Jeremy Hermida is a Series 65-licensed financial advisor with BIP Wealth, LLC, based in Alpharetta, GA. He has been with BIP Wealth since 2024 and has one year of industry experience. Prior to joining BIP Wealth, he was not employed in the financial industry. 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, pooled investment vehicles, and private funds, with a focus on tailored asset allocations and private-market securities for qualified investors.

Scott Barnas is a CFP® and ChFC® with 28 years of experience in financial advisory roles. He has worked at Aprio Wealth Management, LLC since 2021 and previously held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with dollar-cost averaging, technical analysis, and trading strategies, and offers coordinated referrals with an affiliated CPA firm while maintaining separate accounting and advisory arrangements.

Mason King is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Rockefeller Capital Management and Raymond James. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a team-based approach with an in-house portfolio management team that supports advisors using fundamental, technical, and cyclical analysis, and acts as a fiduciary in retirement plan consulting.

Travis Mitchell is a financial advisor at Avantax Planning Partners, Inc. with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Cetera firms and First Allied Securities, among others. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes tax-intelligent strategies and manages assets primarily through firm-designed allocation models overseen by an investment advisory committee.

Michael Runager is a financial advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Elevation Point Wealth Partners in 2026. In addition to his advisory role, he owns and manages two transportation-related sole proprietorships, Southway Solutions and Final Mile Solutions. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing over $8 billion in assets, serving individuals, retirement plans, trusts, and businesses. The firm emphasizes model portfolios with tactical asset allocation and incorporates third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Peter Coleman Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. Outside of his advisory work, he has involvement in real estate rental activities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis, and manages both in-house and third-party investment strategies.

David Summers IV is a CFA® charterholder based in Atlanta, GA, with 27 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates from 2013 to 2018. Summers is also involved in other financial advisory businesses, including serving as Managing Director of DJRCSM, LLC and as owner of Avigron Investments. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors with an in-house portfolio team that offers discretionary investment management across multiple asset classes.

John Dunn is a CFP® with 32 years of industry experience, currently serving at The Strategic Financial Alliance, Inc. since 2003. He holds Series 63 and Series 65 licenses and is based in Woodstock, GA. Outside of his advisory role, Dunn is a board member of Procom Sales, Inc., a data transfer sales company. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports third-party manager platforms, implementing client strategies through both in-house management and co-advisory arrangements.

Michael Coelho is a CFP® professional with nine years of experience in the financial industry. He is currently with Henssler Financial and previously worked at American Financial Advisors, LLC and Charles Schwab & Co. He holds the Series 66 designation. Henssler Financial is a multi-team registered investment adviser serving individual clients, including high-net-worth households, other investment advisers, pension plans, and municipal clients. The firm uses a cash-flow driven “Ten Year Rule” for investment allocation, combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative methods.

William Westenberger is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Prime Capital Investment Advisors LLC and Longer Financial. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and it manages approximately $1.57 billion in assets under advisement as a 3(21) adviser.

Thomas Stapleton is a financial advisor at Van Clemens Wealth Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Collective Wealth Partners and Principal Life Insurance Company. Stapleton is also the founder of Power of Your Money, LLC, a financial literacy education program where he serves as an author and speaker. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using both discretionary and non-discretionary approaches and utilizes a range of third-party managers alongside an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Charles Schorpp is a financial advisor at OpenArc Corporate Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill, with a combined tenure spanning over two decades. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and tools including private markets and digital assets.

Benjamin Boyd is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Crawford Investment Counsel Inc since 2018, with prior roles at Metasys Technologies Inc. and Invesco. Boyd is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality equities and credit-diversified fixed-income strategies.

Barry Dow is a financial advisor at Arkadios Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms, including Dempsey Lord Smith, LLC, and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as president of Innovative Collectibles, a business focused on buying and selling coins and collectibles, and also leads Oaktree Consulting, a marketing company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment planning using a variety of management approaches and incorporates fundamental, technical, and cyclical investment analysis methods.

Frank Beedle II is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sound Income Strategies since 2020 and at Stearns Retirement Group since 2013. His activities include the sale of Medicare Supplement and Long Term Care insurance policies. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services including family-office and special-needs planning.

Justin Burgess is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with IFG Advisory and LPL Financial since 2017 and previously worked with Waddell & Reed, Inc. and various insurance carriers. Burgess is also licensed as a life, disability, and long-term care insurance agent. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Sean Newman is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and two years of industry experience. He previously worked at Sagicor Group Jamaica and Invesco before joining Jefferies in 2023. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process that includes goal definition, financial analysis, and periodic reviews, utilizing third-party software and Monte Carlo simulations to support planning outcomes.

Geoffrey Delong is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2008. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies.

Paul Money is a CFP® professional with 23 years of experience in financial advising. He is currently with BIP Wealth, LLC and has previously worked at The Money Advisor Group, LLC for over two decades. Outside of his advisory role, he owns and manages several real estate and consulting businesses, including Green Island Consulting, LLC, which focuses on strategic, non-financial client matters such as spiritual development and leadership. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, offering tailored asset allocations and access to both public and private market investments.

Robert Cramer Jr. is a CFP® professional with 15 years of experience in the financial services industry. He is currently with OpenArc Corporate Advisory, LLC and previously worked at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management and retirement plan services, utilizing a range of investment strategies from traditional equities and bonds to alternative and private market investments, along with digital assets, supported by robust institutional research and operational platforms.