Rebecca Stone is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Balentine, LLC since 2025 and previously spent 15 years at Morgan Stanley. Based in Atlanta, GA, her current role is with Balentine, a firm that serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients. Balentine provides comprehensive wealth management, financial planning, investment management, family office services, sub-advisory relationships, and business advisory support, utilizing a risk-based investment process that combines active and passive strategies with model-driven global tactical asset allocation.

Emily Fleming is a Series 65-licensed advisor at BIP Wealth, LLC with four years of industry experience. Prior to joining BIP Wealth in 2025, she worked at Signature FD, Wiser Wealth Management, and Somerset Advisory. She holds a degree from the University of Georgia. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored household-level plans using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also provides advisory services to private pooled vehicles and private-market offerings.

Hayes Chamblee is a Series 65-licensed financial advisor at BIP Wealth, LLC with one year of industry experience. Prior to joining BIP Wealth in 2024, he worked at Gratus Capital LLC from 2022 to 2024 and has a background that includes roles at Campbell University and Broughton High School. 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, with tailored asset allocations and private-market offerings for qualified investors.

Kiliaen Ludlow is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Triad Advisors Inc and Arden Trust Company. He serves as a board member for the Prestwick Homeowners Association, overseeing neighborhood matters and events. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs a diverse investment approach supported by an in-house portfolio team and offers fiduciary retirement plan consulting under an integrated operating model.

Marcia Mayoue is a CFP® and CFA® with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2011. She holds the Series 63 and Series 65 licenses and operates out of Atlanta, GA. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm utilizes tailored asset allocations and private-market securities for qualified investors and provides advisory services to private pooled vehicles and sponsor activities through affiliated entities.

Courtney Murphy Mesa is a financial advisor at OpenArc Corporate Advisory, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Merrill and Fidelity in various advisory roles. OpenArc Corporate Advisory serves individual and institutional clients, including both non‑high-net-worth and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, leveraging a broad range of investment strategies and emphasizing institutional research and fiduciary governance for retirement plan sponsors.

Franklin Sullivan is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Voya Investment Management, Onward Reserve, and Cannon Financial Strategists. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines tailored investment strategies with both discretionary and non-discretionary engagement models, with a notable focus on institutional retirement plans, private markets, and digital assets.

Andrew Cole is a CFP® professional affiliated with BIP Wealth, LLC, based in Atlanta, GA. He has four years of combined experience in financial advisory and related roles, including prior positions at Blue Trust and Blumark Financial Advisors. His background also includes teaching roles at Liberty University and Samford University. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, with an investment approach that includes both public and private market strategies tailored to client needs.

Stephen Wilkins is a financial advisor at Oxford Financial Group, Ltd with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Wilkins previously worked at The Leaders Group, Inc. and High Ground Company LLC. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm provides family office and CIO services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes managed by dedicated investment teams.

Daniel Dubay is a CFP® professional with 18 years of industry experience, currently serving at SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing principal of Paradise Pointe Partners, LLC, a family real estate holding company. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and it is vertically integrated with an affiliated accounting firm and private investment funds.

Jack Cayce is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and Catalyst Wealth Management. Outside of his advisory role, he is also an insurance agent specializing in life, disability, and fixed annuity products. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving a broad client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, employing a combination of centrally managed strategies and locally managed portfolios across various asset classes and specialized investment vehicles.

Daphne Gentile is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Wells Fargo Advisors, Cambridge Investment Research, Fuller and Company, and Morgan Stanley. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides tailored investment solutions including private markets and digital assets, with a significant focus on institutional retirement plans and operational integration with third-party platforms.

Kade Scott is a financial advisor at SignatureFD, LLC with a Series 65 designation and two years of industry experience. He previously worked at Blue Mile and has a background that includes roles outside the financial sector at Georgia Southern University and McAllister's Deli. SignatureFD serves a range of clients including individuals, business entities, and charitable organizations, offering discretionary wealth management, financial planning, and consulting. The firm utilizes diversified, long-term asset allocation strategies and operates several specialized business lines such as AutographFD, an AI-enabled platform for private placement life insurance.

Ronald Savarese is a financial advisor at Bison Wealth, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sterne Agee Financial Services, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he owns Home Planet Ventures LLC and publishes books through Home Planet Publishing, a family-operated business. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach features outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.

Randall Roman is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. His career includes prior roles at Merrill and Bank of America, where he worked for 15 and 11 years respectively. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm provides tailored investment solutions using a wide range of asset types and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Melissa Doughty is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds Series 65 and Series 66 designations and has worked at ICMA Retirement Corporation since 2006, as well as having experience at Ameriprise. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services managed with investment advice developed by Morningstar Investment Management.

Lori Cohane is a financial advisor at Asset Preservation Advisors, LLC with Series 63 and Series 65 licenses. She has 22 years of industry experience, including prior work at Credit Suisse Asset Management Securities, Inc. from 2002 to 2024. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients. The firm focuses exclusively on municipal bond portfolios, employing active fixed-income strategies and managing over $11 billion in assets with an emphasis on income generation and capital preservation.

Casey Arundel is a financial advisor at Arkadios Wealth Advisors with 12 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Arkadios Capital in 2025. He serves on the Board of Directors for the GT North Metro Alumni Club, supporting educational and athletic events for Georgia Tech alumni. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs advisor-managed accounts, third-party money managers, and an internal portfolio team to develop customized investment plans, utilizing fundamental, technical, and cyclical analysis.

Thomas Day Jr. is a CFA® charterholder with nine years of industry experience. He is currently with Buckhead Investment Partners, LLC, where he has worked since 2016. Based in Atlanta, GA, he is part of BIP Wealth, LLC, a multi-advisor registered investment adviser that serves individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, offering tailored asset allocations that include public and private-market securities and unique strategies such as covered-call SMA strategies and private pooled investment vehicles.

Jamall Little is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Equitable Advisors LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he owns a vending machine business, The Little Family Vending Company. 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 and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.