Karen Dale Holt

Benjamin Loughery is a CFP® with 10+ years of industry experience, and owner of Lock Wealth Management. He previously worked at Invesco and Capital Group.

William is the Founder at LKL Advisors in Atlanta, GA. He holds a Series 65 designation and has been working in the finance space since 2017. Under a single, transparent fee structure that beats the 1% model, LKL Advisors provides comprehensive financial planning, portfolio management, access to private investments, equity comp planning, tax strategy, estate planning (will and trust creation included), and more, primarily for mid-career corporate professionals.

Here's the final version: Kurt Brucker is a CFP® and Series 66-registered advisor with eight years of experience in financial planning. He founded Brucker Wealth in 2025 after nearly eight years at Oxygen Financial, where he worked with hundreds of clients and built a planning practice grounded in relationships, not transactions. His path to advising started with an internship doing stock research for an RIA. He enjoyed the investment side of it, but realized he was more drawn to the people than the portfolio analysis. That instinct has shaped everything since. Growing up, Kurt watched his parents navigate both success and hardship at different points in their lives. That perspective is part of what makes him effective in this seat. He understands that a financial plan has to hold up under pressure, not just favorable conditions. Brucker Wealth serves Christian couples and professionals who want a planning relationship where faith is part of the conversation. Kurt prays with clients, helps them define what faithful stewardship looks like in their specific season, and works with them to identify finish lines so they can live generously rather than just accumulate. On the investment side, portfolios are built around what clients actually believe in: broadly diversified across asset classes, with selective exposure to thematic opportunities where conviction and evidence align. Planning covers investments, taxes, estate, and insurance as one connected picture. He is based in Atlanta, Georgia, where he lives with his wife and two daughters.

Jackson Edmiston is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Northwestern Mutual in wealth management, investment services, and life insurance. Outside of finance, he was involved with Sharon Springs Baseball for five years. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, as well as offering specialized overlay and third-party manager solutions.

Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.