Spencer Borchelt is a CFP® with four years of industry experience, currently serving at SignatureFD, LLC. His prior roles include positions at Goldman Sachs & CO. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors with discretionary wealth management, financial planning, and consulting. The firm employs diversified, long-term asset allocation strategies utilizing various investment vehicles and conducts due diligence on managers and pooled funds.

Scott Ruth Jr. is a Series 65-licensed financial advisor at 49 Financial in Atlanta, GA, with less than one year of industry experience. Prior to joining 49 Financial, he held positions at S.L. Nusbaum RE and spent several years in education, including roles at the University of Georgia and Collegiate School. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and manages approximately $1.4 billion through proprietary and platform model portfolios.

Alexander Garrett is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co. Inc, Regimen Wealth LLC, and Bank of America. Garrett is also affiliated with First Citizens Bank. SVB Wealth serves a diverse client base, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and provides both discretionary and non-discretionary services, with a focus on thorough due diligence and customized portfolio solutions.

William Miller is a financial advisor at ZWJ Investment Counsel Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co., LLC and the United States House of Representatives. He also spent two years at Northwestern University Kellogg School of Management. ZWJ Investment Counsel manages approximately $3.86 billion in client assets, serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm offers investment counseling and discretionary portfolio management with a focus on equity, fixed income, and balanced portfolios tailored to each client’s needs.

John Bridgers is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2013. IFG Advisory, LLC serves a broad client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis across various management strategies.

Justin Harris is a Series 65-licensed advisor with Beacon Global Advisor Network, LLC. He has prior experience working at Chase Belgrave entities from 2008 to 2023. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent Investment Advisory Representatives. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Christopher Wilson is a financial advisor with LCP Institutional, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Atlanta Consulting Group Advisors, Northern Lights Distributors, Wright Fund Management, and Russell Investments. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients such as retirement plans and trusts. The firm constructs portfolios based on detailed Financial Profiles and Investment Plans, employing multi-asset strategies including mutual funds, ETFs, and individual stocks, and offers both discretionary and non-discretionary account management alongside ERISA-related services.

David Pierce is a financial advisor at Apollon Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior roles include positions at Kalos Management, LLC, Kalos Capital, Inc., and Catalyst Wealth Management, LLC. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines centrally managed strategy mandates with local portfolio oversight, employing fundamental and tactical methods alongside tax-aware strategies and independent sub-manager engagements.

Branson Nelson is a financial advisor with Henssler Financial, holding a Series 66 designation and three years of industry experience. Prior to joining Henssler Financial, he worked at Janney Montgomery Scott LLC and has experience outside finance, including roles at Papa John's Pizza and political involvement with the Democratic Party of Georgia. 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 investment approach using fixed income and high-quality equities, offering customized model portfolios, automated strategies, and institutional investment management.

Christopher Guinther is a financial advisor at Aprio Wealth Management, LLC in Atlanta, holding a Series 65 credential with eight years of industry experience. Prior to joining Aprio in 2025, he worked for A. Montag & Associates, Inc. for seven years. Outside of his advisory role, he has managed a rental property in West Virginia since 1993, dedicating limited time to this activity. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading techniques, offers financial planning and consulting services, and maintains a notable affiliation with a third-party administrator/pension consulting business.

Steven Clark is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses and 25 years of industry experience. He has previously worked at Wells Fargo Advisors and Metric Financial LLC. Clark owns Silver Pineapple Wealth Management LLC and serves as a trustee for its 401(k) plan, spending a small portion of his time on these activities. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm’s approach includes blending tactical and strategic allocations across liquid and private-market investments, alternative investments, and option-based overlay strategies.

Alexander Barthold is a CFP® with 17 years of industry experience, currently serving at Merit Financial Advisors. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management. Barthold holds the Series 66 designation and operates out of Alpharetta, GA. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors and over 14,000 clients. The firm serves a diverse client base with a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and Investment Committee.

Matthew Hartnett is a CFP® with 19 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. He has a background that includes roles at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm employs both discretionary and non-discretionary models and utilizes a wide range of investment strategies including equities, bonds, alternatives, private markets, and digital assets.

Jeffrey Grossman is a CFA® charterholder based in Atlanta, GA, with four years of industry experience. He has worked at BIP Wealth, LLC since 2021 and previously held positions at Resolution Life US, Voya Investments, and Lindenwood University. Grossman also operated a sole proprietorship under his name for several years. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships with a multi-advisor team. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, supplemented by individual securities, and offers access to private market investments and separately managed buy-write strategies.

Marc Frost is a financial advisor with World Equity Group, Inc. in Dunwoody, Georgia, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has worked at Westover Trading and World Equity Group since 2009 and has served as CEO of Westover Group since 2004. Outside of his advisory roles, Frost is an adjunct professor at Georgia State University teaching retirement and ERISA courses and is involved in entrepreneurial ventures including a lifestyle consulting business, authoring a book for college and high school students, and serving as CFO of a food truck venture specializing in Venetian pasta. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm employs a combination of model-based and customized portfolio management strategies and offers access to third-party managers, retirement plan advisory, and wrap account programs.

Lisa Stinziano is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. She previously spent 27 years at Merrill Lynch 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 wealth management, financial planning, portfolio management, and retirement plan services, utilizing a broad range of investment strategies and emphasizing institutional research and fiduciary governance for retirement plan sponsors.

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 at Intellicents Investment Solutions Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TRG Advisors, Inc., Touchstone Retirement Group, and American Trust Retirement Services. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and participant education services. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and utilizes a multi-team advisory platform combined with affiliated employee-benefit businesses and sub-advisor arrangements.

Colin Clarkson is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Inc and Lumature Wealth Partners. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, using customized portfolios with ETFs, mutual funds, individual securities, and alternative investments.

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.