Randall Mc George is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. He holds a Series 65 credential and previously worked at BNY Mellon for 20 years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients, including high-net-worth individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, leveraging a combination of in-house and third-party resources as well as integration with its affiliate, Fifth Third Bank.

Jaiden Deas is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Outside of finance, he has experience in hospitality and recreation, having worked at Amicalola Falls State Park & Lodge and Sunset Hills Country Club. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm employs an investment process that integrates institutional research and manager due diligence across public and private markets, offering both discretionary and non-discretionary services with diverse asset exposure.

Robert Van Sant Jr. is a financial advisor at First Advisors National, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at First American National Investment Advisors, LLC since 2012. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting with an emphasis on selecting and monitoring third-party money managers combined with fundamental analysis of individual securities.

Jameson Stady is a CFP® professional with nine years of industry experience, currently serving at Oxford Financial Group, Ltd since 2024. His prior roles include positions at Facet Wealth, ETRADE Securities, and Charles Schwab. Oxford Financial Group serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages a substantial asset base with both discretionary and non-discretionary arrangements.

Christopher Pullaro is a CFP® professional with 23 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Catalyst Wealth Management, Kalos Capital, and OneAmerica Securities. Outside of his advisory role, he serves as president of Catalyst Tax Management, a tax preparation and bookkeeping business. Apollon Wealth Management is a multi-team SEC-registered adviser with approximately 145 advisors serving over 8,300 clients, including individuals, families, and institutional entities. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and retirement plan advisory.

Clayton Carden is a CFP® and Series 65-registered advisor at Capital Investment Advisors, LLC with two years of industry experience. He previously worked at The Grant Partners and has a background that includes roles outside of finance. 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, using a structured portfolio approach with ETF-based model portfolios and tailored allocations, supported by in-house specialists in tax and estate planning.

Andrew O'Connell is a financial advisor at OpenArc Corporate Advisory, LLC with 30 years of industry experience. He has held positions at Merrill and Bank of America before joining OpenArc in 2025. Outside of his advisory role, he plays guitar in a cover band called Garbage Pail Kids and is an officer at Shoreline Audio, a company providing live sound reinforcement services. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional clients. The firm integrates institutional research and manager due diligence into a diversified investment process spanning public and private markets, and provides governance-oriented services and specialized solutions for plan sponsors and nonprofit organizations.

Sandra Lasser is a financial advisor at OpenArc Corporate Advisory, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill for 15 years and Bank of America, N.A. for 4 years. 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 in assets and employs an investment process that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

Anna Blokh is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OpenArc Corporate Advisory, LLC since 2025. Prior to joining OpenArc, she spent 16 years at Merrill and has been associated with Bank of America, N.A. since 2003. Outside of her advisory role, she is a co-owner of a family rental property in Florida. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm utilizes a comprehensive investment process that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

William Cibulas is a CFP® professional with 10 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2015. He holds a Series 65 license and is based in Atlanta, GA. 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, structured portfolio approach with ETF-based models and third-party managers, supported by in-house tax and estate planning specialists.

Timothy Gelinas is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at several firms, including The Leaders Group and Estate Settlement Services Inc. Outside of his advisory work, he teaches classes on unique sites in Israel at churches, schools, and senior groups. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational support to other advisers through a managed account platform and private-labelable software.

Rasheedah El Amin is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Thrivent Financial, Equitable Advisors, Raymond James Financial, Valic Financial Advisors, and SPC. 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 and model portfolios, typically constructing diversified long-term portfolios using low-cost mutual funds and ETFs alongside other investment options.

Stephen Sheets is a CFA® charterholder with 16 years of industry experience, currently serving at SignatureFD, LLC since 2004. He is based in Atlanta, GA. Outside of his advisory role, Sheets has passive ownership interests in a family partnership and other non-investment related businesses, with no active involvement. SignatureFD serves individuals, business entities, and various organizations by providing comprehensive wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Ashley Purvis is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She previously worked at Merrill for 10 years before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, including consulting for endowments and foundations. The firm manages approximately $10.1 billion on a discretionary basis and employs a multi-asset investment approach incorporating institutional research, manager due diligence, and diversified strategies across public and private markets.

Robert Besson is a financial advisor at SignatureFD, LLC with 22 years of industry experience. He has been with SignatureFD since 2000. SignatureFD serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers wealth management, retirement plan management, and consulting services, managing client portfolios primarily on a discretionary basis with mutual funds, ETFs, and independent managers, while also providing access to affiliated private investment funds and insurance products.

Sean Devine is a CFA® charterholder with over 16 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2026. He previously worked at Covey Equity from 2010 to 2026. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also advises private pooled vehicles and private-market offerings for qualified investors.

Charles Osborne is a financial advisor at AssuredPartners Investment Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously served as owner and representative of Iron Capital Advisors, Inc. from 2003 until joining AssuredPartners in 2024. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and offers both discretionary and non-discretionary portfolio management through a team of advisors across multiple offices.

Crystal Stevens is a CFP® with 21 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2004. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and alternative investments. The firm utilizes a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

James Tally is a CFP® professional with 23 years of industry experience, currently serving as an advisor at SignatureFD, LLC since 2012. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is vertically integrated with affiliated accounting and fund management firms.

Joseph Tyger is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill. OpenArc Corporate Advisory manages approximately $10.1 billion and provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and a blend of public and private market securities.