Darragh Gallagher is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. His career includes roles at Financial Services Network Ltd, Skybound Wealth Management, and Holborn Assets. He also has a longstanding involvement with Expat Financial Services and an independent mortgage solution business. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management and financial planning with a focus on U.K. expatriate pension transfers, utilizing various investment vehicles and third-party managed models.

Keith Greenwald is a financial advisor with Aprio Wealth Management, LLC in Atlanta, Georgia, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Aprio and its affiliated entities since 2013, including roles at Aprio Advisory Group and Aprio Risk Management. Outside of his advisory work, Greenwald serves as vice president and secretary of Bullseye Training Club, a firearms safety and training company. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios that align with clients’ objectives, risk tolerance, and time horizon, utilizing a range of investment strategies including asset allocation, sub-advisory arrangements, and options-based strategies.

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 with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes positions at Merrill and Bank of America. He serves on a committee at St Monica's Catholic Church, assisting with expenditure direction alongside other members. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence with diversified implementation across public and private markets, managing approximately $10.1 billion on a discretionary basis.

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 previously worked at firms including Dempsey Lord Smith, LLC, and Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is also the owner of a separate business entity registered under his name. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers portfolio management, financial planning, and ERISA plan advisory services, with a distinctive operational model that integrates affiliated financial entities and supports insurance-linked account management.

Andrew Lubben is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He has worked at Merit Financial Advisors since 2015 and previously spent 12 years at Ronald Blue & Co., LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through a combination of internal teams and third-party sub-advisers, offering both discretionary and non-discretionary account options.

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 with Merit Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Charles Schwab, and Allegiance Retirement Solutions. Anderson is also licensed as an independent insurance agent, providing insurance advice in addition to his advisory work. Merit Financial Group is a multi-team SEC-registered firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial wellness programs through a network of representatives using a long-term, diversified investment approach supported by internal and third-party managers.

David Onuorah is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill from 2022 to 2025. Outside of his advisory role, he coaches basketball part-time and serves on the board of the Boys & Girls Clubs of Metro Atlanta Dekalb County. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and integrates institutional research, manager due diligence, and diversified implementation across public 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. and Wela Strategies, LLC. Outside of his advisory work, he produces content for Retire Southern Company, a lifestyle brand and podcast focused on Southern culture including food, fishing, and music. 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 through a structured, ETF-based approach, supplemented by in-house tax and estate planning specialists and a range of specialized consulting and private investment services.

Patricia Hodgman is a Series 65-licensed financial advisor with 11 years of industry experience. She has been with Asset Preservation Advisors, Inc. since 2015 and previously worked at Municipal Portfolio Managers, Inc. in the same year. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, as well as serving as a sub-adviser to municipal bond mutual funds and advisory programs. The firm focuses exclusively on municipal bonds, using active fixed-income strategies and incorporates an ESG-oriented Positive Impact Tax-Exempt Strategy.

William Harris is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2007. He previously worked at Charles Schwab for one year early in his career. Harris is a passive minority equity owner of BIP Capital, 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 employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including advisory services for private pooled vehicles and private-market offerings.

Donald Wright is a financial advisor at Crescent Grove Advisors with 22 years of industry experience. He has been with Crescent Grove Advisors since 2015. Wright holds a Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory across discretionary and non-discretionary mandates. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

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.

David Belotte is an investment advisor representative with Thrivent Advisor Network, LLC, with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, Inc, Rockefeller Financial LLC, and Triad Advisors, Inc. He is dually registered as an investment advisor representative and registered representative. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, utilizing diversified investment strategies including mutual funds, ETFs, individual securities, and alternative investments.

Joseph Toye is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill from 2019 to 2025. He serves on the education advisory committee for City of Refuge in Atlanta, where he also mentors youth. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages over $10 billion in assets and employs a diversified, institutional research-driven investment approach across public and private markets.

Steven Meyer is a financial advisor at Howard Capital Management, LLC in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. He has been with Howard Capital Management since 2018, including its earlier iteration, and previously worked briefly at Edward Jones in 2017. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios primarily using its own mutual funds and ETFs, offering discretionary portfolio management and private wealth services among other investment solutions.

Tara Shannon is a Series 65 licensed advisor with Wealthcare Advisory Partners LLC, based in Alpharetta, GA. She has been with Wealthcare Advisory Partners since 2025 and has a decade of experience at Owenby Jones Wealth Management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing when appropriate.