Jose Menendez Perez is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2025, including overlapping years at Bank of America from 2014 to 2022. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a broad investment toolkit and emphasizes institutional research and ongoing monitoring for retirement plan sponsors, alongside notable capabilities in private markets and digital assets.

Tina Walker is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Wells Fargo Advisors in various roles from 2014 to 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, employing both discretionary and non-discretionary models and utilizing diversified investment strategies that include alternatives, private markets, and digital assets.

Treyce Addison 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 Merrill, Morgan Stanley, and Raymond James. Outside of finance, his background includes roles in retail and education. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, and retirement plan services. The firm offers both discretionary and non-discretionary models, tailoring portfolios using a diverse range of investment vehicles, and maintains a significant institutional retirement practice alongside private markets and digital-asset capabilities.

Carlos Ingram is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes roles at firms such as Redwood Private Wealth, Silver Oak Securities Inc, and Verity Investments Inc. He is based in Conyers, GA. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios with a range of strategies and utilizes ongoing monitoring and due diligence, operating through a network of proprietary partner offices and affiliated businesses.

Milon Turner is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and Bank of America N.A. before joining OpenArc in 2025. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management with both discretionary and non-discretionary engagement models. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets, supported by operational integration with third-party platforms.

Robert Rickles is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 23 years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America N.A. and Merrill for a combined total of over two decades. He serves as an officer and immediate past president of the volunteer board for the Jewish Educational Loan Fund, a charitable organization based in Atlanta. OpenArc Corporate Advisory serves individual and institutional clients, providing wealth management, financial planning, portfolio management, and dedicated retirement plan services. The firm offers tailored investment solutions across a range of asset classes and maintains a significant institutional retirement practice alongside capabilities in private markets and digital assets.

Jeffrey Crowell is a financial advisor with OpenArc Corporate Advisory, LLC, based in Atlanta, GA. He holds a Series 66 designation and has 13 years of industry experience, including prior roles at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves a diverse client base that includes individual and institutional investors, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm uses a broad range of investment strategies, including alternative and private market investments, and maintains a significant institutional retirement practice alongside digital asset capabilities.

Kyle Schmidt is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at BIP Wealth, LLC since 2018. Prior to joining BIP Wealth, he worked with SunTrust Advisory Services and related entities from 2015 to 2018. He volunteers as a board member for the Fellowship of Christian Athletes at Georgia Tech. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations and private-market securities for qualified investors.

Timofei Kouzmine is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential. He has experience working at OpenArc since 2026 and previously held roles at Softensity, Syracuse University, and Pace Academy. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans, offering a range of services from wealth management to retirement plan consulting. The firm combines discretionary and non-discretionary models, utilizing diverse investment strategies including private markets and digital assets, and maintains a notable focus on institutional retirement solutions.

Adam Wittan is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2025, he worked at Regions Bank for 12 years and Merrill for two years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension plans, and institutional investors. The firm employs household-level Investment Policy Statements and combines in-house oversight with third-party managers to construct and rebalance portfolios, leveraging its affiliation with Fifth Third Bank for investment management and client service.

Moiz Husain is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with The Strategic Financial Alliance since 2014. Outside of his financial advisory role, he works as an independent background actor for various television shows and movies filmed around Metro Atlanta. The Strategic Financial Alliance serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and consulting services through customized strategies that incorporate asset allocation, model portfolios, mutual funds, ETFs, and alternative products.

Travis Wilson is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America, as well as IBM prior to entering the financial sector. OpenArc Corporate Advisory serves a diverse client base including individual investors, trusts, nonprofits, and retirement plans, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm combines institutional research and manager due diligence with a broad investment toolkit, including private markets and digital assets, to tailor solutions across discretionary and non-discretionary models.

Darnel James is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Voya Investments and Wells Fargo Advisors. He currently serves as a retirement consultant providing one-on-one investment advice to retirement plan participants and is also a financial consultant at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm is part of the Principal Financial Group family, providing access to affiliated products and integrated operational support.

Victor Gitau is a financial advisor at Balentine with a Series 65 designation and one year of industry experience. Prior to joining Balentine, he worked at PNC Bank for five years and spent eight years in full-time education. He is based in Atlanta, GA. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment approach and manages pooled investment vehicles, including private funds.

Randy Nevins is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Fidelity Investments. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers through curated model portfolios and a Turnkey Asset Management Platform. The firm’s investment approach features outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Charles Toole is a CFP® professional with three years of industry experience, currently serving as a financial advisor at AWM Capital, LLC. His prior experience includes roles at Creative Planning, LLC and TrueWealth, as well as a four-year period at the University of Georgia. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with 24 advisors and focuses on liability-driven investing and diversified asset allocation using mutual funds, ETFs, equities, bonds, and private placements.

John Barone is a financial advisor with BIP Wealth, LLC in Atlanta, holding a Series 65 credential and one year of industry experience. Before joining BIP Wealth, he worked at Lumio Solar and has a background that includes roles in education and retail. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored investment strategies, including discretionary and non-discretionary management, private-market securities for qualified investors, and specialized covered-call strategies.

Bart Speziali Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Merrill. He is also a general partner at Speziali LLC, a for-profit business. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a broad range of investment strategies including private markets and digital assets.

Adil Khan is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at OpenArc Corporate Advisory, LLC and previously spent nine years at Bank of America and Merrill. Outside of his advisory role, he is involved as a seller in a trading card business. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm provides both discretionary and non-discretionary services and utilizes a broad range of investment tools including private markets and digital assets, with a significant focus on institutional retirement plan services.

Eric Cramer is a CFP®, CFA®, and Series 63 registered advisor at BIP Wealth, LLC with 23 years of industry experience. He has worked at BIP Wealth since 2011 and previously spent eight years with Charles Schwab. Based in Atlanta, GA, Cramer is part of a multi-team firm serving a diverse client base. BIP Wealth, LLC is a multi-advisor registered investment adviser providing comprehensive financial planning and portfolio management to individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers tailored asset allocation strategies and advises both discretionary and non-discretionary accounts, including private pooled vehicles and private-market securities for qualified investors.