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.

James Sturgis is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has been with SignatureFD, LLC since 2018 and previously worked at Homrich Berg for five years. Based in Atlanta, GA, he provides financial advisory services as part of a 46-advisor team. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis, utilizing mutual funds, ETFs, and independent managers, and offers integrated services through affiliations with accounting and fund-management entities.

George Chen is a CFA® charterholder with nine years of industry experience. He has worked at BIP Wealth, LLC since 2026, following eight years at Red Tortoise, LLC and three years at FDx Advisors. 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 tailored asset allocations and private-market investment options for qualified investors.

Walter Storm III is a financial advisor with StoneX Advisors Inc. in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 46 years of industry experience. He has worked with StoneX Advisors Inc. since 2021 and has been with StoneX Securities Inc. since 1991. In addition to his advisory role, he serves as CFO of Walter E. Storm & Associates, Inc., a financial services business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of independent advisors, proprietary models, and third-party managers, supported by integrated platforms and affiliate resources within the StoneX Group.

Christopher Thornton is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Beacon Global Advisor Network, LLC and Paratus Wealth Ltd. since 2025, and previously held roles at Blacktower Financial Management (US) LLC, Blacktower Cayman, and deVere USA Inc. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, utilizing a range of investment vehicles and third-party model managers.

Rebecca Stone is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Balentine since 2025. She previously worked at Morgan Stanley for 15 years, as well as Citigroup Global Markets and Wells Fargo Clearing. Balentine provides wealth management, financial planning, investment management, family office services, and sub-advisory arrangements to entrepreneurs, families, high-net-worth individuals, and institutional clients. The firm employs a model-driven investment approach using a Capital Markets Forecast and a Building Blocks framework, combining active and passive strategies across multiple asset classes.

James Rayburn is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 license and three years of industry experience. He is the owner and principal of The Wealth Genesis, a firm providing wealth management services to clients in the European Union. His prior experience includes work at Harrison Brook Ltd. and running Rayburn Wealth Management. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized portfolios that often include third-party managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives with varied service and compensation arrangements.

Gene Henssler is a financial advisor with Henssler Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been involved with Henssler Asset Management, LLC since 1998 and G.W. Henssler & Associates Ltd. since 1987. He is also an officer and minority owner of Cherokee National Trust Co. Henssler Financial serves a diverse client base including individuals, pension plans, registered mutual funds, other advisers, and municipal entities. The firm employs a cash-flow based investment process known as the “Ten Year Rule,” combining fixed-income strategies with equity allocations and integrates automated asset management and tax-loss harvesting options.

Emily Fleming is a Series 65-licensed advisor at BIP Wealth, LLC with four years of industry experience. Prior to joining BIP Wealth in 2025, she worked at Signature FD, Wiser Wealth Management, and Somerset Advisory. She holds a degree from the University of Georgia. 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 using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also provides advisory services to private pooled vehicles and private-market offerings.

Justin Wagner is a financial advisor with Henssler Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Henssler Financial in 2017. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-driven investment process known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and sub-advisory relationships, supported by affiliated accounting, real estate, and legal partnerships.

Hayes Chamblee is a Series 65-licensed financial advisor at BIP Wealth, LLC with one year of industry experience. Prior to joining BIP Wealth in 2024, he worked at Gratus Capital LLC from 2022 to 2024 and has a background that includes roles at Campbell University and Broughton High School. 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 tailored asset allocations and private-market offerings for qualified investors.

Kiliaen Ludlow is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Triad Advisors Inc and Arden Trust Company. He serves as a board member for the Prestwick Homeowners Association, overseeing neighborhood matters and events. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs a diverse investment approach supported by an in-house portfolio team and offers fiduciary retirement plan consulting under an integrated operating model.

Giuseppe Riggi is a financial advisor at Beacon Global Advisor Network, LLC with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Beacon Global Advisor Network, he worked at firms including Carlton Group and Prudential Investments. In addition to his advisory role, he provides wealth management services focused on expatriates and U.S.-connected individuals through Chase Buchanan USA and is involved in real estate capital advisory at Max Benjiman Partners. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and pension-advice services tailored particularly to U.K. expatriates. The firm employs customized portfolios combining third-party managed models, mutual funds, ETFs, and individual securities, with a notable capability in handling U.K. pension transfers through coordinated processes and platforms.

Marcia Mayoue is a CFP® and CFA® with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2011. She holds the Series 63 and Series 65 licenses and operates out of Atlanta, GA. 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 utilizes tailored asset allocations and private-market securities for qualified investors and provides advisory services to private pooled vehicles and sponsor activities through affiliated entities.

Courtney Murphy Mesa is a financial advisor at OpenArc Corporate Advisory, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining OpenArc in 2025, she worked at Merrill for five years and Fidelity in various roles from 2015 to 2020. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm uses a diversified investment approach combining institutional research and manager due diligence across public and private markets, and serves clients including high-net-worth individuals, plan sponsors, endowments, and foundations.

Franklin Sullivan is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Voya Investment Management, Onward Reserve, and Cannon Financial Strategists. He also has experience in education from roles at the University of Georgia and Deerfield Windsor School. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm emphasizes a research-driven investment process and offers governance-oriented services for plan sponsors and nonprofit clients.

Andrew Cole is a CFP® professional affiliated with BIP Wealth, LLC, based in Atlanta, GA. He has four years of combined experience in financial advisory and related roles, including prior positions at Blue Trust and Blumark Financial Advisors. His background also includes teaching roles at Liberty University and Samford University. 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, with an investment approach that includes both public and private market strategies tailored to client needs.

Matthew Clark is a CFP® with 12 years of experience in the financial services industry. He has worked at Capital Investment Advisors, LLC since 2021, following roles at Howard Capital Management, Lindner Capital Advisors, Inc, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Co. 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, using a centralized, structured portfolio approach with ETF-based model portfolios and access to specialized third-party managers.

Samantha Greckel is a CFP® professional with five years at Henssler Financial and one year of industry experience. Prior to joining Henssler Financial, she attended Georgia College and State University for four years. Henssler Financial is a multi-team registered investment adviser serving individual clients, investment advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven "Ten Year Rule" investment approach, combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.

Stephen Wilkins is a financial advisor at Oxford Financial Group, Ltd with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Wilkins previously worked at The Leaders Group, Inc. and High Ground Company LLC. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm provides family office and CIO services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes managed by dedicated investment teams.