Mary Clare Breyel is a financial advisor at NewEdge Wealth with three years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior across a range of strategies and alternative exposures.

Courtney Finkle is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 66 license and having one year of industry experience. Prior to joining the firm, Courtney worked in various roles including at Capital Insight Group and Ted's Restaurant and Bar. Outside of finance, Courtney coaches volleyball camps and clinics for children. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm manages a mix of discretionary and predominantly non-discretionary assets and maintains dual registration with broker-dealer affiliations.

Valerie Edwards is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has been affiliated with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2010. In addition to her advisory role, she is an insurance agent specializing in life, health, and fixed annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Alex Levine is a financial advisor at OpenArc Corporate Advisory, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. OpenArc Corporate Advisory provides wealth management and consulting services to a diverse client base, including individual and institutional clients, trusts, nonprofit endowments, and retirement plans. The firm offers tailored investment solutions across various asset classes and has a notable institutional retirement practice combined with private markets and digital asset capabilities.

James Hawbaker is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. He has been involved with Davis & Hawbaker Real Estate Group, LLC since 2016 and with Hawbaker Financial Services, LLC since 2004. 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 provides financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services, utilizing a multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies.

Mitchell Gentry is a CFA® charterholder with six years of industry experience. He is currently with Equity Investment Corporation, where he has worked since 2023. His prior experience includes roles at Reagan Securities, Inc. and Jefferies LLC. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs a fundamental, absolute value investment process across various equity strategies and serves several unique client types such as insurance companies and government entities.

Jacob Tornow is a financial advisor at Bison Wealth, LLC with five years of industry experience and holds a Series 65 credential. He has previously worked at Bison Advisors and Advocacy Wealth Management, and serves as a UH60 Blackhawk pilot in the Georgia Army National Guard. Tornow is also a founding partner of Honeybee Holdings, LLC and Marketing Analysis and Development, LLC, a marketing and educational infographics firm. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused multi-manager model portfolios blending tactical and strategic allocations, with access to third-party managers and specialized options-based strategies.

Robby Preston 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 N.A. and Merrill. Outside of his advisory role, he is involved in a family business that provides consulting and administrative services related to office furniture supplies. OpenArc Corporate Advisory serves both individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm is noted for its institutional retirement practice, private markets and digital-asset capabilities, and operational integration with third-party platforms and networks.

Erik Bjerke is a CFP® with 28 years of industry experience, currently with OpenArc Corporate Advisory, LLC since 2025. He previously worked at Bank of America, N.A. for 16 years and Merrill for 27 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management, portfolio management, and dedicated retirement plan services, utilizing both discretionary and non-discretionary models with a broad range of investment options including private markets and digital assets.

Isabel Berbert is a financial advisor with SignatureFD, LLC in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. She worked at UBS Financial Services Inc. from 2014 to 2018 before joining SignatureFD. Isabel is a non-active partner in Sandhills Development Company, a partnership that owns an industrial park in West Columbia, SC. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Ashley Arrington is a CFP® professional with 14 years of industry experience, currently serving at BIP Wealth, LLC since 2022. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where she accumulated eight years of experience. Outside of her advisory role, she is a member of the Finance Committee for the Nashville Public Library, where she reviews and advises on the library’s investment portfolio. 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 discretionary and non-discretionary accounts, and manages private pooled investment vehicles alongside public and private-market strategies.

Michael Belote is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Raymond James & Associates. He is also managing director of two financial advisory firms, DJRCSM, LLC and Bell Toes FI, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans and discretionary account management supported by an internal portfolio team. The firm employs a mix of fundamental, technical, and cyclical analysis and integrates a network of advisory entities with affiliated broker-dealer services and in-house portfolio management.

William Nelson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding the Series 66 designation and 21 years of industry experience. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital in 2018, he worked at Raymond James & Associates from 2013 to 2018. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering investment and wealth management through advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with its internal portfolio team and employs a combination of fundamental, technical, and cyclical analysis to develop customized investment strategies.

Jackson Edmiston is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Northwestern Mutual in wealth management, investment services, and life insurance. Outside of finance, he was involved with Sharon Springs Baseball for five years. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, as well as offering specialized overlay and third-party manager solutions.

Aron Riddle is a CFP® professional with 22 years of industry experience. He has been with BIP Wealth, LLC since 2017 and previously worked at Strategic Advisers, Inc. for 12 years. 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, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based strategies, as well as private-market securities for qualified investors.

Clayton Jackson is a CFA® charterholder based in Atlanta, GA, with 37 years of industry experience. He has been with ZWJ Investment Counsel Inc since 1984. ZWJ Investment Counsel provides discretionary investment management and financial planning to a diverse client base that includes individuals and institutions such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes tailored portfolios using fundamental and financial analysis across equities, fixed income, and balanced strategies, and also offers consulting services including manager reporting and private placement recommendations.

Andrew Malone is a CFP® and holds a Series 65 license, currently with BIP Wealth, LLC. He has four years of industry experience, including prior roles at Rollins Financial Advisors, Wood Partners, and PricewaterhouseCoopers. 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, utilizing tailored asset allocations and a range of investment strategies including private-market securities for qualified investors.

Chad Pigg Fife is a financial advisor at OpenArc Corporate Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the Troy University Sorrell College of Business Advisory Council and volunteers with the Investment Management Consultants Association on CIMA exam development. 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 and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

Patrick Connolly is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include work with Arkadios Capital, Afterburner Inc, and a short tenure at Top Dawg Moving. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies that incorporate fundamental, technical, and cyclical analysis.

David Wilke is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Capital Investment Advisory Services, LLC since 2018. His prior experience includes 13 years at Princor Financial Services Corp and Principal Life Insurance Co. In addition to his advisory role, Wilke is also an insurance agent with Capital Insurance Affiliates. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and charitable institutions. The firm offers tailored investment strategies primarily managed on a discretionary basis, utilizing fundamental, technical, and charting analysis methods across a range of asset types.