Robert Heightchew III is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, including non-HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services, including wealth management, financial planning, portfolio management, and retirement plan consulting, utilizing both discretionary and non-discretionary engagement models tailored to client objectives with a diverse set of investment tools.

Terry Domm is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital since 2020, following nine years at Triad Advisors. 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’s integrated model includes an in-house portfolio team and affiliated broker-dealer, offering a range of strategies and fiduciary consulting for retirement plans.

Jairus Buchanan is a CFA® charterholder with eight years of industry experience. He has been with GLOBALT Investments and Synovus Trust Company since 2019. His prior experience includes roles at Invictus Capital Investors, Invictus Capital Partners, and Herndon Capital Management. GLOBALT Investments provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategic allocations with tactical overlays developed in partnership with Ned Davis Research.

Jeffrey Rhineheart is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at SunTrust Bank spanning 30 years. His other business activities include serving as a New Business Development Officer at First Citizens Asset Management and as an Institutional Consultant at SVB Wealth, focusing on retirement plans, foundations, and endowments. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios across various implementation frameworks using both quantitative and qualitative criteria.

Nicholas Stafford is a CFA® charterholder with 27 years of experience in the financial industry. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having joined in 2023. Prior to that, he held positions at Emerson Equity LLC, Bridge Capital Associates, Signaturefd, and Capital Guardian Trust Company. Outside of his advisory roles, Stafford serves as Vice President for Perch Wealth, focusing on sales and marketing of private real estate investments. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis through various managed account platforms and third-party managers.

Caitlin Hochstetler is a CFP® credentialed financial advisor with 12 years of industry experience. She has worked at SignatureFD, LLC since 2017 and was previously with The AYCO Company, L.P./Mercer Allied for six years. Hochstetler is based in Atlanta, GA. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, offering wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private funds and alternative investment platforms.

Henry (Hank) Cleare is a CFP® with 25 years of experience in the financial industry. He is currently with IFG Advisory, LLC and has prior experience at LPL Financial and Financial Strategies Group, Inc. Cleare is based in Atlanta, GA. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Nicholas Fontanella is a financial advisor at Bison Wealth, LLC in Atlanta, GA, with six years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at TD Ameritrade, Charles Schwab, and Fisher Investments. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for unaffiliated advisers. The firm’s investment approach includes outcome-focused model portfolios blending tactical and strategic allocations across liquid and private-market investments, incorporating alternative strategies such as option-based overlays and interval funds.

John Crawford is a CFA® charterholder and Series 63 licensee with two years of industry experience. He has been with Crawford Investment Counsel Inc since 2025, following roles at Truist Securities, Inc. Outside of finance, he has worked at Jackson Hole Mountain Resort. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach with a focus on dividend-paying companies and credit diversification across its equity and fixed-income strategies.

Henry Moog III is a financial advisor at Arkadios Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer, Arkadios Capital, in 2023, he worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2023. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, a wrap program, third-party money managers, and financial planning. The firm employs a range of analysis methods and an internal portfolio team to support discretionary account management and retirement plan fiduciary consulting.

Lane Turner is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. His prior roles include work at Advocacy Wealth Management and Armis Strategies, LLC, where he remains the owner of a licensed insurance agency specializing in life and annuity products. Before his financial career, he served 25 years in the United States Army. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm utilizes outcome-focused strategies incorporating tactical and strategic allocations across liquid and private markets and offers distinctive services such as option-based overlay strategies and a 401(k) program launched in 2026.

David Fisher is a CFP®, CFA®, and Series 65 credentialed advisor with 23 years of industry experience. He has been with SignatureFD, LLC since 2000. 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 offers affiliated private investment funds for qualified clients.

Julie Sullivan is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 66 licenses and over 39 years of industry experience. She has been associated with The Strategic Financial Alliance, Inc. and related entities since 2011. Outside of advisory work, she is a member of PIGS FLY LLC, a family-formed business opportunity venture. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning through independent advisory representatives, emphasizing client education and a formal subscription advisory services program.

David Hughes is a financial advisor at Waterloo Capital with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Resurgent Advisors, Fiduciary Alliance, LLC, Capital Asset Advisory Services, LLC, and Peachtree Financial Group. Outside of his advisory role, Hughes is a partner at Peachtree College Planning, where he conducts informational classes on college readiness and school selection. Waterloo Capital is a multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing approximately $2.26 billion across 2,600 clients. The firm employs a long-term, buy-and-hold investment approach with customized portfolios, incorporating fundamental analysis, third-party sub-advisers, and a broad range of investment tools.

Andrew Barag is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2018. He previously worked at Capital Bank And Trust Company and Capital Guardian Trust Company from 2015 to 2018. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform combining standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

Frank Lyles III is a Series 65-licensed advisor at 49 Financial with one year of industry experience. His prior roles include positions at QTS and T5 Data Centers, as well as work at Auburn University and Holy Innocents' Episcopal School. 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, employing a disciplined, long-term asset allocation strategy based on a derivative of Modern Portfolio Theory.

Elizabeth White is a CFP® professional based in Atlanta, GA, affiliated with OpenArc Corporate Advisory, LLC. She has 17 years of industry experience, including a 16-year tenure at Bank of America and Merrill Lynch. White joined OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a comprehensive investment toolkit that includes alternative and private market investments as well as digital assets.

Randy Pirkle is a financial advisor at Crawford Investment Counsel Inc with 51 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers a range of distinct equity and fixed-income strategies.

Boris Kuzmin is a CFA® charterholder with six years of industry experience, currently serving at Crawford Investment Counsel Inc in Atlanta, GA. He has been with Crawford Investment Counsel since 2004, totaling 22 years at the firm in various capacities. Crawford Investment Counsel provides discretionary portfolio management and financial planning services to a diverse client base that includes individuals, registered investment companies, pension plans, trusts, and institutional clients. The firm employs a bottom-up, value-oriented investment approach with a focus on dividend-paying, higher-quality equities and credit-focused fixed-income strategies, and it acts as adviser to multiple mutual funds and institutional entities.

Adis Mehic is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Mercer Global Advisors for 10 years before joining SignatureFD, LLC in 2025. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis, utilizing mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.