Madeline Harr is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Harr’s background also includes experience at The Home Depot and Georgia Institute of Technology. OpenArc Corporate Advisory serves a diverse clientele including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a wide range of investment strategies, including alternative and private market investments and digital assets, and maintains a significant institutional retirement practice alongside private markets capabilities.

Angelica Virtucio is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, portfolio management, and retirement plan services. The firm offers both discretionary and non-discretionary solutions and integrates a broad range of investment tools, including private markets and digital assets, with a notable focus on institutional retirement plan management.

Stephen Crocker is a financial advisor at Advisory Services Network with 23 years of industry experience. He holds the Series 66 designation and has worked at Advisory Services Network since 2017. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Nathaniel Cook is a financial advisor at OpenArc Corporate Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement services, utilizing a broad range of investment tools and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

John Lutz is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Apex Pensions, Hand Securities, Inc., Bpas Inc, and CUNA Mutual Group. Outside of his advisory work, he has been involved with American Top Team since 2023. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs asset allocation, technical analysis, and both long- and short-term trading strategies, maintaining continuous account monitoring and coordinating tax-related referrals through an affiliated CPA firm.

Abigail Horton is a financial advisor at 49 Financial with a Series 65 credential and two years of industry experience. Before joining 49 Financial, she held roles at several organizations including Athens Country Club, Trinity Accounting Group, and Brookfield Country Club. Abigail is also involved with 25 Giving, where she refers nonprofits to assist in developing charitable plans for donors. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management, including tiered fractional family office services. The firm’s investment approach emphasizes long-term diversified asset allocation and combines multiple analysis methods, favoring mutual funds and ETFs while monitoring portfolios through an Investment Committee.

Chloe Crist is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Henssler Financial, and Ameris Bank. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management, financial planning, and retirement plan services, employing both discretionary and non-discretionary engagement models and utilizing diverse investment strategies including private markets and digital assets.

Mitchell Rossi is a financial advisor at Capital Investment Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Invesco and Voya Investment Management. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing ETF-based model portfolios and third-party managers, supported by in-house tax and estate planning specialists.

Rafael Tanobe Rondino is a CFP® with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior roles include positions at Wela Strategies, Inc., Maverick Trading, and University of Alabama at Birmingham. He also has experience with tennis academies, including the Universal Tennis Academy and Birmingham Tennis Academy. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, and institutional clients. The firm employs a centralized, ETF-based portfolio approach combined with integrated financial planning and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.

Andrew Bunch is a CFP®-designated financial advisor with 19 years of industry experience, currently with BIP Wealth, LLC since 2021. His prior roles include positions at Homrich Berg and Sii. Outside of his advisory work, he co-owns a real estate business with his wife, supporting property evaluations and financial analysis. 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, including tailored asset allocations with public and private market investments and distinctive advisory roles to private pooled vehicles.

Daniel Corr is a CFP® professional at BIP Wealth, LLC with four years of industry experience. Prior to joining BIP Wealth in 2026, he worked at Merrill and UBS Financial Services. Outside of financial advising, he has experience working in the hospitality industry. 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, including both public and private-market investment strategies.

Wesley Moss is a CFP® professional at Capital Investment Advisors, LLC with 27 years of industry experience. His career includes roles at UBS Financial Services, Prudential Equity Group, and a long tenure at Capital Investment Advisors since 2010. He is also a host of the Money Matters radio show and an author of retirement-related books. Additionally, he is involved in media through Atlanta Media Company, LLC, and holds a passive interest in a media consulting firm. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management with specialized services such as family-office style support and pension consulting, using a structured ETF-based portfolio approach tailored to client needs.

Jonathan Morgan is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Crawford Investment Counsel since 2006. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing 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 and manages portfolios through various strategies including dividend-focused equity and fixed income offerings.

Robin Yacovetta is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC since 2021. Prior to this, Yacovetta worked at Creative Planning, Inc. and Trust Company of the South. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also delivers retirement plan services, custom wealth management solutions, and operates with several affiliated entities that provide custody, trustee, and distribution services.

Michael Gaddy is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2017. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and A.G. Edwards & Sons. IFG Advisory, LLC provides investment advisory and financial planning services to a broad client base including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and diverse financial instruments, while offering portfolio management, retirement plan consulting, and specialized real estate planning services.

Kim Churchill is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Investment Services LLC and Regions Bank. Churchill is based in Atlanta, GA. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and maintaining ongoing advisor oversight.

Burns Lowry Jr. is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His previous roles include positions at Easterly Securities, John Hancock Funds, and James Alpha Advisors. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, employing a valuation-based investment approach focused on bottom-up equity analysis and opportunistic multi-asset strategies. The firm manages a diverse set of vehicles including mutual funds and private partnerships and maintains a high client-to-advisor ratio.

Jeffrey Buice is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with Main Street Financial Solutions, LLC for 10 years and is also a minority owner of J.M. Buice Properties Inc., where he assists with back-office management on a part-time weekend basis. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, wealth management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies tailored to clients’ objectives and risk profiles.

Daniel Kierath Jr. is a financial advisor with MissionSquare Retirement in Atlanta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at MissionSquare Investment Services and MissionSquare Retirement since 2023, with prior roles at Landmark Financial, Primerica Advisors, and other firms. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services that include discretionary Managed Accounts and nondiscretionary Fund Advice. Investment advice and model portfolios are developed by Morningstar Investment Management using quantitative and qualitative methods, providing personalized guidance within MissionSquare-administered accounts.

Samuel Thomas is a financial advisor at Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at The Bank of New York Mellon and Core and Main. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a broad client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm utilizes customized strategic asset allocation frameworks and commonly delegates to third-party managers while leveraging resources shared with its parent company, Fifth Third Bank.