David Randall is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, and Merrill. Outside of finance, he provides baseball instruction to young clients through his own business, David Randall Baseball Lessons. Elevation Point Wealth Partners offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles, including separately managed accounts and third-party models, and provides specialized services such as retirement-plan consulting and alternatives access.

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.

Jonathan Curry is an investment advisor representative with 5 years of industry experience, currently affiliated with 49 Financial in Atlanta, GA. He has held roles at Oakwood Capital Securities and Purshe Kaplan Sterling Investments among others. His background includes positions in both financial advisory and non-investment ventures such as moving and delivery services. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial and retirement planning, investment management, and tiered fractional family office services. The firm’s approach focuses on disciplined, long-term diversified asset allocation using proprietary and external model portfolios, emphasizing mutual funds and ETFs and active client behavioral coaching.

Stephen Oneil is a financial advisor with The Strategic Financial Alliance, Inc. in Alpharetta, GA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he is involved with North Georgia Wealth Advisors, focusing on marketing financial services and life insurance sales. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers. The firm manages assets primarily on a non-discretionary basis and supports a range of portfolio programs and co-advisory arrangements.

Ryan Hood is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 license and 29 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. Outside of his advisory role, he is involved in health-related non-variable insurance and moderates activities unrelated to investment advising. IFG Advisory, LLC provides investment advisory and financial planning services to individuals including high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors, third-party models, and various financial instruments, while also managing held-away assets to align with clients’ overall goals.

Jack Cayce is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Catalyst Wealth Management, L.L.C., Kalos Capital, Inc., LPL Financial, New England Securities, and Mass Mutual Investor Services. In addition to his advisory role, he operates as an insurance agent providing life, disability, and fixed annuity insurance solutions. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients, offering financial planning, portfolio management, retirement plan advisory, and consulting services through a combined approach of centrally and locally managed strategies.

Tyler Huck is a financial advisor with Prosperity Capital Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Oxygen Financial. Outside of advisory work, he provides tax planning and Medicare solutions through Vickery Tax and Accounting and Vickery Medicare Solutions. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as discretionary investment management, financial planning, and separately managed accounts.

Daphne Gentile is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Merrill, Wells Fargo Advisors, Cambridge Investment Research, Fuller and Company, and Morgan Stanley. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research, manager due diligence, and a mix of public and private market securities, managing approximately $10.1 billion on a discretionary basis.

Ronald Savarese is a financial advisor at Bison Wealth, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sterne Agee Financial Services, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he owns Home Planet Ventures LLC and publishes books through Home Planet Publishing, a family-operated business. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach features outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.

Randall Roman is a financial advisor at OpenArc Corporate Advisory, LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence to deliver diversified investment solutions across public and private markets, serving a range of clients including high-net-worth individuals and nonprofit organizations.

Ryan Ledden is a CFP® with 14 years of industry experience, currently affiliated with RFG Advisory, LLC. He previously worked at Silver Oak Securities Inc for 12 years and has been involved in financial advisory roles since 2013. Outside of his advisory work, Ledden serves as a paid head coach for a travel baseball team and is a board member of a nonprofit ministry. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, access to alternative investments, and acts as a sub-adviser to multiple ETFs.

Edward Goepp Jr. is a CFP®-designated financial advisor with 14 years of industry experience. He has been with Capital Investment Advisors, LLC since 2019 and previously worked at Wela Strategies, Inc. and Guardian Life. 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, utilizing a centralized, ETF-based model portfolio approach tailored to clients’ risk tolerance and goals, supported by in-house tax and estate planning strategists.

Greg Dangar is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors and GWN Securities since 2010. In addition to his advisory work, he serves as president of the Georgia chapter of the National Association of Tax Professionals and is involved in accounting and tax consulting through Dangar Associates. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Lori Cohane is a financial advisor at Asset Preservation Advisors, LLC with Series 63 and Series 65 licenses. She has 22 years of industry experience, including prior work at Credit Suisse Asset Management Securities, Inc. from 2002 to 2024. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients. The firm focuses exclusively on municipal bond portfolios, employing active fixed-income strategies and managing over $11 billion in assets with an emphasis on income generation and capital preservation.

Benjamin Logan is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. Prior to this, he worked at BT Wealth Management, LLC for six years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing about $29.9 billion in regulatory assets. The firm serves individual clients across wealth levels, retirement plans, and pooled investment vehicles, offering a range of services including investment management, financial planning, and multi-family office services.