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.

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.

Jack Stulack is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial in 2025, he worked at Caring Transitions in 2024 and was a full-time student from 2021 to 2025. He is also a licensed fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term, diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

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.

Jennelle Vestal is a financial advisor at Crescent Grove Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, UBS Financial Services, Stanford Group Company, Wells Fargo Clearing, and Ameriprise. Outside of her advisory work, she operates an independent dog sitting business. Crescent Grove Advisors provides integrated wealth management, family office, and OCIO services to high-net-worth individuals, family offices, and institutional clients, as well as portfolio advisory services for clients with $1–10 million in liquid investable assets. The firm’s investment approach centers on a client-specific investment policy statement and asset-allocation framework overseen by an investment committee that incorporates independent managers and alternative strategies.

Steven Beckerman is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining International Assets Advisory in 2024, he worked at Rooms To Go as an IT project manager for three years and spent sixteen years at UPS. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management as well as financial planning services.

Jackson Figiel is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Mutual of America Financial Group, Jasper Engines & Transmissions, and Villanova University. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm uses a centralized investment platform with standardized asset-allocation models and specialized in-house planning resources, providing access to private investment solutions and formal pension consulting capabilities.

Julia Ellisor is a financial advisor at Madison Partners with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill, OpenArc Corporate Advisory, LLC, Equitable Advisors, AXA Advisors LLC, and Gateway Mortgage Group LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implemented through third-party sub-advisers and model portfolios.

Halie Gray is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and bringing six years of industry experience. She has worked with IFG Advisory and LPL Financial, with overlapping roles spanning from 2015 to the present. Outside of her advisory work, she is involved with HVH Financial LLC, focusing on non-variable insurance products. IFG Advisory, LLC serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing various investment strategies and third-party models to tailor portfolios to client objectives.

Nathanael Sidor is a financial advisor at John Hancock Personal Financial Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he supervises the revenue cycle team for D4C Dental Brands, managing insurance claims related to orthodontic dentistry. John Hancock Personal Financial Services provides financial planning, consultative services, and an Emergency Savings program to individuals, trusts, estates, non-profits, and businesses. The firm uses technology-assisted tools to deliver broadly framed written recommendations, serving a large client base through a scaled, multi-team model.

Mitchell Roper is a financial advisor at 49 Financial in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior experience includes roles at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of investment advising, he is a licensed agent writing fixed insurance business. 49 Financial serves individual and institutional clients by providing comprehensive financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Brandon Hodge is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Asset Preservation Advisors, he held roles at Wild Dunes Resort, Forest Lake Club, and educational institutions including the University of South Carolina, University of Idaho, and St. Joseph's Catholic School. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary advisory services focused on taxable and tax-exempt municipal bond portfolios. The firm employs an active fixed-income strategy emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small advisor team.

Jack Russell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated entity, Capital Investment Group, Inc., since 2016. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, utilizing an individualized process that incorporates multiple analytical methods and ongoing portfolio monitoring.