Adil Khan is a CFP® and Series 66-licensed financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. Before joining OpenArc in 2025, he worked at Bank of America and Merrill for nine years. Outside of his advisory role, he is involved in buying and selling trading cards through an unrelated business activity with TCGPlayer. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion on a discretionary basis and employs a diversified investment approach that includes institutional research, manager due diligence, and exposure to public and private markets as well as selective digital assets.

Jay Gardner is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Capital Investment Advisors, he worked in the restaurant industry, including roles at Inspire Brands and Arby's Restaurant Group, and was involved with ARC Burger LLC. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based models and offers integrated financial planning, discretionary portfolio management, and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.

Amber Veronique is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Beacon Global Advisor Network in 2025, she worked at Leo Wealth, LLC and Private Capital Limited, as well as serving at The American International University in London. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management using a mix of third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with specialized pension-transfer services for U.K. nationals.

Gary Askew is a CFP® professional affiliated with OpenArc Corporate Advisory, LLC and has 14 years of industry experience. Prior to joining OpenArc in 2025, he worked at Merrill and Bank of America for ten years and Wells Fargo Clearing for three years. Outside of advisory work, he owns and operates an online apparel business and holds leadership roles in several family rental property entities. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence to offer diversified investment solutions across public and private markets.

Bradley Plaziak is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds a Series 65 designation and has been with OpenArc since 2026. Prior to joining OpenArc, he was self-employed for three years and has experience in retail and education sectors. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence with diversified implementation across public and private markets, serving high-net-worth clients as well as nonprofit and corporate plan sponsors.

Everett Wilkerson is a CFP® with 23 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC. He has previously worked at TD Ameritrade, Harrisdirect LLC, and Ameriprise. Since 2019, he has also been an instructor at the University of Georgia. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized, ETF-based model portfolio approach tailored to clients' needs, along with specialized services such as family-office offerings, pension consulting, and executive compensation analysis.

Edward Deane is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Chase Buchanan, Brite Advisors, and Hoxton Capital Management. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm manages around $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored investment solutions using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Mary Grealy is a financial advisor at Asset Preservation Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Belle Haven Investments and in educational roles at Columbia University, National Cathedral School, and Bronxville School. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, focusing exclusively on tax-exempt and taxable municipal bond portfolios. The firm employs active fixed-income management strategies, including an ESG-oriented Positive Impact Tax-Exempt Strategy, and manages over $11 billion in discretionary assets with a concentrated municipal-only focus.

Fredrick Dawson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Raymond James Financial Services and Carson Advisory Group. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis and offers portfolio management, financial planning, and retirement plan consulting services.

Nicholas Palmer is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Beacon Global since 2023. His prior experience includes roles at Peregrine & Black and Attivo Group. Beacon Global Advisor Network serves a diverse client base, including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolios using a range of investment vehicles and provides specialized pension-transfer services for U.K. nationals.

Jack Camille is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation. He has been in the industry since 2015, previously working at deVere & Partners Switzerland SA and Harrison Brook Ltd. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of about 60 independent advisors, managing approximately $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on clients including U.K. expatriates and employs a variety of investment strategies and institutional custodians.

Rohan Patel is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and utilizes a diversified investment approach that includes institutional research, manager due diligence, and a mix of public and private market securities.

Everett Cramer Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked for nine years at Bank of America and Merrill. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management. The firm combines institutional research and manager due diligence to deliver diversified investment solutions across public and private markets, including alternative assets and selective digital exposures.

Grace Lopez Williams is a financial advisor at Kovack Advisors, Inc. with 12 years of industry experience. She holds the PFS™ designation and Series 63 license. Her prior roles include positions at Avantax Advisory Services and OneAmerica Securities. Williams is also CEO of GW Group Financial Services LLC and Grace M. Williams CPA PC, and serves on the boards of Trabajo Legal USA LLC and Ace Loans. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory and independent advisor programs.

Roger Baloucoune is a financial advisor with Advisory Services Network, LLC, holding a Series 63 designation and 22 years of industry experience. He has been with Advisory Services Network since 2011. Outside of his advisory role, he is involved in tax preparation through Intelliplan Advisors and serves as an owner and officer of Intelliplan, Corp., a service corporation for tax purposes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with tailored strategies across a variety of investment types.

Bryan Rea is a CFP® professional affiliated with Capital Investment Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He has worked at Capital Investment Advisors since 2010 and has held roles at HYB Partners and Wela Strategies, Inc. He holds Series 63 and Series 65 licenses. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with integrated financial planning and uses in-house specialists, including a CPA Tax Planning Strategist and an Estate Planning Strategist, to coordinate comprehensive financial services.

James Loving is a CFA® charterholder with 10 years of industry experience. He is currently with Aprio Wealth Management, LLC in Atlanta, GA, where he has worked since 2025. Prior to this, he spent a decade at A. Montag & Associates, Inc. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and risk tolerance, using a mix of asset classes and strategies, and is part of a broader group that includes tax and benefit consulting affiliates.

Fletcher Majors is a CFA® charterholder based in Atlanta, GA, with 18 years of industry experience. He has worked at Stephens since 2026 and previously spent 16 years at Susquehanna Financial Group, LLP. 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 other institutional clients. The firm offers a range of discretionary and non-discretionary management strategies, combining bottom-up equity research with committee-driven asset allocation and also provides brokerage, investment banking, custody, and municipal advisory services.

Ian Kohl is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 65 and Series 63 designations. He has three years of industry experience, including prior roles at John Hancock Manulife. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm employs a diversified investment approach across public and private markets, combining institutional research with manager due diligence and offers governance-oriented services for plan sponsors and nonprofit clients.

Victor Wilkerson is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Bison Wealth, LLC and has held roles at several firms including Brookhaven Integrated Wealth Strategies, Advocacy Wealth Management, and First Horizon Advisors. Wilkerson is the founder of Trinity Street Financial and president of Armis Strategies, both insurance general agencies. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm employs a multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies and supports other advisers through a turnkey asset management platform.