PNC Bank and eight years in full-time education. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach combining a seven-year Capital Markets Forecast with a risk-based asset allocation framework, utilizing both active and passive strategies.

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.

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.