Justyn Grady is a financial advisor at Capital Investment Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Beacon Pointe Advisors, LLC, Homepointe Financial, and NC State Employees Credit Union. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized, structured investment platform with standardized asset-allocation models and actively managed components, supported by specialized in-house resources for estate and tax planning.

Amy Conley is a financial advisor with The Strategic Financial Alliance, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has worked with Strategic Blueprint, LLC since 2017 and previously with Hutchinson Private Wealth, LLC for 17 years. She serves as a trustee of the Greensboro Symphony Endowment Fund, providing oversight of the orchestra’s endowment fund management. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients, offering portfolio management, third-party manager selection, financial planning, seminars, and subscription advisory options. The firm implements customized strategies through co-advisory relationships and third-party asset managers, using a range of investment products and maintains both SEC-registered investment adviser and FINRA-registered broker-dealer registrations.

Kevin Yang is a CFA® charterholder with 15 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA, since 2006. ZWJ Investment Counsel provides discretionary investment management and financial planning to a diverse client base that includes individuals, institutions, trusts, and charitable organizations. The firm employs a tailored investment approach across equities, fixed income, and balanced strategies, and serves specialized institutional clients such as banking, insurance, and government-related entities.

Davis Hines is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. 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, utilizing a broad range of investment tools and emphasizing fiduciary governance for plan sponsors.

Grace Wages is a financial advisor at Stephens with Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Stephens in 2025, she worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2017 to 2025. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a range of investment strategies and delivers advice through multiple sponsored programs and investment committees.

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.

Richard Critelli is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, and private placement investment services, managing accounts on both discretionary and non-discretionary bases.

Robert Fezza is a CFP® with 24 years of experience in the financial industry. He is currently with Forum Financial Management, LP and has previously worked at Purshe Kaplan Sterling Investments, Odyssey Personal Financial Advisors, and Cetera. Outside of his advisory role, he serves as an independent insurance agent and co-owns a real estate holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Nicholas Yeomans is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2026. He previously worked at Sagepoint Financial, Inc. for 13 years and led Yeomans Consulting Group, Inc. for over two decades. Yeomans is an elder at North Metro Church, where he provides spiritual direction and accountability to leadership. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach that combines centrally managed portfolios with customizable strategies overseen by an internal Investment Management team.

James Colbourne is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merit Financial Advisors since 2015, with prior experience at LPL Financial and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and an Investment Committee.

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.

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.