Blake Schaper is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has held leadership roles in multiple businesses, including as managing member of Mountain Crypto Advisers, a firm focused on crypto financial planning, and Brookhaven Tax & Accounting Professionals, a tax planning and accounting firm. He also serves as co-founder and CFO of Armis Strategies, a licensed insurance agency, and is an Army aviator in the Georgia Army National Guard. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering a range of financial planning and portfolio management services. The firm employs an outcome-focused, multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies and provides specialized services through its Turnkey Asset Management Platform.

Edward Orell is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. He holds a Series 65 designation and has worked with several firms, including Bulletproof Financial, PRES Financial, Appreciation Financial, and Orell Financial, Inc. He also has a background as a self-employed advisor dating back to 1996. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis to manage portfolios actively and providing specialized services such as family-office and special-needs planning.

Justyn Grady is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, with three years of industry experience. He holds the Series 65 designation and previously worked at Beacon Pointe Advisors, LLC, Homepointe Financial, and NC State Employees Credit Union. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management using a structured, ETF-based approach tailored to clients’ risk tolerance and goals, supported by in-house specialists in tax and estate 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 in Atlanta, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill for seven years. He also has experience working at the University of Georgia and other firms early in his career. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, offering wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion on a discretionary basis, utilizing a combination of institutional research, manager due diligence, and diversified investment strategies across public and private markets.

Grace Wages is a financial advisor with Stephens in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Stephens in 2025, she spent several years at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary management through various wrap and advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Laura Tedball is a financial advisor with Advisory Services Network in Atlanta, GA, holding Series 63 and Series 66 registrations and with 20 years of industry experience. She has worked at Advisory Services Network and Mainstay Capital Markets Consultants since 2014, following prior positions at Resource Horizons Investment Advisory and Wellstone Securities. Advisory Services Network supports individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a flexible approach tailored to clients’ objectives and risk tolerances.

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-registered financial advisor with five years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at MIO Partners, Inc. and Cannon Financial Strategists, Inc. Outside of his advisory role, Allen assists in organizing tennis leagues in the Athens, GA area as a contractor for UTR Sports. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored portfolio management emphasizing asset allocation and long-term purchasing-power preservation, employing a variety of strategies including options and private investments.

Matthew Roberts is a financial advisor at Arkadios Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of Arkadios, he is a managing partner at Monarch Capital Advisors. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through internally managed accounts, model portfolios, and third-party managers.

John Mills III is a financial advisor at Royal Fund Management, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, Mills is the owner and director of Tax Centers of Georgia, a tax preparation and planning business. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerance and oversees both discretionary and held-away accounts.

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, Pierce, Fenner & Smith Incorporated for 17 years and Morgan Stanley & Co. LLC for one year. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion in discretionary assets and employs a diversified investment approach across public and private markets, incorporating institutional research and manager due diligence.

Robert Kalaman is a CFA® charterholder with seven years of experience in the financial industry. He currently works at Level Four Advisory Services, where he has been employed for three years. His prior roles include positions at Bank of Montreal, Bank of America, Columbia Management Advisors, and Fleet Investment Advisors. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of wrap platforms and sub-advisors.

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 for one year and spent ten years at UPS. Hunter holds a Series 66 designation and is based in Atlanta, GA. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm combines institutional research and manager due diligence with diversified portfolio implementation across public and private markets, including alternative and digital asset strategies.

Jeffrey Mcclenning is a CFP® professional with 21 years of experience in financial advising. He has been with The Strategic Financial Alliance, Inc. since 2005. Outside of his advisory role, he umpires youth baseball games in Gwinnett County, GA, and is a partner in a financial services and fixed insurance marketing entity. The Strategic Financial Alliance serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and consulting services, employing customized strategies through co-advisory relationships and third-party asset managers.

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 firms including Fifth Third Bank, Fifth Third Securities, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Edward Jones. Jaffe Tilchin Investment Partners serves both individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on discretionary and non-discretionary bases and conducts private placement due diligence for qualified investors.

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® and Series 66-licensed financial advisor with 23 years of industry experience. He is currently with Merit Financial Advisors and previously spent over a decade at Sagepoint Financial, as well as running Yeomans Consulting Group, Inc. Outside of his advisory work, Yeomans serves as an elder at North Metro Church. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation managed through both internal teams and third-party sub-advisers, offering a range of account arrangements and financial wellness programs.

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 previously at PKS Investments, LPL Financial, Stephens, Morgan Stanley, and Citigroup Global Markets. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, emphasizing long-term, diversified asset allocation through a combination of internal management, third-party managers, and customizable model portfolios.