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.

Ti Juana Stuart is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 65 and Series 63 licenses. She has six years of industry experience and has worked with Mutual Of Omaha Investor Services since 2019. In addition to her advisory role, she is an insurance agent specializing in life, health, and annuities, and she also works as an accountant. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm operates through platforms like Envestnet and integrates broker-dealer and insurance distribution services within the Mutual of Omaha group.

Jackson Favors is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual and Gibbs Financial Group. He has also been involved with Community Concierge Service outside of the financial industry. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

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.

Donald Rice Jr. is a financial advisor at Alphastar Capital Management with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Solomon API, Retirement Wealth Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of investment advisory, he is president of Synergy Financial Partners, a fixed insurance and annuity sales business, and serves as a regional director for America's Health Team, which focuses on health insurance sales. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical portfolio management approaches, including model portfolios and third-party technology, and maintains a broad client base with approximately $2.5 billion in assets under management.

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.

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.

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.

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.