Henry Trapnell is a Series 65-registered advisor with Asset Preservation Advisors, LLC, based in Atlanta, GA. He joined the firm in 2023 and has prior experience at the University of Georgia and Athens Academy. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering various fixed-income strategies focused on capital preservation and income. The firm manages over $11 billion in assets with a municipal-only approach and includes an ESG-oriented strategy targeting environmentally and socially responsible investments.

Jonathan Duggan is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC and holds Series 63 and Series 66 designations. He has 19 years of industry experience, with prior roles at American Trust Retirement Services, TRG Advisors, Inc., Touchstone Retirement Group, and TRG Financial Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer and offers a range of services including retirement plan consulting, individual wealth management, and a wrap fee program.

Elizabeth Di Paolo is a CFP® professional with 10 years of experience in financial advisory. She has worked at SignatureFD, LLC since 2017, following three years at Smith & Howard Wealth Management, LLC. Di Paolo is based in Atlanta, GA. SignatureFD serves individuals, businesses, 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 offers integrated financial planning alongside access to affiliated private investment funds and insurance products.

Karen Chermak is a financial advisor with BIP Wealth, LLC in Atlanta, GA. She holds the Series 63 designation and has 22 years of industry experience, including 15 years at BIP Wealth and over 16 years running her own practice, Karen Chermak & Co. 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, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, options strategies, and private-market investments for qualified investors.

Chad Blalock is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management and consulting services, utilizing both discretionary and non-discretionary models and a wide range of investment strategies including private markets and digital assets.

Laura Sithens is a financial advisor at Merit Financial Advisors with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Merit Financial Advisors since 2015, with prior experience at LPL Financial and PKS Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed model allocations overseen by an internal Investment Management team and committee.

Andrea Albu is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and having 29 years of industry experience. She has been with The Strategic Financial Alliance since 2012. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm utilizes both in-house management and third-party manager platforms, serving a varied client base including high-net-worth individuals.

Cindi Porter Rowe is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Madison Avenue Securities, LLC and has previously worked at Integrated Financial Planning Services, Alleron Investment Advisors, and Dempsey Lord Smith, LLC. Outside of her advisory role, she serves as president and financial planner at TeamWarc, Inc., where she provides financial planning and insurance services. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and provides portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment approaches.

Conner Berry is a financial advisor at Arkadios Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has previous experience at BBVA and Republic Finance, along with entrepreneurial roles at Tradewind Coffee Co and Shea's Wildflower Co. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a range of advisory programs and third-party managers. The firm employs an integrated operating model supported by an internal portfolio team, offering a combination of fundamental, technical, and cyclical analysis in its investment approach.

Kendall Dubose is a CFP® and holds a Series 66 license with five years of industry experience. He currently serves as an advisor at Arkadios Wealth Advisors and Arkadios Capital since 2023. Prior to this, he worked at JPMorgan Securities, LLC and JPMorgan Chase Bank from 2019 to 2023. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisor-managed and third-party solutions. The firm employs an integrated operating model combining a large network of advisory entities, an affiliated broker-dealer, and an in-house portfolio management team to support customized investment strategies.

David Crawford is a CFA® charterholder with 22 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 1992. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Caitlin Howerton is a CFP® professional with four years of industry experience. She is currently with Earned Wealth Advisors, LLC and has previously worked at Archer Investment Management, Facet Wealth, and SmartPath. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified investment approach informed by third-party consultants and an internal committee.

Sydney Cobb is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and two years of industry experience. She has previously worked at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as an ambassador for Six Zero Pickleball, a pickleball brand based in Australia. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach that integrates fundamental, cyclical, technical, and behavioral analysis.

Forrest Robertson III is a CFP® professional with 23 years of experience in the financial services industry. He has been with BIP Wealth, LLC since 2009. 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 advises private pooled investment vehicles.

Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining Kestra in 2022. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers a broad range of investment products and specialized offerings, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.

Brandon Barfield is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations. Barfield is co-founder and Regional Director of Doctors Without Quarters, LLC, an organization that helps recent graduates manage student loan debt, where he contributes to operations and delivers loan repayment presentations nationwide. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using both strategic and tactical investment approaches, alongside a range of specialized services including model portfolios, discretionary programs, and third-party manager recommendations.

Wesley Heinrichs is a CFP® with 10 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. His prior experience includes roles at IFG Advisory, LLC, Bay Financial Advisors, Inc., and LPL Financial, LLC. Heinrichs also operates Wesley Heinrichs LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment approach that combines proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Brian Martin is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Martin also acts as an independent insurance agent, providing insurance advice tailored to client needs. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team.

Michael Kipniss is a financial advisor at 49 Financial with the ChFC® designation and over 41 years of industry experience. He has worked at Oakwood Capital Securities, Inc. and 49 Financial since 2026 and spent 15 years with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach centered on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Perry Smith is a financial advisor at Bison Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, E*Trade Securities, Merrill, and Fisher Investments. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm uses an outcome-focused, multi-manager model portfolio approach that combines tactical and strategic allocations across liquid and private-market strategies.