Nicholas Fontanella is a financial advisor at Bison Wealth, LLC in Atlanta, GA, with six years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at TD Ameritrade, Charles Schwab, and Fisher Investments. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for unaffiliated advisers. The firm’s investment approach includes outcome-focused model portfolios blending tactical and strategic allocations across liquid and private-market investments, incorporating alternative strategies such as option-based overlays and interval funds.

Henry Moog III is a financial advisor at Arkadios Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer, Arkadios Capital, in 2023, he worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2023. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, a wrap program, third-party money managers, and financial planning. The firm employs a range of analysis methods and an internal portfolio team to support discretionary account management and retirement plan fiduciary consulting.

Lane Turner is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. His prior roles include work at Advocacy Wealth Management and Armis Strategies, LLC, where he remains the owner of a licensed insurance agency specializing in life and annuity products. Before his financial career, he served 25 years in the United States Army. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm utilizes outcome-focused strategies incorporating tactical and strategic allocations across liquid and private markets and offers distinctive services such as option-based overlay strategies and a 401(k) program launched in 2026.

David Fisher is a CFP®, CFA®, and Series 65 credentialed advisor with 23 years of industry experience. He has been with SignatureFD, LLC since 2000. 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 client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers affiliated private investment funds for qualified clients.

Julie Sullivan is a financial advisor with Strategic Blueprint, LLC in Atlanta, GA, holding the Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been affiliated with The Strategic Financial Alliance, Inc. since 2011 and holds roles at SFA Holdings, Inc. and Timbrel Capital, LLC. Outside of her advisory work, she is a member of Pigs Fly LLC, an entity formed for potential business opportunities. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, family office services, and educational seminars, with an emphasis on customized, goal-based strategies and client education.

David Hughes is a financial advisor at Waterloo Capital with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Resurgent Advisors, Fiduciary Alliance, LLC, Capital Asset Advisory Services, LLC, and Peachtree Financial Group. Outside of his advisory role, Hughes is a partner at Peachtree College Planning, where he conducts informational classes on college readiness and school selection. Waterloo Capital is a multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing approximately $2.26 billion across 2,600 clients. The firm employs a long-term, buy-and-hold investment approach with customized portfolios, incorporating fundamental analysis, third-party sub-advisers, and a broad range of investment tools.

Andrew Barag is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2018. He previously worked at Capital Bank And Trust Company and Capital Guardian Trust Company from 2015 to 2018. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform combining standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

Elizabeth White is a CFP® professional based in Atlanta, GA, affiliated with OpenArc Corporate Advisory, LLC. She has 17 years of industry experience, including a 16-year tenure at Bank of America and Merrill Lynch. White joined OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a comprehensive investment toolkit that includes alternative and private market investments as well as digital assets.

Adis Mehic is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Mercer Global Advisors for 10 years before joining SignatureFD, LLC in 2025. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis, utilizing mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Daniel Marshall is a CFP® with 25 years of industry experience, currently serving as a financial advisor at OpenArc Corporate Advisory, LLC since 2025. His prior experience includes extensive roles at Bank of America and Merrill Pierce, Fenner & Smith Inc. He is based in Atlanta, GA. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a wide range of wealth management and retirement plan services, utilizing diverse investment strategies and maintaining a substantial institutional retirement practice alongside private markets and digital asset capabilities.

Melanie Rodrigue is a CFP® with 20 years of experience in the financial services industry. She is currently with IFG Advisory, LLC and has previously worked at Wealth Science Advisors LLC, Northwestern Mutual Investment Services LLC, Jim Exley, and Northwestern Mutual Investment Management. Outside of finance, she is the owner of Melanie Sue Fisher Fine Art, where she studies, practices, and sells oil paintings. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

Wyatt Nelson is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and CIBC Private Wealth US. OpenArc Corporate Advisory serves individual and institutional clients, including both non‑high-net-worth and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services through discretionary and non-discretionary models, utilizing a broad range of investment strategies including private markets and digital assets.

Victoria Santini is a CFP® professional affiliated with SignatureFD, LLC in Atlanta, GA. She has been with SignatureFD in various roles since 2017 and has prior experience at Stewardship Financial Advisors, LLC and Charles Schwab. Santini also worked in university housing and administrative positions at the University of Georgia. SignatureFD serves a wide range of clients including high-net-worth individuals, business entities, trusts, and charitable organizations, providing wealth management, retirement plan management, and consulting services. The firm employs discretionary portfolio management with mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Clive Slovin is a financial advisor at The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 63 designation with 42 years of industry experience. He has been with The Strategic Financial Alliance since 2003 and serves as president and board member of its parent company and several subsidiaries. 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 through various programs. The firm manages assets primarily on a non-discretionary basis and supports multiple investment platforms, including wrap and non-wrap programs.

Brian Pierce is a financial advisor at Apollon Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Catalyst Wealth Management and Kalos Capital. Outside of his advisory role, he serves as president of Johns Creek NRG, a networking group for professionals. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, utilizing a combination of centrally managed models and locally managed portfolios across various investment vehicles.

Frank Tamplin is a CFP® with 18 years of industry experience, currently serving at Arkadios Wealth Advisors in Atlanta, GA. His prior roles include positions at Cambridge Investment Research Advisors, Mercer Global Advisors, and Acg Wealth, Inc. He is also associated with Clover Capital Partners. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and an in-house portfolio team. The firm employs fundamental, technical, and cyclical analysis and offers a range of advisory and reporting services under an integrated operating model.

David Schroll is a financial advisor at The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 66 designation with 17 years of industry experience. He has worked at Advisor Group, LPL, and RFG Advisory Group before joining his current firm in 2022. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, third-party manager selection, financial planning, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports both in-house and third-party asset management, with a significant portion of assets managed on a non-discretionary basis.

Thomas Moore is a CFP® with 21 years of industry experience. He is currently with Arkadios Wealth Advisors and previously worked at HYB Partners, LLC, Wela Strategies, Inc., Capital Investment Advisors, LLC, and other firms. Moore is the managing member of Morning Dew Management, LLC, a business focused on consolidating his investment property management and expenses. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisor-managed accounts, third-party money manager access, and financial planning. The firm supports customized investment plans through an internal portfolio team using fundamental, technical, and cyclical analysis.

William Brumlow is a Series 65-licensed financial advisor with AlphaStar Capital Management, bringing one year of industry experience. Prior to joining AlphaStar, he held roles at BJM Group/Internet Accountant, Brumlow and Company PC, and Ricoh Americas. Outside of his advisory work, he is a partner at The Bab Group, LLC, and co-owns a coffee vending machine business, Bean Crushers Coffee. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm utilizes firm-designed and advisor-directed model portfolios employing strategic and tactical approaches, and manages approximately $2.5 billion in assets across over 8,400 client relationships.

Adam Smith is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Kalos Capital. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.