Mary Grealy is a financial advisor at Asset Preservation Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Belle Haven Investments and in educational roles at Columbia University, National Cathedral School, and Bronxville School. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, focusing exclusively on tax-exempt and taxable municipal bond portfolios. The firm employs active fixed-income management strategies, including an ESG-oriented Positive Impact Tax-Exempt Strategy, and manages over $11 billion in discretionary assets with a concentrated municipal-only focus.

Grayson Miller is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Waterloo Capital, where he has worked since 2026. His prior experience includes positions at Oxford Financial Group, Goldman Sachs & Co. LLC, and UBS Financial Services. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm emphasizes customized, long-term investment strategies supported by fundamental analysis and offers a broad range of investment tools alongside comprehensive financial planning and consulting.

Anthony James Hunt is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cygnus Capital and J.P. Morgan Securities. Outside of his advisory role, he is involved with Cygnus Capital as a fund wholesaler. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its operations.

Nancy Thrasher is a CFP® with 44 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2001 and has also operated a business providing bookkeeping and tax preparation services. Additionally, she maintains an active real estate license. Synovus Securities serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs and access to alternative investments.

Sibghat Sheikh is a CFA® charterholder and holds a Series 66 license, currently affiliated with SignatureFD, LLC. He has one year of industry experience with prior roles at MAGEC Group, Northwestern Mutual Investment Services, and other firms. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

Rohan Patel is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and 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 offers a range of services such as wealth management, financial planning, and retirement plan consulting, utilizing a broad array of investment options and providing both discretionary and non-discretionary engagement models.

Everett Cramer Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for nine years. Everett is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base that includes individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a wide range of investment strategies including private markets and digital assets.

Grace Lopez Williams is a financial advisor at Kovack Advisors, Inc. with 12 years of industry experience. She holds the PFS™ and Series 63 designations and has previous experience with firms including OneAmerica Securities and Avantax Advisory Services. Outside of her advisory role, she serves as CEO of GW Group Financial Services LLC and Grace M. Williams CPA PC, and is a board member of Trabajo Legal USA LLC and Ace Loans. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering discretionary and non-discretionary portfolio management along with financial planning and sub-advisory program access.

Rex Macey is a CFP® and CFA® with 23 years of experience in the financial industry. He currently works at BIP Wealth, LLC and previously spent 11 years at Red Tortoise, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based strategies, with additional private-market investments available for qualified investors.

Fletcher Majors is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Stephens since 2026. Prior to joining Stephens, he worked for 16 years at Susquehanna Financial Group, LLP. He holds a Series 63 license and is based in Atlanta, GA. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, institutional investors, and government entities. The firm employs both bottom-up and top-down investment strategies across multiple asset classes and offers integrated broker-dealer and investment banking services.

Ian Kohl is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses. He joined OpenArc in 2026 and has prior experience at John Hancock Manulife, Florida State University, the University of Alabama, and Mount Vernon School. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, utilizing a broad range of investment tools and maintaining a substantial institutional retirement practice alongside private markets and digital-asset capabilities.

Victor Wilkerson is a CFP® and ChFC® with 29 years of industry experience. He is currently engaged with Bison Wealth, LLC and has held leadership roles at firms including Brookhaven Integrated Wealth Strategies, Advocacy Wealth Management, and First Horizon Advisors. Wilkerson is the founder of Trinity Street Financial and president of Armis Strategies, both insurance general agencies. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, and a range of model portfolios. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that incorporate both tactical and strategic allocations across liquid and private-market strategies.

Nathan Stibbs is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Continuum Advisory, LLC, and Triad Advisors, Inc. Outside of finance, he serves as vice president of Waterborne, Inc., a biotechnology company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts and access to third-party money managers. The firm employs a disciplined investment approach supported by an internal portfolio team and offers comprehensive portfolio reporting and planning services.

Bradford Young is a CFA® charterholder with 21 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA since 2004. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 client relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client’s needs using fundamental and financial analysis.

Julius Hutchinson is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include leadership positions at Strategic Blueprint, LLC and Hutchinson Private Wealth, LLC. The Strategic Financial Alliance serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory services, utilizing customized strategies through portfolio management, third-party manager selection, and financial planning.

Charles Ambroselli is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LCP Institutional, LLC. His prior roles include positions at Merit Financial Advisors, Patton Albertson & Miller, and Ronald Blue & Co., among others. He holds Series 66 and Series 63 designations. LCP Institutional, LLC provides financial planning, portfolio management, and institutional consulting to both individual and institutional clients. The firm manages multi-asset portfolios using mutual funds, ETFs, and individual stocks, and is notable for its use of non-discretionary account management and specialized institutional consulting services.

David Mack is a CFP® with 29 years of experience in the financial services industry. He is currently with OpenArc Corporate Advisory, LLC and previously worked at Bank of America and Merrill. Outside of his advisory work, he is the owner of a seasonal caroling business and serves as chair of the deacons at the First Baptist Church of Roswell. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering comprehensive wealth management, financial planning, and portfolio management services. The firm provides tailored investment solutions using a wide range of asset classes and supports retirement plan sponsors with institutional research, manager oversight, and fiduciary alignment.

Steven Zimmerman is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Polen Capital Management, THRIVENT Financial, and Fred Alger & Company. He serves as Senior Director at Equity Investment Corporation, promoting its separately managed accounts and mutual funds. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional clients such as insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration.

Paul Izlar is a financial advisor at NewEdge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Keelan Capital and Forte. NewEdge Wealth serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Sarah Perelle is a CFP® with 13 years of industry experience, currently serving as an advisor at OpenArc Corporate Advisory, LLC since 2025. Prior to joining OpenArc, she worked at Bank of America and Merrill from 2013 to 2025. Outside of her advisory role, she has joint ownership in a property with her husband, though she has minimal involvement in its management. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services using a broad range of investment strategies, with a notable focus on institutional retirement solutions and private markets.