Marcus Bloom is a financial advisor at Donaldson Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Lifestyle Freedom Advisory Group, Array Partners, Royal Alliance Associates, Signator Investors, and The CORE Group. Donaldson Capital Management serves individual and institutional clients with a model-driven investment approach emphasizing dividend-paying equities and fixed income. The firm offers investment management, financial planning, and retirement-plan services, including fiduciary engagements and sub-advisory roles for collective investment trusts.

Madison Grosse is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Capital Investment Advisors, Madison worked at J.P. Morgan Securities LLC and JPMorgan Chase. 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, including family-office style services, pension consulting, executive compensation analysis, and access to private investments.

Paul Covington is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion on a discretionary basis and employs a diversified investment process that includes institutional research, manager due diligence, and exposure to public and private markets, digital assets, and alternative securities.

Annette Marshall is a financial advisor at GLOBALT Investments with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Triad Advisors and ICS Group. Outside of her advisory work, she co-owns UFAB Moms LLC, a company that develops patented retail products, and is active in nonprofit organizations including Jack and Jill of America and the Atlanta Suburban Alumnae Chapter of Delta Sigma Theta. GLOBALT Investments provides discretionary investment management services to individuals, corporations, institutions, and other advisers, utilizing a team-based investment process that combines quantitative, technical, and fundamental analysis. The firm emphasizes ETF-driven asset allocation strategies and offers portfolio management through separately managed accounts, wrap fee programs, and model portfolios on various platforms.

David Whitmore Jr. is a CFP® professional with 23 years of industry experience. He is currently with Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and previously worked at Buckman Buckman for 18 years. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies including portfolio management, financial planning, retirement plan consulting, and educational seminars, delivering both discretionary and non-discretionary management through a network of independent Advisory Representatives.

Richard Thompson Jr. is a Series 65 licensed advisor with 11 years of experience, currently serving at Virtue Capital Management, LLC since 2019. Prior to joining Virtue, he worked at Horter Investment Management, LLC for four years. He is also involved with Advanced Legacy Concepts, where he provides insurance, annuity sales, and financial planning services. Virtue Capital Management, LLC is a multi-team investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management, financial planning, and consulting through a mix of tactical, strategic, and dynamic investment approaches.

Alfredo Valverde Salazar is a CFA® charterholder with one year of experience at BIP Wealth, LLC. He previously worked at Capital Group for five years and has a background that includes roles at NASA's Jet Propulsion Lab and the Georgia Institute of Technology. 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 employs tailored asset allocations using mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled investment vehicles.

Clifford Harrell is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Advisory Services Network, where he has worked since 2024, following over a decade at E*TRADE Capital Management and a brief tenure at Morgan Stanley. Outside of his advisory role, he receives residual commissions from real estate transactions through a brokerage affiliation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services with flexible engagement models, employing diversified investment strategies and third-party manager oversight.

Thomas Gay is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Purshe Kaplan Sterling Investments, Dasher & Padgett Financial Advisors, Inc., Invest Financial Corp., and Merrill. Gay also serves as Secretary on the board of the Kiwanis Club of Dougherty County, a nonprofit organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach with both internal and third-party portfolio management, offering discretionary and non-discretionary account options through a network of investment adviser representatives.

Patrick Dotts is a financial advisor at RFG Advisory, LLC in Alpharetta, GA. He holds a Series 65 designation and has over 13 years of industry experience, including a long tenure at Soliant. RFG Advisory serves a diverse client base ranging from individual and high-net-worth investors to retirement plans and select institutional clients, offering a range of investment advisory and planning services. The firm employs a primarily discretionary investment approach that includes model portfolios, direct indexing, and access to alternative investments, while also acting as a sub-adviser to multiple ETFs and serving municipal and investment company clients.

Michael Sava is a CFP®-certified financial advisor at Synovus Securities, Inc. in Alpharetta, GA, with 25 years of industry experience. His prior roles include positions at Merrill, FirsTrust LLC, and Wiser Wealth Management, among others. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs portfolio management through discretionary and non-discretionary programs on the Envestnet platform, using client risk tolerance to guide asset allocation and manager selection.

Daniel Mowery is a financial advisor at Gibbs Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America, PRUCO Securities, and several other firms. Outside of his advisory role, he is also involved in the sales of Medicare Supplement policies. Gibbs Wealth Management provides discretionary investment advisory services primarily through advisor-directed Model Management programs that utilize third-party platforms and strategists to manage model portfolios for individual and high-net-worth clients.

Daniel Lewis is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion on a discretionary basis, employing a diversified investment approach that includes public and private markets, alternative assets, and selective digital asset exposure.

Joseph Templeton is a financial advisor at OpenArc Corporate Advisory, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, E*TRADE Capital Management, E*TRADE Securities, LPL Financial, and Waddell & Reed. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, including high-net-worth clients, trusts, corporations, and institutional retirement plans. The firm employs an investment process that integrates institutional research, manager due diligence, and diversified implementation across public and private markets.

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.

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.

Angela Rehkop is a CFP® and ChFC® with 32 years of experience in the financial services industry. She is currently affiliated with Geneos Wealth Management, Inc. and Financial Care Providers. Outside of her advisory role, she is the founder of the nonprofit organization Golf for the Kids and serves as a board member for Warren Epstein and Associates Architects Inc. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies combined with continuous account monitoring and discretionary trading authority.

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.

Howard Katz is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with IFG Advisory since 2014 and also maintains an affiliation with LPL Financial. Katz provides continuing education as an instructor for Certified Financial Planners, insurance agents, and CPAs, offering ethics and compliance courses. IFG Advisory serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, managing portfolios through various methods including in-house management and third-party managers, and offers specialized services such as real estate planning and business valuation.