William Cibulas is a CFP® professional with 10 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2015. He holds a Series 65 license and is based in Atlanta, GA. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized, structured portfolio approach with ETF-based models and third-party managers, supported by in-house tax and estate planning specialists.

Timothy Gelinas is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at several firms, including The Leaders Group and Estate Settlement Services Inc. Outside of his advisory work, he teaches classes on unique sites in Israel at churches, schools, and senior groups. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational support to other advisers through a managed account platform and private-labelable software.

Ashley Purvis is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She previously worked at Merrill for 10 years before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, including consulting for endowments and foundations. The firm manages approximately $10.1 billion on a discretionary basis and employs a multi-asset investment approach incorporating institutional research, manager due diligence, and diversified strategies across public and private markets.

Thomas Barnes is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at IFG Advisory since 2017 and has prior experience with LPL Financial and International Paper. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis, and manages assets through multiple strategies including in-house management and third-party managers.

Sean Devine is a CFA® charterholder with over 16 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2026. He previously worked at Covey Equity from 2010 to 2026. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also advises private pooled vehicles and private-market offerings for qualified investors.

Danny Bell is a financial advisor at IFG Advisory, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with IFG Advisory and LPL Financial since 2016. He also has experience working with the Academy of Arts. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management, standalone financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and investment instruments tailored to client objectives.

Crystal Stevens is a CFP® with 21 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2004. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and alternative investments. The firm utilizes a client risk-tolerance questionnaire and due diligence processes to guide portfolio management on the Envestnet platform.

Robert Cowsert is a financial advisor at IFG Advisory, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation and Lincoln Financial Distributors, Inc. He joined IFG Advisory and LPL Financial in 2025. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment approaches and implements portfolios with sub-advisors and third-party managers, offering services including portfolio management, retirement plan consulting, and real estate-related planning.

Brett Bringuel is a CFP® and ChFC® with 30 years of industry experience. He is currently with IFG Advisory, LLC and has previously worked at Wells Fargo Clearing and Morgan Stanley. His professional activities include managing his own Bringuel Wealth Management LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment approaches and third-party managers to tailor strategies suited to client objectives and offers services including portfolio management and retirement plan consulting.

Kyle Williams is a financial advisor with Simplicity Wealth in Atlanta, GA, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked for MobileMind Technologies as a Product Director for five years. He is also licensed as a Georgia Life & Health Insurance Agent and sells fixed annuity products through Simplicity. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offers discretionary portfolio management, and supports advisers with technology and operational services through its managed account platform.

Joseph Tyger is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill. OpenArc Corporate Advisory manages approximately $10.1 billion and provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and a blend of public and private market securities.

Scott Meyer is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 license and 19 years of industry experience. His prior experience includes roles at PKS Investments, LPL Financial, Morgan Stanley, and Citigroup Global Markets. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolios, while supporting discretionary and non-discretionary accounts and offering a range of services including financial planning and retirement plan consulting.

Joel Dean is a CFP® with 13 years of industry experience, currently serving at Capital Investment Advisors, LLC. He has worked at the firm since 2016 and previously at Stadion Money Management, LLC. Outside of his advisory role, he is the owner and manager of Felicitas Properties LLC, an investment real estate company. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with integrated financial planning and offers specialized services including family-office style offerings, pension consulting, executive compensation analysis, and access to private investments.

Shaun Mazumdar is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Keeler Thomas Management LLC and Modera Wealth Management. Prior to his advisory career, he spent several years in education at Utah Valley University and local schools. Capital Investment Advisors is a multi-team firm serving individuals and families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management using a centralized, structured portfolio approach with ETF-based model portfolios and specialized services including pension consulting and executive compensation analysis.

Derek Ruiz is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 designations and 17 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Kestra Advisory and Foresters Financial Services. Outside of his advisory role, he is a partner at Strive Financial Solutions LLC, where he develops and maintains financial strategies and insurance services. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisory programs and portfolio reporting services. The firm combines advisor-managed accounts with support from an internal portfolio team and employs fundamental, technical, and cyclical analysis within a multi-team, integrated operating model.

Patrick Self is a financial advisor at BIP Wealth, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Strata, part of Roper Technologies, and EPSi, part of Allscripts. He is also a partner at Prehmus Financial Partners, an investment-related business. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm provides comprehensive financial planning and portfolio management, employing tailored asset allocations across public and private market securities, with a focus on private pooled vehicles and covered-call strategies.

Amanda Standard is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Kintra Wealth, LLC and has held positions at Commonwealth Financial Network, Tupler Financial, Hightower Advisors, and several other firms. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering comprehensive wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven investment process combined with fundamental security analysis and integrates planning with investment management to optimize tax efficiency and portfolio construction.

John Healy is a financial advisor at IFG Advisory, LLC based in Atlanta, GA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Patton Albertson & Miller LLC and operated Healy Capital Management, LLC. He has been with IFG Advisory and LPL Financial for over a decade. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment approaches and third-party managers to tailor portfolios and manages held-away assets to align with clients’ financial goals.

Kathryn Bohr is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 66 designation and has four years of industry experience. Her prior work includes positions at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs a research-driven investment process that incorporates institutional due diligence and diversified implementation across public and private markets, serving high-net-worth clients as well as nonprofit and corporate plan sponsors.

Bruce Horng is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 licenses and 14 years of industry experience. He previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for ten years before joining Navy Federal in 2024. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs with third-party portfolio managers and offers both advisory and commission-based service options.