George Chen is a CFA® charterholder with nine years of industry experience. He has worked at BIP Wealth, LLC since 2026, following eight years at Red Tortoise, LLC and three years at FDx Advisors. 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, including tailored asset allocations and private-market investment options for qualified investors.

John Richter Jr. is a financial advisor at Merit Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Yeomans Consulting Group, Charles Schwab, and TD Ameritrade. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach based on centrally managed portfolios overseen by an internal Investment Management team.

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.

Kelly Gallimore is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 65 designation and 14 years of industry experience. She has been with Merit Financial Advisors and Consilium Associates since 2015. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Emily Fleming is a Series 65-licensed advisor at BIP Wealth, LLC with four years of industry experience. Prior to joining BIP Wealth in 2025, she worked at Signature FD, Wiser Wealth Management, and Somerset Advisory. She holds a degree from the University of Georgia. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored household-level plans using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also provides advisory services to private pooled vehicles and private-market offerings.

Hayes Chamblee is a Series 65-licensed financial advisor at BIP Wealth, LLC with one year of industry experience. Prior to joining BIP Wealth in 2024, he worked at Gratus Capital LLC from 2022 to 2024 and has a background that includes roles at Campbell University and Broughton High School. 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, with tailored asset allocations and private-market offerings for qualified investors.

David Randall is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 credential and 13 years of industry experience. He previously worked at UBS Financial Services, Bank of America, N.A., and Merrill. Outside of his advisory role, he provides baseball instruction to young clients through his business, David Randall Baseball Lessons. Elevation Point Wealth Partners is an SEC-registered multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities with a model portfolio approach that incorporates tactical asset allocation and third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

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.

Marcia Mayoue is a CFP® and CFA® with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2011. She holds the Series 63 and Series 65 licenses and operates out of Atlanta, GA. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm utilizes tailored asset allocations and private-market securities for qualified investors and provides advisory services to private pooled vehicles and sponsor activities through affiliated entities.

Courtney Murphy Mesa is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She has previously worked at Merrill and Fidelity in various advisory roles. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, with a notable focus on institutional retirement practices and private market investments.

Franklin Sullivan is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Voya Investment Management, Onward Reserve, and Cannon Financial Strategists. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines tailored investment strategies with both discretionary and non-discretionary engagement models, with a notable focus on institutional retirement plans, private markets, and digital assets.

Andrew Cole is a CFP® professional affiliated with BIP Wealth, LLC, based in Atlanta, GA. He has four years of combined experience in financial advisory and related roles, including prior positions at Blue Trust and Blumark Financial Advisors. His background also includes teaching roles at Liberty University and Samford University. 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 an investment approach that includes both public and private market strategies tailored to client needs.

Matthew Clark is a CFP® with 12 years of experience in financial advising. He is currently with Capital Investment Advisors, LLC, where he has worked since 2021. His prior roles include positions at Howard Capital Management, Lindner Capital Advisors, Inc., and Mass Mutual Investors Services. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions and a specialized Capital Family Office division.

Stephen Oneil is a financial advisor with The Strategic Financial Alliance, Inc. in Alpharetta, GA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he is involved with North Georgia Wealth Advisors, focusing on marketing financial services and life insurance sales. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers. The firm manages assets primarily on a non-discretionary basis and supports a range of portfolio programs and co-advisory arrangements.

Ryan Hood is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 license and 29 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. Outside of his advisory role, he is involved in health-related non-variable insurance and moderates activities unrelated to investment advising. IFG Advisory, LLC provides investment advisory and financial planning services to individuals including high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors, third-party models, and various financial instruments, while also managing held-away assets to align with clients’ overall goals.

Jack Cayce is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and Catalyst Wealth Management. Outside of his advisory role, he is also an insurance agent specializing in life, disability, and fixed annuity products. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving a broad client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, employing a combination of centrally managed strategies and locally managed portfolios across various asset classes and specialized investment vehicles.

Tyler Huck is a financial advisor with Prosperity Capital Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Oxygen Financial. Outside of advisory work, he provides tax planning and Medicare solutions through Vickery Tax and Accounting and Vickery Medicare Solutions. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as discretionary investment management, financial planning, and separately managed accounts.