Jonah Duyvelaar is a financial advisor at Modera Wealth Management, LLC in Atlanta, GA. He holds a Series 65 designation and has been with Modera since 2025. Prior to joining Modera, he worked in various roles including at the UGA Wesley Foundation and Signature FD. 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 selected equities, supplemented by independent managers and optional ESG integration.

Jeffrey Buck is a CFA® charterholder with 10 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2021 and previously was employed at Diversified Trust Co for six years. 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 tailored financial profiles and investment plans, implementing them through various investment vehicles and occasionally using performance-based fee arrangements for certain private funds.

Laurence Martin Jr. is a CFP® and ChFC® with 21 years of experience in the financial advisory industry. He is currently with Advisory Services Network, where he has worked since 2022, following prior roles at Roswell Asset Advisors, Financial Engines Advisor Center, and several other firms. Martin also owns and operates an insurance agency. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm offers strategies tailored to client objectives and risk tolerances, utilizing a variety of securities and third-party managers, supported by a large platform of over 200 advisors and more than $10 billion in discretionary assets.

Diego Colan Taya is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 11 years. He is based in Atlanta, GA. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, offering wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion on a discretionary basis and integrates institutional research, manager due diligence, and diversified investment strategies across public and private markets.

Brad Cast is a financial advisor with Merit Financial Advisors, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Outside of his advisory work, he serves as a board member of The Winestock Foundation, Inc., which focuses on educational funding. Merit Financial Group is a multi-team SEC-registered firm that serves individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with customizable model portfolios and combines internal management with third-party sub-advisers.

Haley Patterson is a CFP® with five years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. Prior to joining Aprio Wealth Management, she held positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Goldman Sachs Ayco. 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 portfolio management focused on asset allocation and long-term purchasing-power preservation, utilizing a variety of investment vehicles and strategies.

Camden Anderson is a financial advisor at Capital Investment Advisors, LLC with three years of industry experience. He holds the Series 65 designation and has worked at Capital Investment Advisors since 2022, following roles at Eastman Credit Union and University of Tennessee. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a centralized, structured portfolio approach with ETF-based models and tailored allocations that incorporate specialized third-party managers.

Natalie Quinn is a CFP® professional with five years of experience in the financial services industry. She has worked at Elevation Point Wealth Partners, LLC since 2026, and previously held roles at UBS Financial Services, Inc and Northwestern Mutual Wealth Management Company. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs strategic and tactical asset allocation across various investment vehicles and offers technology-enabled services, including alternatives and preferred-provider arrangements.

Kay Mayhue is a CFP® professional with 26 years of industry experience, currently serving at Merit Financial Advisors. Her prior roles include positions at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, and LPL Financial, among others. She also provides administrative support to Stone Creek Capital Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed model portfolios overseen by an internal investment team and committee, and it offers a range of account types along with both proprietary and third-party investment solutions.

Charles Staton is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Gibbs Financial Group, Atlanta Athletic Club, Sawtraxx Manufacturing, and Smokejack BBQ. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a mix of analytical approaches to portfolio allocation and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Mason Porritt is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Shoemaker Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, and Jackson National Life Distributors LLC. 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, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based covered-call strategies, alongside private-market securities for qualified investors.

Katherine Grier is a CFP® professional with two years of industry experience. She is currently with Merit Financial Advisors and previously worked at HLM Financial Group and Mainsail CPAs. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm utilizes a long-term, diversified asset allocation approach managed through a combination of internal teams and third-party sub-advisers, offering both discretionary and non-discretionary account options.

Paul Pilcher is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously spent six years at MFS Fund Distributors, Inc. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various managed accounts and model portfolios, employing a combination of fundamental, technical, and cyclical investment analysis.

Richard Sampley is a CFP® professional with over 50 years of experience in the financial industry. He has been with The Fiduciary Alliance since 2024 and previously worked at Bison Wealth, LLC for a decade. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and operates a network of investment advisor representatives under a multi-team structure.

Sarah Clifton is a financial advisor at Henssler Financial with Series 65 credentials and one year of industry experience. Her prior roles include work with the United States Senate for Senator Ted Budd and the Senate Republican Conference, as well as positions in media and advisory firms. 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 investment approach called the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, automated ETF strategies, and sub-advisory services.

Justin Farmer is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Exit Wealth Advisors and as a self-employed media professional. Outside of advising, he is involved in Savannah Distilling in an advisory role and holds a majority share in the company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment solutions using a variety of management programs and combines fundamental, technical, and cyclical investment analyses.

Peyton Bogard is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He has been with Asset Preservation Advisors since 2020. 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 municipal bond 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.

Jennifer Thomas is a CFP® professional with 36 years of industry experience. She has worked at Henssler Asset Management since 1998 and is also associated with G.W. Henssler & Associates, Ltd. where she manages the planning and implementation department focused on client relationships. 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” investment approach and offers comprehensive financial planning, discretionary and non-discretionary portfolio management, as well as automated ETF strategies and sub-advisory services.

Mark Hoffman is a Series 65-licensed financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He previously worked at Lanier Asset Management, LLC for 17 years. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a combination of third-party managers, proprietary models, and technology integrations to implement client-specific investment strategies.

Jared Osborne is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF and Bank of America. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations, offering wealth management, discretionary portfolio management, and advisory consulting. The firm builds customized, globally balanced portfolios combining active large-cap equity management with ETFs and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.