Blake Kollin is a financial advisor at OpenArc Corporate Advisory, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services using a broad range of investment strategies, including alternatives and digital assets, and maintains a substantial institutional retirement practice alongside private markets capabilities.

Dexter Pierce is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 credentials and three years of industry experience. He has a background that includes work with Cook Pierce Wealth Management and United Financial Freedom. Outside of advising, he volunteers as a financial management instructor for nonprofit adult financial education organizations and serves on the board of a community action committee. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a network of affiliated offices and advisers to deliver tailored advice and portfolio management services.

Linda Dash is a CFP® with 19 years of experience in financial advisory roles. She is currently with The Mather Group, LLC and previously held positions at Charles Schwab and USAA. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm employs an evidence-based investment approach with customizable portfolios and incorporates AI and machine-learning tools under human oversight.

Robert Gustafson is a financial advisor with Realta Investment Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Realta in 2019, he worked at Raymond James Financial and operated Gustafson Financial Services. He is also involved with Hoganas Wealth Advisors. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm focuses on individualized advice, utilizing diversified asset allocation strategies and a combination of in-house and third-party portfolio management.

Bethany Wheeler is a Series 65-registered advisor with Bison Wealth, LLC in Atlanta, GA, and has four years of industry experience. She is also the owner of Fiduciary Management Solutions, LLC, where she provides consulting services related to investment planning. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, and retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across various asset classes, including alternatives.

I’ve served as a personal financial planner for a quarter century. I’ve worked in multiple roles, including leadership positions, but I’ve always served as a client relationship advisor. I’ve worked for very large firms, and I’ve co-owned a startup which developed into a leading multi-state firm. Today, I own and operate a boutique firm designed to offer concierge family office services and trusted financial guidance to select individuals and families. Wood Family Wealth Advisory, LLC is a Registered Investment Advisor. We offer comprehensive, fee-only, financial planning and investment management. Russ Wood is a CERTIFIED FINANCIAL PLANNER® practitioner who holds a Master of Science degree in Financial Planning and a diploma in Executive Coaching. Russ is also a former engineer and a veteran of the U.S. Navy.

Dustin Casebolt is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dominion Financial Solutions, Tarkenton Financial, 3-Mentors/Gameplan, and Ameriprise. Outside of Bison Wealth, he is involved in fixed annuity and insurance sales with Dominion Financial Solutions. 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 offers financial planning, portfolio management, and access to model portfolios and third-party managers, emphasizing outcome-focused, multi-manager investment strategies that incorporate tactical and strategic allocations across liquid and private markets.

Ryan Daly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds the Series 66 designation and has 10 years of industry experience, including prior roles at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, portfolio management, and retirement plan services, utilizing both discretionary and non-discretionary engagement models. The firm integrates institutional research, private markets, and digital assets into tailored portfolios and supports retirement plan sponsors with fiduciary-focused governance and monitoring.

Spencer Bowman is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Fidelity Brokerage Services LLC. His background includes roles outside finance, such as with Habitat for Humanity Restore and Oklahoma State University. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and a range of investment strategies including multi-manager model portfolios and access to third-party managers, along with services for other advisers through its Turnkey Asset Management Platform.

Charles Ratliff Jr. is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as J.P. Morgan Securities. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, implemented through various managed account and third-party manager programs.

David Olson is a financial advisor at Fifth Third Wealth Advisors LLC in Atlanta, GA, holding Series 65 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Cetera, and Regions Bank. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a broad range of clients including individuals, trusts, pension plans, and institutional entities. The firm uses a structured investment policy framework, combining in-house oversight and third-party managers, and integrates closely with affiliated banking entities.

Keith Telesca is a CFP® with 25 years of industry experience and has been with Equity Investment Corporation since 2016. His prior roles include positions at Foreside Funds Distributors LLC, JFB Holdings Corp, Compass Efficient Model Portfolios, LLC, and PGIM Investments LLC. He serves on the Board of Directors and as Assistant Commissioner for the Lower Merion Little League. Equity Investment Corporation provides discretionary equity portfolio management to institutional and private investors using a fundamental, absolute value investment process. The firm serves a diverse client base including high-net-worth individuals, trusts, retirement plans, and corporate entities, and acts as a sub-adviser to wrap account and UMA program sponsors.

Paul Konopacki is a CFA® charterholder with five years of industry experience. He has worked at SignatureFD, LLC since 2021 and previously held roles at Voya Investment Management and OTR Capital. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages 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.

Richard Anderson is a financial advisor at OpenArc Corporate Advisory, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement plan services, utilizing both discretionary and non-discretionary models and a wide range of investment strategies.

Allen White is a Series 66 licensed financial advisor at Equity Investment Corp with 13 years of industry experience. He previously worked at Raymond James & Associates, Inc. for seven years, as well as Great Lakes Advisors, LLC and Wintrust Investments, LLC. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private clients, using a fundamental absolute value investment process focused on All‑Cap, Large‑Cap, and Mid‑Cap value strategies alongside an ESG variant. The firm serves a variety of client types including high-net-worth individuals, trusts, retirement plans, corporate entities, and several institutional clients such as insurance companies and government entities.

Kaitlin Ealy is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 license with four years of industry experience. Her previous roles include positions at Bank of America, Merrill, and Insperity. Outside of finance, she worked at Hal's the Steakhouse for six years. OpenArc Corporate Advisory serves both individual and institutional clients, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm uses a wide range of investment strategies, including alternatives and digital assets, and maintains a significant institutional retirement practice alongside private markets capabilities.

William Thacker is a financial advisor at Balentine in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America’s U.S. Trust division. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and other institutional clients, offering comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment process is risk-based and combines active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Alexys Mckenzie is a financial advisor at SB Advisory, LLC with 30 years of industry experience. She has worked at International Financial Solutions, Inc. for 20 years. Outside of her advisory role, she is involved in non-investment-related ventures including a trucking business and several consulting and operational roles in startup and service companies. SB Advisory, LLC is a multi-team advisory firm serving individuals, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm primarily provides non-discretionary advice, employing fundamental, technical, and qualitative analysis to tailor client portfolios.

John Harris is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 65 designation. He has one year of experience in the industry, having previously worked at Windsor Wealth Planner and Strategists and served in educational roles at the University of North Georgia and local schools. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans utilizing various account types and combines fundamental, technical, and cyclical analysis in its approach.

James Clark III is a CFP®-certified financial advisor at BIP Wealth, LLC with three years of industry experience. His prior work includes three years as a self-employed advisor before joining BIP Wealth in 2022. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves 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 both public and private-market investment strategies.