Adrian Vassallo is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 designation and nine years of industry experience. His career includes roles at Dixon Hughes Goodman LLP and its affiliated wealth advisory firms from 2005 to 2024. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and consulting services. The firm’s investment approach emphasizes customized asset allocation and combines active and passive strategies, with integrated tax and accounting services provided by its parent firm.

Brian Frey is a CFP® with 15 years of experience in financial advising, currently with SignatureFD, LLC since 2018. His prior roles include positions at JOYN Advisors, Inc., Minnesota Life Insurance Company, and Gv Financial Advisors. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, and charitable organizations, offering wealth management, retirement plan services, and consulting. The firm employs discretionary portfolio management with a range of investment vehicles and maintains affiliations with an accounting firm and private investment funds.

John Weindler is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2002 to 2025. He serves as a board member of the Global Equity Organization, a business group focused on education, networking, and collaboration among professionals. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a broad range of investment strategies that include private markets and digital assets, alongside a notable institutional retirement practice.

Thomas Joerres is a financial advisor at OpenArc Corporate Advisory, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Northern Trust Hedge Fund Services. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines discretionary and non-discretionary approaches and utilizes a wide range of investment options, with a notable focus on institutional retirement plans and private markets.

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.

William Holmes is a financial advisor at Stephens with 15 years of industry experience. He holds Series 65 and Series 66 designations and has worked previously at Goldman Sachs and JPMorgan in various roles spanning over eight and seven years, respectively. 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 advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments when appropriate.

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.

Stacey Ewing is a CFA® charterholder with 19 years of industry experience. She has been with ZWJ Investment Counsel Inc. since 2002. ZWJ Investment Counsel provides discretionary investment management and financial planning to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tailored investment process based on fundamental and financial analysis, serving a diverse client base that includes some uncommon institutional clients such as banking, insurance, and government-related entities.

Clifford Farren III is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services such as wealth management, financial planning, and portfolio oversight, utilizing diverse investment strategies including private markets and digital assets, with a significant focus on institutional retirement plan services.

Wesley Williams is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 credentials with two years of industry experience. His prior experience includes roles at Morgan Stanley and International Advisory Consultants Inc. Asset Preservation Advisors provides discretionary municipal bond investment management to institutional and retail clients, focusing exclusively on tax-exempt and taxable municipal bond portfolios using active fixed-income strategies tailored to client objectives.

John Scott is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding the CFP®, CFA®, and Series 66 designations and bringing 20 years of industry experience. He has been with BIP Wealth since 2015. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, including high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based covered-call strategies, and also manages private pooled investment vehicles for qualified investors.

Jose Hernandez III is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America N.A. and Merrill. He is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, with services spanning wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers tailored investment solutions using a wide range of products and emphasizes a substantial institutional retirement practice alongside private markets and digital asset capabilities.

Craig Rollins is a CFP® with eight years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. Prior to joining OpenArc, he worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm offers both discretionary and non-discretionary models and utilizes a range of investment strategies including private markets and digital assets.

Dillon Hess is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Merrill Lynch. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and portfolio management services, combining institutional research and a range of investment strategies that include private markets and digital assets.

Jennifer Thigpen is a CFP® professional with 25 years of industry experience currently serving at Apollon Wealth Management, LLC. She has held roles at firms including Cabot Lodge Securities LLC, J Alden Associates, Inc., and Raymond James & Associates. Outside of advisory work, she is a licensed independent insurance agent. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, offering a broad range of financial planning and portfolio management services across various asset classes and specialized investment vehicles.

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.

Alexander Gambrell is a financial advisor at Nicholas Hoffman & Company, LLC with 21 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 licenses. Nicholas Hoffman & Company offers financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm employs a range of investment vehicles and uses both discretionary and non-discretionary advisory approaches, including performance-based fee arrangements for certain private funds.

Sumaree White is a financial advisor at OpenArc Corporate Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill, Wells Fargo Clearing Services, Rockefeller Financial LLC, and Rockefeller & Co LLC. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and operational platforms to tailor solutions to client objectives.