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 at Bison Wealth, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Partners Capital Services, Inc., L.M. Kohn & Company, Midsouth Capital, Inc., Raymond James & Associates, and Citigroup Global Markets. She has been with Bison Wealth since 2015. 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’s investment approach focuses on outcome-driven, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, supplemented by specialized offerings such as an options-based Overlay strategy and access to third-party managers.

Jason Peck is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016, with prior experience at StoneX Securities dating back to 1997. Outside of his advisory role, he is managing partner of The Peck Group, LC, where he provides legal services in taxation, estate planning, business planning, and tax return preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a variety of implementation platforms and delivers strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Matthew Lane is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 credential with six years of industry experience. He previously worked at Wela Strategies, Inc. for six years and has a background in education spanning ten years. Capital Investment Advisors 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, utilizing a centralized, structured portfolio approach with ETF-based model portfolios and third-party managers for specialized mandates.

Hays Evans is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 66 and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Capital Group Private Client Services, Capital Bank and Trust Company, Capital Guardian Trust Company, and Wells Fargo Clearing. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using various portfolio management strategies, combining fundamental, technical, and cyclical analysis while accommodating client-imposed restrictions.

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 at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation with 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 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 an investment approach that includes private-market securities and options-based covered-call strategies alongside traditional public-market investments.

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 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.

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® with 21 years of industry experience, currently serving as a financial advisor at Balentine since 2025. She previously worked at Morgan Stanley for 15 years, as well as Citigroup Global Markets and Wells Fargo Clearing. Balentine provides wealth management, financial planning, investment management, family office services, and sub-advisory arrangements to entrepreneurs, families, high-net-worth individuals, and institutional clients. The firm employs a model-driven investment approach using a Capital Markets Forecast and a Building Blocks framework, combining active and passive strategies across multiple asset classes.

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 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.

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.

Giuseppe Riggi is a financial advisor at Beacon Global Advisor Network, LLC with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Beacon Global Advisor Network, he worked at firms including Carlton Group and Prudential Investments. In addition to his advisory role, he provides wealth management services focused on expatriates and U.S.-connected individuals through Chase Buchanan USA and is involved in real estate capital advisory at Max Benjiman Partners. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and pension-advice services tailored particularly to U.K. expatriates. The firm employs customized portfolios combining third-party managed models, mutual funds, ETFs, and individual securities, with a notable capability in handling U.K. pension transfers through coordinated processes and 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 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining OpenArc in 2025, she worked at Merrill for five years and Fidelity in various roles from 2015 to 2020. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm uses a diversified investment approach combining institutional research and manager due diligence across public and private markets, and serves clients including high-net-worth individuals, plan sponsors, endowments, and foundations.