Craig Rollins is a CFP® with eight years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. Prior to joining OpenArc, he worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm offers both discretionary and non-discretionary models and utilizes a range of investment strategies including private markets and digital assets.

Paul Salamon is a financial advisor with Brookwood Investment Group in Buford, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include work at Redwood Private Wealth LLC, Belpointe Asset Management, and LPL Financial LLC. Outside of advisory work, he is involved with Empowered-Home, a business activity noted in his background. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of investment strategies and supplemental services through third-party platforms.

Dillon Hess is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Merrill Lynch. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and portfolio management services, combining institutional research and a range of investment strategies that include private markets and digital assets.

Jennifer Thigpen is a CFP® professional with 25 years of industry experience currently serving at Apollon Wealth Management, LLC. She has held roles at firms including Cabot Lodge Securities LLC, J Alden Associates, Inc., and Raymond James & Associates. Outside of advisory work, she is a licensed independent insurance agent. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, offering a broad range of financial planning and portfolio management services across various asset classes and specialized investment vehicles.

Charles Costa III is a CFP® professional with 43 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has held prior roles at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., and United Capital, among others. Costa also serves as an advisor at Lumature Wealth Partners, LLC. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and employs a customized, long-term investment approach using a variety of securities and third-party managers.

Dean Arden is a financial advisor with Beacon Global Advisor Network, LLC, holding five years of industry experience. He worked previously at PWS for six years and has been affiliated with Blacktower Financial Management (International) Ltd and Blacktower Financial Management (US) LLC since 2020. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management, financial planning, and specialized pension-transfer services for U.K. expatriates, using a combination of managed models, mutual funds, ETFs, and individual securities.

Lisa Disney is a financial advisor with Wealthcare Advisory Partners LLC in Alpharetta, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Wealthcare Advisory Partners since 2015 and has also been affiliated with LPL Financial since 2013. Outside of her advisory role, she provides pet sitting services for clients when they are out of town. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based, evidence-driven advisory approach.

John Williams Jr. is a CFP® professional with 25 years of industry experience, currently serving as Managing Director and Investment Adviser Representative at Bison Wealth, LLC. He has worked at Bison Wealth since 2013 and previously at Sterne, Agee. Outside of his advisory role, he owns ECOS Family Office, LLC, a holding company unrelated to investment activities. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs multi-manager portfolios with tactical and strategic allocations and provides access to alternative investments and an option-based Overlay Strategy.

Sumaree White is a financial advisor at OpenArc Corporate Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill, Wells Fargo Clearing Services, Rockefeller Financial LLC, and Rockefeller & Co LLC. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and operational platforms to tailor solutions to client objectives.

Leith Anticevich is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates International, Austen Morris Associates, Carrick Investments, and Carrick Wealth. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in assets, offering discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on U.K. expatriates and personalized investment strategies.

Jonah Duyvelaar is a financial advisor at Modera Wealth Management, LLC in Atlanta, GA. He holds a Series 65 designation and has been with Modera since 2025. Prior to joining Modera, he worked in various roles including at the UGA Wesley Foundation and Signature FD. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

Laurence Martin Jr. is a CFP® and ChFC® with 21 years of industry experience, currently serving at Advisory Services Network since 2022. He has also been associated with Roswell Asset Advisors, LLC since 2015, where he owns and operates an insurance agency. Advisory Services Network is a multi-team firm providing investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services tailored to client objectives, utilizing a diverse mix of securities and third-party managers.

Diego Colan Taya is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. He has previously worked at Merrill for eleven years. Diego holds a Series 66 designation and is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management and retirement plan services, utilizing a broad range of investment options and maintaining a notably large institutional retirement practice alongside private markets and digital-asset capabilities.

Brad Cast is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Stratos Wealth Partners, LPL Financial, and The Botsford Group. Outside of his advisory work, he serves as a board member of The Winestock Foundation, an organization focused on educational funding. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through tailored model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

Haley Patterson is a CFP® and Series 66-licensed advisor at Aprio Wealth Management, LLC with four years of industry experience. She previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Goldman Sachs Ayco. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, charitable organizations, and business entities. The firm employs asset allocation strategies combined with techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and it maintains continuous account monitoring with regular client reviews.

Camden Anderson is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and three years of industry experience. He has worked at Capital Investment Advisors since 2022 and previously held roles at Eastman Credit Union, the University of Tennessee, Kingsport Aquatic Center, and Daniel Boone High School. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm utilizes a centralized investment platform with standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by specialized in-house estate and tax planning resources.

Natalie Quinn is a CFP® professional with five years of industry experience. She is currently an advisor at Elevation Point Wealth Partners, LLC, having previously worked at UBS Financial Services and Northwestern Mutual Wealth Management. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities with an investment approach focused on model portfolios, tactical asset allocation, and integration of insurance distribution and annuity servicing.

Kay Mayhue is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2017. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. She also provides administrative support to Stone Creek Capital Management. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Charles Staton is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Gibbs Financial Group, Atlanta Athletic Club, Sawtraxx Manufacturing, and Smokejack BBQ. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a mix of analytical approaches to portfolio allocation and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Mason Porritt is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Shoemaker Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, and Jackson National Life Distributors LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based covered-call strategies, alongside private-market securities for qualified investors.