Kurt Lofters is a financial advisor at Balentine with 16 years of industry experience. He holds a Series 66 designation and previously worked at Southeastern Advisory Services, Consequent Capital Management, Gray & Co., and Merrill. Lofters is based in Atlanta, GA. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by offering wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm emphasizes a structured investment approach incorporating a Capital Markets Forecast and asset allocation by risk type, utilizing both active and passive strategies along with selected third-party sub-advisers.

Clifford Harrell is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Advisory Services Network, where he has worked since 2024, following over a decade at E*TRADE Capital Management and a brief tenure at Morgan Stanley. Outside of his advisory role, he receives residual commissions from real estate transactions through a brokerage affiliation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services with flexible engagement models, employing diversified investment strategies and third-party manager oversight.

John Picardi is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Metric Financial, and J.W. Cole Advisors. He is also involved in the sale of fixed and traditional insurance products. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services, utilizing a multi-manager investment approach that combines tactical and strategic allocations across liquid and private-market strategies.

David Mirolli is a Series 66 registered advisor with Apollon Wealth Management, LLC, bringing 20 years of industry experience. His career includes roles at Kalos Capital, Catalyst Wealth Management, and Triad Advisors, among others. In addition to his advisory work, Mirolli serves as a pilot for Delta Air Lines and is president and founder of South East Private Client Group, a pension-related services firm. Apollon Wealth Management is a multi-team SEC-registered adviser managing over $11 billion in client assets, serving individuals, high-net-worth families, family offices, and institutional clients. The firm combines centrally managed strategy mandates with locally managed portfolios and employs a diverse investment process that includes fundamental analysis, ESG risk models, and technology tools such as generative AI.

Daniel Lewis is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion on a discretionary basis, employing a diversified investment approach that includes public and private markets, alternative assets, and selective digital asset exposure.

Joseph Templeton is a financial advisor at OpenArc Corporate Advisory, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, E*TRADE Capital Management, E*TRADE Securities, LPL Financial, and Waddell & Reed. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, including high-net-worth clients, trusts, corporations, and institutional retirement plans. The firm employs an investment process that integrates institutional research, manager due diligence, and diversified implementation across public and private markets.

Michelle Mangum is a financial advisor at Bison Wealth, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Partners Capital Services, Inc., L.M. Kohn & Company, Midsouth Capital, Inc., Raymond James & Associates, and Citigroup Global Markets. She has been with Bison Wealth since 2015. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, supplemented by specialized offerings such as an options-based Overlay strategy and access to third-party managers.

Matthew Lane is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 credential with six years of industry experience. He previously worked at Wela Strategies, Inc. for six years and has a background in education spanning ten years. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized, structured portfolio approach with ETF-based model portfolios and third-party managers for specialized mandates.

Jon Holand is an investment advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has been with Beacon Global Advisor Network since 2019. He also has a long-term affiliation with Austen Morris Associates dating back to 2006. Beacon Global Advisor Network 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, with a focus on serving U.K. expatriates alongside non-high-net-worth and high-net-worth individuals.

Angela Rehkop is a CFP® and ChFC® with 32 years of experience in the financial services industry. She is currently affiliated with Geneos Wealth Management, Inc. and Financial Care Providers. Outside of her advisory role, she is the founder of the nonprofit organization Golf for the Kids and serves as a board member for Warren Epstein and Associates Architects Inc. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies combined with continuous account monitoring and discretionary trading authority.

Veronica Harrell is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. She has been with The Strategic Financial Alliance since 2011. Outside of advisory work, she serves as AVP of Compliance for SFA Holdings and subsidiaries, a holding company providing shared compliance services within the financial services sector. The Strategic Financial Alliance serves individuals, retirement plans, trusts, and other entities with portfolio management, financial planning, and consulting services. The firm offers multiple portfolio programs and supports third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Howard Katz is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with IFG Advisory since 2014 and also maintains an affiliation with LPL Financial. Katz provides continuing education as an instructor for Certified Financial Planners, insurance agents, and CPAs, offering ethics and compliance courses. IFG Advisory serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, managing portfolios through various methods including in-house management and third-party managers, and offers specialized services such as real estate planning and business valuation.

Michael Dellaporta III is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds the Series 66 designation and has worked at Newbridge Securities Corporation, BB Graham and Company, and Fusion Analytics Securities, LLC. In addition to his advisory role, he is also active as an insurance agent. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Christopher Thornton is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Beacon Global Advisor Network, LLC and Paratus Wealth Ltd. since 2025, and previously held roles at Blacktower Financial Management (US) LLC, Blacktower Cayman, and deVere USA Inc. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, utilizing a range of investment vehicles and third-party model managers.

Rebecca Stone is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Balentine since 2025. She previously worked at Morgan Stanley for 15 years, as well as Citigroup Global Markets and Wells Fargo Clearing. Balentine provides wealth management, financial planning, investment management, family office services, and sub-advisory arrangements to entrepreneurs, families, high-net-worth individuals, and institutional clients. The firm employs a model-driven investment approach using a Capital Markets Forecast and a Building Blocks framework, combining active and passive strategies across multiple asset classes.

James Rayburn is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 license and three years of industry experience. He is the owner and principal of The Wealth Genesis, a firm providing wealth management services to clients in the European Union. His prior experience includes work at Harrison Brook Ltd. and running Rayburn Wealth Management. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized portfolios that often include third-party managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives with varied service and compensation arrangements.

Giuseppe Riggi is a financial advisor at Beacon Global Advisor Network, LLC with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Beacon Global Advisor Network, he worked at firms including Carlton Group and Prudential Investments. In addition to his advisory role, he provides wealth management services focused on expatriates and U.S.-connected individuals through Chase Buchanan USA and is involved in real estate capital advisory at Max Benjiman Partners. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and pension-advice services tailored particularly to U.K. expatriates. The firm employs customized portfolios combining third-party managed models, mutual funds, ETFs, and individual securities, with a notable capability in handling U.K. pension transfers through coordinated processes and platforms.

Courtney Murphy Mesa is a financial advisor at OpenArc Corporate Advisory, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining OpenArc in 2025, she worked at Merrill for five years and Fidelity in various roles from 2015 to 2020. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm uses a diversified investment approach combining institutional research and manager due diligence across public and private markets, and serves clients including high-net-worth individuals, plan sponsors, endowments, and foundations.

Franklin Sullivan is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Voya Investment Management, Onward Reserve, and Cannon Financial Strategists. He also has experience in education from roles at the University of Georgia and Deerfield Windsor School. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm emphasizes a research-driven investment process and offers governance-oriented services for plan sponsors and nonprofit clients.

Matthew Clark is a CFP® with 12 years of experience in the financial services industry. He has worked at Capital Investment Advisors, LLC since 2021, following roles at Howard Capital Management, Lindner Capital Advisors, Inc, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Co. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a centralized, structured portfolio approach with ETF-based model portfolios and access to specialized third-party managers.