Michael Runager is a financial advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Elevation Point Wealth Partners in 2026. In addition to his advisory role, he owns and manages two transportation-related sole proprietorships, Southway Solutions and Final Mile Solutions. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing over $8 billion in assets, serving individuals, retirement plans, trusts, and businesses. The firm emphasizes model portfolios with tactical asset allocation and incorporates third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Peter Coleman Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. Outside of his advisory work, he has involvement in real estate rental activities. 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, utilizing a blend of fundamental, technical, and cyclical analysis, and manages both in-house and third-party investment strategies.

David Summers IV is a CFA® charterholder based in Atlanta, GA, with 27 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates from 2013 to 2018. Summers is also involved in other financial advisory businesses, including serving as Managing Director of DJRCSM, LLC and as owner of Avigron Investments. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors with an in-house portfolio team that offers discretionary investment management across multiple asset classes.

John Ryan is a financial advisor at The Mather Group, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining The Mather Group in 2025, he worked at Morgan Stanley and Uber, among other roles. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable strategies and incorporates third-party AI tools to support market analysis and client communications under 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 with Van Clemens Wealth Management, LLC in Smyrna, GA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms, including Collective Wealth Partners and Principal Life Insurance Company. Stapleton is the founder of Power of Your Money, LLC, a financial literacy education program, and he is also 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 discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and analysis, and accesses over 500 third-party managers alongside an in-house Growth Opportunities model focused 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 at Jefferies Investment Advisers LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Sagicor Group Jamaica and Invesco. 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 and collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

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 industry experience, currently with BIP Wealth, LLC. He previously worked at The Money Advisor Group, LLC for 24 years before joining BIP Alliance, LLC. Outside of advisory work, he owns and manages multiple real estate and consulting businesses, including Green Island Consulting, which advises clients on strategic, non-financial matters such as spiritual development and legacy building. 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. The firm utilizes tailored asset allocations including mutual funds, ETFs, fixed income, and private-market securities for qualified investors, and offers adviser roles to private pooled vehicles and covered-call strategies.

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.

Stephen Bargeron is a CFP® professional with 30 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. His prior experience includes roles at Resource Horizons Investment Advisory, Inc. and Resource Horizons Group LLC. Outside of advisory work, he manages a property focused on hay, timber, and wildlife as president of MCF Operating LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a blend of proprietary models and third-party managers to manage portfolios across multiple custodians.

Kelly Bowling is a financial advisor at Blackridge Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, Bowling is involved in the marketing, sales, and service of life insurance, health insurance, fixed annuities, and Medicare insurance through his insurance agency in Atlanta. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management with access to model portfolios, third-party managers, and estate-planning referrals, operating a network structure that includes affiliated broker-dealers and platform managers.