Matthew Prediletto is a CFP® with 18 years of industry experience, currently with OpenArc Corporate Advisory, LLC. He previously worked at Bank of America, Merrill, and The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he holds a fiduciary power of attorney position unrelated to investment activities. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services through both discretionary and non-discretionary models, utilizing a wide range of investment strategies including private markets and digital assets.

Ian Zabor is a CFA® charterholder with 20 years of industry experience. He has worked at Equity Investment Corporation since 2016 and previously spent 12 years at JFB Holdings Corp. He holds a Series 63 license and is based in Atlanta, GA. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration.

Paul Covington is a Series 66-credentialed financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Covington is based in Atlanta, GA. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, utilizing both discretionary and non-discretionary models and a diverse selection of investment options including private markets and digital assets.

David Whitmore Jr. is a CFP® professional with 23 years of industry experience. He is currently with Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and previously worked at Buckman Buckman for 18 years. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies including portfolio management, financial planning, retirement plan consulting, and educational seminars, delivering both discretionary and non-discretionary management through a network of independent Advisory Representatives.

James Taylor is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2023. Prior to joining the firm, he held roles at the University of Kentucky and Shiplify, and has experience in education. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of investment strategies and financial planning services supported by internal committees and an in-house equity research team.

Kurt Lofters is a financial advisor at Balentine with 16 years of industry experience. He holds the Series 66 designation and has worked at Balentine since 2025. His prior roles include positions at Southeastern Advisory Services, Consequent Capital Management LLC, and Gray & Co. 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 uses a risk-based investment process incorporating active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Steven Richie is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation. He has one year of industry experience and previously worked for the United States House of Representatives and Oxford Floral Co. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans and a variety of portfolio management and financial planning services.

Brian Quintana Guzman is a Series 65 licensed advisor with Nicholas Hoffman & Company, LLC, based in Atlanta, GA. He has five years of industry experience, all with his current firm. Prior to joining Nicholas Hoffman & Company, his background includes roles at Modments Manufacturing & Co, IndustryPro, and Park Simple. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers customized financial profiles and investment plans utilizing mutual funds, ETFs, separate account managers, and selected private investments, and also serves as lead investment sub-advisor to an affiliated private equity fund.

Zachary Samples is a CFP®-designated financial advisor at LCP Institutional, LLC in Atlanta, GA, with eight years of industry experience. Prior to joining LCP Institutional in 2026, he worked at Rockefeller Financial LLC and FSC Securities Corporation. LCP Institutional provides financial planning, portfolio management, and institutional consulting to both individual and institutional clients, including retirement plans and trusts. The firm uses a multi-asset investment approach focusing on mutual funds, ETFs, common stocks, and selective use of separate account managers, emphasizing individualized Financial Profiles and Investment Plans.

Alfredo Valverde Salazar is a CFA® charterholder with one year of experience at BIP Wealth, LLC. He previously worked at Capital Group for five years and has a background that includes roles at NASA's Jet Propulsion Lab and the Georgia Institute of Technology. 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 employs tailored asset allocations using mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled investment vehicles.

John Picardi is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Metric Financial, and J.W. Cole Advisors. He is also involved in the sale of fixed and traditional insurance products. 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, curated model portfolios, and ERISA retirement plan services, utilizing a multi-manager investment approach that combines tactical and strategic allocations across liquid and private-market strategies.

David Mirolli is a Series 66 credentialed financial advisor with 20 years of industry experience. He currently serves as a managing director and wealth advisor at Apollon Wealth Management, LLC. Mirolli's background includes roles at Kalos Management, Catalyst Wealth Management, and he has been employed as a pilot for Delta Air Lines since 2013. Outside of advising, he is the founder and president of South East Private Client Group LLC, providing pension-related services. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and consulting services, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor investment solutions.

Charles Gray is a CFP® with 18 years of experience in the financial industry and has been with SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. 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 is affiliated with an accounting firm and a private fund management structure.

Kenton Loar Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at SignatureFD, LLC. His prior roles include positions at Genuine Parts Company and Synovus Trust Company. SignatureFD serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private investment funds.

Daniel Lewis 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 Bank of America and Merrill for 12 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm emphasizes customized portfolios utilizing a broad range of investment strategies and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Joseph Templeton is a Series 66-credentialed advisor with 11 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. His prior experience includes roles at Bank of America, Merrill, and E*TRADE Capital Management. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines a broad investment toolkit with an institutional retirement practice and private markets capabilities, supporting both discretionary and non-discretionary engagement models.

Henry Zook is a Series 66 credentialed financial advisor with two years of industry experience, currently with Arkadios Wealth Advisors in Atlanta, GA. Prior to joining Arkadios, he worked in various roles including at DoorDash and in public service with the Office of U.S. Representative French Hill. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an internal portfolio team supporting advisors with models and trade execution, serving clients through discretionary management and fiduciary consulting.

Michelle Mangum is a financial advisor at Bison Wealth, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Partners Capital Services, Inc., L.M. Kohn & Company, Midsouth Capital, Inc., Raymond James & Associates, and Citigroup Global Markets. She has been with Bison Wealth since 2015. 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’s investment approach focuses on outcome-driven, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, supplemented by specialized offerings such as an options-based Overlay strategy and access to third-party managers.

Hays Evans is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, with 30 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Arkadios in 2023, Evans worked at Capital Group Private Client Services and Capital Bank and Trust Company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm builds customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying them through various managed account and third-party manager programs.

Willis Dobbs is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2021 and previously held positions at Lakeview Capital Partners, LLC, Alston Capital Advisors, LLC, and Willis Dobbs & Co, Inc. In addition to his advisory work, he is an independent insurance agent specializing in accident, sickness, and life insurance. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often employing independent managers or turnkey asset management programs while maintaining oversight and due diligence.