Gary Askew is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OpenArc in 2025, he spent 10 years at Merrill and Bank of America, N.A. Outside of his advisory role, Askew owns and operates an online apparel business, Big Back Ministries, selling t-shirts and hoodies. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors such as trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and consulting services with a broad investment toolkit and a notable institutional retirement plan practice combined with private markets and digital-asset capabilities.

Bradley Plaziak is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential and one year of industry experience. His background includes roles at Marshall University and the PGA Tour Superstore. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, employing both discretionary and non-discretionary models and utilizing a varied investment toolkit that includes private markets and digital assets.

Mary Grealy is a financial advisor at Asset Preservation Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Belle Haven Investments and in educational roles at Columbia University, National Cathedral School, and Bronxville School. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, focusing exclusively on tax-exempt and taxable municipal bond portfolios. The firm employs active fixed-income management strategies, including an ESG-oriented Positive Impact Tax-Exempt Strategy, and manages over $11 billion in discretionary assets with a concentrated municipal-only focus.

Rohan Patel is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked 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 a range of services such as wealth management, financial planning, and retirement plan consulting, utilizing a broad array of investment options and providing both discretionary and non-discretionary engagement models.

Everett Cramer Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for nine years. Everett is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base that includes individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a wide range of investment strategies including private markets and digital assets.

Rex Macey is a CFP® and CFA® with 23 years of experience in the financial industry. He currently works at BIP Wealth, LLC and previously spent 11 years at Red Tortoise, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based strategies, with additional private-market investments available for qualified investors.

Fletcher Majors is a CFA® charterholder based in Atlanta, GA, with 18 years of industry experience. He has worked at Stephens since 2026 and previously spent 16 years at Susquehanna Financial Group, LLP. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of discretionary and non-discretionary management strategies, combining bottom-up equity research with committee-driven asset allocation and also provides brokerage, investment banking, custody, and municipal advisory services.

Ian Kohl is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Prior to joining OpenArc, he worked at John Hancock Manulife for three years and has experience in academic roles at Florida State University and the University of Alabama. OpenArc Corporate Advisory serves individual and institutional clients including trusts, nonprofit endowments, and retirement plans. The firm offers a wide range of wealth management and retirement plan services, employing both discretionary and non-discretionary models and utilizing diverse investment strategies including private markets and digital assets.

Victor Wilkerson is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding CFP® and ChFC® designations and over 29 years of industry experience. He has held leadership roles at multiple firms, including founding Trinity Street Financial and serving as president of Armis Strategies and Bison Advisors. Wilkerson’s professional background includes training advisors and managing staff within registered investment advisory firms. Bison Wealth serves a diverse client base, including high net worth individuals, family offices, and institutional entities, providing financial planning, portfolio management, and ERISA retirement plan services. The firm employs outcome-focused, multi-manager model portfolios that integrate tactical and strategic allocations across various asset classes, alongside specialized offerings such as options-based overlay strategies and turnkey asset management platform services for other advisers.

Julius Hutchinson is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include leadership positions at Strategic Blueprint, LLC and Hutchinson Private Wealth, LLC. The Strategic Financial Alliance serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory services, utilizing customized strategies through portfolio management, third-party manager selection, and financial planning.

David Mack is a CFP® with 29 years of experience in the financial services industry. He is currently with OpenArc Corporate Advisory, LLC and previously worked at Bank of America and Merrill. Outside of his advisory work, he is the owner of a seasonal caroling business and serves as chair of the deacons at the First Baptist Church of Roswell. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering comprehensive wealth management, financial planning, and portfolio management services. The firm provides tailored investment solutions using a wide range of asset classes and supports retirement plan sponsors with institutional research, manager oversight, and fiduciary alignment.

Sarah Perelle is a CFP® with 13 years of industry experience, currently serving as an advisor at OpenArc Corporate Advisory, LLC since 2025. Prior to joining OpenArc, she worked at Bank of America and Merrill from 2013 to 2025. Outside of her advisory role, she has joint ownership in a property with her husband, though she has minimal involvement in its management. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services using a broad range of investment strategies, with a notable focus on institutional retirement solutions and private markets.

Dexter Conner is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs, LPL Financial, M&T Bank, and Morgan Stanley. Conner is also the owner of Faith in Dreams Edutainment, a religious technology company. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm uses discretionary asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and a range of investment options.

Jacob Duvall is a Series 65-licensed advisor with Bison Wealth, LLC in Atlanta, GA, bringing seven years of industry experience. He has worked at Bison Wealth since 2025 and previously held roles at Trinity Street Financial, Advocacy Wealth Management, LLC, and Forge Consulting, LLC. Outside of his advisory roles, Duvall serves as a Settlement Consultant with Mirena & Co., providing financial planning and insurance services to recipients of legal settlements and student-athletes with endorsement contracts. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm employs an outcome-focused investment process featuring multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, including alternatives and options-based overlay strategies.

Jeffrey Neumeyer is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he is involved in a family-held sole proprietorship related to condo rentals. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a wide range of investment strategies and emphasizing institutional research and manager due diligence in its retirement practice.

Dennis Booker Jr. is a financial advisor at BIP Wealth, LLC with 24 years of industry experience. He holds the Series 66 designation and has been with BIP Wealth since 2010. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations across mutual funds, ETFs, fixed income, individual securities, and options-based strategies, and also advises private pooled investment vehicles.

Hans Hamann is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential and one year of industry experience. Prior to joining OpenArc Corporate Advisory, he worked at Apogee Electronics and Apple. 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 specialized retirement plan services, utilizing a wide range of investment strategies and emphasizing institutional research and governance for plan sponsors.

Ryan Merriman is a financial advisor at BIP Wealth, LLC with five years of industry experience. He has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Goldman Sachs & Co. LLC, and Cox Communications. Merriman holds the Series 63 and Series 65 designations. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans, providing comprehensive financial planning and portfolio management. The firm offers tailored asset allocations that include mutual funds, ETFs, fixed income, and private-market securities for qualified investors, and manages private pooled vehicles alongside firm-run covered-call strategies.

Rachael Kelly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Bank of America, Merrill, WestRock, and Coldwell Banker. She maintains a part-time real estate referral license with Coldwell Banker for personal and family use. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides both discretionary and non-discretionary models and utilizes a broad range of investment tools, including private markets and digital assets, with a notable focus on institutional retirement plans.

Andre Parker is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and nine years of industry experience. He has worked at several firms including Transamerica Financial Advisors and World Financial Group. Outside of advising, Mr. Parker is involved in multiple entrepreneurial ventures such as marketing, coaching, and the music and entertainment industry, where he serves as CEO of Askim Music & Entertainment Group LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, integrating proprietary research and execution capabilities through its ownership of AdvisorGuide, LLC.