John Ray is a Series 66-licensed financial advisor with 17 years of industry experience, currently with BIP Wealth, LLC where he has worked since 2014. He is based in Atlanta, GA. 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. The firm offers tailored asset allocations using mutual funds, ETFs, fixed income, individual securities, and options-based strategies, and also provides advisory services for private pooled investment vehicles and private-market offerings.

Jonathan Christiansen is a CFA® charterholder and Series 63 licensed financial advisor with Crawford Investment Counsel Inc in Atlanta, GA. He has six years of industry experience, all with Crawford Investment Counsel since 2013. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach with a focus on income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Thomas Villalobos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equity Services Inc and National Life Group, as well as diverse experiences outside finance such as working at Bath & Body Works and involvement with educational institutions. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, and business entities. The firm uses third-party software to generate written financial plans that advisors review and present, supporting a technology-assisted service model with a high client-to-advisor ratio.

Kendall Matrisian is affiliated with SEIA and holds a Series 66 designation. Although Matrisian has no industry experience listed, their background includes roles at several firms and organizations, including Cambridge Investment Research, The Ameriflex Group, and The University of Alabama. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process combining strategic asset allocation and tactical adjustments overseen by an internal Investment Committee.

David Paulukaitis is a financial advisor with Advisory Services Network who holds a Series 65 designation and has 16 years of industry experience. He has been with Advisory Services Network since 2007 and is also the owner and consultant of Mainstay Capital Markets Consultants, Inc., a role he has held since 2005. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. 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.

Matthew Kinser is a financial advisor at 49 Financial based in Atlanta, GA. He holds a Series 65 designation and joined 49 Financial in 2026. Prior to entering the financial industry, he has experience from roles in education spanning several years. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services. The firm employs a disciplined, long-term, diversified asset allocation approach using proprietary and platform model portfolios, mutual funds, ETFs, and selected third-party managers.

Scott Barnas is a CFP® and ChFC® with 28 years of experience in financial advisory roles. He has worked at Aprio Wealth Management, LLC since 2021 and previously held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with dollar-cost averaging, technical analysis, and trading strategies, and offers coordinated referrals with an affiliated CPA firm while maintaining separate accounting and advisory arrangements.

Mason King is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Rockefeller Capital Management and Raymond James. 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 employs a team-based approach with an in-house portfolio management team that supports advisors using fundamental, technical, and cyclical analysis, and acts as a fiduciary in retirement plan consulting.

Travis Mitchell is a financial advisor at Avantax Planning Partners, Inc. with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Cetera firms and First Allied Securities, among others. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes tax-intelligent strategies and manages assets primarily through firm-designed allocation models overseen by an investment advisory committee.

Michael Runager is a financial advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Elevation Point Wealth Partners in 2026. In addition to his advisory role, he owns and manages two transportation-related sole proprietorships, Southway Solutions and Final Mile Solutions. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing over $8 billion in assets, serving individuals, retirement plans, trusts, and businesses. The firm emphasizes model portfolios with tactical asset allocation and incorporates third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Peter Coleman Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. Outside of his advisory work, he has involvement in real estate rental activities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis, and manages both in-house and third-party investment strategies.

David Summers IV is a CFA® charterholder based in Atlanta, GA, with 27 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates from 2013 to 2018. Summers is also involved in other financial advisory businesses, including serving as Managing Director of DJRCSM, LLC and as owner of Avigron Investments. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors with an in-house portfolio team that offers discretionary investment management across multiple asset classes.

John Ryan is a financial advisor with The Mather Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Morgan Stanley and Uber, as well as positions in various companies and academic institutions. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable risk-based allocation models and incorporates third-party AI tools alongside human oversight.

William Westenberger is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Prime Capital Investment Advisors LLC and Longer Financial. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and it manages approximately $1.57 billion in assets under advisement as a 3(21) adviser.

Thomas Stapleton is a financial advisor at Van Clemens Wealth Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Collective Wealth Partners and Principal Life Insurance Company. Stapleton is also the founder of Power of Your Money, LLC, a financial literacy education program where he serves as an author and speaker. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using both discretionary and non-discretionary approaches and utilizes a range of third-party managers alongside an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Charles Schorpp is a financial advisor at OpenArc Corporate Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill, with a combined tenure spanning over two decades. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and tools including private markets and digital assets.

Benjamin Boyd is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Crawford Investment Counsel Inc since 2018, with prior roles at Metasys Technologies Inc. and Invesco. Boyd is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality equities and credit-diversified fixed-income strategies.

Justin Burgess is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with IFG Advisory and LPL Financial since 2017 and previously worked with Waddell & Reed, Inc. and various insurance carriers. Burgess is also licensed as a life, disability, and long-term care insurance agent. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Sean Newman is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and two years of industry experience. He previously worked at Sagicor Group Jamaica and Invesco before joining Jefferies in 2023. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process that includes goal definition, financial analysis, and periodic reviews, utilizing third-party software and Monte Carlo simulations to support planning outcomes.

Geoffrey Delong is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2008. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies.