Annette Marshall is a financial advisor at GLOBALT Investments with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Triad Advisors and ICS Group. Outside of her advisory work, she co-owns UFAB Moms LLC, a company that develops patented retail products, and is active in nonprofit organizations including Jack and Jill of America and the Atlanta Suburban Alumnae Chapter of Delta Sigma Theta. GLOBALT Investments provides discretionary investment management services to individuals, corporations, institutions, and other advisers, utilizing a team-based investment process that combines quantitative, technical, and fundamental analysis. The firm emphasizes ETF-driven asset allocation strategies and offers portfolio management through separately managed accounts, wrap fee programs, and model portfolios on various platforms.

David Whitmore Jr. is a CFP® professional with 23 years of industry experience. He is currently with Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and previously worked at Buckman Buckman for 18 years. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies including portfolio management, financial planning, retirement plan consulting, and educational seminars, delivering both discretionary and non-discretionary management through a network of independent Advisory Representatives.

James Taylor is a financial advisor at Stephens with three years of industry experience and holds a Series 66 designation. His prior experience includes roles at the University of Kentucky and Shiplify. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a broad range of discretionary and non-discretionary investment management services, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments when appropriate.

Kurt Lofters is a financial advisor at Balentine with 16 years of industry experience. He holds a Series 66 designation and previously worked at Southeastern Advisory Services, Consequent Capital Management, Gray & Co., and Merrill. Lofters is based in Atlanta, GA. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by offering wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm emphasizes a structured investment approach incorporating a Capital Markets Forecast and asset allocation by risk type, utilizing both active and passive strategies along with selected third-party sub-advisers.

Steven Richie is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation. He has one year of industry experience and previously worked for the United States House of Representatives and Oxford Floral Co. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans and a variety of portfolio management and financial planning services.

Brian Quintana Guzman is a Series 65 licensed advisor with Nicholas Hoffman & Company, LLC, based in Atlanta, GA. He has five years of industry experience, all with his current firm. Prior to joining Nicholas Hoffman & Company, his background includes roles at Modments Manufacturing & Co, IndustryPro, and Park Simple. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers customized financial profiles and investment plans utilizing mutual funds, ETFs, separate account managers, and selected private investments, and also serves as lead investment sub-advisor to an affiliated private equity fund.

Zachary Samples is a CFP®-designated financial advisor at LCP Institutional, LLC in Atlanta, GA, with eight years of industry experience. Prior to joining LCP Institutional in 2026, he worked at Rockefeller Financial LLC and FSC Securities Corporation. LCP Institutional provides financial planning, portfolio management, and institutional consulting to both individual and institutional clients, including retirement plans and trusts. The firm uses a multi-asset investment approach focusing on mutual funds, ETFs, common stocks, and selective use of separate account managers, emphasizing individualized Financial Profiles and Investment Plans.

Richard Thompson Jr. is a Series 65 licensed advisor with 11 years of experience, currently serving at Virtue Capital Management, LLC since 2019. Prior to joining Virtue, he worked at Horter Investment Management, LLC for four years. He is also involved with Advanced Legacy Concepts, where he provides insurance, annuity sales, and financial planning services. Virtue Capital Management, LLC is a multi-team investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management, financial planning, and consulting through a mix of tactical, strategic, and dynamic investment approaches.

Alfredo Valverde Salazar is a CFA® charterholder with one year of experience at BIP Wealth, LLC. He previously worked at Capital Group for five years and has a background that includes roles at NASA's Jet Propulsion Lab and the Georgia Institute of Technology. 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 employs tailored asset allocations using mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled investment vehicles.

Clifford Harrell is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Advisory Services Network, where he has worked since 2024, following over a decade at E*TRADE Capital Management and a brief tenure at Morgan Stanley. Outside of his advisory role, he receives residual commissions from real estate transactions through a brokerage affiliation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services with flexible engagement models, employing diversified investment strategies and third-party manager oversight.

John Picardi is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Metric Financial, and J.W. Cole Advisors. He is also involved in the sale of fixed and traditional insurance products. 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, curated model portfolios, and ERISA retirement plan services, utilizing a multi-manager investment approach that combines tactical and strategic allocations across liquid and private-market strategies.

David Mirolli is a Series 66 registered advisor with Apollon Wealth Management, LLC, bringing 20 years of industry experience. His career includes roles at Kalos Capital, Catalyst Wealth Management, and Triad Advisors, among others. In addition to his advisory work, Mirolli serves as a pilot for Delta Air Lines and is president and founder of South East Private Client Group, a pension-related services firm. Apollon Wealth Management is a multi-team SEC-registered adviser managing over $11 billion in client assets, serving individuals, high-net-worth families, family offices, and institutional clients. The firm combines centrally managed strategy mandates with locally managed portfolios and employs a diverse investment process that includes fundamental analysis, ESG risk models, and technology tools such as generative AI.

Charles Gray is a CFP® with 18 years of experience in the financial industry and has been with SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. 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 using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and a private fund management structure.

Kenton Loar Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at SignatureFD, LLC. His prior roles include positions at Genuine Parts Company and Synovus Trust Company. SignatureFD serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private investment funds.

Daniel Lewis is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion on a discretionary basis, employing a diversified investment approach that includes public and private markets, alternative assets, and selective digital asset exposure.

Joseph Templeton is a financial advisor at OpenArc Corporate Advisory, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, E*TRADE Capital Management, E*TRADE Securities, LPL Financial, and Waddell & Reed. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, including high-net-worth clients, trusts, corporations, and institutional retirement plans. The firm employs an investment process that integrates institutional research, manager due diligence, and diversified implementation across public and private markets.

Henry Zook is a Series 66 credentialed financial advisor with two years of industry experience, currently with Arkadios Wealth Advisors in Atlanta, GA. Prior to joining Arkadios, he worked in various roles including at DoorDash and in public service with the Office of U.S. Representative French Hill. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an internal portfolio team supporting advisors with models and trade execution, serving clients through discretionary management and fiduciary consulting.

Michelle Mangum is a financial advisor at Bison Wealth, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Partners Capital Services, Inc., L.M. Kohn & Company, Midsouth Capital, Inc., Raymond James & Associates, and Citigroup Global Markets. She has been with Bison Wealth since 2015. 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’s investment approach focuses on outcome-driven, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, supplemented by specialized offerings such as an options-based Overlay strategy and access to third-party managers.

Jason Peck is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016, with prior experience at StoneX Securities dating back to 1997. Outside of his advisory role, he is managing partner of The Peck Group, LC, where he provides legal services in taxation, estate planning, business planning, and tax return preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a variety of implementation platforms and delivers strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Matthew Lane is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 credential with six years of industry experience. He previously worked at Wela Strategies, Inc. for six years and has a background in education spanning ten years. Capital Investment Advisors 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, utilizing a centralized, structured portfolio approach with ETF-based model portfolios and third-party managers for specialized mandates.