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 financial advisor with IFG Advisory, LLC in Atlanta, GA, holding CFP® and ChFC® designations and over 30 years of industry experience. He previously worked at Wells Fargo Advisors and LPL Financial before joining IFG Advisory in 2020. IFG Advisory provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors and third-party models, managing both discretionary and non-discretionary portfolios while offering specialized services such as real estate planning and retirement plan consulting.

James Tally is a CFP® professional with 23 years of industry experience, currently serving as an advisor at SignatureFD, LLC since 2012. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. 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 portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is vertically integrated with affiliated accounting and fund management firms.

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 with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Tyger’s background also includes roles outside finance, such as positions at Stacks Gym and 5 Star Nutrition. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, providing wealth management, financial planning, and portfolio management through both discretionary and non-discretionary models. The firm is noted for its institutional retirement practice and capabilities in private markets and digital assets, supported by operational integration with third-party platforms and technology.

Joel Dean is a CFP® with 13 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC in Atlanta, GA. He has held roles at Capital Investment Advisors since 2016 and previously worked at Alps Distributors, Inc. and Stadion Money Management. Outside of advising, he is the owner and manager of Felicitas Properties, LLC, an investment real estate company. Capital Investment Advisors is a multi-team investment adviser that serves a diverse client base including individuals, families, corporate executives, and charitable organizations. The firm offers integrated financial planning and discretionary portfolio management, utilizing ETF-based model portfolios and third-party managers, with in-house tax and estate planning specialists to coordinate comprehensive client strategies.

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.

Edwin Feinour is a financial advisor at ZWJ Investment Counsel Inc with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Securities, Oppenheimer, and Merrill. ZWJ Investment Counsel provides discretionary investment management and financial planning to a diverse client base, including individuals and institutional entities such as pension plans, trusts, and charitable organizations. The firm employs a tailored investment approach, combining fundamental and financial analysis across equities, fixed income, and balanced strategies, and serves as a fiduciary for ERISA and IRA accounts.

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.

Stuart Canzeri is a financial advisor at Waterloo Capital with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Resurgent Financial Advisors and Fiduciary Alliance, LLC. Canzeri is also a partner in Peachtree College Planning, where he conducts informational classes on college admission strategies and financial aid optimization. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm provides customized portfolio management and financial planning, emphasizing long-term strategic allocations with regular monitoring and client-specific investment restrictions.

John Healy is a financial advisor with IFG Advisory, LLC based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at LPL Financial, IFG Advisory, Patton Albertson & Miller LLC, and Healy Capital Management, LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a diverse range of investment approaches and third-party managers to tailor strategies to client objectives.

Kathryn Bohr is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, utilizing both discretionary and non-discretionary models with investment strategies that incorporate equities, bonds, alternative investments, and digital assets.

Mark Tucker is a CFA® charterholder with nine years of industry experience. He is currently with Arkadios Wealth Advisors, where he has worked since 2020. Prior to that, he spent over a decade at CornerCap Investment Counsel. Tucker is also the President and sole member of Tucker Investment Counsel LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers a range of advisory programs and portfolio services, including internally developed investment models and discretionary account management.

Richard McGrath is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and has 19 years of industry experience. His prior experience includes roles at Armis Advisers, Brokers International Financial Services, Rauch Advisory LLC, and Dominion Financial Solutions, where he also served as Founder and CEO. He serves on the boards of the We Promise Foundation and the Old Dominion University Athletic Foundation. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm’s investment approach features outcome-focused multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Brett Noggle is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding the CFP® and CFA® designations with five years of industry experience. Prior to joining Capital Investment Advisors, he spent ten years with IHS Markit. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized portfolio approach with ETF-based models tailored to client needs and integrates financial planning with portfolio management, supported by in-house tax and estate planning specialists.

Stephen Halley is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Foreside Funds Distributors LLC and Fiera Capital Inc. He serves as a senior director responsible for marketing and selling separately managed accounts and mutual fund services to financial advisors. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs an absolute value investment approach across multiple equity strategies and serves a range of clients such as trusts, retirement plans, corporate entities, and insurance companies.

Mary Linn is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Prior to her financial services career, she was employed at OneMain Financial and worked at Celebration Church and Wofford College. OpenArc Corporate Advisory serves a diverse client base, including individual and institutional investors such as trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and portfolio services through both discretionary and non-discretionary models, with a notable focus on institutional retirement solutions and private market investments.

Nicholas Molinari 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 Bank of America and Merrill. Nicholas also spent time at Florida State University in both professional and academic roles. OpenArc Corporate Advisory serves a diverse client base, including individual and institutional investors, with services such as wealth management, financial planning, portfolio management, and retirement plan consulting. The firm utilizes a wide range of investment tools and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Maria Pacin is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. She has previously worked at Merrill Lynch and Bank of America. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management, financial planning, and portfolio oversight. The firm integrates institutional retirement plan services with private markets and digital asset capabilities, utilizing both discretionary and non-discretionary models to meet client objectives.