Nathaniel Cook is a financial advisor at OpenArc Corporate Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement services, utilizing a broad range of investment tools and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

John Lutz is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with 22 years of industry experience. His prior roles include positions at Apex Pensions, Hand Securities, Inc., Bpas Inc, and CUNA Mutual Group. He has been involved with American Top Team since 2023. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of portfolio management techniques including asset allocation, dollar-cost averaging, and options-based strategies, while maintaining continuous account monitoring and annual client reviews.

Abigail Horton is a financial advisor at 49 Financial with one year of industry experience. She holds a Series 65 designation and has prior work experience in both accounting and country club management. Abigail is involved with 25 Giving, a nonprofit referral service that helps organizations develop charitable plans for donors. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers comprehensive financial planning, investment management, consulting, and tiered fractional family office services, emphasizing disciplined, long-term diversified asset allocation through model portfolios and third-party managers.

Chloe Crist is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Henssler Financial, and Ameris Bank. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management, financial planning, and retirement plan services, employing both discretionary and non-discretionary engagement models and utilizing diverse investment strategies including private markets and digital assets.

Mitchell Rossi is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Before joining Capital Investment Advisors in 2026, he worked at Invesco and Voya Investment Management. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients, 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, complemented by specialized in-house estate and tax planning resources.

Patrice Cobb is a financial advisor at Merit Financial Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at PKS Investments, LPL Financial, RBC Capital Markets, and oXYGen Financial. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers wealth-management services including asset management, financial planning, and retirement plan advice, focusing on long-term, diversified portfolios managed through a combination of internal and third-party resources.

Rafael Tanobe Rondino is a CFP® with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC. His prior work includes roles at Wela Strategies, Maverick Trading, and involvement with tennis academies in a coaching or administrative capacity. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supplemented by in-house specialists in estate and tax planning.

Andrew Bunch is a CFP®-designated financial advisor with 19 years of industry experience, currently with BIP Wealth, LLC since 2021. His prior roles include positions at Homrich Berg and Sii. Outside of his advisory work, he co-owns a real estate business with his wife, supporting property evaluations and financial analysis. 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, including tailored asset allocations with public and private market investments and distinctive advisory roles to private pooled vehicles.

Daniel Corr is a CFP® professional at BIP Wealth, LLC with four years of industry experience. Prior to joining BIP Wealth in 2026, he worked at Merrill and UBS Financial Services. Outside of financial advising, he has experience working in the hospitality industry. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management, including both public and private-market investment strategies.

Wesley Moss is a CFP® practitioner with over 27 years of experience in financial advising, currently with Capital Investment Advisors, LLC since 2010. Prior to this, he worked with Knock.com and Reiner Moss Private Access, LLC, among others. Moss is also the host of the Money Matters radio show on WSB Radio and an author of retirement planning books published by McGraw-Hill Education. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, financial planning, and pension consulting through a centralized, structured investment platform that includes actively managed sleeves and ETF-based model portfolios. The firm also offers family office–style support and access to private investment solutions through affiliated entities.

Jonathan Morgan is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Crawford Investment Counsel since 2006. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios through various strategies including dividend-focused equity and fixed income offerings.

Bruce Gordon is a financial advisor at Merit Financial Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Invest Financial Corporation, and Dasher And Padgett Financial Advisors. Outside of his advisory role, he serves as a pastor at Antioch Baptist Church. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and an Investment Committee.

Deborah Dougherty is a financial advisor with Merit Financial Advisors in Albany, GA, holding Series 63 and Series 65 licenses and having six years of industry experience. She previously worked at LPL Financial and IVNEST Financial Corporation. Outside of her advisory role, she serves as President/CEO of the Benevolent and Protective Order of Elks lodge in Albany and is a member of the finance committee at Move Christian Church. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves a diverse client base, offering asset management, financial planning, retirement plan advice, and employee financial wellness programs through a long-term, diversified investment approach using model portfolios and customizable strategies.

Michael Gaddy is a financial advisor with LPL Financial in Gainesville, GA, holding the CFP® designation and Series 63 and 66 licenses, with 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is involved in managing Strong, Gaddy, Lee Wealth Management Group, a registered investment advisor firm affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Aaron Calhoun is a financial advisor at Merit Financial Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Yeomans Consulting Group, Inc. for six years. Outside of financial advising, he has operated a travel agency, Fairytales Unlimited Travel, assisting with domestic travel planning. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach centered on centrally managed portfolios overseen by an internal Investment Management team.

Kim Churchill is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Investment Services LLC and Regions Bank. Churchill is based in Atlanta, GA. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and maintaining ongoing advisor oversight.

Burns Lowry Jr. is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His previous roles include positions at Easterly Securities, John Hancock Funds, and James Alpha Advisors. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, employing a valuation-based investment approach focused on bottom-up equity analysis and opportunistic multi-asset strategies. The firm manages a diverse set of vehicles including mutual funds and private partnerships and maintains a high client-to-advisor ratio.

Jeffrey Buice is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with Main Street Financial Solutions, LLC for 10 years and is also a minority owner of J.M. Buice Properties Inc., where he assists with back-office management on a part-time weekend basis. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, wealth management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies tailored to clients’ objectives and risk profiles.

Daniel Kierath Jr. is a financial advisor with MissionSquare Retirement in Atlanta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at MissionSquare Investment Services and MissionSquare Retirement since 2023, with prior roles at Landmark Financial, Primerica Advisors, and other firms. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services that include discretionary Managed Accounts and nondiscretionary Fund Advice. Investment advice and model portfolios are developed by Morningstar Investment Management using quantitative and qualitative methods, providing personalized guidance within MissionSquare-administered accounts.

Samuel Thomas is a financial advisor at Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at The Bank of New York Mellon and Core and Main. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a broad client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm utilizes customized strategic asset allocation frameworks and commonly delegates to third-party managers while leveraging resources shared with its parent company, Fifth Third Bank.