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 at BIP Wealth, LLC with 22 years of industry experience. She holds a Series 63 designation and has been with BIP Wealth since 2011. Additionally, she operates Karen Chermak & Co., which she founded in 2010. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm offers customized, household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market opportunities 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.

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.

Andrew Shuford is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at LPL Financial, &Partners, LLC, Wells Fargo Clearing, and Fisher Investments, as well as an academic background from the University of Georgia. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that incorporates proprietary software and behavioral economics, using both passive and active investment strategies supported by quantitative and fundamental analysis.

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 in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining 49 Financial, she worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management. Outside of her advisory role, she serves as an ambassador for Six Zero Pickleball, an Australian pickleball brand. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach based on a derivative of Modern Portfolio Theory.

Forrest Robertson III is a CFP® professional with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2009. He holds Series 63 and Series 66 licenses and operates out of Atlanta, GA. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across a multi-advisor team, focusing on customized, diversified portfolios that include low-cost mutual funds, ETFs, and individual securities, alongside private market investment opportunities for qualified clients.

Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for two decades before joining Kestra in 2022. Moore is also involved as a client associate at Canton Wealth Partners, where she supports client services such as account openings and transfers. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, while supporting advisor decision-making with access to in-house and third-party managed solutions.

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.

Isaac Dixon is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Holistiplan and Beckett & Associates Investment Services, Inc. Outside of finance, he has worked with Baddies Burgers and was involved with the Athens Rock Lobsters baseball team. 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” investment approach that combines fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.

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 with 41 years of industry experience, currently affiliated with 49 Financial in Atlanta, GA. He holds the ChFC® designation and Series 63 license. His prior experience includes 15 years at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy grounded in Modern Portfolio Theory and manages roughly $1.4 billion across both project-based and ongoing engagements.

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 previously worked at Morgan Stanley and E*Trade Securities. Bison Wealth serves a diverse client base including individuals, family offices, and corporate entities, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice. The firm is noted for its outcome-focused model portfolios, tactical and strategic asset allocations, and a turnkey asset management platform for other advisers.

Thomas Daniel is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Henssler Financial since 2015. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow driven investment process known as the “Ten Year Rule,” combining fixed-income matching with equity allocation guided by proprietary quality screens and model portfolios.