Laura Tedball is a financial advisor with Advisory Services Network based in Atlanta, GA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has worked at Mainstay Capital Markets Consultants and Advisory Services Network since 2014. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Kevin Woods is a financial advisor at Asset Preservation Advisors, LLC with 14 years of industry experience. He has been with Asset Preservation Advisors, Inc. since 2002. Woods is a minority owner of Fixed Income Advisors, Inc., which serves as general partner to private partnerships managed by Asset Preservation Advisors, Inc. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary services focused on taxable and tax-exempt portfolios. The firm employs an active fixed-income approach emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a team of 21 advisors.

Brian Allen II is a CFP® and Series 65 licensed advisor at Aprio Wealth Management, LLC with five years of industry experience. Prior to joining Aprio in 2026, he worked at MIO Partners, Inc. and Cannon Financial Strategists, Inc. Outside of finance, he contracts with UTR Sports to help organize tennis leagues in the Athens, GA area. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, technical analysis, and both long- and short-term trading strategies, while also offering portfolio management, financial planning, and plan sponsor consulting.

Matthew Roberts is a financial advisor at Arkadios Wealth Advisors with 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. Roberts is also a managing partner at Monarch Capital Advisors, an investment-related firm based in Atlanta. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans through various account types and combines multiple analytical methods, incorporating client restrictions and alternative assets as part of its portfolio management approach.

John Mills III is a financial advisor with Royal Fund Management, LLC, based in Atlanta, GA. He holds Series 63, 65, and 66 licenses and has 13 years of industry experience. In addition to his advisory role, he is the owner and director of Tax Centers of Georgia, a tax preparation and planning business. Royal Fund Management serves a diverse client base including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios using multiple analytical approaches and provides both discretionary and held-away account management through various platforms.

Bambi Rentschler is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for 17 years before joining OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, combining institutional research and a broad investment toolkit that includes alternative and private market investments as well as digital assets.

Robert Kalaman is a CFA® charterholder with six years of industry experience. He currently works at Level Four Advisory Services and previously held positions at Bank of Montreal and Bank of America. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm provides fee-only financial planning, asset management, and retirement plan advisory services, offering tailored solutions through model portfolios managed directly or via affiliated and third-party sub-advisers.

Hunter Bailey is a financial advisor at OpenArc Corporate Advisory, LLC with one year of industry experience. He previously worked at Independent Financial Group, LLC and spent ten years at UPS. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a broad range of investment options and emphasizing institutional research and fiduciary governance.

Jeffrey Mcclenning is a CFP® professional with 21 years of experience in financial advising. He has been with The Strategic Financial Alliance, Inc. since 2005. Outside of his advisory role, he umpires youth baseball games in Gwinnett County, GA, and is a partner in a financial services and fixed insurance marketing entity. The Strategic Financial Alliance serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and consulting services, employing customized strategies through co-advisory relationships and third-party asset managers.

Eleanor Quarles is a financial advisor at Nicholas Hoffman & Company, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with the firm since 2007. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers customized investment solutions and manages both individual portfolios and pooled vehicles, using performance-based fee arrangements for certain private funds.

Ti Juana Stuart is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 65 and Series 63 licenses. She has six years of industry experience and has worked with Mutual Of Omaha Investor Services since 2019. In addition to her advisory role, she is an insurance agent specializing in life, health, and annuities, and she also works as an accountant. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm operates through platforms like Envestnet and integrates broker-dealer and insurance distribution services within the Mutual of Omaha group.

Brian Ragen is a financial advisor at Concorde Asset Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Concorde Asset Management and Concorde Investment Services since 2018 and previously worked at Triad Advisors, Inc. from 2012 to 2018. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists while offering ERISA retirement-plan advisory services and acting as an overlay manager with discretionary trading and allocation responsibilities.

Brittany Hagy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. She has also been affiliated with Allon Planning Partners since 2020, where she owns and operates an independent insurance agency providing insurance and annuity solutions as well as non-legal estate planning administrative services. Prior to her current roles, she worked at Malia Financial Group from 2015 to 2020. Foundations Investment Advisors LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a variety of investment strategies and utilizes model portfolios with discretionary or non-discretionary authority to its advisers.

Blake Kollin is a financial advisor at OpenArc Corporate Advisory, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. 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 and retirement plan services using a broad range of investment strategies, including alternatives and digital assets, and maintains a substantial institutional retirement practice alongside private markets capabilities.

Dexter Pierce is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 credentials and three years of industry experience. He has a background that includes work with Cook Pierce Wealth Management and United Financial Freedom. Outside of advising, he volunteers as a financial management instructor for nonprofit adult financial education organizations and serves on the board of a community action committee. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a network of affiliated offices and advisers to deliver tailored advice and portfolio management services.

Donald Barker is a financial advisor at Henssler Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Henssler Financial since 2006. Outside of his advisory role, he serves as a motorcycle patrol officer with the City of Austell Police Department. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, as well as services including portfolio management, automated ETF strategies, and sub-advisory support.

Linda Dash is a CFP® with 19 years of experience in financial advisory roles. She is currently with The Mather Group, LLC and previously held positions at Charles Schwab and USAA. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm employs an evidence-based investment approach with customizable portfolios and incorporates AI and machine-learning tools under human oversight.

Robert Gustafson is a financial advisor with Realta Investment Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Realta in 2019, he worked at Raymond James Financial and operated Gustafson Financial Services. He is also involved with Hoganas Wealth Advisors. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm focuses on individualized advice, utilizing diversified asset allocation strategies and a combination of in-house and third-party portfolio management.

Gray Long is a financial advisor at Donaldson Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to joining Donaldson Capital Management, his background includes roles outside of finance, such as work at the University of Georgia Golf Course and Vacayzen. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis, serving a diverse client base that includes retirement plans, banking institutions, and municipal sponsors.

Lee Harman is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and experience starting in 2023. He previously worked at Saunderson House from 2016 to 2023. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized investment solutions primarily managed on discretionary bases, with a notable specialization in pension-transfer services for U.K. expatriates.