Thomas Lance is a financial advisor at Arkadios Wealth Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and incorporates a combination of fundamental, technical, and cyclical investment analysis methods.

Thomas Day Jr. is a CFA® charterholder with nine years of industry experience. He is currently with Buckhead Investment Partners, LLC, where he has worked since 2016. Based in Atlanta, GA, he is part of BIP Wealth, LLC, a multi-advisor registered investment adviser that serves individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, offering tailored asset allocations that include public and private-market securities and unique strategies such as covered-call SMA strategies and private pooled investment vehicles.

Jamall Little is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Equitable Advisors LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he owns a vending machine business, The Little Family Vending Company. 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 broad range of investment strategies and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Scott Mauldin is a Series 66-licensed financial advisor with Synovus Securities, Inc. in Atlanta, GA. He has 20 years of industry experience, primarily with Synovus Securities, where he has worked since 2003 with a brief hiatus between 2017 and 2018. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments through its managed account programs. The firm uses a combination of discretionary and non-discretionary portfolio management on the Envestnet platform, guided by client risk assessments and due diligence processes.

Mikayla Dubnik is a financial advisor at IFG Advisory, LLC based in Atlanta, GA. She holds the Series 66 designation and has been active in the industry since 2025. Her prior experience includes roles at SGL Wealth Management and LPL Financial LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with client goals.

Christopher Sheridan is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and three years of industry experience. He has held roles at several firms, including Royal Alliance Associates, Inc., John Hancock, and runs insurance agencies focused on health insurance products and annuities. Sheridan also has experience in administrative duties for an insurance agency. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm employs a range of investment strategies including firm-managed and advisor-managed models and offers discretionary asset management and retirement plan services.

Paul Marshall is a CFA® charterholder based in Atlanta, GA, with 10 years of industry experience. He has been with Crawford Investment Counsel Inc since 2015. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, institutions, and other entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages a range of equity and fixed income strategies, including several mutual funds for which it serves as adviser.

Cameron Simonds is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA. He holds a Series 66 designation and has 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2013. 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 investment plans using mutual funds, ETFs, separate account managers, and selected private investments, and manages both individual and pooled portfolios with performance-based fee arrangements for certain private funds.

Lloyd Flood is a CFA® charterholder and Series 65 licensed advisor with eight years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2017 and previously spent 22 years with ING/Voya. Mr. Flood volunteers on the First Presbyterian Atlanta Investment Management Committee, contributing to portfolio strategy and manager oversight. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals— including high-net-worth families— as well as trusts, foundations, private funds, and estates. The firm develops individualized financial profiles and investment plans, employing a variety of investment vehicles and offering performance-based fee arrangements for certain private funds.

Daniel Keeney is a financial advisor at IFG Advisory, LLC with six years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Invesco and LPL Financial. Keeney also provides administrative support to IFG Advisory, dedicating full time to this role. IFG Advisory serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers a range of investment advisory and financial planning services, utilizing sub-advisors and third-party managers to tailor portfolios according to client goals.

Dylan Dennis is a Series 65-licensed financial advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2025 and has a background that includes four years at Auburn University and six years at Pinecrest Academy. BIP Wealth is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a variety of investment vehicles and provides private-market investment opportunities for qualified investors.

Gary Martin is a CFA® charterholder with 23 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2009. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, typically implementing them through mutual funds, ETFs, separate account managers, and selected private investments, while also serving as lead investment sub-advisor to an affiliated lower-middle-market private equity fund.

Michael Weinberger is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Impact Partnership Wealth since 2021, following five years at Retirement Wealth Advisors, Inc. Additionally, he serves as Director of Advanced Markets at The Impact Partnership, LLC, an insurance marketing organization. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset-allocation and overlays.

Parker Dixon is a financial advisor at SignatureFD, LLC in Atlanta, GA, holding a Series 65 credential. He has four years of industry experience, including prior roles at Citizens National Bank and time spent at Mississippi College and Mississippi State University. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, offering discretionary wealth management, financial planning, and consulting. The firm employs diversified, long-term asset allocation strategies and operates several specialized business lines, including an AI-enabled platform for marketing private placement life insurance.

Matthew Barber is a CFP® and CFA® with 11 years of industry experience. He has been with SignatureFD, LLC since 2013 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 client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Jessica Farr is a financial advisor at IFG Advisory, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at CitiBank for nine years. Farr also provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.

Kay Wilson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 66 and Series 63 licenses and having 19 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, BT Wealth Management, UBS Financial Services, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. She is also involved with Corbet Capital Advisors in an investment-related capacity. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Matthew Gladbach is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Advisory Services Network. His prior roles include positions at Donaldson Capital Management, TD Ameritrade, and Scottrade. He also acts as a FINRA arbitrator on an as-selected basis. Advisory Services Network supports individuals, families, corporations, and retirement plans through a network of independent advisors, offering portfolio management, financial planning, and investment consulting. The firm employs a range of strategies across various asset classes and manages approximately $8.6 billion in client assets.

Ross Hughes is a CFP® professional with 12 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2022. His prior roles include positions at Capital Endurance Group, Inc., Allstate, and Redwood Wealth Management, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including unique services such as advising private pooled vehicles and managing covered-call SMA strategies.

Thomas Martin is a CFA® charterholder with 19 years of industry experience. He has been with GLOBALT Investments since 2014. GLOBALT Investments LLC manages discretionary portfolios, separately managed accounts, and model portfolios for a diverse client base, including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.