Scott Levy is a financial advisor at BIP Wealth, LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. Outside of his advisory work, Levy serves as a trustee for PD Ministries, an independent Christian ministry in the Atlanta area. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations that include mutual funds, ETFs, fixed income, and options-based covered-call strategies, and it also offers private-market investment opportunities for qualified investors.

Marjorie Scanlon is a financial advisor at United Capital Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 credentials. Her prior firms include Crawford Investment Counsel, Bravaldo Capital Advisors, and Berman Capital Advisors. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services supported by a broad affiliate network and a technology platform that facilitates customization and supports independent advisors.

Hollis Houk is a financial advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Charles Street Asset Management, LPL Financial, and Wells Fargo Clearing. He has been with Stephens since 2014. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm provides a range of advisory, brokerage, investment banking, and custody services, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Stacey Ewing is a CFA® charterholder with 19 years of industry experience. She has been with ZWJ Investment Counsel Inc. since 2002. ZWJ Investment Counsel provides discretionary investment management and financial planning to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tailored investment process based on fundamental and financial analysis, serving a diverse client base that includes some uncommon institutional clients such as banking, insurance, and government-related entities.

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 a Series 66 designation and has previously worked at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a multi-faceted investment process that includes institutional research, manager due diligence, and diversified strategies across public and private markets.

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 in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Merit in 2026, she worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC from 2023 to 2026. She has also been involved in education roles at Barrington High School. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and offers a variety of account arrangements supported by an internal investment management team and third-party sub-advisers.

Wesley Williams is a financial advisor at Asset Preservation Advisors, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses. His prior work includes roles at Morgan Stanley and International Advisory Consultants Inc. before joining Asset Preservation Advisors. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, employing active fixed-income strategies focused on tax-exempt and taxable municipal portfolios. The firm manages over $11 billion in assets and offers an ESG-oriented Positive Impact Tax-Exempt Strategy.

John Scott is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding the CFP®, CFA®, and Series 66 designations and bringing 20 years of industry experience. He has been with BIP Wealth since 2015. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, including high-net-worth clients, as well as 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, and also manages private pooled investment vehicles for qualified investors.

Jose Hernandez III is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. He has held positions at Bank of America, Merrill, and UBS Financial Services. Hernandez holds Series 63 and Series 66 licenses. 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 and employs an investment process that integrates institutional research, manager due diligence, and diversified strategies across public and private markets.

Hayden Mcconnell is a CFP® with four years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His career includes roles at Morgan Stanley, Wells Fargo Advisors, and Wealth With No Regrets. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and risk tolerance, employing a mix of investment strategies and specialist sub-advisers to support long-term purchasing-power preservation.

Craig Rollins is a CFP® certificant and holds a Series 66 license with eight years of industry experience. He is currently with OpenArc Corporate Advisory, LLC, having joined the firm in 2025. Prior to this, he worked at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management and financial planning services to individuals, corporations, trusts, institutional retirement plans, and nonprofits. The firm manages approximately $10.1 billion on a discretionary basis and employs a multi-asset investment approach that includes public and private markets, alternatives, 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 with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, Merrill, and other firms. OpenArc Corporate Advisory delivers wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion and employs an investment approach that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

Jennifer Thigpen is a CFP® professional with 25 years of industry experience, currently serving at Apollon Wealth Management, LLC. Her prior experience includes roles at Cabot Lodge Securities LLC, J Alden Associates, Inc., Raymond James & Associates, and Deutsche Bank Securities Inc. She holds an insurance agent license, maintained for client needs. Apollon Wealth Management is a multi-team SEC-registered advisory firm managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, and other entities, combining centrally managed strategies with locally managed portfolios supported by an investment committee and leveraging technology such as generative AI in its investment process.

Dean Arden is a financial advisor with Beacon Global Advisor Network, LLC, holding five years of industry experience. His prior work includes positions at Blacktower Financial Management (International) Ltd and PWS. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension-transfer services for U.K. expatriates. The firm uses a customized investment approach with third-party models, mutual funds, ETFs, equities, and fixed income, managing most accounts on a discretionary basis through unified managed account platforms.

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 26 years of industry experience, currently serving as Managing Director and Investment Advisor Representative at Bison Wealth, LLC. He has held roles at Metric Financial, Sterne, Agee, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory work, he owns ECOS Family Office, LLC, a holding company. Bison Wealth serves individuals, high net worth clients, family offices, and various institutions, offering financial planning, portfolio management, and specialized retirement plan services. Its investment approach includes multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.