Robert Cowsert is a financial advisor at IFG Advisory, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation and Lincoln Financial Distributors, Inc. He joined IFG Advisory and LPL Financial in 2025. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment approaches and implements portfolios with sub-advisors and third-party managers, offering services including portfolio management, retirement plan consulting, and real estate-related planning.

Brett Bringuel is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding CFP® and ChFC® designations and over 30 years of industry experience. He previously worked at Wells Fargo Advisors and LPL Financial before joining IFG Advisory in 2020. IFG Advisory provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors and third-party models, managing both discretionary and non-discretionary portfolios while offering specialized services such as real estate planning and retirement plan consulting.

Kyle Williams is a financial advisor with Simplicity Wealth in Atlanta, GA, holding a Series 65 license and beginning his advisory career in 2025. Prior to entering the financial industry, he worked as a Product Director at MobileMind Technologies, an education technology company, from 2020 to 2025. He is also a licensed Georgia Life & Health Insurance Agent and sells fixed annuity products through Simplicity Atlanta. Simplicity Wealth serves a diverse range of clients including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers.

Joseph Tyger is a financial advisor at OpenArc Corporate Advisory, LLC with one year 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 offers customized wealth management and retirement plan services, employing a broad range of investment options and emphasizing both discretionary and non-discretionary engagement models.

Scott Meyer is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Merit Financial Advisors since 2015 and was previously affiliated with LPL Financial and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a long-term, diversified investment approach implemented through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Joel Dean is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Capital Investment Advisors, LLC and has previously worked at Alps Distributors, Inc. and Stadion Money Management. Outside of his advisory role, he is the owner and manager of Felicitas Properties, LLC, an investment real estate company. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed sleeves, supported by specialized in-house estate and tax planning resources.

Shaun Mazumdar is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Capital Investment Advisors, he worked at Keeler Thomas Management LLC and Modera Wealth Management. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized, structured investment platform featuring standardized asset-allocation models and actively managed sleeves, supported by in-house estate and tax planning specialists and access to private investment solutions and pension consulting services.

Patrick Self is a financial advisor at BIP Wealth, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Strata, part of Roper Technologies, and EPSi, part of Allscripts. He is also a partner at Prehmus Financial Partners, an investment-related business. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm provides comprehensive financial planning and portfolio management, employing tailored asset allocations across public and private market securities, with a focus on private pooled vehicles and covered-call strategies.

John Healy is a financial advisor with IFG Advisory, LLC and holds Series 65 and Series 63 designations. He has 23 years of industry experience and has worked with both IFG Advisory and LPL Financial since 2013 and 2014, respectively. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies implemented through sub-advisors and third-party managers and offers services such as portfolio management, retirement plan consulting, and real-estate-related planning.

Kathryn Bohr is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, utilizing both discretionary and non-discretionary models with investment strategies that incorporate equities, bonds, alternative investments, and digital assets.

Richard Mcgrath is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Armis Advisers, Dominion Financial Solutions, Rauch Advisory LLC, and Dominion Insurance Group. He serves on the boards of the We Promise Foundation and the Old Dominion University Athletic Foundation. Bison Wealth provides portfolio management and financial planning services to individuals, family offices, pension plans, corporations, trusts, and charitable organizations, as well as other financial advisers. The firm employs outcome-focused multi-manager portfolios with tactical and strategic allocations and offers a turnkey asset management platform that contracts directly with unaffiliated registered advisers.

Bruce Horng is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 registrations and bringing 14 years of industry experience. Prior to joining Navy Federal in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for ten years. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and provides overlay services and a Private Wealth Consulting program for high-net-worth clients.

Brett Noggle is a CFP® and CFA® with five years of industry experience. He has worked at Capital Investment Advisors, LLC since 2021 and previously spent ten years at IHS Markit. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients such as pension plans, trusts, and business entities, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and active management, complemented by in-house specialists in estate and tax planning and access to private investment solutions.

Ryan Bauman is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Gibbs, he worked at UPS for five years and attended the University of Georgia. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary investment advisory services through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on aligning portfolios with clients’ financial situations, goals, and risk tolerances rather than selecting individual securities.

Mary Linn is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Prior to her financial services career, she was employed at OneMain Financial and worked at Celebration Church and Wofford College. OpenArc Corporate Advisory serves a diverse client base, including individual and institutional investors such as trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and portfolio services through both discretionary and non-discretionary models, with a notable focus on institutional retirement solutions and private market investments.

Nicholas Molinari is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Nicholas also spent time at Florida State University in both professional and academic roles. OpenArc Corporate Advisory serves a diverse client base, including individual and institutional investors, with services such as wealth management, financial planning, portfolio management, and retirement plan consulting. The firm utilizes a wide range of investment tools and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Maria Pacin is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Merrill Lynch and Bank of America. 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 using both discretionary and non-discretionary models, employing a diverse range of investment tools including alternative and private market investments as well as digital assets.

Stephanie Van Dyke is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Northwestern Mutual and Jeffrey W Miller. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management models and integrates technology and operational outsourcing into its service approach.

Layla Vanderslice is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Merit, she worked for Yeomans Consulting Group, Inc. and operated under her own name for 20 years. She is also a licensed insurance agent. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm provides comprehensive wealth-management services and employs a long-term, diversified investment approach supported by a centralized investment management team and customizable portfolio models.

Marina Mirolli is a financial advisor at Apollon Wealth Management, LLC in Atlanta, holding a Series 65 designation and beginning her advisory career in 2026. Prior to joining Apollon, she worked at North Georgia Land for five years and held roles at See.Spark.Go from 2016 to 2020. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving a broad client base including individuals, high-net-worth clients, family offices, businesses, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining centrally managed strategies with locally managed portfolios, and utilizes a diverse range of investment vehicles including ESG models and private credit funds.