John Ryan is a financial advisor with The Mather Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Morgan Stanley and Uber, as well as positions in various companies and academic institutions. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable risk-based allocation models and incorporates third-party AI tools alongside human oversight.

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.

Ritter Windom is a financial advisor at Arkadios Wealth Advisors with two years of industry experience. He previously worked at Rockefeller Global Family Office and has a background that includes roles at the University of Georgia and The Lovett School. Windom holds a Series 66 designation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, using customized investment plans that combine fundamental, technical, and cyclical analysis.

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.

Chase Gunter is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience and has previously worked at IFG Advisory, LLC d/b/a Appalachian Wealth Management, Wealth Plan Financial, United Bank, and LAD Logistics. Outside of his advisory work, he is involved with CG3 Properties, LLC, a real estate rental business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Elizabeth Meeks is a financial advisor at Balentine with one year of industry experience. She holds a Series 65 designation and previously worked at PNC Private Bank for seven years. Prior to her financial career, she was affiliated with the University of Georgia for four years. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment approach with a focus on active and passive solutions, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Gary Fullam is a CFA® charterholder with 22 years of industry experience. He has been with GLOBALT Investments since 1990, including its predecessor entities, and serves as part of a multi-advisor team in Atlanta, GA. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and innovative ETF strategies with tactical overlays developed alongside Ned Davis Research.

Kelly Bowling is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Blackridge in 2021, Bowling worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory work, Bowling is active in the insurance field through Kelly Bowling Insurance, providing life, health, fixed annuity, and Medicare insurance sales and service in Atlanta. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management and a combination of fundamental, technical, and charting analyses, operating through a network of investment adviser representatives and affiliated platforms.

Chase Murray is a financial advisor at BIP Wealth, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Salesforce, FullStory, the Pittsburgh Pirates, and Georgia Institute of Technology. BIP Wealth, LLC serves individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations including mutual funds, ETFs, fixed income, and options-based strategies, as well as private-market securities for qualified investors.

Madeline Harr is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Harr’s background also includes experience at The Home Depot and Georgia Institute of Technology. OpenArc Corporate Advisory serves a diverse clientele including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a wide range of investment strategies, including alternative and private market investments and digital assets, and maintains a significant institutional retirement practice alongside private markets capabilities.

Angelica Virtucio is a Series 66-licensed financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. She previously worked at Bank of America, N.A. 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 dedicated retirement plan services, utilizing a broad range of investment strategies that include private markets and digital assets.

Stephen Crocker is a financial advisor at Advisory Services Network with 23 years of industry experience. He holds the Series 66 designation and has worked at Advisory Services Network since 2017. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.