Rebecca Stone is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Balentine, LLC since 2025 and previously spent 15 years at Morgan Stanley. Based in Atlanta, GA, her current role is with Balentine, a firm that serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients. Balentine provides comprehensive wealth management, financial planning, investment management, family office services, sub-advisory relationships, and business advisory support, utilizing a risk-based investment process that combines active and passive strategies with model-driven global tactical asset allocation.

James Rayburn is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 license and three years of industry experience. He is the owner and principal of The Wealth Genesis, a firm providing wealth management services to clients in the European Union. His prior experience includes work at Harrison Brook Ltd. and running Rayburn Wealth Management. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized portfolios that often include third-party managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives with varied service and compensation arrangements.

Gene Henssler is a financial advisor with Henssler Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been involved with Henssler Asset Management, LLC since 1998 and G.W. Henssler & Associates Ltd. since 1987. He is also an officer and minority owner of Cherokee National Trust Co. Henssler Financial serves a diverse client base including individuals, pension plans, registered mutual funds, other advisers, and municipal entities. The firm employs a cash-flow based investment process known as the “Ten Year Rule,” combining fixed-income strategies with equity allocations and integrates automated asset management and tax-loss harvesting options.

Kelly Gallimore is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 65 designation and 14 years of industry experience. She has been with Merit Financial Advisors and Consilium Associates since 2015. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Emily Fleming is a financial advisor at BIP Wealth, LLC with a Series 65 designation and four years of industry experience. She previously worked at Signature FD, Wiser Wealth Management, and Somerset Advisory before joining BIP Wealth. 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, offering customized, diversified portfolios with a focus on low-cost mutual funds and ETFs supplemented by individual securities and private market opportunities.

Justin Wagner is a financial advisor with Henssler Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Henssler Financial in 2017. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-driven investment process known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and sub-advisory relationships, supported by affiliated accounting, real estate, and legal partnerships.

Hayes Chamblee is a Series 65-licensed advisor with BIP Wealth, LLC in Atlanta, GA, and has one year of industry experience. His prior roles include positions at Gratus Capital LLC and work in education at Campbell University and Broughton High School. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans with a multi-advisor approach, managing approximately $5.29 billion across 3,100 client relationships. The firm offers customized, household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market opportunities.

Kiliaen Ludlow is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Triad Advisors Inc and Arden Trust Company. He serves as a board member for the Prestwick Homeowners Association, overseeing neighborhood matters and events. 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 financial planning. The firm employs a diverse investment approach supported by an in-house portfolio team and offers fiduciary retirement plan consulting under an integrated operating model.

David Randall is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, Randall provides baseball instruction to young athletes through his own business, David Randall Baseball Lessons. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with over $8 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities, employing tactical asset allocation through model portfolios that incorporate mutual funds, ETFs, separately managed accounts, and alternative investments.

Giuseppe Riggi is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63, 65, and 66 designations and 17 years of industry experience. His prior roles include positions at Carlton Group and Prudential entities. He is also engaged outside of advisory work as a U.S. Private Wealth Manager for Chase Buchanan USA and as Vice President at Max Benjiman Partners, where he focuses on real estate capital advisory. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, providing customized asset management and financial planning services. The firm is noted for its specialized pension-transfer services for U.K. nationals and use of a diverse range of investment vehicles managed through unified account platforms.

Marcia Mayoue is a CFP® and CFA® with 23 years of industry experience, currently serving at BIP Wealth, LLC since 2011. She holds Series 63 and Series 65 licenses and is based in Atlanta, GA. BIP Wealth, LLC is a multi-advisor firm managing approximately $5.29 billion for individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers customized portfolio management and comprehensive financial planning, emphasizing diversified, low-cost mutual funds and ETFs, complemented by individual securities and private market investments.

Courtney Murphy Mesa is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She has previously worked at Merrill and Fidelity in various advisory roles. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, with a notable focus on institutional retirement practices and private market investments.

Franklin Sullivan is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Voya Investment Management, Onward Reserve, and Cannon Financial Strategists. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines tailored investment strategies with both discretionary and non-discretionary engagement models, with a notable focus on institutional retirement plans, private markets, and digital assets.

Andrew Cole is a CFP® affiliated with BIP Wealth, LLC in Atlanta, GA, with one year of industry experience. Before joining BIP Wealth in 2026, he worked at Blue Trust, Blumark Financial Advisors, and Ronald Blue Trust, and has experience in education at Liberty University, Samford University, and Brookstone School. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm offers customized, diversified portfolios using low-cost mutual funds and ETFs, individual securities, and private market investments through affiliated private funds.

Matthew Clark is a CFP® with 12 years of experience in financial advising. He is currently with Capital Investment Advisors, LLC, where he has worked since 2021. His prior roles include positions at Howard Capital Management, Lindner Capital Advisors, Inc., and Mass Mutual Investors Services. 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 employs a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions and a specialized Capital Family Office division.

Samantha Greckel is a CFP® professional with five years at Henssler Financial and one year of industry experience. Prior to joining Henssler Financial, she attended Georgia College and State University for four years. Henssler Financial is a multi-team registered investment adviser serving individual clients, investment advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven "Ten Year Rule" investment approach, combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.

Stephen Wilkins is a financial advisor at Oxford Financial Group, LTD with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at The Leaders Group, Inc. and High Ground Company LLC. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm offers family office and CIO services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation and both discretionary and non-discretionary investment solutions.

Jonathan Curry is an advisor at 49 Financial based in Atlanta, GA, holding Series 65 and Series 63 licenses with five years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of advisory roles, he is also licensed to sell fixed and traditional insurance products. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, with an investment approach focused on disciplined, long-term diversified asset allocation through proprietary and model portfolios.

Stephen Oneil is a financial advisor with The Strategic Financial Alliance, Inc. in Alpharetta, GA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he is involved with North Georgia Wealth Advisors, focusing on marketing financial services and life insurance sales. 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. The firm manages assets primarily on a non-discretionary basis and supports a range of portfolio programs and co-advisory arrangements.

Daniel Dubay is a CFP® professional with 18 years of industry experience, currently serving at SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing principal of Paradise Pointe Partners, LLC, a family real estate holding company. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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 it is vertically integrated with an affiliated accounting firm and private investment funds.