Edward Goepp Jr. is a CFP®-designated financial advisor with 14 years of industry experience. He has been with Capital Investment Advisors, LLC since 2019 and previously worked at Wela Strategies, Inc. and Guardian Life. 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, utilizing a centralized, ETF-based model portfolio approach tailored to clients’ risk tolerance and goals, supported by in-house tax and estate planning strategists.

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.

Casey Arundel is a financial advisor at Arkadios Wealth Advisors with 12 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Arkadios Capital in 2025. He serves on the Board of Directors for the GT North Metro Alumni Club, supporting educational and athletic events for Georgia Tech alumni. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs advisor-managed accounts, third-party money managers, and an internal portfolio team to develop customized investment plans, utilizing fundamental, technical, and cyclical analysis.

Thomas Lance is a financial advisor at Arkadios Wealth Advisors in Dunwoody, GA, holding Series 65 and Series 63 licenses with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank NA before joining Arkadios in 2022. 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 combines fundamental, technical, and cyclical investment analysis.

Thomas Day Jr. is a CFA® charterholder with nine years of industry experience. He is currently with Buckhead Investment Partners, LLC, where he has worked since 2016. Based in Atlanta, GA, he is part of BIP Wealth, LLC, a multi-advisor registered investment adviser that serves individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, offering tailored asset allocations that include public and private-market securities and unique strategies such as covered-call SMA strategies and private pooled investment vehicles.

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 called The Little Family Vending Company. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages about $10.1 billion and offers both discretionary and non-discretionary solutions, utilizing a diversified investment approach across public and private markets along with specialized services for plan sponsors and nonprofit clients.

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 with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Invesco and LPL Financial. Keeney provides administrative support to IFG Advisory, focusing full-time on this activity. IFG Advisory, LLC offers 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, performing periodic portfolio reviews for its clients.

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® designation and Series 63 license. His prior roles include positions at LPL Financial, LLC and PKS Investments. Outside of his advisory work, he is an equal partner in a real estate development venture through JL3, LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and supports both discretionary and non-discretionary accounts.

Oliver Kosar is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 credential. He joined the firm in 2026 and has prior experience working at the University of Georgia and Georgia Southern University. Outside of finance, he has been involved with ATL Autographs since 2020. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management, using a centralized ETF-based portfolio approach combined with tailored allocations and access to specialized services including tax, estate, pension consulting, and private investments.

Jessica Quinn is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. She has three years of industry experience, including nine years at CitiBank prior to joining IFG Advisory and LPL Financial in 2023. Quinn also provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers 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 and third-party managers and provides services such as portfolio management, financial planning, and retirement plan consulting.

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.

Troy Decastro is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019, following a 21-year tenure at Crawford Investment Counsel, Inc. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm’s investment approach integrates fundamental, technical, and cyclical analysis and employs a range of management strategies, including in-house management and third-party managers.

Matthew Hand is a CFP® professional with eight years of experience in the financial services industry. He is currently with BIP Wealth, LLC and has held prior roles at firms including CapFinancial Securities LLC, Charles Schwab, and Stewardship Financial Advisors LLC. 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 and manages both public and private market investments, including private pooled vehicles and covered-call strategies.