Matthew Hartnett is a CFP® with 19 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. He has a background that includes roles at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm employs both discretionary and non-discretionary models and utilizes a wide range of investment strategies including equities, bonds, alternatives, private markets, and digital assets.

Jeffrey Grossman is a CFA® charterholder based in Atlanta, GA, with four years of industry experience. He has worked at BIP Wealth, LLC since 2021 and previously held positions at Resolution Life US, Voya Investments, and Lindenwood University. Grossman also operated a sole proprietorship under his name for several years. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships with a multi-advisor team. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, supplemented by individual securities, and offers access to private market investments and separately managed buy-write strategies.

Marc Frost is a financial advisor with World Equity Group, Inc. in Dunwoody, Georgia, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has worked at Westover Trading and World Equity Group since 2009 and has served as CEO of Westover Group since 2004. Outside of his advisory roles, Frost is an adjunct professor at Georgia State University teaching retirement and ERISA courses and is involved in entrepreneurial ventures including a lifestyle consulting business, authoring a book for college and high school students, and serving as CFO of a food truck venture specializing in Venetian pasta. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm employs a combination of model-based and customized portfolio management strategies and offers access to third-party managers, retirement plan advisory, and wrap account programs.

Lisa Stinziano is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. She previously spent 27 years at Merrill Lynch 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 wealth management, financial planning, portfolio management, and retirement plan services, utilizing a broad range of investment strategies and emphasizing institutional research and fiduciary governance for retirement plan sponsors.

Henry Trapnell is a Series 65-registered advisor with Asset Preservation Advisors, LLC, based in Atlanta, GA. He joined the firm in 2023 and has prior experience at the University of Georgia and Athens Academy. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering various fixed-income strategies focused on capital preservation and income. The firm manages over $11 billion in assets with a municipal-only approach and includes an ESG-oriented strategy targeting environmentally and socially responsible investments.

Jonathan Duggan is a financial advisor at Intellicents Investment Solutions Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TRG Advisors, Inc., Touchstone Retirement Group, and American Trust Retirement Services. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and participant education services. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and utilizes a multi-team advisory platform combined with affiliated employee-benefit businesses and sub-advisor arrangements.

Colin Clarkson is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Inc and Lumature Wealth Partners. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, using customized portfolios with ETFs, mutual funds, individual securities, and alternative investments.

Elizabeth Di Paolo is a CFP® professional with 10 years of experience in financial advisory. She has worked at SignatureFD, LLC since 2017, following three years at Smith & Howard Wealth Management, LLC. Di Paolo is based in Atlanta, GA. SignatureFD serves individuals, businesses, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers integrated financial planning alongside access to affiliated private investment funds and insurance products.

Karen Chermak is a financial advisor at BIP Wealth, LLC with 22 years of industry experience. She holds a Series 63 designation and has been with BIP Wealth since 2011. Additionally, she operates Karen Chermak & Co., which she founded in 2010. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm offers customized, household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market opportunities for qualified investors.

Chad Blalock is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management and consulting services, utilizing both discretionary and non-discretionary models and a wide range of investment strategies including private markets and digital assets.

Laura Sithens is a financial advisor at Merit Financial Advisors with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Merit Financial Advisors since 2015, with prior experience at LPL Financial and PKS Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed model allocations overseen by an internal Investment Management team and committee.

Andrea Albu is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and having 29 years of industry experience. She has been with The Strategic Financial Alliance since 2012. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm utilizes both in-house management and third-party manager platforms, serving a varied client base including high-net-worth individuals.

Conner Berry is a financial advisor at Arkadios Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has previous experience at BBVA and Republic Finance, along with entrepreneurial roles at Tradewind Coffee Co and Shea's Wildflower Co. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a range of advisory programs and third-party managers. The firm employs an integrated operating model supported by an internal portfolio team, offering a combination of fundamental, technical, and cyclical analysis in its investment approach.

Kendall Dubose is a CFP® and holds a Series 66 license with five years of industry experience. He currently serves as an advisor at Arkadios Wealth Advisors and Arkadios Capital since 2023. Prior to this, he worked at JPMorgan Securities, LLC and JPMorgan Chase Bank from 2019 to 2023. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisor-managed and third-party solutions. The firm employs an integrated operating model combining a large network of advisory entities, an affiliated broker-dealer, and an in-house portfolio management team to support customized investment strategies.

David Crawford is a CFA® charterholder with 22 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 1992. Crawford Investment Counsel, Inc. 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 focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Andrew Shuford is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at LPL Financial, &Partners, LLC, Wells Fargo Clearing, and Fisher Investments, as well as an academic background from the University of Georgia. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that incorporates proprietary software and behavioral economics, using both passive and active investment strategies supported by quantitative and fundamental analysis.

Caitlin Howerton is a CFP® professional with four years of industry experience. She is currently with Earned Wealth Advisors, LLC and has previously worked at Archer Investment Management, Facet Wealth, and SmartPath. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified investment approach informed by third-party consultants and an internal committee.

Sydney Cobb is a financial advisor at 49 Financial in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining 49 Financial, she worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management. Outside of her advisory role, she serves as an ambassador for Six Zero Pickleball, an Australian pickleball brand. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach based on a derivative of Modern Portfolio Theory.

Forrest Robertson III is a CFP® professional with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2009. He holds Series 63 and Series 66 licenses and operates out of Atlanta, GA. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, 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 include low-cost mutual funds, ETFs, and individual securities, alongside private market investment opportunities for qualified clients.

Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for two decades before joining Kestra in 2022. Moore is also involved as a client associate at Canton Wealth Partners, where she supports client services such as account openings and transfers. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, while supporting advisor decision-making with access to in-house and third-party managed solutions.