Carrie Wilson is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at several firms including Raymond James Financial Services and Wells Fargo Clearing before joining IFG Advisory and LPL Financial in 2017. IFG Advisory 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 combination of fundamental, technical, and cyclical analysis, and employs a variety of investment strategies including in-house management and third-party models.

William Reynolds II is a financial advisor at Equity Investment Corporation in Atlanta, GA, holding Series 65 and Series 63 licenses with seven years of industry experience. His previous work includes roles at SunTrust Bank and Foreside Funds Distributors LLC. Equity Investment Corporation provides discretionary equity portfolio management to institutional and private investors, including high-net-worth clients and trusts. The firm uses a fundamental, absolute value investment process across multiple value strategies and serves a broad range of client types without offering standalone financial planning services.

Jacqueline Hewett is a CFP® with 32 years of industry experience. She is affiliated with IFG Advisory, LLC since 2014 and has also worked with LPL Financial and Independent Insurance since 1997. Hewett operates as an independent insurance agent through Wealth Horizon, Inc. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and a range of investment instruments, employing sub-advisors and third-party managers to tailor strategies that align with client objectives.

Louise Monti is a financial advisor with OnePoint BFG Wealth Partners in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, LPL Financial, and Private Advisor Group. She serves on the finance council of St. Lawrence Catholic Church, assisting with the parish’s financial affairs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most client assets managed on a discretionary basis.

Draven Henderson is a financial advisor at Principal Advised Services with one year of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones and Deloitte. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and benefits from its integration within the Principal Financial Group family.

Michael Parsons is a CFA® charterholder and holds a Series 66 license, with 18 years of industry experience. He currently works at Capital Investment Advisors, LLC, where he has been since 2022, following 11 years at RBC Capital Markets. Parsons has a passive ownership interest in Seven Talents, LLC, a private placement vehicle. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by in-house estate and tax planning specialists and access to various private investment solutions.

Blake Schaper is a Series 65-licensed advisor with eight years of industry experience. He is currently a managing member of Mountain Crypto Advisers, where he focuses on crypto financial planning, and also manages Brookhaven Tax & Accounting Professionals, a tax planning and accounting firm. Additionally, he co-founded Armis Strategies, a licensed insurance agency, and serves as an Army Aviator in the Georgia Army National Guard. Bison Wealth, LLC serves a broad range of clients including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management, multi-manager investment solutions, and access to alternative investments, utilizing outcome-focused strategies with a turnkey asset management platform.

Ralph Watson III is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Lumature Wealth Partners, Raymond James Financial Services, Goldman Sachs, Cetera Adviser Networks, United Capital Financial Advisers, and Girard Securities. He is a member of the finance and investment committee at Pinewood Preparatory, a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in assets across discretionary and non-discretionary mandates and employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Edward Orell is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Bulletproof Financial, PRES Financial, and Appreciation Financial. Orell has also operated his own firm, Orell Financial, Inc., since 2017. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets, serving a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and affiliated business lines.

Justyn Grady is a financial advisor at Capital Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Beacon Pointe Advisors, Homepointe Financial, and NC State Employees Credit Union. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and actively managed sleeves, coordinating financial planning with in-house specialists in estate and tax 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 14 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA since 2006. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 client relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach emphasizes discretionary equity, fixed income, and balanced portfolios tailored to each client through written investment policy statements and incorporates both fundamental and financial analysis.

Davis Hines is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services, utilizing a broad range of investment tools and emphasizing fiduciary governance for plan sponsors.

Grace Wages is a financial advisor at Stephens based in Atlanta, GA, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.

Laura Tedball is a financial advisor with Advisory Services Network based in Atlanta, GA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has worked at Mainstay Capital Markets Consultants and Advisory Services Network since 2014. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

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 licensed advisor at Aprio Wealth Management, LLC with five years of industry experience. Prior to joining Aprio in 2026, he worked at MIO Partners, Inc. and Cannon Financial Strategists, Inc. Outside of finance, he contracts with UTR Sports to help organize tennis leagues in the Athens, GA area. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, technical analysis, and both long- and short-term trading strategies, while also offering portfolio management, financial planning, and plan sponsor consulting.

Matthew Roberts is a financial advisor at Arkadios Wealth Advisors with 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. Roberts is also a managing partner at Monarch Capital Advisors, an investment-related firm based in Atlanta. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans through various account types and combines multiple analytical methods, incorporating client restrictions and alternative assets as part of its portfolio management approach.

John Mills III is a financial advisor with Royal Fund Management, LLC, based in Atlanta, GA. He holds Series 63, 65, and 66 licenses and has 13 years of industry experience. In addition to his advisory role, he is the owner and director of Tax Centers of Georgia, a tax preparation and planning business. Royal Fund Management serves a diverse client base including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios using multiple analytical approaches and provides both discretionary and held-away account management through various platforms.

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 for 17 years 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 customized wealth management and retirement plan services, combining institutional research and a broad investment toolkit that includes alternative and private market investments as well as digital assets.