Kaitlin Ealy is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 license with four years of industry experience. Her previous roles include positions at Bank of America, Merrill, and Insperity. Outside of finance, she worked at Hal's the Steakhouse for six years. OpenArc Corporate Advisory serves both individual and institutional clients, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm uses a wide range of investment strategies, including alternatives and digital assets, and maintains a significant institutional retirement practice alongside private markets capabilities.

William Thacker is a financial advisor at Balentine in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America’s U.S. Trust division. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and other institutional clients, offering comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment process is risk-based and combines active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Alexys Mckenzie is a financial advisor at SB Advisory, LLC with 30 years of industry experience. She has worked at International Financial Solutions, Inc. for 20 years. Outside of her advisory role, she is involved in non-investment-related ventures including a trucking business and several consulting and operational roles in startup and service companies. SB Advisory, LLC is a multi-team advisory firm serving individuals, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm primarily provides non-discretionary advice, employing fundamental, technical, and qualitative analysis to tailor client portfolios.

John Harris is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 65 designation. He has one year of experience in the industry, having previously worked at Windsor Wealth Planner and Strategists and served in educational roles at the University of North Georgia and local schools. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans utilizing various account types and combines fundamental, technical, and cyclical analysis in its approach.

James Clark III is a CFP®-certified financial advisor at BIP Wealth, LLC with three years of industry experience. His prior work includes three years as a self-employed advisor before joining BIP Wealth in 2022. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides access to both public and private-market investment strategies.

Michael Massi Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He previously worked at Bank of America and Merrill for nine years. Massi is involved as a limited partner and owner in Masbro Holdings LLC, an LLC established with a close friend for property ownership and asset diversification outside his advisory role. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm combines discretionary and non-discretionary models and uses a wide range of investment tools, with a notable institutional retirement practice and capabilities in private markets and digital assets.

Victoria Shackley is a CFP® certificant with 24 years of industry experience and has been with SignatureFD, LLC since 2011. She holds a Series 66 designation and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management and financial planning, consulting, retirement plan management, and advises private investment funds, employing diversified, long-term asset allocation strategies across a range of investment vehicles.

Lori Boykin is a financial advisor at BIP Wealth, LLC with 23 years of industry experience. She holds a Series 63 designation and has been with BIP Wealth since 2014. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations across various investment vehicles and providing advisory services for both public and private-market securities.

John Crawford III is a financial advisor at Crawford Investment Counsel Inc with 23 years of industry experience. He has been with Crawford Investment Counsel since 1980, serving the firm for over four decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies implemented by a diverse investment team.

Cameron Craig is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2017. Prior to joining SignatureFD, he worked at Northwestern Mutual in various roles from 2012 to 2017. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, 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 vertically integrated with affiliated accounting and fund-management entities.

Christopher Spires is a financial advisor with Perigon Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Lakeview Capital Partners, Sterne Agee Financial Services, and Lakeview Capital Management. He is also dually registered with Purshe Kaplan Sterling Investments, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs, and maintains institutional relationships with multiple custodial platforms.

Dennis Mckinney is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Investment Corporation since 2016. He also has experience with Foreside Funds Distributors LLC and JFB Holdings Corp. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and institutional clients such as insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration.

Aaron Jeffries is a financial advisor at Nicholas Hoffman & Company, LLC with nine years of industry experience. He previously worked at SunTrust Investment Services and was self-employed before joining his current firm. 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 both discretionary and non-discretionary advisory relationships and is notable for its role as lead investment sub-advisor to an affiliated lower-middle-market private equity fund and for using performance-based fee arrangements in certain private funds.

Justin Yost is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. He previously worked at Morgan Stanley and Fieldpoint Private Securities before joining BIP Wealth in 2023. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a range of investments and also advises private pooled investment vehicles and private-market offerings for qualified investors.

Kimberly Gardner is a financial advisor at OpenArc Corporate Advisory, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, with a focus on wealth management, financial planning, portfolio management, and retirement plan services. The firm offers tailored investment solutions incorporating equities, bonds, alternative investments, private markets, and digital assets, alongside a significant institutional retirement practice.

Joshua Rodriguez is a financial advisor with Bison Wealth, LLC in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Bison Wealth, he worked at Country Oaks Farm and Pet Supply and Camp Timberlake, and was a student until 2024. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach includes multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, alongside distinct tactical and individual-security strategies and an options-based overlay program.

Carlton Forrester is a financial advisor at Stephens with 18 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at JPMorgan Securities, UBS Financial Services, Credit Suisse Securities, and Edge Advisors. Stephens provides investment advisory and wealth management services to individual investors, institutional clients, and government entities. The firm utilizes multiple investment committees and sponsored programs, combining bottom-up security selection and top-down fixed-income management, supported by an integrated broker-dealer and investment banking platform.

Patrick Farren is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and other roles including sales representation for Vector Marketing. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management, financial planning, and retirement plan services. The firm offers discretionary and non-discretionary portfolio management with capabilities across traditional and alternative investments, including private markets and digital assets, and maintains a notable institutional retirement practice.

Kevin Walker is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining BIP Wealth, he worked six years at Buckhead Home Loans. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations across mutual funds, ETFs, fixed income, and private-market securities for qualified investors.

Nirvanna Silva Novelo is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Nicholas Hoffman & Company, LLC since 2022. 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 offers customized Financial Profiles and Investment Plans implemented through a range of investment vehicles and is notable for its use of performance-based fee arrangements and its role as lead investment sub-advisor to an affiliated private equity fund.