Jason Young is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked with firms including Alex Brown, Raymond James & Associates, and Cabot Lodge Securities. In addition to his advisory role, he is the owner of Agility Power Systems, LLC, which holds a private investment in Helix Semiconductors. Apollon Wealth Management is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed models with locally managed portfolios and employing a broad range of investment vehicles and specialized strategies.

Clifton Dortch Jr. is a financial advisor at Balentine with two years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Balentine, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2015 to 2021. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment approach is risk-based and incorporates both active and passive strategies, along with a model-driven Global Tactical Asset Allocation program for institutional mandates.

Courtney Finkle is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 66 license and having one year of industry experience. Prior to joining the firm, Courtney worked in various roles including at Capital Insight Group and Ted's Restaurant and Bar. Outside of finance, Courtney coaches volleyball camps and clinics for children. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm manages a mix of discretionary and predominantly non-discretionary assets and maintains dual registration with broker-dealer affiliations.

Alex Levine is a financial advisor at OpenArc Corporate Advisory, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. OpenArc Corporate Advisory provides wealth management and consulting services to a diverse client base, including individual and institutional clients, trusts, nonprofit endowments, and retirement plans. The firm offers tailored investment solutions across various asset classes and has a notable institutional retirement practice combined with private markets and digital asset capabilities.

James Hawbaker is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. He has been involved with Davis & Hawbaker Real Estate Group, LLC since 2016 and with Hawbaker Financial Services, LLC since 2004. 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 provides financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services, utilizing a multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies.

Jacob Tornow is a financial advisor at Bison Wealth, LLC with five years of industry experience and holds a Series 65 credential. He has previously worked at Bison Advisors and Advocacy Wealth Management, and serves as a UH60 Blackhawk pilot in the Georgia Army National Guard. Tornow is also a founding partner of Honeybee Holdings, LLC and Marketing Analysis and Development, LLC, a marketing and educational infographics firm. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused multi-manager model portfolios blending tactical and strategic allocations, with access to third-party managers and specialized options-based strategies.

Robby Preston is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A. and Merrill. Outside of advising, he is involved in a family consulting and hospitality business, where he performs contract and administrative work. OpenArc Corporate Advisory serves a diverse clientele, including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a broad range of investment strategies and emphasizing institutional research and ongoing portfolio monitoring.

Erik Bjerke is a CFP® with 28 years of industry experience, currently with OpenArc Corporate Advisory, LLC since 2025. He previously worked at Bank of America, N.A. for 16 years and Merrill for 27 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management, portfolio management, and dedicated retirement plan services, utilizing both discretionary and non-discretionary models with a broad range of investment options including private markets and digital assets.

Ashley Arrington is a CFP® professional with 14 years of industry experience, currently serving at BIP Wealth, LLC since 2022. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where she accumulated eight years of experience. Outside of her advisory role, she is a member of the Finance Committee for the Nashville Public Library, where she reviews and advises on the library’s investment portfolio. 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, including discretionary and non-discretionary accounts, and manages private pooled investment vehicles alongside public and private-market strategies.

Aron Riddle is a CFP® professional with 22 years of industry experience. He has been with BIP Wealth, LLC since 2017 and previously worked at Strategic Advisers, Inc. for 12 years. 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 that include mutual funds, ETFs, fixed income, individual securities, and options-based strategies, as well as private-market securities for qualified investors.

Andrew Malone is a CFP® and holds a Series 65 license, currently with BIP Wealth, LLC. He has four years of industry experience, including prior roles at Rollins Financial Advisors, Wood Partners, and PricewaterhouseCoopers. 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 and a range of investment strategies including private-market securities for qualified investors.

Chad Pigg Fife is a financial advisor at OpenArc Corporate Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the Troy University Sorrell College of Business Advisory Council and volunteers with the Investment Management Consultants Association on CIMA exam development. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a broad range of investment strategies and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

David Wilke is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Capital Investment Advisory Services, LLC since 2018. His prior experience includes 13 years at Princor Financial Services Corp and Principal Life Insurance Co. In addition to his advisory role, Wilke is also an insurance agent with Capital Insurance Affiliates. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and charitable institutions. The firm offers tailored investment strategies primarily managed on a discretionary basis, utilizing fundamental, technical, and charting analysis methods across a range of asset types.

Chiao Chan is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Cambridge Investment Research. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm employs both discretionary and non-discretionary engagement models and offers a wide range of investment options, including private markets and digital assets, alongside a substantial institutional retirement practice.

Cynthia Yepez is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. She previously spent 11 years at Merrill before joining OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers a range of services such as wealth management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary models with diverse investment options including private markets and digital assets.

John Hester is a CFP® with six years of industry experience, currently serving as an advisor at BIP Wealth, LLC. He previously worked at Royal Alliance Associates, Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Prior to his financial career, he spent five years with the Seattle Mariners. 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, including private-market investment advisory services and covered-call SMA strategies.

Leslie Hill is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 25 years. 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 broad range of investment tools and emphasizes institutional research and governance for its retirement plan sponsors.

Mark Wazevich is a financial advisor at OpenArc Corporate Advisory, LLC with 26 years of industry experience. He held prior roles at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, N.A. Outside of his advisory work, he is involved in a family LLC co-owned with his wife. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers comprehensive wealth management and dedicated retirement plan services, employing a broad investment toolkit that includes alternative and private market investments as well as digital assets.

Alexandra Khoury is a CFP® with 15 years of industry experience. She currently works at OpenArc Corporate Advisory, LLC and previously spent 14 years at Bank of America and Merrill. Outside of her advisory role, she is a member of NAB Property Group LLC, an entity established for rental property ownership. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofits, and retirement plans. The firm offers tailored wealth management and retirement plan services using a broad array of investment strategies, with a notable focus on institutional retirement solutions and private market investments.

Nicholas Nussbaumer is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and 10 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc., Morgan Stanley, and E*TRADE Securities LLC. The Strategic Financial Alliance serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers customized portfolio management, financial planning, and consulting services through a combination of its Strategic Choice programs, co-advisory relationships, and referrals to third-party asset managers.