Sydney Wiggins 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 Merrill for eleven years. Located in Atlanta, GA, Wiggins has been with OpenArc since 2025. OpenArc serves individual and institutional clients across a range of segments including trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services utilizing various investment vehicles including private markets and digital assets, with a notable institutional retirement practice and integrated operational platforms.

Mark Stancil is a CFA® charterholder with 23 years of industry experience. He has worked at United Capital Financial Advisors since 2019 and previously spent seven years at French Wolf & Farr, Inc. He serves as Treasurer and Chair of the Finance Committee on the Board of Directors for the ALS Association, a nonprofit focused on curing ALS through global research and advocacy. 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 employs discretionary portfolio management using asset-allocation models and offers customized solutions, including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.

Keith Spelmon is a financial advisor at Kingswood Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including EUDAIMONIA Wealth and Wells Fargo Clearing. Outside of his advisory role, Spelmon serves as a board member of The Southern Gospel Mission Association, a nonprofit focused on establishing and supporting churches. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering customized investment advice through an open-architecture platform that frequently employs third-party managers.

Mark Adkins is a financial advisor at OpenArc Corporate Advisory, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OpenArc in 2025, he worked at Merrill for a total of 10 years, with a two-year period as a self-employed advisor in between. 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 options and emphasizing institutional research and fiduciary governance.

Joseph Burrows is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America N.A. and Merrill. Outside of advisory work, he owns and operates a small business specializing in reselling collectibles such as Magic the Gathering cards and sports cards. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofits, and retirement plans, offering a wide range of wealth management and consulting services. The firm combines institutional retirement plan expertise with private markets and digital asset capabilities, utilizing both discretionary and non-discretionary models tailored to client objectives.

Daria Macarie is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. She has previously worked at Bank of America, Merrill, and several other organizations, including academic roles at the University of Georgia and Georgia State University. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm employs a wide range of investment strategies and emphasizes institutional research, manager due diligence, and operational integration with third-party platforms, supporting both discretionary and non-discretionary engagement models.

Xavier Herschberg is a financial advisor at BIP Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has been with BIP Wealth since 2018. Outside of his advisory role, he has an eight-year involvement with the Alpharetta Ambush Soccer Club. 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 a focus on tailored asset allocations and private-market securities for qualified investors.

Grant Ansley is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and specialized retirement plan services. The firm employs both discretionary and non-discretionary models and utilizes a wide range of investment tools, with a notable emphasis on institutional retirement solutions, private markets, and digital assets.

James Kaufman is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and spent the early part of his career at Merrill. Kaufman serves as a trustee for the Boys & Girls Clubs of America, focusing on development and mentoring for underprivileged youth. OpenArc Corporate Advisory serves individual and institutional clients across a range of wealth levels, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides tailored investment solutions through discretionary and non-discretionary models, leveraging a broad array of asset classes and emphasizing institutional research and fiduciary governance for retirement plans.

Laura Bishop is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Bank of America, N.A. and Merrill for 14 years before joining OpenArc in 2025. Based in Atlanta, GA, she is part of a firm that serves a diverse client base, including individual and institutional investors. OpenArc Corporate Advisory offers wealth management, financial planning, portfolio management, and specialized retirement plan services, utilizing a broad range of investment strategies such as individual equities and bonds, alternative and private market investments, digital assets, and direct indexing. The firm is notable for its substantial institutional retirement practice and integration with third-party platforms that support operational scale.

Olivia Templeton is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 65 designation and has one year of experience in the industry. Prior to joining OpenArc, she worked at Merrill and Ernst & Young LLP. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management and retirement plan services, offering both discretionary and non-discretionary portfolio management. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets.

Caroline Caldwell is a financial advisor at Balentine with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Her background also includes roles outside finance, such as work with Virtual Properties Realty and involvement with Athens Historical Properties. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients through comprehensive wealth management, financial planning, and investment management. The firm employs a risk-based investment process using a mix of active and passive strategies and maintains a focus on customized portfolios aligned with clients’ liquidity needs and risk tolerance.

Joseph Copeland is a financial advisor at The Strategic Financial Alliance, Inc. based in Atlanta, GA. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Timbrel Capital, LLC and Johnson Outdoors. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house and third-party asset managers to implement client strategies, serving a diverse client base with a range of investment programs.

Mark Parker is a financial advisor at BIP Wealth, LLC with five years of industry experience. He holds a Series 65 credential and has been a managing member of SDG Advisors, LLC since 2006, where he reviews due diligence and asset management for commercial real estate investments. Outside of his advisory role, he serves as a game day assistant for college and professional football games, working with organizations such as the National Football League, FOX Sports, and CBS Sports. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management with tailored asset allocations, and it provides private-market investment options and specialized strategies including advisory services for private pooled vehicles and covered-call SMA strategies.

Keith Watson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Fifth Third Wealth Advisors LLC since 2021 and previously spent six years at Fifth Third Securities. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios across equities, fixed income, alternatives, and derivatives on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies supported by its Investment Committee.

Kevin Murdock is a financial advisor at Balentine with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, Scottrade, and OSAIC Wealth. Outside of his advisory role, he authors and self-publishes fiction novels in his personal time. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and global tactical asset allocation, with a focus on tailored portfolios and planning.

Steven Manfredonia is a financial advisor at BIP Wealth, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Wells Fargo Clearing, Allworth Financial, AW Securities, and TD Ameritrade. 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 with mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled vehicles and private-market offerings.

John Giesler is a Series 65-licensed advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2024, following six years at the Georgia Institute of Technology and four years at Walton High School. 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, and is notable for advising private pooled vehicles and managing private-market offerings.

Juwon Hill is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Balentine, where he has worked since 2023, following roles at Ensemble Capital Management and GHP Investment Advisors. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients through comprehensive wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment process, combining active and passive strategies within a model-driven Global Tactical Asset Allocation program, and is notable for its advisory role in pooled investment vehicles and private funds.

Michael Fazylov is a financial advisor at OpenArc Corporate Advisory, LLC with two 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 a wide range of investment strategies and maintaining a significant institutional retirement practice alongside private markets and digital-asset capabilities.