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 Series 63 and Series 65 licenses, and over 20 years of industry experience. She previously worked at French Wolf for 12 years before joining United Capital, where she has been since 2019. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including high-net-worth individuals, retirement plans, and institutional accounts. The firm provides customizable investment solutions through a broad affiliate network and operates FinLife Partners, a platform supporting independent advisors with technology and practice management services.

Hayden Gerwien is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He has held positions at Howard Capital Management since 2018 and previously worked at Bank of America and Merrill in 2017–2018. Gerwien holds the Series 66 designation. Howard Capital Management serves a diverse client base, including individuals, trusts, charitable organizations, and institutions, offering discretionary portfolio management and other advisory services. The firm employs proprietary tactical indicators and model portfolios, including its own mutual funds and ETFs, with client engagements managed through a primary investment professional.

Cuong Vu is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and zero years of industry experience. He previously worked at USAA and KPMG and currently serves as CEO of Diamond Care Management LLC, a home healthcare business. Vu is also an insurance agent for Medicare and ACA products through AgencyFI Consortium. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management using proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis.

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 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 retirement plan services, utilizing a wide range of investment options and providing both discretionary and non-discretionary solutions.

Jason Moore is a financial advisor at Strategic Wealth Investment Group, LLC in Atlanta, GA, with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Strategic Wealth Advisors, Avantax Investment Services, Legacy Capital Advisors, and LPL Financial, among others. 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 uses a combination of internally developed and third-party model portfolios, drawing on various investment analysis methods, and may delegate trading while retaining overall client suitability responsibility.

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.

Andrew Ramsey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Lumature Wealth Partners, Raymond James Financial Services, Goldman Sachs, CETERA Advisor Networks, Girard Securities, and United Capital Financial Advisers. Outside of advisory work, he serves as Chair of a Fellowship Endowment Committee and is involved in fundraising activities for The Kings Academy. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

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 with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill, as well as Signature FD. He also spent five years at the University of Georgia prior to his advisory career. 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 retirement plan services, using a range of investment strategies from traditional equities and bonds to alternative and private market investments.

Graham Thomas is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Howard Capital Management, he worked in various roles across hospitality, data processing, and sports media. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including retirement plan support tools, private wealth services, and management of mutual funds and ETFs.

Hayden Sullivan is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 65 designation. He has one year of industry experience and previously worked at Holcombe Financial and PEACHTREE Planning. Outside of finance, his background includes roles at the University of Georgia and Deerfield-Windsor Middle & Upper School. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers wealth management and retirement plan services using both discretionary and non-discretionary models and provides extensive capabilities in private markets and digital assets.

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 at Strategic Blueprint, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brightworth LLC and MassMutual. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies including portfolio management, financial planning, retirement plan consulting, and educational seminars, with both discretionary and non-discretionary management options.

Matthew Pesci is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, including non‑HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, utilizing both discretionary and non-discretionary models, and employs a broad investment toolkit including individual securities, alternative investments, and digital assets.

Kirk Licata is a CFP® professional with 14 years of industry experience, currently serving as an advisor at RFG Advisory, LLC since 2025. Prior to this, he spent 13 years at LongView Wealth Management and 10 years with Cambridge Investment Research Inc. Licata is also the owner and founder of Licata Financial Design. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies within a risk-managed, discretionary portfolio approach, and serves a diverse client base including investment companies, state and municipal clients.

Ryan Dohallow is a CFP® with 21 years of industry experience, currently affiliated with Synovus Securities, Inc. He previously spent 15 years with OSAIC in various roles. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and access to alternative investments through the Envestnet platform.

Veronica Fulton is a CFA® charterholder with seven years at GLOBALT Investments and two years of industry experience. Her prior roles include positions at GreenSky, KPMG, and the Georgia Institute of Technology. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other advisers, utilizing a team-based approach with quantitative, technical, and fundamental analysis. The firm focuses on portfolio management through separately managed accounts, wrap fee programs, and model portfolios, employing ETFs as primary implementation vehicles.