Daphne Gentile is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Wells Fargo Advisors, Cambridge Investment Research, Fuller and Company, and Morgan Stanley. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides tailored investment solutions including private markets and digital assets, with a significant focus on institutional retirement plans and operational integration with third-party platforms.

Ronald Savarese is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Bison Wealth since 2014 and previously spent three years with Sterne Agee Financial Services. Outside of his advisory role, he is involved in publishing through Home Planet Publishing, Inc., where he publishes books authored by himself and family members. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm employs multi-manager portfolios with tactical and strategic allocations and offers both discretionary and non-discretionary management, along with access to alternative investments and a distinctive option-based Overlay Strategy.

Randall Roman is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures at both firms from 2010 to 2025. Based in Atlanta, GA, he has been with OpenArc since 2025. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a variety of investment strategies that include individual securities, alternative investments, and digital assets.

Ryan Ledden is a CFP® with 13 years of industry experience, currently serving at RFG Advisory, LLC. Prior to joining RFG Advisory and its affiliate Black Oak Asset Management in 2026, he spent 12 years at Silver Oak Securities Inc. Outside of his advisory work, Ledden is a travel baseball head coach and serves as an unpaid board member for a nonprofit ministry. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role with the Bluemonte family of ETFs and its service to investment companies and public sector clients.

Edward Goepp Jr. is a CFP® professional with 14 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2019. Prior to this, he worked at Wela Strategies, Inc. and Wela Strategies, LLC from 2012 to 2025. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized, structured investment platform with standardized asset-allocation models and offers access to various private investment solutions and specialized in-house planning resources.

Lori Cohane is a financial advisor at Asset Preservation Advisors, LLC with Series 63 and Series 65 licenses. She has 22 years of industry experience, including prior work at Credit Suisse Asset Management Securities, Inc. from 2002 to 2024. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients. The firm focuses exclusively on municipal bond portfolios, employing active fixed-income strategies and managing over $11 billion in assets with an emphasis on income generation and capital preservation.

Thomas Lance is a financial advisor at Arkadios Wealth Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and incorporates a combination of fundamental, technical, and cyclical investment analysis methods.

Thomas Day Jr. is a CFA® charterholder with nine years of industry experience. He has worked at Buckhead Investment Partners, LLC since 2016 and at SunTrust Bank from 2006 to 2016. He is based in Atlanta, GA and is affiliated with BIP Wealth, LLC. 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, employing tailored asset allocations including mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies. BIP also advises private pooled vehicles and offers private-market securities to qualified investors as part of its broader investment approach.

Jamall Little is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Equitable Advisors LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he owns a vending machine business, The Little Family Vending Company. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a broad range of investment strategies and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Mikayla Dubnik is a financial advisor at IFG Advisory, LLC based in Atlanta, GA. She holds the Series 66 designation and has been active in the industry since 2025. Her prior experience includes roles at SGL Wealth Management and LPL Financial LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with client goals.

Daniel Keeney is a financial advisor at IFG Advisory, LLC with six years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Invesco and LPL Financial. Keeney also provides administrative support to IFG Advisory, dedicating full time to this role. IFG Advisory serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers a range of investment advisory and financial planning services, utilizing sub-advisors and third-party managers to tailor portfolios according to client goals.

Hugh Bishop Jr. is a Series 65 credentialed advisor at Alphastar Capital Management with one year of industry experience. His prior work includes roles at BAB Group, LLC, BJM Employer, Inc., and Brumlow and Company. Alphastar Capital Management serves individual clients, corporate and business clients, and retirement plans with discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and advisor-directed models, utilizing various investment vehicles and technology tools.

Jason Mcgilvery is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm emphasizes model portfolio management guided by various analytical approaches and offers educational seminars and co-branded services.

Dylan Dennis is a Series 65-licensed financial advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2025 and has a background that includes four years at Auburn University and six years at Pinecrest Academy. BIP Wealth 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 asset allocations using a variety of investment vehicles and provides private-market investment opportunities for qualified investors.

James Russell is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Allegiance Financial Group, LPL Financial, and PKS Investments. Outside of his advisory role, he is an equal partner in a real estate development company, JL3, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while offering customization options through various platforms.

Jessica Farr is a financial advisor at IFG Advisory, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at CitiBank for nine years. Farr also provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.

James Read is a financial advisor with Jefferies Investment Advisers LLC in Duluth, GA, holding a Series 63 designation and 46 years of industry experience. He has been with Jefferies & Company, Inc since 2009. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers areas such as tax and estate planning, executive compensation, and philanthropic planning.

Matthew Gladbach is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Advisory Services Network. His prior roles include positions at Donaldson Capital Management, TD Ameritrade, and Scottrade. He also acts as a FINRA arbitrator on an as-selected basis. Advisory Services Network supports individuals, families, corporations, and retirement plans through a network of independent advisors, offering portfolio management, financial planning, and investment consulting. The firm employs a range of strategies across various asset classes and manages approximately $8.6 billion in client assets.

Ross Hughes is a CFP® professional with 12 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2022. His prior roles include positions at Capital Endurance Group, Inc., Allstate, and Redwood Wealth Management, LLC. 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 unique services such as advising private pooled vehicles and managing covered-call SMA strategies.

Andrew Guthrie is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. He has been in the industry since 2026, with prior experience that includes roles at Stearns Retirement Group and involvement with community organizations such as Georgia 4-H. Sound Income Strategies manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, supported by a scalable advisor network and specialized family-office style services.