Dexter Pierce is a financial advisor with Foundations Investment Advisors LLC in Decatur, GA, holding Series 63 and Series 65 credentials and three years of industry experience. He has been involved with Cook Pierce Wealth Management since 2026 and additionally provides business consulting services to dental practices through Cook Pierce/Dental Impact. Pierce also volunteers as a financial education instructor for nonprofit organizations and serves on the board of a community action committee. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing a broad range of investment products and a network of affiliated entities.

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.

Bethany Wheeler is a Series 65-licensed advisor at Bison Wealth, LLC with four years of industry experience. She has worked at Advocacy Wealth Management, LLC since 2011. Outside of her advisory role, she is the owner of Fiduciary Management Solutions, LLC, a consulting business focused on investment planning. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions with a focus on outcome-oriented strategies across various asset classes.

I’ve served as a personal financial planner for a quarter century. I’ve worked in multiple roles, including leadership positions, but I’ve always served as a client relationship advisor. I’ve worked for very large firms, and I’ve co-owned a startup which developed into a leading multi-state firm. Today, I own and operate a boutique firm designed to offer concierge family office services and trusted financial guidance to select individuals and families. Wood Family Wealth Advisory, LLC is a Registered Investment Advisor. We offer comprehensive, fee-only, financial planning and investment management. Russ Wood is a CERTIFIED FINANCIAL PLANNER® practitioner who holds a Master of Science degree in Financial Planning and a diploma in Executive Coaching. Russ is also a former engineer and a veteran of the U.S. Navy.

Dustin Casebolt is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dominion Financial Solutions, Tarkenton Financial, and 3-Mentors/Gameplan. Outside of his advisory role, he is involved in fixed annuity and insurance sales through Dominion Financial Solutions. Bison Wealth serves a range of clients including individuals, family offices, pension plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers multi-manager portfolios with tactical and strategic allocations, alternative investment access, and a turnkey asset management platform that contracts directly with unaffiliated registered advisers.

Ryan Daly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds the Series 66 designation and has 10 years of industry experience, including prior roles at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, portfolio management, and retirement plan services, utilizing both discretionary and non-discretionary engagement models. The firm integrates institutional research, private markets, and digital assets into tailored portfolios and supports retirement plan sponsors with fiduciary-focused governance and monitoring.

Sebastian Castano is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior experience includes roles at Morgan Stanley and several financial services firms. He has also operated a fixed insurance sales business. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, using a technology-assisted model to deliver written financial plans and an Emergency Savings program.

Spencer Bowman is a financial advisor with Bison Wealth, LLC, holding a Series 66 credential and five years of industry experience. Prior to joining Bison Wealth in 2026, he worked at Fidelity Brokerage Services LLC and Fidelity Investments. His background also includes roles outside finance, such as positions with Habitat for Humanity Restore and at Oklahoma State University. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, and charitable organizations, and offers a turnkey asset management platform to other registered investment advisers. The firm employs outcome-focused portfolios that combine tactical and strategic allocations across liquid and private-market investments, and provides specialized strategies such as option-based overlays and a PowerMy401(k) program.

Charles Ratliff Jr. is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as J.P. Morgan Securities. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, implemented through various managed account and third-party manager programs.

David Olson is a financial advisor at Fifth Third Wealth Advisors LLC in Atlanta, GA, holding Series 65 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Cetera, and Regions Bank. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a broad range of clients including individuals, trusts, pension plans, and institutional entities. The firm uses a structured investment policy framework, combining in-house oversight and third-party managers, and integrates closely with affiliated banking entities.

Keith Telesca is a CFP® professional with 24 years of industry experience, currently serving as a senior director at Equity Investment Corporation since 2016. He has also held roles at Foreside Funds Distributors LLC since 2012 and JFB Holdings Corp from 2012 to 2017. Outside of his advisory work, he serves on the Board of Directors and as Assistant Commissioner for the Lower Merion Little League. Equity Investment Corporation provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

Paul Konopacki is a CFA® charterholder with five years of industry experience. He has worked at SignatureFD, LLC since 2021 and previously held roles at Voya Investment Management and OTR Capital. SignatureFD serves individuals, business entities, 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 is affiliated with an accounting firm and several private investment funds.

Mark Willoughby is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.

John Crawford IV is a CFA® charterholder with 23 years of industry experience, currently serving at Crawford Investment Counsel Inc in Atlanta, GA. He has been with Crawford Investment Counsel in various capacities for over three decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, high-quality equities and a credit-focused strategy for fixed-income portfolios.

Spencer Dean is a financial advisor at First Citizens Asset Management, Inc. based in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with First Citizens Asset Management and affiliated entities since 2016. Outside of his advisory role, he owns and manages rental properties. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, institutions, and municipalities. The firm emphasizes strategic asset allocation through global multi-asset class model portfolios, combining fundamental, quantitative, and technical analysis.

Richard Anderson is a financial advisor at OpenArc Corporate Advisory, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement plan services, utilizing both discretionary and non-discretionary models and a wide range of investment strategies.