John Weindler is a financial advisor at OpenArc Corporate Advisory, LLC with 21 years of industry experience. He holds the Series 66 credential and has prior experience at Bank of America, N.A. and Merrill. He serves as a board member of the Global Equity Organization, focusing on education, networking, and collaboration within the industry. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients, managing approximately $10.1 billion in assets. The firm’s investment approach integrates institutional research, manager due diligence, and diversified strategies across public and private markets.

Thomas Joerres is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, Merrill, and Northern Trust Hedge Fund Services. 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, employing a diversified investment approach that includes both public and private market securities and selective digital asset exposure.

Ryan Ely is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Capital Investment Advisors since 2010 and has worked concurrently with HYB Partners, LLC and Wela Strategies, Inc. Additionally, he has produced the "Money Matters Show" on WSB Radio since 2009. 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 ETF-based model portfolios and sleeves, integrates financial planning with portfolio management, and offers specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.

Justin Boller is a CFA® charterholder with 12 years of industry experience, currently with Bison Wealth, LLC in Atlanta, GA. He previously worked at Liquid Strategies, LLC, Advocacy Wealth Management, LLC, and Invesco Advisers, Inc. Outside of his advisory role, he is involved in business development and advisor relations with Bison Holdings, LLC and Liquid Strategies, LLC. 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 offers financial planning, portfolio management, curated model portfolios, third-party manager access, and ERISA retirement plan services, utilizing outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Kelly Gee is a financial advisor at Stephens with four years of industry experience and holds a Series 66 designation. Prior to joining Stephens, Kelly worked at Wells Fargo and held various positions at firms including Peerfit and Catalina. 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 and brokerage services, employing a combination of bottom-up equity research and committee-driven asset allocation to manage portfolios.

Christopher Emmott is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has been affiliated with EBG International since 2016. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized asset management and financial planning services, with a notable focus on pension-transfer capabilities for U.K. nationals and operates as a network of independent advisory representatives providing specialized and layered service arrangements.

William Holmes is a financial advisor at Stephens with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Goldman Sachs and JPMorgan Securities. 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 discretionary and non-discretionary management across various programs and combines bottom-up equity research with committee-driven asset allocation.

Marjorie Scanlon is a financial advisor at United Capital Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 credentials. Her prior firms include Crawford Investment Counsel, Bravaldo Capital Advisors, and Berman Capital Advisors. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services supported by a broad affiliate network and a technology platform that facilitates customization and supports independent advisors.

Hollis Houk is a financial advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Charles Street Asset Management, LPL Financial, and Wells Fargo Clearing. He has been with Stephens since 2014. 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 provides a range of advisory, brokerage, investment banking, and custody services, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Clifford Farren III is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 11 years of industry experience. He holds a Series 66 designation and has previously worked 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 employs a multi-faceted investment process that includes institutional research, manager due diligence, and diversified strategies across public and private markets.

Tana Flores is a financial advisor at Modera Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Modera since 2017, following a decade at Cambridge Wealth Counsel. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, debt securities, and select equities, supplemented by independent managers and optional ESG integration.

Wesley Williams is a financial advisor at Asset Preservation Advisors, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses. His prior work includes roles at Morgan Stanley and International Advisory Consultants Inc. before joining Asset Preservation Advisors. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, employing active fixed-income strategies focused on tax-exempt and taxable municipal portfolios. The firm manages over $11 billion in assets and offers an ESG-oriented Positive Impact Tax-Exempt Strategy.

Jose Hernandez III is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. He has held positions at Bank of America, Merrill, and UBS Financial Services. Hernandez holds Series 63 and Series 66 licenses. 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 and employs an investment process that integrates institutional research, manager due diligence, and diversified strategies across public and private markets.

Hayden Mcconnell is a CFP® with four years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His career includes roles at Morgan Stanley, Wells Fargo Advisors, and Wealth With No Regrets. 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, employing a mix of investment strategies and specialist sub-advisers to support long-term purchasing-power preservation.

Craig Rollins is a CFP® certificant and holds a Series 66 license with eight years of industry experience. He is currently with OpenArc Corporate Advisory, LLC, having joined the firm in 2025. Prior to this, he worked at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management and financial planning services to individuals, corporations, trusts, institutional retirement plans, and nonprofits. The firm manages approximately $10.1 billion on a discretionary basis and employs a multi-asset investment approach that includes public and private markets, alternatives, and digital assets.

Dillon Hess is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, Merrill, and other firms. OpenArc Corporate Advisory delivers wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion and employs an investment approach that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

Jennifer Thigpen is a CFP® professional with 25 years of industry experience, currently serving at Apollon Wealth Management, LLC. Her prior experience includes roles at Cabot Lodge Securities LLC, J Alden Associates, Inc., Raymond James & Associates, and Deutsche Bank Securities Inc. She holds an insurance agent license, maintained for client needs. Apollon Wealth Management is a multi-team SEC-registered advisory firm managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, and other entities, combining centrally managed strategies with locally managed portfolios supported by an investment committee and leveraging technology such as generative AI in its investment process.

Dean Arden is a financial advisor with Beacon Global Advisor Network, LLC, holding five years of industry experience. His prior work includes positions at Blacktower Financial Management (International) Ltd and PWS. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension-transfer services for U.K. expatriates. The firm uses a customized investment approach with third-party models, mutual funds, ETFs, equities, and fixed income, managing most accounts on a discretionary basis through unified managed account platforms.

John Williams Jr. is a CFP® professional with 26 years of industry experience, currently serving as Managing Director and Investment Advisor Representative at Bison Wealth, LLC. He has held roles at Metric Financial, Sterne, Agee, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory work, he owns ECOS Family Office, LLC, a holding company. Bison Wealth serves individuals, high net worth clients, family offices, and various institutions, offering financial planning, portfolio management, and specialized retirement plan services. Its investment approach includes multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Sumaree White is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at Merrill and Wells Fargo Clearing Services. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs a diversified investment approach integrating institutional research, manager due diligence, and implementation across public and private markets, including private securities and selective digital asset exposure.