Kristin Curcio is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the firm since 2016. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house estate and tax planning resources.

Wesley Pond is a CFA® charterholder with 16 years of industry experience. He has worked at Asset Preservation Advisors, LLC since 2019 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. in Atlanta, GA. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary taxable and tax-exempt portfolios. The firm employs an active fixed-income approach focused on yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small team of advisors.

Melissa Bunson is a financial advisor with BIP Wealth, LLC and holds the Series 63 and Series 66 licenses. She has 12 years of industry experience, including roles at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Prehmus Financial Partners, Inc., and Ameriprise Financial Services, Inc. In addition to her advisory work, she is employed as a Client Services Manager at Prehmus Financial Partners, where she processes paperwork, opens client accounts, and executes trading. 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 ongoing portfolio management using tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, with added private-market offerings for qualified investors.

Ashley Abate is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for nine years. Abate is based in Atlanta, GA. OpenArc Corporate Advisory serves individual and institutional clients, including non-HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, emphasizing both discretionary and non-discretionary engagement models and utilizing diverse investment strategies that include alternative and private market investments as well as digital assets.

Darragh Gallagher is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and two years of industry experience. He has worked previously with Financial Services Network Ltd, Skybound Wealth Management, Arlo Group, Expat Financial Services, Holborn Assets, and An Independent Mortgage Solution. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts, focusing on customized portfolios that use a variety of managed models and investment vehicles. The firm is notable for its specialized pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives offering layered service arrangements.

Keith Greenwald is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Aprio since 2014 and previously worked at Purshe Kaplan Sterling Investments for 11 years. Outside of his advisory role, he serves as vice president and secretary of Bullseye Training Club, LLC, a firearms safety and training company. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and various trading strategies, offering continuous portfolio monitoring and coordinating referrals with an affiliated CPA firm.

Michael Rowe is a financial advisor at Howard Capital Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Absolute Capital Management and Northern Lights Distributors, LLC. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of tools and services including participant-focused web programs, private wealth services, and management of mutual funds and ETFs.

David Cross is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Advisory Services Network since 2016. He previously worked at Calton & Associates, Inc. for one year. Outside of his advisory role, he is an independent insurance agent specializing in the sales and service of annuities, life, long-term care, and disability insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing various securities and asset allocation strategies.

Peter Sereno is a financial advisor at OpenArc Corporate Advisory, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill for over a decade. Sereno serves on a committee at St Monica’s Catholic Church in Duluth, Georgia, where he assists with directing expenditures alongside other members. OpenArc Corporate Advisory serves individual and institutional clients, including non-HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, employing both discretionary and non-discretionary models with a diverse investment toolkit and a strong focus on institutional retirement solutions and private markets.

Leslie Netter is a financial advisor at Aegis Capital Corp. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Morgan Stanley. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a significant portion of assets managed on a non-discretionary basis.

William Finnie is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors, Inc. and Dempsey Lord Smith, LLC. Finnie is also the owner of a separate business entity registered as a non-investment related activity. Kingswood Wealth Advisors serves a wide range of retail and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform that incorporates both affiliated and unaffiliated third-party managers and sub-advisors.

Andrew Lubben is a CFP® and Series 65 credentialed financial advisor with 23 years of industry experience. He has been with Merit Financial Advisors since 2015. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy utilizing model portfolios and customizable sleeves, supported by a centralized Investment Management team and Investment Committee.

Jeffery Schade is a financial advisor with Madison Avenue Securities, LLC, based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. Schade teaches financial planning classes through the Heartland Institute of Financial Education and is involved in marketing educational classes under The Retirement Playbook Series. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and financial planning services through its network of investment adviser representatives.

Craig Anderson is a financial advisor at Merit Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Anderson is also an independent insurance agent, providing insurance advice alongside his advisory services. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and an Investment Committee.

David Onuorah is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 license and four years of industry experience. He previously worked at Bank of America and Merrill. Outside of finance, he coaches basketball part-time and serves on the board of the Boys & Girls Clubs of Metro Atlanta Dekalb County. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a broad investment toolkit and offers both discretionary and non-discretionary engagement models, with particular strength in institutional retirement solutions and private markets.

James Lewis Jr. is a CFP® with 12 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2013. He previously worked at Wela Strategies, Inc. from 2017 to 2025 and Wela Strategies, LLC from 2013 to 2017. Outside of his financial advisory role, he is a producer for Retire Southern Company, LLC, a lifestyle brand and media platform focused on Southern culture, including food, fishing, and music. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm utilizes a centralized investment platform with customizable asset-allocation models and provides access to private investment solutions and specialized in-house planning resources.

Patricia Hodgman is a Series 65-licensed financial advisor with Asset Preservation Advisors, LLC in Atlanta, GA. She has 10 years of industry experience and has been with Asset Preservation Advisors since 2015. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary portfolio services focused exclusively on taxable and tax-exempt municipal bond strategies. The firm employs an active fixed-income approach that includes yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a team of 21 advisors.

William Harris is a CFP® with 20 years of industry experience based in Atlanta, GA. He has been with BIP Wealth, LLC since 2007. Harris is a passive equity partner and minority owner in BIP Holdings, LLC, which is affiliated with a venture capital firm, where he reviews company financial statements quarterly. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm provides tailored asset allocation strategies incorporating mutual funds, ETFs, fixed income, and options-based covered-call strategies, and offers private-market securities to qualified investors.

Lauren Olsen is a CFA® charterholder working with Asset Preservation Advisors, LLC in New York, NY. She has 12 years of industry experience, including 11 years at Credit Suisse Asset Management before joining her current firm. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering both discretionary and non-discretionary advisory services. The firm employs an active fixed-income approach focused on yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small advisor team.

Raine Ayers is a financial advisor at Aprio Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including Morgan Stanley, Bank of America, and Ameriprise Financial Services. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation with strategies such as dollar-cost averaging and technical analysis and is notable for its affiliation with a third-party administrator and pension consulting business, managing approximately $1.57 billion in assets under advisement.