Bethany Wheeler is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with five years of industry experience. She previously worked at Advocacy Wealth Management, LLC for eleven years. In addition to her advisory role, she owns Fiduciary Management Solutions, LLC, a consulting firm focused on investment planning. Bison Wealth serves a diverse client base including individuals, family offices, trusts, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across various asset classes and alternatives.

Dustin Casebolt is an advisor at Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at Tarkenton Financial, 3-Mentors/Gameplan, and Ameriprise. He is also involved in fixed annuity and insurance sales through Dominion Financial Solutions. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, model portfolios, third-party manager access, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Ryan Daly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds the Series 66 designation and has 10 years of industry experience, including prior roles at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, portfolio management, and retirement plan services, utilizing both discretionary and non-discretionary engagement models. The firm integrates institutional research, private markets, and digital assets into tailored portfolios and supports retirement plan sponsors with fiduciary-focused governance and monitoring.

Spencer Bowman is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Fidelity Brokerage Services LLC. His background includes roles outside finance, such as with Habitat for Humanity Restore and Oklahoma State University. 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, and a range of investment strategies including multi-manager model portfolios and access to third-party managers, along with services for other advisers through its Turnkey Asset Management Platform.

David Olson is a financial advisor at Fifth Third Wealth Advisors LLC with 23 years of industry experience. He holds Series 65 and Series 66 designations. His prior experience includes roles at Fifth Third Securities, Cetera, Regions Bank, Merrill, Banc of America Investment Services, Morgan Stanley, and Truist Investment Services. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm employs household-level investment policy statements, combines in-house oversight with third-party managers, and integrates closely with affiliated bank entities in its investment management and client service model.

Richard Anderson is a financial advisor at OpenArc Corporate Advisory, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement plan services, utilizing both discretionary and non-discretionary models and a wide range of investment strategies.

Kaitlin Ealy is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 license with four years of industry experience. Her previous roles include positions at Bank of America, Merrill, and Insperity. Outside of finance, she worked at Hal's the Steakhouse for six years. OpenArc Corporate Advisory serves both individual and institutional clients, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm uses a wide range of investment strategies, including alternatives and digital assets, and maintains a significant institutional retirement practice alongside private markets capabilities.

William Thacker is a financial advisor at Balentine in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America’s U.S. Trust division. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and other institutional clients, offering comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment process is risk-based and combines active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Alexys Mckenzie is a financial advisor at SB Advisory, LLC with 31 years of industry experience. She has been with International Financial Solutions, Inc. since 2006. Outside of her advisory work, she is involved in several non-investment ventures, including a trucking business and handyman services, where she provides consulting and operational support. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm primarily serves individuals, businesses, and retirement plans, offering non-discretionary portfolio management, financial planning, and access to third-party manager programs.

James Clark III is a CFP®-certified financial advisor at BIP Wealth, LLC with three years of industry experience. His prior work includes three years as a self-employed advisor before joining BIP Wealth in 2022. 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, including discretionary and non-discretionary accounts, and provides access to both public and private-market investment strategies.

Michael Massi Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He previously worked at Bank of America and Merrill for nine years. Massi is involved as a limited partner and owner in Masbro Holdings LLC, an LLC established with a close friend for property ownership and asset diversification outside his advisory role. 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 combines discretionary and non-discretionary models and uses a wide range of investment tools, with a notable institutional retirement practice and capabilities in private markets and digital assets.

Courtney Ingram is a financial advisor at Brookwood Investment Group with a Series 65 designation and two years of industry experience. Prior to joining Brookwood, Ingram worked at Cornerstone Advisors LLC, Advisor Share Wealth Management, and Fiscal Wisdom Wealth Management, each for one year. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and advisory services. The firm uses a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management.

Lori Boykin is a financial advisor at BIP Wealth, LLC with 23 years of industry experience. She holds a Series 63 designation and has been with BIP Wealth since 2014. 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 across various investment vehicles and providing advisory services for both public and private-market securities.

Scarlott Cagle is a CFP® professional with 21 years of experience in financial advising. She has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight from an Investment Policy Committee.

Justin Yost is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. He previously worked at Morgan Stanley and Fieldpoint Private Securities before joining BIP Wealth in 2023. 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 asset allocations using a range of investments and also advises private pooled investment vehicles and private-market offerings for qualified investors.

Kimberly Gardner is a financial advisor at OpenArc Corporate Advisory, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, with a focus on wealth management, financial planning, portfolio management, and retirement plan services. The firm offers tailored investment solutions incorporating equities, bonds, alternative investments, private markets, and digital assets, alongside a significant institutional retirement practice.

Joshua Rodriguez is a financial advisor with Bison Wealth, LLC in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Bison Wealth, he worked at Country Oaks Farm and Pet Supply and Camp Timberlake, and was a student until 2024. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach includes multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, alongside distinct tactical and individual-security strategies and an options-based overlay program.

Carlton Forrester is a financial advisor at Stephens with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, UBS Financial Services, Credit Suisse Securities, and Edge Advisors, LLC. He is based in Atlanta, GA. 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 institutional clients. The firm offers a range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation and also advising on private equity and alternative investments when appropriate.

Patrick Farren is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and other roles including sales representation for Vector Marketing. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management, financial planning, and retirement plan services. The firm offers discretionary and non-discretionary portfolio management with capabilities across traditional and alternative investments, including private markets and digital assets, and maintains a notable institutional retirement practice.

Kevin Walker is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining BIP Wealth, he worked six years at Buckhead Home Loans. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and 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, and private-market securities for qualified investors.