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.

Elwyn Brown is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Berthel Fisher since 2011. Outside of his advisory role, he owns Brown Wealth Management, a financial planning business in Atlanta. Berthel Fisher & Company provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and institutional investors. The firm offers both wrap and non-wrap asset management across multiple platforms and supports diverse portfolio construction strategies through approximately 100 independent investment adviser representatives.

Stephen Ferencik is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Arkadios Wealth Advisors since 2020 and previously at Triad Advisors Inc and ACG Wealth, Inc. Ferencik serves as president of SJF Capital LLC, a tax-related entity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans supported by an internal portfolio management team and a variety of advisory programs. The firm operates an integrated model combining advisory legal entities, an affiliated broker-dealer, and in-house portfolio support.

Brady Watkins is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 designation and one year of industry experience. He also owns and edits a pickleball publication through 1,000 Generations LLC. Watkins holds prior roles including work with Leveraged Wealth Management, where he was involved in insurance sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across multiple offices and employing a range of model portfolio and direct asset management strategies.

Clifton Borders is a financial advisor at 49 Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Borders is also licensed as a fixed insurance agent. 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, using a disciplined, long-term investment approach based on Modern Portfolio Theory with a focus on model portfolios and oversight of sub-advisers.

Jeffrey Crowell is a financial advisor with OpenArc Corporate Advisory, LLC, based in Atlanta, GA. He holds a Series 66 designation and has 13 years of industry experience, including prior roles at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves a diverse client base that includes individual and institutional investors, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm uses a broad range of investment strategies, including alternative and private market investments, and maintains a significant institutional retirement practice alongside digital asset capabilities.

Kyle Schmidt is a CFP® with 12 years of industry experience, currently serving as a financial advisor at BIP Wealth, LLC since 2018. Prior to joining BIP Wealth, he held roles at SunTrust Advisory Services and related SunTrust entities from 2015 to 2018. He is a board member of the Fellowship of Christian Athletes at Georgia Tech, a volunteer position. 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 3,100 client relationships using a multi-advisor team and emphasizes diversified, low-cost portfolios tailored to household-level needs.

Timofei Kouzmine is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential. He has experience working at OpenArc since 2026 and previously held roles at Softensity, Syracuse University, and Pace Academy. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans, offering a range of services from wealth management to retirement plan consulting. The firm combines discretionary and non-discretionary models, utilizing diverse investment strategies including private markets and digital assets, and maintains a notable focus on institutional retirement solutions.

Allison Porter is a CFP® professional with SignatureFD, LLC in Atlanta, GA. She has been with SignatureFD since 2015. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing 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 is affiliated with an accounting firm and several private investment funds.

Molly Kittrell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2014. She holds Series 63 and Series 65 licenses and is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and municipalities. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, higher-quality equities and credit-focused fixed income strategies.

Thomas Knapp is a CFA® charterholder with seven years of industry experience. He has been with Equity Investment Corporation since 2018 and previously worked at Raymond James Financial for eleven years. Based in Atlanta, GA, he is part of a multi-team firm with 26 advisors. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover and tax-aware execution, managing separate accounts, sub-advisory relationships, and model licensing arrangements.

Aaron Vincent is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Impact Partnership Wealth, LLC. He previously worked at Cambridge Investment Research Advisors and VOYA Financial Advisors. Outside of advising, he is involved in financial education as an instructor with the American Retirement Institute. 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 employs a multi-strategy investment approach combining third-party models, adviser-managed portfolios, and direct indexing with tactical overlays.

Adam Wittan is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2025, he worked at Regions Bank for 12 years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, integrating resources from Fifth Third Bank and employing a structured investment policy framework.

Travis Wilson is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America, as well as IBM prior to entering the financial sector. OpenArc Corporate Advisory serves a diverse client base including individual investors, trusts, nonprofits, and retirement plans, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm combines institutional research and manager due diligence with a broad investment toolkit, including private markets and digital assets, to tailor solutions across discretionary and non-discretionary models.

Victor Gitau is a financial advisor at Balentine with a Series 65 designation and one year of industry experience. Prior to joining Balentine, he worked at PNC Bank for five years and spent eight years in full-time education. He is based in Atlanta, GA. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment approach and manages pooled investment vehicles, including private funds.

John Harrison is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Equity Fund Advisors and Cole Capital Corporation. Outside of advisory work, he is involved with Maho Bay Partners, LLC, an equipment leasing company owning a private general aviation aircraft. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management with in-house portfolio teams and employs fundamental, technical, and cyclical analysis alongside fiduciary consulting for retirement plans.

Jacob Burleson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2018. Prior to joining Modera, he worked at Kautex Textron from 2014 to 2018. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm follows an allocation-driven investment approach based on Modern Portfolio Theory, employing diversified portfolios and a range of strategies including independent managers, private placements, and optional ESG integration.

William Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at LPL Financial since 2022 and over a decade at MassMutual Financial Group. Outside of his advisory work, he is involved in selling non-variable insurance products. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Victor Banks is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Burlington Alliance Capital Management, Capital Investment Advisory Services, Capital Investment Group, and Nationwide Investment Services Corporation. Outside of his advisory work, he is licensed to sell fixed insurance products. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and managers to construct individualized or model portfolios across various asset classes.

Randy Nevins is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Fidelity Investments. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, curated model portfolios, and retirement plan advice, with a distinctive focus on turnkey asset management platform services and option-based overlay strategies.