Sebastian Castano is a financial advisor at John Hancock Personal Financial Services, LLC with five years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked at firms including Morgan Stanley and First Command Brokerage Services Inc. Outside of his advisory work, he is involved with Florida Financial Advisors, where he acts as a financial consultant. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm uses technology-assisted tools to deliver written financial plans and offers an Emergency Savings program, serving a broad client base through a scaled service model.

Spencer Bowman is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Fidelity Brokerage Services LLC. His background includes roles outside finance, such as with Habitat for Humanity Restore and Oklahoma State University. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and a range of investment strategies including multi-manager model portfolios and access to third-party managers, along with services for other advisers through its Turnkey Asset Management Platform.

David Olson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at firms such as Merrill, Regions Bank, Cetera, and Fifth Third Securities before joining Fifth Third Wealth Advisors. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm employs household-level Investment Policy Statements and leverages both in-house and third-party management to construct and rebalance portfolios, benefiting from its integration with Fifth Third Bank and affiliated entities.

Mark Willoughby is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He has been with Modera Wealth Management, LLC since 2011, following prior roles within the same firm dating back to 2002. Modera Wealth Management, LLC offers wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

John Crawford IV is a CFA® charterholder with 23 years of industry experience, currently serving at Crawford Investment Counsel Inc in Atlanta, GA. He has been with Crawford Investment Counsel in various capacities for over three decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, high-quality equities and a credit-focused strategy for fixed-income portfolios.

Spencer Dean is a financial advisor at First Citizens Asset Management, Inc. based in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with First Citizens Asset Management and affiliated entities since 2016. Outside of his advisory role, he owns and manages rental properties. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, institutions, and municipalities. The firm emphasizes strategic asset allocation through global multi-asset class model portfolios, combining fundamental, quantitative, and technical analysis.

Richard Anderson is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with 20 years of industry experience. He previously worked at Bank of America, NA for 16 years and Merrill for 19 years. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs an investment approach combining institutional research, manager due diligence, and diversified implementation across public and private markets.

Edwin Rodriguez is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. He previously worked at Purshe Kaplan Sterling, MML Investors Services, LLC, MassMutual Life Insurance Co, and Woodbury Financial Services, Inc. Outside of his advisory role, Rodriguez is also licensed as an insurance broker, focusing on life, disability, and long-term care insurance. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal team and committee, and supports both discretionary and non-discretionary accounts, with a notable model that integrates insurance, brokerage, and affiliated services.

John Morgan is a Series 65-licensed advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International, providing financial and investment advice. Beacon Global Advisor Network, LLC offers investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages discretionary portfolios using a mix of mutual funds, ETFs, equities, and fixed income, with specialized advisory services for U.K. expatriates.

Glen Barber is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked previously at Cape Securities Inc and Barber Lackey Financial Group, where he continues involvement through fixed insurance sales and financial planning. Barber is also a member of the Berry College Planned Giving Counsel, providing advice on planned gifts to the college. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of over 120 advisors. The firm combines project-based financial planning with ongoing asset management, offering a range of services including discretionary portfolio management and retirement-plan fiduciary services.

Michael Tarrant is a CFP® professional with 32 years of industry experience, currently serving at IFG Advisory, LLC since 2015. He has also been associated with LPL Financial during the same period. Outside of his advisory role, he works as an insurance agent presenting policies for third-party agencies. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting using a combination of fundamental, technical, and cyclical analysis, and offers specialized services such as real estate planning and business valuation.

John Drawdy Jr. is a financial advisor at Financial Gravity Family Office Services, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked for Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services. Outside of his advisory role, he is a CPA and owner of Paragon Accounting & Tax Solutions, providing tax and accounting services. Financial Gravity Family Office Services offers tailored financial planning, investment management, and pension consulting for individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors while maintaining client oversight.

Kaitlin Ealy is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her background includes roles at Bank of America, Merrill, and Insperity. Outside of finance, she has experience working at Hal's the Steakhouse. 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 allocation across public and private markets, serving a broad client base including high-net-worth individuals and nonprofit organizations.

Kira Dennis is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Piedmont Wealth Partners, Mass Mutual Life Insurance, and Grant Thornton, LLP. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and utilizes fundamental, technical, and cyclical analysis in its investment approach.

William Thacker is a financial advisor at Balentine with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America U.S. Trust, and GER Loftin Wealth Advisors. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, and family office services. The firm’s investment approach uses a seven-year Capital Markets Forecast and a Building Blocks framework to allocate assets across various risk types, combining active and passive strategies along with selected third-party sub-advisers.

Michael Saulnier is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He is co-owner of Capital Payments Consulting LLC, a family business that advises business owners on reducing banking fees. Saulnier also serves on the board of Hope Atlanta Young Professionals. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, focusing on tailored portfolios that emphasize asset allocation and long-term purchasing-power preservation. The firm is part of a broader Aprio group offering integrated tax, accounting, and benefits consulting services.

Peter Smith is a financial advisor at Gibbs Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Morgan Stanley, J.P. Morgan Securities, and Bankoh Investment Services. Outside of advisory roles, he serves as vice president of a homeowners association in Honolulu, HI. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios.

Barry Kaplan is a CFP® professional with 20 years of industry experience, currently serving at Modera Wealth Management, LLC since 2017. He previously worked at Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel for 13 years. Kaplan is also involved in managing multiple family investment partnerships. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs diversified asset allocation based on Modern Portfolio Theory and integrates investment management with accounting, tax, and business coaching services.

Min Jian Yang is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with Capital Investment Advisors, LLC and previously worked at Northwestern Mutual Wealth Management and Bass Underwriters LLC. Outside of finance, he has experience in the logistics and food service industries. 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, utilizing a centralized, structured portfolio approach with ETF-based model portfolios and access to specialized third-party managers.

James Clark III is a CFP®-certified financial advisor at BIP Wealth, LLC with three years of industry experience. His prior work includes three years as a self-employed advisor before joining BIP Wealth in 2022. 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, including discretionary and non-discretionary accounts, and provides access to both public and private-market investment strategies.