Thomas Villalobos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equity Services Inc and National Life Group, as well as diverse experiences outside finance such as working at Bath & Body Works and involvement with educational institutions. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, and business entities. The firm uses third-party software to generate written financial plans that advisors review and present, supporting a technology-assisted service model with a high client-to-advisor ratio.

David Paulukaitis is a financial advisor with Advisory Services Network, holding a Series 65 designation and 17 years of industry experience. He has been with Advisory Services Network since 2007 and also owns and consults for Mainstay Capital Markets Consultants, Inc. since 2005. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of over 250 independent investment adviser representatives. The firm offers a range of advisory services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

Scott Barnas is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA. He holds the CFP® and ChFC® designations and has 28 years of industry experience. His prior firms include Mass Mutual Investors Services, METLIFE SECURITIES Inc, Morgan Stanley, and Citigroup Global Markets. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset allocation and long-term purchasing-power preservation through tailored portfolios and employs specialist sub-advisers for certain strategies.

Michael Runager is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at UBS Financial Services and Credit Suisse Securities (USA) LLC. Outside of finance, he owns and manages two transportation-related sole proprietorships, Southway Solutions and Final Mile Solutions. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, using a mix of discretionary and non-discretionary portfolio management strategies, including the Elevation Point Managed Volatility and Summit model series.

Peter Coleman Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. Outside of his advisory work, he has involvement in real estate rental activities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis, and manages both in-house and third-party investment strategies.

William Westenberger is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Prime Capital Investment Advisors LLC and Longer Financial. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives, risk tolerance, and time horizon, utilizing a variety of investment strategies including stocks, bonds, mutual funds, ETFs, and derivatives.

Charles Schorpp is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 22 years of industry experience. His career includes roles at Bank of America and Merrill, where he worked for over two decades before joining OpenArc in 2025. 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 that incorporates institutional research, manager due diligence, and a range of asset classes across public and private markets.

Justin Burgess is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with IFG Advisory and LPL Financial since 2017 and previously worked with Waddell & Reed, Inc. and various insurance carriers. Burgess is also licensed as a life, disability, and long-term care insurance agent. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Robert Cramer Jr. is a CFP® professional with 15 years of industry experience. He currently serves at OpenArc Corporate Advisory, LLC and previously worked for 14 years at Bank of America and Merrill Lynch. 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 multi-asset implementation across public and private markets.

Chase Gunter is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience and has previously worked at IFG Advisory, LLC d/b/a Appalachian Wealth Management, Wealth Plan Financial, United Bank, and LAD Logistics. Outside of his advisory work, he is involved with CG3 Properties, LLC, a real estate rental business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Elizabeth Meeks is a financial advisor at Balentine in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Balentine in 2025, she worked for seven years at PNC Private Bank and spent four years at the University of Georgia. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, offering wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that includes global tactical asset allocation strategies and manages private funds through affiliated entities.

Madeline Harr is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with eight years of industry experience. Her prior roles include positions at Bank of America and Merrill, as well as work at The Home Depot and Georgia Institute of Technology. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion in assets using a diversified investment approach that includes public and private markets, alternative securities, and digital assets, alongside governance-oriented consulting for plan sponsors and nonprofit clients.

Angelica Virtucio is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, N.A., and Merrill. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, offering wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion on a discretionary basis and utilizes a comprehensive investment process that includes institutional research, diversified asset allocation, and both public and private market securities.

Stephen Crocker is a financial advisor at Advisory Services Network with 23 years of industry experience. He holds the Series 66 designation and has worked at Advisory Services Network since 2017. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Nathaniel Cook is a financial advisor at OpenArc Corporate Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence to implement diversified portfolios across public and private markets, serving a range of clients including high-net-worth individuals and nonprofits.

John Lutz is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at Apex Pensions, Hand Securities, Inc., and CUNA Mutual Group. Outside of his advisory work, he has been affiliated with American Top Team since 2023. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on asset allocation and long-term purchasing power preservation using a variety of investment vehicles, and it offers integrated tax, accounting, and plan administration support through its affiliated firms.

Chloe Crist is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Henssler Financial. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, combining institutional research and diversified implementation across public and private markets. The firm manages approximately $10.1 billion in assets and offers both discretionary and non-discretionary advisory solutions.

Mitchell Rossi is a financial advisor at Capital Investment Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Invesco and Voya Investment Management. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing ETF-based model portfolios and third-party managers, supported by in-house tax and estate planning specialists.

Rafael Tanobe Rondino is a CFP® with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior roles include positions at Wela Strategies, Inc., Maverick Trading, and University of Alabama at Birmingham. He also has experience with tennis academies, including the Universal Tennis Academy and Birmingham Tennis Academy. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, and institutional clients. The firm employs a centralized, ETF-based portfolio approach combined with integrated financial planning and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.

Wesley Moss is a CFP® professional at Capital Investment Advisors, LLC with 27 years of industry experience. His career includes roles at UBS Financial Services, Prudential Equity Group, and a long tenure at Capital Investment Advisors since 2010. He is also a host of the Money Matters radio show and an author of retirement-related books. Additionally, he is involved in media through Atlanta Media Company, LLC, and holds a passive interest in a media consulting firm. 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 with specialized services such as family-office style support and pension consulting, using a structured ETF-based portfolio approach tailored to client needs.