Mikhail Harmon is a financial advisor with BIP Wealth, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior experience includes roles at Raymond James Financial Services, Inc., Harmon Financial Advisors, and a partial ownership interest in a gym. 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 asset allocations, manages both discretionary and non-discretionary accounts, and provides advisory services to private pooled vehicles and institutional clients.

Tobin Anderson is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at multiple firms including IFG Advisory, LLC, Arista Advisory Group, LLC, Edward Jones, Pacific Select Distributors Inc., and Pacific Life Insurance Co. Outside of his role at LPL Financial, he provides investment advisory services through IFG Advisory, LLC, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, combining large-scale advisory operations with additional product offerings such as insurance and annuities.

Michael Mcfarland is a financial advisor with Stonex Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His work history includes roles at StoneX Securities Inc., Ameriprise Advisor Services, Inc., and Raymond James & Associates. He is also involved in several business ventures, including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which focus on financial advisory and tax preparation services. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses various platforms and investment solutions, including proprietary models and third-party money managers, to implement strategies tailored to client needs.

Derrick Friedman is a financial advisor with Capital Analysts based in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. In addition to his advisory role, Friedman founded a national placement company for financial advisors and manages a group life insurance program sponsored by a school employer. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice. The firm combines discretionary and non-discretionary investment management supported by proprietary fund screening and maintains institutional relationships to support a range of investment solutions.

Chad Edwards is a financial advisor at BIP Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., and Prehmus Financial Partners. Edwards is also involved in fixed insurance sales through various product providers. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides access to private-market securities and private pooled investment vehicles.

Elizabeth Kunzler is a financial advisor at Beacon Global Advisor Network, LLC with over a year of experience. She holds the Series 65 designation and previously worked at Raymond James Investment Services Ltd. for 12 years. Kunzler is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized asset management and financial planning services, with a notable focus on pension-transfer capabilities for U.K. nationals and a network of independent advisory representatives providing layered service arrangements.

Zachary Williams is a financial advisor with Simplicity Wealth in Atlanta, GA, holding a Series 65 credential and two years of industry experience. He has worked at Fairway Financial Partners and Brookstone Capital Management, among other firms, and is involved in insurance and annuity sales as a co-owner of Fairway Financial Partners. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, offering a range of advisory services from financial planning to managed account platforms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers.

Kimberly Woody is a financial advisor at GLOBALT Investments with 12 years of industry experience. She holds a Series 65 designation and has been associated with GLOBALT Investments and its predecessor entities since 1997. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including high-net-worth individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

Ross Lloyd is a financial advisor at One Capital Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-Cref Individual & Institutional Services, LLC for 12 years. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7 billion in discretionary assets. The firm employs a globally balanced investment approach combining active management of large-cap equities, ETFs, and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.

Ryan Ely is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Capital Investment Advisors since 2010 and has worked concurrently with HYB Partners, LLC and Wela Strategies, Inc. Additionally, he has produced the "Money Matters Show" on WSB Radio since 2009. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based model portfolios and sleeves, integrates financial planning with portfolio management, and offers specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.

Christopher Emmott is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has been affiliated with EBG International since 2016. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized asset management and financial planning services, with a notable focus on pension-transfer capabilities for U.K. nationals and operates as a network of independent advisory representatives providing specialized and layered service arrangements.

Scott Levy is a financial advisor at BIP Wealth, LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. Outside of his advisory work, Levy serves as a trustee for PD Ministries, an independent Christian ministry in the Atlanta area. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations that include mutual funds, ETFs, fixed income, and options-based covered-call strategies, and it also offers private-market investment opportunities for qualified investors.

Michael Chisick is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently an advisor at One Capital Management, LLC and previously worked at TIAA and TIAA-CREF. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, typically constructing globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Gabriela Cossio is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Merit in 2026, she worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC from 2023 to 2026. She has also been involved in education roles at Barrington High School. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and offers a variety of account arrangements supported by an internal investment management team and third-party sub-advisers.

Hayden Mcconnell is a CFP® with four years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His career includes roles at Morgan Stanley, Wells Fargo Advisors, and Wealth With No Regrets. 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 tailored portfolios based on client objectives and risk tolerance, employing a mix of investment strategies and specialist sub-advisers to support long-term purchasing-power preservation.

Paul Salamon Jr. is a financial advisor at Brookwood Investment Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, he is involved with Empowered-Home, a venture active since 2021. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains relationships with third-party managers and platforms, overseeing approximately $1.25 billion in assets under management as of the end of 2025.

Dean Arden is a financial advisor with Beacon Global Advisor Network, LLC, holding five years of industry experience. His prior work includes positions at Blacktower Financial Management (International) Ltd and PWS. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension-transfer services for U.K. expatriates. The firm uses a customized investment approach with third-party models, mutual funds, ETFs, equities, and fixed income, managing most accounts on a discretionary basis through unified managed account platforms.

Lisa Disney is a financial advisor with Wealthcare Advisory Partners LLC in Alpharetta, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Wealthcare Advisory Partners since 2015 and has also been affiliated with LPL Financial since 2013. Outside of her advisory role, she provides pet sitting services for clients when they are out of town. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based, evidence-driven advisory approach.

Leith Anticevich is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates International, Austen Morris Associates, Carrick Investments, and Carrick Wealth. Beacon Global Advisor Network, LLC 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 assets, offering discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on U.K. expatriates and personalized investment strategies.

Laurence Martin Jr. is a CFP® and ChFC® with 21 years of experience in the financial advisory industry. He is currently with Advisory Services Network, where he has worked since 2022, following prior roles at Roswell Asset Advisors, Financial Engines Advisor Center, and several other firms. Martin also owns and operates an insurance agency. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm offers strategies tailored to client objectives and risk tolerances, utilizing a variety of securities and third-party managers, supported by a large platform of over 200 advisors and more than $10 billion in discretionary assets.