Trevor Payne is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Queensborough Wealth Management and in educational roles at the University of Georgia, University of North Georgia, Westside High School, and Georgia Cyber Academy. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and active management, supplemented by in-house specialists in estate and tax planning and access to private investment solutions and formal pension consulting capabilities.

John Power is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 registrations and 32 years of industry experience. He has worked at Equity Investment Corporation since 2016 and concurrently held roles at Foreside Funds Distributors LLC since 2013 and JFB Holdings Corp from 2013 to 2017. Equity Investment Corporation provides discretionary equity portfolio management to institutional and private investors, including high-net-worth clients and retirement plans. The firm employs a fundamental, absolute value investment approach across multiple equity strategies and serves various client types, including insurance companies and government entities, with a scalable advisory model.

Brittany Hartnett is a CFP® with 18 years of industry experience and currently advises at OpenArc Corporate Advisory, LLC. She previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2008 to 2025. Outside of her advisory role, she serves on the board of directors for City of Refuge, a charitable organization focused on supporting individuals and families in Atlanta. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and specialized retirement services. The firm employs both discretionary and non-discretionary strategies, incorporating a wide range of investment options and emphasizes institutional retirement plan solutions alongside a robust private markets and digital assets capability.

Dante Mcdowell is a Series 66-licensed advisor with Capital Investment Advisory Services, LLC, where he has worked since 2009. He has 25 years of industry experience, including six years at Equity Services, Inc. Mcdowell serves on the board of directors for the Boys & Girls Clubs of Dekalb County, assisting club executives and planning fundraising events. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm tailors portfolios to client objectives, time horizons, and risk tolerance, managing most assets on a discretionary basis and employing various analytical methods and investment strategies.

Myles Davies is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Rosefinch Investment Advisors and Brite Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning services. The firm is notable for its formal pension-transfer capability for U.K. nationals, including coordination with U.K. trustees and handling FCA-required suitability processes.

Nicholas Hoffman is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2007. Outside of his advisory role, he serves in a non-paid, non-voting leadership capacity with Investments Unlimited, LLC, a local investment group focused on collaborative investing activities. 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 employs individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, including private equity and private debt, and offers performance-based fee arrangements for eligible private fund investors.

Jose Menendez Perez is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2025, including overlapping years at Bank of America from 2014 to 2022. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a broad investment toolkit and emphasizes institutional research and ongoing monitoring for retirement plan sponsors, alongside notable capabilities in private markets and digital assets.

Sophia Drager is a Series 65-registered financial advisor at Apollon Wealth Management, LLC with two years of industry experience. Her prior roles include positions at Goldman Sachs and Elwood & Goetz Wealth Advisory. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a combination of centrally managed model strategies and locally managed portfolios, offering services across mutual funds, ETFs, equities, fixed income, alternative vehicles, ESG models, and direct indexing with tax management overlays.

Matthew Keeter is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equity Investment Corporation since 2017 and previously worked at Foreside Funds Distributors LLC, Foreside Fund Services LLC, and American Beacon Advisors, Inc. He also serves as a senior director of sales, promoting Equity Investment Corporation’s products within the Southeast territory. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private investors using a fundamental, absolute value investment process. The firm serves clients including high-net-worth individuals, trusts, retirement plans, corporate entities, and offers sub-advisory services to wrap account and UMA program sponsors.

Connor Miller is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Capital Investment Advisors in various capacities since 2015. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm utilizes a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

Bruce Leffingwell is a financial advisor at Level Four Advisory Services with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Level Four Advisory Services in 2021, he worked at SunTrust Bank for 15 years. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or appointed sub-advisers.

Thomas Tolleson Jr. is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments. His prior roles include positions at Catalyst Wealth Management, Kalos Capital, and The Strategic Financial Alliance. Outside of his advisory work, he serves as Finance Chair on the Board of Directors for Langham Partnership USA, a nonprofit ministry supporting religious leaders globally, and is a board member of the C.S. Lewis Institute Atlanta. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm employs a client-focused approach, tailoring portfolios to individual objectives and risk tolerance, and often delegates investment management to independent managers while maintaining oversight and proxy-voting responsibilities.

Tina Walker is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Wells Fargo Advisors in various roles from 2014 to 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, employing both discretionary and non-discretionary models and utilizing diversified investment strategies that include alternatives, private markets, and digital assets.

Kelly Lee is a CFP® with 22 years of experience in the financial industry. She is currently with IFG Advisory, LLC, where she has worked since 2017, and has prior experience at LPL Financial and Wells Fargo Advisors. Kelly is involved with Strong, Gaddy, Lee Wealth Management Group, an independent investment advisory business. 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 approaches and manages portfolios using sub-advisors and third-party models, also offering specialized services such as real estate planning and retirement plan consulting.

Mitchell Reiner is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Benjamin Technology, Inc., Benjamin, LLC, and Altera Private Access, LLC. Outside of his advisory work, he has interests in consulting through MARE Group, LLC and MAM Group, LLC, and oversees governance and strategy at a restaurant advisory firm. Capital Investment Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, including pension and profit-sharing plans. The firm uses a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions along with pension consulting services and a family office division.

Treyce Addison is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Morgan Stanley, and Raymond James. Outside of finance, his background includes roles in retail and education. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, and retirement plan services. The firm offers both discretionary and non-discretionary models, tailoring portfolios using a diverse range of investment vehicles, and maintains a significant institutional retirement practice alongside private markets and digital-asset capabilities.

Carlos Ingram is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes roles at firms such as Redwood Private Wealth, Silver Oak Securities Inc, and Verity Investments Inc. He is based in Conyers, GA. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios with a range of strategies and utilizes ongoing monitoring and due diligence, operating through a network of proprietary partner offices and affiliated businesses.

Milon Turner is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and Bank of America N.A. before joining OpenArc in 2025. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management with both discretionary and non-discretionary engagement models. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets, supported by operational integration with third-party platforms.

Jae Lee is a financial advisor with Concorde Asset Management, LLC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. He has worked at firms including Triad Advisors, Inc. and Ameriprise before joining Concorde in 2021. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios using model-based strategies and provides ERISA retirement-plan advisory services along with participant advice.

Robert Rickles is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 23 years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America N.A. and Merrill for a combined total of over two decades. He serves as an officer and immediate past president of the volunteer board for the Jewish Educational Loan Fund, a charitable organization based in Atlanta. OpenArc Corporate Advisory serves individual and institutional clients, providing wealth management, financial planning, portfolio management, and dedicated retirement plan services. The firm offers tailored investment solutions across a range of asset classes and maintains a significant institutional retirement practice alongside capabilities in private markets and digital assets.