Reno Borgognoni is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Archer since 2018 and previously held roles at HD Vest Advisory Services and Hd Vest Investment Securities. Outside of his advisory work, he serves as a fractional CFO for MD & E Clarity and holds leadership positions in local organizations, including as Vice President-Treasurer of a homeowners association and advocate overseeing legal and risk management for a Knights of Columbus council. Archer Investment Corporation provides investment management primarily to individual clients across a range of wealth levels through separately managed accounts and proprietary mutual funds. The firm employs diversified investment strategies and serves a network of accountants and CPAs in a multi-branch, independent-contractor model, managing approximately $1.01 billion in discretionary assets.

Lee Harman is a Series 65-licensed advisor with one year of industry experience, currently affiliated with Beacon Global Advisor Network, LLC. He previously worked at Altor Wealth Management LLP and Saunderson House. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pensions, and trusts, offering customized portfolios primarily managed on a discretionary basis. The firm is notable for its specialized pension-transfer services for U.K. nationals and its network structure that supports layered service arrangements.

Bethany Wheeler is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with five years of industry experience. She previously worked at Advocacy Wealth Management, LLC for eleven years. In addition to her advisory role, she owns Fiduciary Management Solutions, LLC, a consulting firm focused on investment planning. Bison Wealth serves a diverse client base including individuals, family offices, trusts, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across various asset classes and alternatives.

Dustin Casebolt is an advisor at Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at Tarkenton Financial, 3-Mentors/Gameplan, and Ameriprise. He is also involved in fixed annuity and insurance sales through Dominion Financial Solutions. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, model portfolios, third-party manager access, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Ryan Daly is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with 10 years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill, where he spent nine and ten years respectively. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm manages approximately $10.1 billion in discretionary assets and employs a diversified investment approach that includes institutional research, manager due diligence, and a range of public and private market strategies.

Sebastian Castano is a financial advisor at John Hancock Personal Financial Services, LLC with five years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked at firms including Morgan Stanley and First Command Brokerage Services Inc. Outside of his advisory work, he is involved with Florida Financial Advisors, where he acts as a financial consultant. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm uses technology-assisted tools to deliver written financial plans and offers an Emergency Savings program, serving a broad client base through a scaled service model.

Spencer Bowman is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Fidelity Brokerage Services LLC. His background includes roles outside finance, such as with Habitat for Humanity Restore and Oklahoma State University. 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, and a range of investment strategies including multi-manager model portfolios and access to third-party managers, along with services for other advisers through its Turnkey Asset Management Platform.

David Olson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at firms such as Merrill, Regions Bank, Cetera, and Fifth Third Securities before joining Fifth Third Wealth Advisors. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm employs household-level Investment Policy Statements and leverages both in-house and third-party management to construct and rebalance portfolios, benefiting from its integration with Fifth Third Bank and affiliated entities.

Mark Willoughby is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He has been with Modera Wealth Management, LLC since 2011, following prior roles within the same firm dating back to 2002. Modera Wealth Management, LLC offers wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Richard Anderson is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with 20 years of industry experience. He previously worked at Bank of America, NA for 16 years and Merrill for 19 years. 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 an investment approach combining institutional research, manager due diligence, and diversified implementation across public and private markets.

John Morgan is a Series 65-licensed advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International, providing financial and investment advice. Beacon Global Advisor Network, LLC offers investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages discretionary portfolios using a mix of mutual funds, ETFs, equities, and fixed income, with specialized advisory services for U.K. expatriates.

Michael Tarrant is a CFP® professional with 32 years of industry experience, currently serving at IFG Advisory, LLC since 2015. He has also been associated with LPL Financial during the same period. Outside of his advisory role, he works as an insurance agent presenting policies for third-party agencies. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting using a combination of fundamental, technical, and cyclical analysis, and offers specialized services such as real estate planning and business valuation.

Kaitlin Ealy is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her background includes roles at Bank of America, Merrill, and Insperity. Outside of finance, she has experience working at Hal's the Steakhouse. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research, manager due diligence, and allocation across public and private markets, serving a broad client base including high-net-worth individuals and nonprofit organizations.

William Thacker is a financial advisor at Balentine with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America U.S. Trust, and GER Loftin Wealth Advisors. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, and family office services. The firm’s investment approach uses a seven-year Capital Markets Forecast and a Building Blocks framework to allocate assets across various risk types, combining active and passive strategies along with selected third-party sub-advisers.

Michael Saulnier is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He is co-owner of Capital Payments Consulting LLC, a family business that advises business owners on reducing banking fees. Saulnier also serves on the board of Hope Atlanta Young Professionals. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, focusing on tailored portfolios that emphasize asset allocation and long-term purchasing-power preservation. The firm is part of a broader Aprio group offering integrated tax, accounting, and benefits consulting services.

Barry Kaplan is a CFP® professional with 20 years of industry experience, currently serving at Modera Wealth Management, LLC since 2017. He previously worked at Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel for 13 years. Kaplan is also involved in managing multiple family investment partnerships. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs diversified asset allocation based on Modern Portfolio Theory and integrates investment management with accounting, tax, and business coaching services.

Min Jian Yang is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with Capital Investment Advisors, LLC and previously worked at Northwestern Mutual Wealth Management and Bass Underwriters LLC. Outside of finance, he has experience in the logistics and food service industries. 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, structured portfolio approach with ETF-based model portfolios and access to specialized third-party managers.

Cassandra Stiff is a financial advisor with BCG Securities, Inc. and holds Series 63 and Series 65 designations. She has 24 years of industry experience with prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of her advisory work, she serves on education-focused nonprofit boards including the Kennesaw Business Association and the Douglas County School System Foundation, and participates as an adviser on the Her Money Her Choice podcast, which provides financial education for women. BCG Securities, Inc. serves institutional retirement plans and individual clients, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches across various investment strategies.

James Bolus is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, where he has worked since 2022. He has a total of two years of industry experience and also maintains a role with iFS Hong Kong, which he has held since 2003. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily 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 specialized advisory services for U.K. expatriates.

Troy Tomczak is a CFP® professional with five years of industry experience, currently serving at Capital Investment Advisors, LLC. Before joining his current firm, he worked at Invesco and Merrill. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management, including specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.