Thomas Gay is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Dasher & Padgett Financial Advisors, Invest Financial Corp., and Purshe Kaplan Sterling Investments. He also serves as Secretary on the board of the Kiwanis Club of Dougherty County. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services emphasizing long-term, diversified portfolio strategies managed through centrally overseen models, allowing for advisor customization and utilizing both discretionary and non-discretionary authority.

Patrick Dotts is a Series 65 licensed advisor at RFG Advisory, LLC with over 14 years of industry experience. He previously worked at Soliant for 13 years and rejoined RFG Advisory in 2026. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients. The firm offers a range of services including portfolio management, financial planning, and access to alternative investments, employing both actively managed and passive strategies with an emphasis on risk management.

Michael Sava is a CFP® professional with 24 years of experience in the financial industry. He is currently with Synovus Securities, Inc. and has held positions at Wiser Wealth Management, McCormack Financial Planning Inc., H&R Block, and FirsTrust LLC. 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. The firm uses both discretionary and non-discretionary portfolio management programs and employs a risk-tolerance questionnaire to guide asset allocation and manager selection.

Daniel Mowery is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, and several other financial firms. Outside of advisory work, he is involved in the sale of Medicare Supplement Policies. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model management programs that utilize third-party platforms and strategists to implement model portfolios.

John Picardi is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Metric Financial, and J.W. Cole Advisors. He is also involved in the sale of fixed and traditional insurance products. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services, utilizing a multi-manager investment approach that combines tactical and strategic allocations across liquid and private-market strategies.

David Mirolli is a Series 66 credentialed financial advisor with 20 years of industry experience. He currently serves as a managing director and wealth advisor at Apollon Wealth Management, LLC. Mirolli's background includes roles at Kalos Management, Catalyst Wealth Management, and he has been employed as a pilot for Delta Air Lines since 2013. Outside of advising, he is the founder and president of South East Private Client Group LLC, providing pension-related services. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and consulting services, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor investment solutions.

Daniel Lewis is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill for 12 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm emphasizes customized portfolios utilizing a broad range of investment strategies and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Joseph Templeton is a Series 66-credentialed advisor with 11 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. His prior experience includes roles at Bank of America, Merrill, and E*TRADE Capital Management. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines a broad investment toolkit with an institutional retirement practice and private markets capabilities, supporting both discretionary and non-discretionary engagement models.

Michelle Mangum is a financial advisor at Bison Wealth, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Partners Capital Services, Inc., L.M. Kohn & Company, Midsouth Capital, Inc., Raymond James & Associates, and Citigroup Global Markets. She has been with Bison Wealth since 2015. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, supplemented by specialized offerings such as an options-based Overlay strategy and access to third-party managers.

Jason Peck is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016, with prior experience at StoneX Securities dating back to 1997. Outside of his advisory role, he is managing partner of The Peck Group, LC, where he provides legal services in taxation, estate planning, business planning, and tax return preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a variety of implementation platforms and delivers strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Matthew Lane is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has six years of industry experience, including prior roles at Wela Strategies, Inc. and a background in education. Capital Investment Advisors 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 actively managed portfolios, supported by specialized in-house estate and tax planning resources.

Jon Holand is an investment advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has been with Beacon Global Advisor Network since 2019. He also has a long-term affiliation with Austen Morris Associates dating back to 2006. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on serving U.K. expatriates alongside non-high-net-worth and high-net-worth individuals.

Angela Rehkop is a CFP® and ChFC® with 32 years of experience in the financial services industry. She is currently affiliated with Geneos Wealth Management, Inc. and Financial Care Providers. Outside of her advisory role, she is the founder of the nonprofit organization Golf for the Kids and serves as a board member for Warren Epstein and Associates Architects Inc. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies combined with continuous account monitoring and discretionary trading authority.

Michael Sorrow Jr. is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at BIP Wealth since 2019 and previously spent 22 years at Greene Consulting Associates, 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 with an investment approach that includes private-market securities and options-based covered-call strategies alongside traditional public-market investments.

Veronica Harrell is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. She has been with The Strategic Financial Alliance since 2011. Outside of advisory work, she serves as AVP of Compliance for SFA Holdings and subsidiaries, a holding company providing shared compliance services within the financial services sector. The Strategic Financial Alliance serves individuals, retirement plans, trusts, and other entities with portfolio management, financial planning, and consulting services. The firm offers multiple portfolio programs and supports third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Patricia Koehn is a financial advisor with The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with The Strategic Financial Alliance since 2003. Outside of her advisory role, she is president of Koehn Financial Group, a marketing services business. 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 operates multiple portfolio programs and supports third-party manager platforms, with a majority of assets managed on a non-discretionary basis.

Howard Katz is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with IFG Advisory since 2014 and also maintains an affiliation with LPL Financial. Katz provides continuing education as an instructor for Certified Financial Planners, insurance agents, and CPAs, offering ethics and compliance courses. IFG Advisory serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, managing portfolios through various methods including in-house management and third-party managers, and offers specialized services such as real estate planning and business valuation.

George Chen is a CFA® charterholder with nine years of industry experience. He has worked at BIP Wealth, LLC since 2026, following eight years at Red Tortoise, LLC and three years at FDx Advisors. 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 tailored asset allocations and private-market investment options for qualified investors.

John Richter Jr. is a financial advisor at Merit Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Yeomans Consulting Group, Charles Schwab, and TD Ameritrade. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach based on centrally managed portfolios overseen by an internal Investment Management team.

Walter Storm III is a financial advisor at StoneX Advisors Inc. with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Securities Inc. since 1991. Outside of his advisory role, he serves as CFO of Walter E. Storm & Associates, Inc., a financial services business. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary services through independent advisors and an in-house Private Client Group, utilizing various model-based solutions and third-party money managers.