Martha Badgett is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2019 to 2025. Prior to her advisory roles, she held positions at Oklahoma City University and Ray's Tax and Accounting. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides wealth management, financial planning, portfolio management, and retirement plan services, utilizing a variety of investment strategies and offering both discretionary and non-discretionary solutions.

Deaderick Jones is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Fsc Securities Corporation for 20 years before joining OSAIC in 2023. Jones serves as a board member of the Decatur Alumni Chapter of Kappa Alpha Psi Fraternity, Inc. on a volunteer basis. The Strategic Financial Alliance serves individuals, retirement plans, trusts, and other entities by providing portfolio management, financial planning, and consulting services. The firm offers multiple portfolio programs and supports third-party manager platforms, with a significant portion of assets managed on a non-discretionary basis.

Charles Anglin is a financial advisor with Advisory Services Network, holding CFP®, CFA®, and Series 66 designations and bringing 14 years of industry experience. Prior to joining Advisory Services Network in 2025, he worked at Pierson Wealth Management, Arcus Capital Partners, and Cahaba Wealth Management. He is also the owner of Anglin Partners, a service company unrelated to investment activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing a diverse mix of securities and flexible engagement models.

Benjamin Ezrine is a CFP® professional with 17 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2023. Prior to this, he spent 11 years at E*TRADE Capital Management, LLC. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and offers specialized in-house estate and tax planning resources alongside access to private investment solutions and pension consulting services.

Noah Shorr is a financial advisor at IFG Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked at IFG Advisory, LPL Financial, and Strong Gaddy Lee Wealth Management since 2022. Prior to his advisory career, he worked in education at the University of North Georgia and Veritas Classical Schools, and he maintained a small business in lawn care for seven years. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with client goals.

Richard Havard is a financial advisor at Cyndeo Wealth Partners with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cyndeo Wealth Partners in 2022, he worked at Bank of America and Merrill for over a decade each. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm creates customized portfolios through its own models or by allocating to third-party managers and operates a private pooled investment vehicle available to accredited investors.

Ryan Pope is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2017. He previously worked at Raymond James Financial Services Advisors Inc. and Harmon Financial Advisors, Inc. Outside of advising, he was involved in rental real estate from 2014 to 2018. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services such as wealth management, retirement plan consulting, tax preparation, and trust-related services.

Maxwell Mowrer is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and one year of industry experience. He has worked at Oxford Retirement Advisors and Madison Avenue Securities since 2024. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, and pension consulting through a variety of account platforms and investment strategies.

Blake Williams is a CFP® with 12 years of industry experience, currently serving at SignatureFD, LLC since 2013. He holds the Series 66 designation and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers affiliated private investment funds and insurance products through its licensed agency.

Darrin Bearden is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Core Cap Investments, Ameritas Investment Corp., and Capital Choice Financial Services. Bearden is a founding partner of Clear Blue Wealth and its associated insurance agency, where he is involved in insurance sales alongside his advisory work. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a multi-faceted investment process combining fundamental, technical, and cyclical analysis and offers services ranging from portfolio management to retirement plan consulting.

Jonathan Kessler is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 14 years. Kessler serves on the boards of several charitable organizations focused on philanthropy and supporting Jewish students in the Southeastern U.S. OpenArc Corporate Advisory serves a diverse client base including individual, institutional, and nonprofit clients. The firm offers tailored wealth management, portfolio management, and retirement plan services utilizing a wide range of investment strategies and emphasizes institutional research and fiduciary governance.

Michael Sontag is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Bank of America, N.A. for 16 years and Merrill for 19 years. 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 specialized retirement plan services, using a range of investment options and providing both discretionary and non-discretionary engagement models tailored to client objectives.

Carolyn Larocco is a CFP® with 24 years of experience in financial advising, currently serving at LCP Institutional, LLC since 2003. She previously worked at Cardea Capital Group, Inc. and Cardea Capital Advisors, LLC from 2021 to 2023, and at Lakeview Capital Partners, LLC from 2015 to 2022. She is a member of the Chestnut Hill College Investment Committee. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes long-term allocations using ETFs, mutual funds, and stocks, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final trade approval.

Pamela Alexander is a financial advisor at United Capital Financial Advisors with Series 63 and Series 65 licenses, and over 20 years of industry experience. She previously worked at French Wolf for 12 years before joining United Capital, where she has been since 2019. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including high-net-worth individuals, retirement plans, and institutional accounts. The firm provides customizable investment solutions through a broad affiliate network and operates FinLife Partners, a platform supporting independent advisors with technology and practice management services.

Ilana Bloch is a financial advisor at Jefferies Investment Advisers LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors and Berkeley Capital. Ilana is currently affiliated with OSAIC alongside her role at Jefferies. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, employing a customized, collaborative planning process supported by third-party software and scenario analysis.

William Debutts III is a financial advisor at NewEdge Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edge Capital Group, LLC and Edge Advisors. He serves on the board and chairs the Investment Committee of Buckhead Christian Ministry, where he assists with organizational strategy and investment policy. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures.

Kevin Higginbotham is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. 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 wide range of investment options and providing both discretionary and non-discretionary solutions.

Jason Moore is a financial advisor at Strategic Wealth Investment Group, LLC in Atlanta, GA, with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Strategic Wealth Advisors, Avantax Investment Services, Legacy Capital Advisors, and LPL Financial, among others. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, drawing on various investment analysis methods, and may delegate trading while retaining overall client suitability responsibility.

Patrick Kendrick is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 65 credential with two years of industry experience. He has been with G W Henssler & Associates LTD since 2019 in various capacities. Henssler Financial is a multi-team registered investment adviser serving individual clients, including high-net-worth households, as well as other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach, utilizing fixed-income securities for near-term liquidity and selecting high-quality equities through a quantitative and qualitative process.

Franklin Chambers III is a financial advisor at Main Street Financial Solutions, LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley Smith Barney LLC. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individual securities, tailoring portfolios to clients’ objectives and risk profiles.