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 with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. Prior to joining OpenArc in 2025, he worked at Merrill for 14 years. He serves on the boards of several charitable organizations focused on philanthropy and providing interest-free loans to students in the Southeastern U.S. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and implementation across public and private markets, serving clients through both discretionary and non-discretionary advisory solutions.

Michael Sontag is a financial advisor at OpenArc Corporate Advisory, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion in assets. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and a range of public and private market strategies, while also offering governance-oriented services for plan sponsors and nonprofit clients.

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 over 13 years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at French Wolf & Farr for 12 years before joining United Capital. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports independent advisors through its technology platform, FinLife Partners.

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 provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach across public and private markets, combining institutional research with manager due diligence and offers specialized advisory solutions for plan sponsors and nonprofit clients.

Jason Moore is a financial advisor with Strategic Wealth Investment Group, LLC in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior work includes roles at firms such as Avantax Investment Services, Legacy Capital Advisors, and LPL Financial. 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 employs a combination of internally developed and third-party model portfolios, applying fundamental, technical, cyclical, and charting analysis methods, and offers access to private placements for accredited investors.

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.

Richie Pinnock is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Signature FD. He also worked at the University of Georgia for five years before entering the financial advisory field. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion and employs a diversified investment approach incorporating both public and private markets, along with specialized services for plan sponsors and nonprofit clients.

Hayden Sullivan is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds a Series 65 designation and began his industry career in 2024. His work history includes roles at Holcombe Financial and PEACHTREE Planning. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research with diversified investment strategies across public and private markets and serves high-net-worth clients, plan sponsors, and nonprofit organizations.

Joshua Williams is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at Blacktower Financial Management (US) LLC and W1 Investment Group. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Gregory Hanft is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Brightworth LLC and Mass Mutual Investors Services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, along with a formal Subscription Advisory Services program and a focus on client education through seminars and conferences.

Matthew Pesci is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 credential with 14 years of industry experience. He previously worked at Bank of America, N.A. for 10 years and Merrill for 14 years, overlapping roles throughout his career. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion in discretionary assets, combining institutional research and manager due diligence to implement diversified strategies across public and private markets.