Paul Izlar is a financial advisor at NewEdge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Keelan Capital and Forte. NewEdge Wealth serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Leviticus Brown is a Series 66-licensed financial advisor with three years of industry experience, currently with Navy Federal Investment Services, LLC. He has held positions at Navy Federal Investment Services and Navy Federal Financial Group since 2024, and previously worked at Equitable Advisors, LLC, Wood Forest National Bank, Sherwin Williams, and Amazon. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and offers model-driven asset allocation, account monitoring, and a Private Wealth Consulting program for high-net-worth clients.

Sarah Perelle is a CFP® with 13 years of industry experience, currently serving as an advisor at OpenArc Corporate Advisory, LLC since 2025. Prior to joining OpenArc, she worked at Bank of America and Merrill from 2013 to 2025. Outside of her advisory role, she has joint ownership in a property with her husband, though she has minimal involvement in its management. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services using a broad range of investment strategies, with a notable focus on institutional retirement solutions and private markets.

Calvin Thomas is a financial advisor at Beacon Global Advisor Network, LLC based in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, Blacktower Financial Group, and Valais Wealth Management. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, and specialized pension-advice services for U.K. expatriates. The firm’s approach includes customized portfolios utilizing third-party managed models and discretionary management, along with a notable focus on formal pension-transfer capabilities for U.K. nationals.

Dexter Conner is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs, LPL Financial, M&T Bank, and Morgan Stanley. Conner is also the owner of Faith in Dreams Edutainment, a religious technology company. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm uses discretionary asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and a range of investment options.

Drake Craig is a CFA® charterholder with 21 years of industry experience, currently serving at GLOBALT Investments since 2018. He is also president of DC Property Holdings, a real estate investment company. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment process utilizing quantitative, technical, and fundamental analysis, primarily implementing strategies through ETFs and focusing on portfolio management and model provision.

Christopher Brooks is a CFP® with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2025. His prior experience includes roles at Tobias Financial Advisors, Equitable Advisors, Northwestern Mutual Investment Services, Y Group Companies, and positions at Vanderbilt University and Texas Christian University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in assets under management. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and also operates affiliated businesses including a state-chartered trust company and a tax and accounting practice.

Edward Nolan is a Series 65-licensed advisor with nine years of industry experience, currently serving at Impact Partnership Wealth, LLC since 2021. He previously worked at Retirement Wealth Advisors and Formulafolio Investments, LLC. Outside of his advisory role, he is Vice President of Sales at The Impact Partnership, LLC, where he focuses on sales strategies for independent life insurance agents. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management through a wrap-fee platform.

Jeffrey Nash is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2019. Prior to that, he was with Flagship Financial from 2001 to 2019 and has also been self-employed since 2009. Outside of his advisory role, Nash provides notary services and offers wills and trusts assistance through a separate business. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analyses to tailor client strategies.

Marc Sydnor is a financial advisor at GLOBALT Investments in Atlanta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GLOBALT Investments LLC since 2017, including its successor entity since 2021, with prior roles at Avec Capital LLC and XT Capital Partners, LLC. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, institutions, and charitable organizations. The firm employs a team-based investment process that integrates quantitative, technical, and fundamental analysis, primarily utilizing ETFs within a variety of separately managed accounts and model portfolio platforms.

Laura Nasca is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at Modera Wealth Management, LLC and previously was employed at PEPL, Inc., Jonquil Creative, LLC, and TrueWealth, LLC. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with accounting, tax services, and business coaching, managing approximately $17.7 billion in regulatory assets with a diversified, Modern Portfolio Theory–based investment approach.

Peter Lynch is a financial advisor at Henssler Financial in Kennesaw, GA, with 24 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at ALPS Distributors, Inc. from 2016 to 2019. Lynch has been with Henssler Financial since 2016. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, automated rebalancing, and tax-loss harvesting, supported by affiliated accounting, legal, and real estate services.

Jacob Duvall is a financial advisor with Bison Wealth, LLC, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Trinity Street Financial, Advocacy Wealth Management, and Forge Consulting. Outside of his advisory work, he serves as a Settlement Consultant with Mirena & Co. and is the Director of Settlement Planning at Armis Strategies, providing financial planning and insurance services to settlement recipients and traditional clients. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, curated model portfolios, financial planning, and ERISA retirement plan advice. The firm’s approach combines tactical and strategic allocations across liquid and private-market investments, including alternative strategies and option-based overlays, and it provides a turnkey asset management platform for unaffiliated advisers.

Denise Noelle Halle' Lunsway is a Series 65-licensed advisor at Crawford Investment Counsel Inc with three years of industry experience. She has been with Crawford Investment Counsel since 2017 and previously worked at Willis Towers Watson from 2016 to 2017. Crawford Investment Counsel provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focusing on dividend-paying equities and credit diversification within its fixed-income strategies.

Jeffrey Neumeyer is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he is involved in a family-held sole proprietorship related to condo rentals. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a wide range of investment strategies and emphasizing institutional research and manager due diligence in its retirement practice.

Maximillian Stewart is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Hampton Bluff Capital Partners and Florida Financial Advisors, where he also engaged in fixed insurance sales. Elevation Point Wealth Partners is an SEC-registered multi-team investment adviser managing approximately $8.29 billion in assets and serving individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm utilizes tactical asset allocation in model portfolios and integrates insurance distribution and annuity servicing within its advisory services.

Dennis Booker Jr. is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 credential and bringing 24 years of industry experience. He has been with BIP Wealth since 2010. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships using customized portfolios that emphasize diversified, low-cost mutual funds and ETFs, supplemented by individual bonds, stocks, and options.

Hans Hamann is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential and one year of industry experience. Prior to joining OpenArc Corporate Advisory, he worked at Apogee Electronics and Apple. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and specialized retirement plan services, utilizing a wide range of investment strategies and emphasizing institutional research and governance for plan sponsors.

Ryan Merriman is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His previous roles include positions at J.P. Morgan Securities, Goldman Sachs & Co. LLC, and Cox Communications. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across 3,100 client relationships with a multi-advisor team. The firm offers customized household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, with additional strategies including private market investments and separately managed buy-write approaches.

Rachael Kelly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Bank of America, Merrill, WestRock, and Coldwell Banker. She maintains a part-time real estate referral license with Coldwell Banker for personal and family use. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides both discretionary and non-discretionary models and utilizes a broad range of investment tools, including private markets and digital assets, with a notable focus on institutional retirement plans.