Olivia Templeton is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 65 designation and has one year of experience in the industry. Prior to joining OpenArc, she worked at Merrill and Ernst & Young LLP. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management and retirement plan services, offering both discretionary and non-discretionary portfolio management. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets.

James Williams is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Impact Partnership Wealth, LLC and has previously worked at Corestone Asset Management, OSAIC Wealth, Inc., and Park Avenue Securities. Outside of his advisory work, Williams leads fitness classes as an instructor at CrossFit South Atlanta and narrates and produces audiobooks through Williams Audio. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including high-net-worth clients. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, managing approximately $2.96 billion through a network of around 89 investment advisers.

James Yost is a CFP® professional with seven years of industry experience. He has worked at SignatureFD, LLC since 2019 and previously at Balentine from 2016 to 2019. Based in Atlanta, GA, he provides financial advisory services within a multi-team firm structure. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering 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 is vertically integrated with an affiliated accounting firm and private investment funds.

Caroline Caldwell is a financial advisor at Balentine with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Her background also includes roles outside finance, such as work with Virtual Properties Realty and involvement with Athens Historical Properties. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients through comprehensive wealth management, financial planning, and investment management. The firm employs a risk-based investment process using a mix of active and passive strategies and maintains a focus on customized portfolios aligned with clients’ liquidity needs and risk tolerance.

Martina Jimenez Sperry is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC and Prudential Financial. Outside of her advisory role, she owns Sanvean Financial Solutions, LLC and Centurio Wealth LLC, and serves as a board member of the Mercy Care Foundation. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets, serving a diverse clientele that includes individuals, institutions, and government entities, and employs a range of portfolio management strategies supported by an Envestnet workflow.

Joseph Copeland is a financial advisor at The Strategic Financial Alliance, Inc. based in Atlanta, GA. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Timbrel Capital, LLC and Johnson Outdoors. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house and third-party asset managers to implement client strategies, serving a diverse client base with a range of investment programs.

Carey Blakley is a CFA® charterholder with four years of industry experience, currently serving at Nicholas Hoffman & Company, LLC since 2014. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, and is notable for its use of performance-based fee arrangements for certain private fund investors.

Aaqib Anwar is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding a Series 65 designation and five years of industry experience. His work history includes roles at Renascence & Partners LLC, C&J Renascence Shanghai Co. Ltd, and RGI Finance. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts by providing asset management, financial planning, retirement consulting, and dedicated pension-advice services for U.K. expatriates. The firm customizes portfolios using a variety of managed models, mutual funds, ETFs, equities, and fixed income, often managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Maryjane Lecroy is a CFP® professional with 17 years of industry experience, currently serving at Linscomb Wealth, Inc. since 2019. Her prior roles include positions at Wealth And Pension Services Group Inc., Triad Advisors, Inc., and Hammond Investment Planning. She serves as a board member of Stonehaven Trust Company LLC, an independent institutional trustee for employee stock ownership plans, a role she fulfills without compensation. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a customized investment approach with discretionary portfolio management, blending active and passive strategies across diversified asset classes.

Aaron Foresman is a CFA® charterholder with seven years of industry experience. He has been with Crawford Investment Counsel Inc in Atlanta, GA since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality equities and credit-diversified fixed income strategies.

Mark Parker is a financial advisor at BIP Wealth, LLC with five years of industry experience. He holds a Series 65 credential and has been a managing member of SDG Advisors, LLC since 2006, where he reviews due diligence and asset management for commercial real estate investments. Outside of his advisory role, he serves as a game day assistant for college and professional football games, working with organizations such as the National Football League, FOX Sports, and CBS Sports. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management with tailored asset allocations, and it provides private-market investment options and specialized strategies including advisory services for private pooled vehicles and covered-call SMA strategies.

Timothy Herndon is a financial advisor with 2 years of industry experience, currently with 49 Financial in Atlanta, GA. He holds Series 63 and Series 65 licenses. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and the Alabama Securities Commission. Outside of his advisory work, he is involved in a vehicle window tinting business and refers nonprofits to a charitable planning organization. 49 Financial serves individual and institutional clients with services including financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services along with access to third-party managers.

Caden Palmer is a financial advisor at Howard Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Northern Lights Distributors, LLC, E*TRADE Securities, LLC, and Howard Capital Management, Inc. prior to his current role. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and mutual fund and ETF advisory. The firm’s investment process uses proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Christian Nallenweg is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with Oxford Financial Group, Ltd., where he has worked since 2022. His prior experience includes roles at Nallenweg Financial, LLC, Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., Angie's List, Chase Investment Services Corp., Mass Mutual Investors Services, and Ameriprise. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutions, trusts, foundations, and closely held business owners. The firm provides comprehensive family office, CIO, financial planning, trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes with both discretionary and non-discretionary management solutions.

Howard Dingle is a financial advisor at Compound Planning, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Claraphi Advisory Network, Centaurus Financial, J P Turner & Company Capital Management, and OneAmerica Securities. Outside of financial advising, he owns a tax preparation and small business consulting firm and provides consulting services to small businesses. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and offers a Turnkey Asset Management Program that includes access to in-house and third-party investment models.

Keith Watson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Fifth Third Wealth Advisors LLC since 2021 and previously spent six years at Fifth Third Securities. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios across equities, fixed income, alternatives, and derivatives on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies supported by its Investment Committee.

Kevin Murdock is a financial advisor at Balentine with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, Scottrade, and OSAIC Wealth. Outside of his advisory role, he authors and self-publishes fiction novels in his personal time. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and global tactical asset allocation, with a focus on tailored portfolios and planning.

Christopher Facka is a CFP® professional with 25 years of industry experience, currently serving as a wealth advisor at Level Four Advisory Services since 2018. His prior experience includes roles at SunTrust Advisory Services, Genspring Family Offices, Wells Fargo Clearing, and A.G. Edwards & Sons. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client strategies through model portfolios, wrap platforms, and unaffiliated sub-advisors.

Steven Manfredonia is a financial advisor at BIP Wealth, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Wells Fargo Clearing, Allworth Financial, AW Securities, and TD Ameritrade. 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, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled vehicles and private-market offerings.

Melanie Wells is a CFP® professional at Henssler Financial with four years of industry experience. She has been with Henssler Financial since 2011. Henssler Financial serves a diverse client base including individual investors, pension plans, registered mutual funds, and municipal entities. The firm employs a cash-flow based “Ten Year Rule” for fixed-income allocation and uses proprietary quality screens and model portfolios for equity investments, offering comprehensive financial planning and portfolio management services.