Hollis Houk is a financial advisor with Stephens in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stephens since 2014. Stephens provides investment advisory and wealth-management services to a diverse client base including individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Michael Chisick is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently an advisor at One Capital Management, LLC and previously worked at TIAA and TIAA-CREF. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, typically constructing globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Stacey Ewing is a CFA® charterholder with 18 years of experience in the financial industry. She has been with ZWJ Investment Counsel Inc since 2002. The firm manages approximately $3.86 billion in client assets and serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. ZWJ’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client through fundamental and financial analysis.

Robert Reece is a financial advisor at Crawford Investment Counsel Inc with nine years of industry experience. He holds a Series 65 designation and has been with Crawford Investment Counsel in various capacities since 2016. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers distinct strategies across equity and fixed-income mandates.

Clifford Farren III is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services such as wealth management, financial planning, and portfolio oversight, utilizing diverse investment strategies including private markets and digital assets, with a significant focus on institutional retirement plan services.

Tana Flores is a financial advisor at Modera Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Modera since 2017, following a decade at Cambridge Wealth Counsel. 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 select equities, supplemented by independent managers and optional ESG integration.

Gabriela Cossio is a financial advisor at Merit Financial Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm focuses on coordinated wealth-management services and employs a long-term, diversified investment approach with customizable models supported by both discretionary and non-discretionary authority.

Wesley Williams is a financial advisor with Asset Preservation Advisors, LLC, holding Series 65 and Series 66 licenses and two years of industry experience. He has worked with Asset Preservation Advisors in multiple periods since 2013. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail separately managed accounts, focusing exclusively on tax-exempt and taxable municipal bond portfolios. The firm employs active fixed-income strategies across various durations and incorporates ESG criteria through a Positive Impact Tax-Exempt Strategy, managing over $11 billion in discretionary assets.

John Scott is a CFP®, CFA®, and Series 66 license holder with 20 years of industry experience. He has been with BIP Wealth, LLC since 2015. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across a multi-advisor team, focusing on customized, diversified portfolios that integrate low-cost mutual funds and ETFs with individual bonds, stocks, and options, as well as offering private market investment opportunities.

Jose Hernandez III is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America N.A. and Merrill. He is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, with services spanning wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers tailored investment solutions using a wide range of products and emphasizes a substantial institutional retirement practice alongside private markets and digital asset capabilities.

Hayden Mcconnell is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His prior roles include positions at Wealth With No Regrets, Wells Fargo Advisors, and Morgan Stanley. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation combined with techniques such as dollar-cost averaging, technical analysis, and trading strategies, and offers integrated tax and accounting advisory services through an affiliated CPA firm.

Craig Rollins is a CFP® with eight years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. Prior to joining OpenArc, he worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm offers both discretionary and non-discretionary models and utilizes a range of investment strategies including private markets and digital assets.

Evan Ward is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been involved with Impact Partnership Wealth since 2022. Outside of his advisory role, Ward serves as president and insurance agent at Atlas Retirement LLC, where he is involved in the sale of various insurance products. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Dillon Hess is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Merrill Lynch. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and portfolio management services, combining institutional research and a range of investment strategies that include private markets and digital assets.

Jennifer Thigpen is a CFP® professional with 25 years of experience in the financial industry. She is currently with Apollon Wealth Management, LLC and has held roles at J Alden Associates, Inc., Cabot Lodge Securities LLC, Singularity Financial Services LLC, and Raymond James & Associates. In addition to her advisory work, she holds an independent insurance agent license. Apollon Wealth Management is an SEC-registered firm serving individuals, families, family offices, businesses, charitable organizations, and retirement plans. The firm combines centrally managed and locally managed investment strategies, employs fundamental analysis with tactical and long-term approaches, and offers specialized services including ESG risk-based models, Direct Indexing, and sub-advisory roles.

Charles Costa III is a CFP® professional with 43 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has held prior roles at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., and United Capital, among others. Costa also serves as an advisor at Lumature Wealth Partners, LLC. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and employs a customized, long-term investment approach using a variety of securities and third-party managers.

Dean Arden is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He previously worked at Blacktower Financial Management (International) Ltd and Blacktower Financial Management (US) LLC, where he has been employed since 2020, and at PWS from 2014 to 2020. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on U.K. expatriate advisory services and employs a range of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

John Snavely is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Crawford Investment Counsel Inc since 2012. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and municipalities. The firm follows a bottom-up, value-oriented investment approach focusing on higher-quality, income-producing securities and manages portfolios primarily on a discretionary basis.

Lisa Disney is a financial advisor with Wealthcare Advisory Partners LLC in Alpharetta, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Wealthcare Advisory Partners since 2015 and has also been affiliated with LPL Financial since 2013. Outside of her advisory role, she provides pet sitting services for clients when they are out of town. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based, evidence-driven advisory approach.

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.