Kenton Loar Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at SignatureFD, LLC. His prior roles include positions at Genuine Parts Company and Synovus Trust Company. SignatureFD serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private investment funds.

Daniel Lewis is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill for 12 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm emphasizes customized portfolios utilizing a broad range of investment strategies and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Joseph Templeton is a Series 66-credentialed advisor with 11 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. His prior experience includes roles at Bank of America, Merrill, and E*TRADE Capital Management. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines a broad investment toolkit with an institutional retirement practice and private markets capabilities, supporting both discretionary and non-discretionary engagement models.

Henry Zook is a Series 66 credentialed financial advisor with two years of industry experience, currently with Arkadios Wealth Advisors in Atlanta, GA. Prior to joining Arkadios, he worked in various roles including at DoorDash and in public service with the Office of U.S. Representative French Hill. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an internal portfolio team supporting advisors with models and trade execution, serving clients through discretionary management and fiduciary consulting.

Michelle Mangum is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Bison Wealth since 2015. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions with a focus on outcome-based portfolios that include both liquid and private market strategies.

Jason Peck is a financial advisor with StoneX Advisors Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with StoneX Advisors since 2016 and has been associated with StoneX Securities Inc. since 1997. Outside of his advisory role, he is the managing partner of The Peck Group, LC, a legal practice specializing in taxation, estate planning, business planning, and tax return preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a variety of advisor-managed and model-based investment strategies and supports multiple account structures and third-party money managers.

Matthew Lane is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has six years of industry experience, including prior roles at Wela Strategies, Inc. and a background in education. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

Hays Evans is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, with 30 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Arkadios in 2023, Evans worked at Capital Group Private Client Services and Capital Bank and Trust Company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm builds customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying them through various managed account and third-party manager programs.

Jon Holand is an investment advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has been with Beacon Global Advisor Network since 2019. He also has a long-term affiliation with Austen Morris Associates dating back to 2006. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on serving U.K. expatriates alongside non-high-net-worth and high-net-worth individuals.

Willis Dobbs is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2021 and previously held positions at Lakeview Capital Partners, LLC, Alston Capital Advisors, LLC, and Willis Dobbs & Co, Inc. In addition to his advisory work, he is an independent insurance agent specializing in accident, sickness, and life insurance. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often employing independent managers or turnkey asset management programs while maintaining oversight and due diligence.

Caroline Garvey is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She holds a Series 66 designation and has worked in various roles prior to her advisory career, including positions in hospitality and retail. Garvey also has experience with a pet-related business, Good Dog - Park & Dog Bar. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors through an internal portfolio team that manages equity, fixed-income, and alternative investment strategies.

Michael Sorrow Jr. is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He has worked at BIP Wealth since 2019 and previously spent 22 years at Greene Consulting Associates, LLC. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm constructs customized, diversified portfolios using low-cost mutual funds, ETFs, individual bonds, stocks, and options, and offers private market investment opportunities and institutional strategies.

James Sturgis is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has been with SignatureFD, LLC since 2018 and previously worked at Homrich Berg for five years. Based in Atlanta, GA, he provides financial advisory services as part of a 46-advisor team. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis, utilizing mutual funds, ETFs, and independent managers, and offers integrated services through affiliations with accounting and fund-management entities.

George Chen is a CFA® charterholder with nine years of industry experience. He currently works at BIP Wealth, LLC and previously held roles at Red Tortoise, LLC and FDx Advisors. Chen is based in Atlanta, GA. BIP Wealth, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm offers customized, household-level portfolios focused on diversified, low-cost mutual funds and ETFs, supplemented by individual securities, and incorporates private market investment opportunities for qualified clients.

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.

Emily Fleming is a financial advisor at BIP Wealth, LLC with a Series 65 designation and four years of industry experience. She previously worked at Signature FD, Wiser Wealth Management, and Somerset Advisory before joining BIP Wealth. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships, offering customized, diversified portfolios with a focus on low-cost mutual funds and ETFs supplemented by individual securities and private market opportunities.

Hayes Chamblee is a Series 65-licensed advisor with BIP Wealth, LLC in Atlanta, GA, and has one year of industry experience. His prior roles include positions at Gratus Capital LLC and work in education at Campbell University and Broughton High School. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans with a multi-advisor approach, managing approximately $5.29 billion across 3,100 client relationships. The firm offers customized, household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market opportunities.

Kiliaen Ludlow is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Triad Advisors Inc and Arden Trust Company. He serves as a board member for the Prestwick Homeowners Association, overseeing neighborhood matters and events. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs a diverse investment approach supported by an in-house portfolio team and offers fiduciary retirement plan consulting under an integrated operating model.