Timothy Herndon is a financial advisor with 3 years of industry experience, currently affiliated with 49 Financial in Atlanta, GA. He holds Series 63 and Series 65 licenses and has previous experience at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and the Alabama Securities Commission. Outside of his advisory role, he tints vehicle windows at a Kia dealership and works with 25 Giving, referring nonprofits to charitable planning services. 49 Financial serves individual and institutional clients including high-net-worth individuals, trusts, estates, and retirement plans, providing financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services alongside third-party manager access and legacy position implementation.

Caden Palmer is a financial advisor at Howard Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Northern Lights Distributors, LLC, E*TRADE Securities, LLC, and Howard Capital Management, Inc. prior to his current role. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and mutual fund and ETF advisory. The firm’s investment process uses proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Keith Watson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Fifth Third Wealth Advisors LLC since 2021 and previously spent six years at Fifth Third Securities. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios across equities, fixed income, alternatives, and derivatives on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies supported by its Investment Committee.

Kevin Murdock is a financial advisor at Balentine with 11 years of industry experience and holds a Series 66 designation. Prior to joining Balentine, he worked at OSAIC Wealth, Truist Investment Services, Scottrade, Merrill, and Edward Jones. Outside of his advisory role, he is an author of fiction novels, which he writes and self-publishes. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach combining active and passive strategies and also acts as a private fund adviser, managing pooled investment vehicles.

Christopher Facka is a CFP® certificant with 25 years of experience in financial advisory. He is currently with Level Four Advisory Services and has held prior roles at SunTrust Advisory Services, Genspring Family Offices, Wells Fargo Clearing, and A. G. Edwards & Sons. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services through model portfolios, wrap platforms, and third-party sub-advisors.

Steven Manfredonia is a financial advisor at BIP Wealth, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Wells Fargo Clearing, Allworth Financial, AW Securities, and TD Ameritrade. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled vehicles and private-market offerings.

Ricky Howard is an advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has worked in investment management roles since 2024, including positions at Black Oak Asset Management and Silver Oak Securities. In addition to his advisory work, he is a part-time public school teacher with Forsyth County Schools. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management leveraging model strategies, third-party platforms, and serves as a sub-adviser to multiple ETFs, while providing access to alternative investments and retirement technology solutions.

John Giesler is a Series 65-licensed advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2024, following six years at the Georgia Institute of Technology and four years at Walton High School. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and is notable for advising private pooled vehicles and managing private-market offerings.

David Stearns is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Sound Income Strategies, LLC since 2016 and has operated The Stearns Agency since 2006. Outside of his advisory role, he serves as Vice Chairperson for Watkinsville First Baptist Church. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets across a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes a customized investment approach with a focus on fixed-income analysis and equity review, offering a range of services from asset management to insurance planning.

Juwon Hill is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Balentine, LLC, where he has worked since 2023. His prior experience includes roles at Ensemble Capital Management, LLC and GHP Investment Advisors, Inc. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, and family office services. The firm employs a model-driven investment approach using both active and passive strategies, and it also manages private funds and offers tailored portfolio solutions.

Ian Edwards is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Austen Morris Associates and Carrick Wealth. Outside of his advisory role, he oversees a residential property management business based in South Africa. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management, financial planning, and a specialized pension-transfer service for U.K. expatriates, employing a mix of third-party managed models, mutual funds, ETFs, and individual securities.

Michael Fazylov is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA with two years of industry experience. He holds a Series 66 designation and 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 combines institutional research and manager due diligence with diversified implementation across public and private markets, serving clients including high-net-worth individuals, nonprofits, and plan sponsors.

Christopher Griffin is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Blacktower Financial Management and deVere Acuma. Griffin is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering services such as asset management, financial planning, and retirement consulting. The firm specializes in customized portfolios that often involve discretionary management via unified managed account platforms and has a formal pension-transfer service tailored for U.K. expatriates.

Matthew West is a CFP® professional at Kestra Private Wealth Services, LLC with 30 years of industry experience. Prior to joining Kestra in 2022, he held roles at Bank of America and Merrill. Outside of his advisory work, he is the managing partner of Canton Wealth Partners, an insurance business. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams serving individual and institutional clients, managing approximately $13.45 billion in client assets. The firm provides a broad range of investment products and platforms, with both discretionary and non-discretionary arrangements, and supports specialized offerings such as annuity subaccount and 529 plan services.

Matthew Lankford is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior firms include Cambridge Investment Research and LPL Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients with asset management, financial planning, and retirement plan consulting. The firm emphasizes long-term, diversified asset allocation managed through centralized sleeves and model portfolios, supported by an internal investment team and third-party sub-advisers.

Angel Vega is a CFP® with four years of industry experience, currently advising at Facet. He has worked at several firms including Morgan Stanley and Brightside Financial. Vega attended Mercer University and has experience spanning financial planning and advisory roles across multiple organizations. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily through phone, video, and a proprietary web platform. The firm serves a broad range of individual clients and uses technology-driven, model-based asset allocations with a flat subscription fee structure rather than percentage-of-assets fees.

Suzanne Durbin is a financial advisor with Level Four Advisory Services in Atlanta, GA, holding the ChFC® designation and securities licenses Series 63, 65, and 66. She has 30 years of industry experience, including a 25-year tenure at Securian Financial Services and Minnesota Life Insurance Company. In addition to her advisory role, Durbin serves on the board of a nonprofit organization, Creative Community Services, and works as a business solutions consultant through Level Four Business Solutions, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a blend of in-house and third-party management platforms.

David Fields is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Waverly Advisors, LLC, where he has worked since 2023, following a 25-year tenure at Gwynn Management Company. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a mix of traditional equity, fixed-income, alternative, and private-markets strategies and offers financial planning, retirement plan consulting, and multi-family office services.

Kristopher Gilliland is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Merrill Lynch. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion and utilizes a diversified investment process that includes institutional research, manager due diligence, and exposure to both public and private markets.

Martha Badgett is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2019 to 2025. Before entering the financial industry, Badgett worked in tax and accounting and was involved with the American Choral Directors Association. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management services. The firm employs a diversified investment approach that includes public and private markets, and provides governance-oriented solutions for plan sponsors and nonprofit clients.