Jeffrey Rhineheart is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at SunTrust Bank spanning 30 years. His other business activities include serving as a New Business Development Officer at First Citizens Asset Management and as an Institutional Consultant at SVB Wealth, focusing on retirement plans, foundations, and endowments. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios across various implementation frameworks using both quantitative and qualitative criteria.

Heather Douglass is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Outside of her advisory work, she serves as Vice President of the Holman Place Subdivision Homeowners Association, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by a central Investment Management team and an Investment Committee.

Henry (Hank) Cleare is a CFP® with 25 years of experience in the financial industry. He is currently with IFG Advisory, LLC and has prior experience at LPL Financial and Financial Strategies Group, Inc. Cleare is based in Atlanta, GA. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

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.

John Crawford is a CFA® charterholder and Series 63 licensee with two years of industry experience. He has been with Crawford Investment Counsel Inc since 2025, following roles at Truist Securities, Inc. Outside of finance, he has worked at Jackson Hole Mountain Resort. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach with a focus on dividend-paying companies and credit diversification across its equity and fixed-income strategies.

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.

Brandon Melick is a financial advisor at Howard Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PwC for six years before joining Howard Capital Management in 2021. 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 manages both proprietary mutual funds and ETFs while supporting retirement plan participants through various web-based tools and programs.

Jeffrey Peller is a CFP® and PFS™ with 19 years of experience in financial advising. He is currently with Savvy and previously worked at Cherry Bekaert Wealth Management LLC and SignatureFD, LLC. Outside of his advisory roles, he owns 4Real Growth Partners, LLC, where he engages in non-financial writing and content creation. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based strategies with tailored solutions such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by a parent technology platform and third-party sub-advisers.

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.

David Kapchinske is a financial advisor with The Strategic Financial Alliance, Inc. in Acworth, GA, holding Series 63 and Series 66 designations and having 34 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he operates KAP Financial Solutions and is involved in fixed insurance sales through various carriers. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm uses both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

Frank Lyles III is a Series 65-licensed advisor at 49 Financial with one year of industry experience. His prior roles include positions at QTS and T5 Data Centers, as well as work at Auburn University and Holy Innocents' Episcopal School. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term asset allocation strategy based on a derivative of Modern Portfolio Theory.

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.

Randy Pirkle is a financial advisor at Crawford Investment Counsel Inc with 51 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers a range of distinct equity and fixed-income strategies.

Boris Kuzmin is a CFA® charterholder with six years of industry experience, currently serving at Crawford Investment Counsel Inc in Atlanta, GA. He has been with Crawford Investment Counsel since 2004, totaling 22 years at the firm in various capacities. Crawford Investment Counsel provides discretionary portfolio management and financial planning services to a diverse client base that includes individuals, registered investment companies, pension plans, trusts, and institutional clients. The firm employs a bottom-up, value-oriented investment approach with a focus on dividend-paying, higher-quality equities and credit-focused fixed-income strategies, and it acts as adviser to multiple mutual funds and institutional entities.

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.

William Roach is a financial advisor with GLOBALT Investments in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1991. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations, banks, and other advisers. The firm employs a combination of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays.

Jack Stulack is a Series 65 licensed financial advisor with 1 year of industry experience, currently with 49 Financial in Atlanta, GA. Prior to joining 49 Financial, he worked at Caring Transitions and held other roles including fixed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and family office services. The firm employs a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios, with a focus on model-based strategies supported by third-party managers.

Tanner Horstmeyer is a financial advisor with Foundations Investment Advisors LLC in Atlanta, GA, holding a Series 65 certification and four years of industry experience. His prior roles include positions at Allon Planning Partners and Youth With A Mission. He also engages in insurance and annuity services, providing non-legal estate planning administrative support to clients. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives, offering portfolio management, financial planning, and retirement-plan support across various client types.