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 held positions at NASA's Jet Propulsion Laboratory and the Georgia Institute of Technology. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages diversified, customized portfolios with a focus on low-cost mutual funds and ETFs, and offers access to private market opportunities through affiliated entities.

John Picardi is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Metric Financial, LLC, and J.W. Cole Advisors, INC. He also has experience managing client accounts and relationships through his DBA, John Picardi & Associates. In addition, he is licensed to sell fixed/traditional insurance products. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, and offers a turnkey asset management platform to unaffiliated registered investment advisers. The firm constructs outcome-focused model portfolios combining tactical and strategic allocations across liquid and private-market investments and provides specialized strategies such as option-based overlays and ERISA retirement plan advice.

David Mirolli is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently a Managing Director and Wealth Advisor at Apollon Wealth Management, LLC, joining the firm in 2023. Prior to this, he held roles at Kalos Management, LLC, Kalos Capital, Inc., and Catalyst Wealth Management, LLC. Outside of his advisory work, Mirolli is a pilot for Delta Air Lines and is the president and founder of South East Private Client Group LLC, which provides pension-related services. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, estates, businesses, charitable organizations, and pooled investment vehicles. The firm offers comprehensive advisory services and employs a structured investment process combining centrally managed strategies with local portfolio oversight, integrating both fundamental and tactical approaches alongside tax-aware tools.

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.

Michelle Mangum is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Bison Wealth since 2015. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions with a focus on outcome-based portfolios that include both liquid and private market strategies.

Jason Peck is a financial advisor with StoneX Advisors Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with StoneX Advisors since 2016 and has been associated with StoneX Securities Inc. since 1997. Outside of his advisory role, he is the managing partner of The Peck Group, LC, a legal practice specializing in taxation, estate planning, business planning, and tax return preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a variety of advisor-managed and model-based investment strategies and supports multiple account structures and third-party money managers.

Matthew Lane is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has six years of industry experience, including prior roles at Wela Strategies, Inc. and a background in education. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

Jon Holand is an investment advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has been with Beacon Global Advisor Network since 2019. He also has a long-term affiliation with Austen Morris Associates dating back to 2006. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on serving U.K. expatriates alongside non-high-net-worth and high-net-worth individuals.

Michael Sorrow Jr. is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He has worked at BIP Wealth since 2019 and previously spent 22 years at Greene Consulting Associates, LLC. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm constructs customized, diversified portfolios using low-cost mutual funds, ETFs, individual bonds, stocks, and options, and offers private market investment opportunities and institutional strategies.

George Chen is a CFA® charterholder with nine years of industry experience. He currently works at BIP Wealth, LLC and previously held roles at Red Tortoise, LLC and FDx Advisors. Chen is based in Atlanta, GA. BIP Wealth, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm offers customized, household-level portfolios focused on diversified, low-cost mutual funds and ETFs, supplemented by individual securities, and incorporates private market investment opportunities for qualified clients.

Walter Storm III is a financial advisor at StoneX Advisors Inc. with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with StoneX Securities Inc. since 1991. Outside of his advisory role, he serves as CFO of Walter E. Storm & Associates, Inc., a financial services business he has been involved with since 1992. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes proprietary models and third-party managers to implement strategies and supports various account structures.

Christopher Thornton is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Beacon Global Advisor Network, LLC and Paratus Wealth Ltd. since 2025, and previously held roles at Blacktower Financial Management (US) LLC, Blacktower Cayman, and deVere USA Inc. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, utilizing a range of investment vehicles and third-party model managers.

Rebecca Stone is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Balentine, LLC since 2025 and previously spent 15 years at Morgan Stanley. Based in Atlanta, GA, her current role is with Balentine, a firm that serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients. Balentine provides comprehensive wealth management, financial planning, investment management, family office services, sub-advisory relationships, and business advisory support, utilizing a risk-based investment process that combines active and passive strategies with model-driven global tactical asset allocation.

James Rayburn is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 license and three years of industry experience. He is the owner and principal of The Wealth Genesis, a firm providing wealth management services to clients in the European Union. His prior experience includes work at Harrison Brook Ltd. and running Rayburn Wealth Management. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized portfolios that often include third-party managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives with varied service and compensation arrangements.

Gene Henssler is a financial advisor with Henssler Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been involved with Henssler Asset Management, LLC since 1998 and G.W. Henssler & Associates Ltd. since 1987. He is also an officer and minority owner of Cherokee National Trust Co. Henssler Financial serves a diverse client base including individuals, pension plans, registered mutual funds, other advisers, and municipal entities. The firm employs a cash-flow based investment process known as the “Ten Year Rule,” combining fixed-income strategies with equity allocations and integrates automated asset management and tax-loss harvesting options.

Emily Fleming is a financial advisor at BIP Wealth, LLC with a Series 65 designation and four years of industry experience. She previously worked at Signature FD, Wiser Wealth Management, and Somerset Advisory before joining BIP Wealth. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships, offering customized, diversified portfolios with a focus on low-cost mutual funds and ETFs supplemented by individual securities and private market opportunities.

Justin Wagner is a financial advisor with Henssler Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Henssler Financial in 2017. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-driven investment process known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and sub-advisory relationships, supported by affiliated accounting, real estate, and legal partnerships.

Hayes Chamblee is a Series 65-licensed advisor with BIP Wealth, LLC in Atlanta, GA, and has one year of industry experience. His prior roles include positions at Gratus Capital LLC and work in education at Campbell University and Broughton High School. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans with a multi-advisor approach, managing approximately $5.29 billion across 3,100 client relationships. The firm offers customized, household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market opportunities.

Giuseppe Riggi is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63, 65, and 66 designations and 17 years of industry experience. His prior roles include positions at Carlton Group and Prudential entities. He is also engaged outside of advisory work as a U.S. Private Wealth Manager for Chase Buchanan USA and as Vice President at Max Benjiman Partners, where he focuses on real estate capital advisory. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, providing customized asset management and financial planning services. The firm is noted for its specialized pension-transfer services for U.K. nationals and use of a diverse range of investment vehicles managed through unified account platforms.