Paul Covington is a Series 66-credentialed financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Covington is based in Atlanta, GA. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, utilizing both discretionary and non-discretionary models and a diverse selection of investment options including private markets and digital assets.

Annette Marshall is a financial advisor at GLOBALT Investments with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Triad Advisors and ICS Group. Outside of her advisory work, she co-owns UFAB Moms LLC, a company that develops patented retail products, and is active in nonprofit organizations including Jack and Jill of America and the Atlanta Suburban Alumnae Chapter of Delta Sigma Theta. GLOBALT Investments provides discretionary investment management services to individuals, corporations, institutions, and other advisers, utilizing a team-based investment process that combines quantitative, technical, and fundamental analysis. The firm emphasizes ETF-driven asset allocation strategies and offers portfolio management through separately managed accounts, wrap fee programs, and model portfolios on various platforms.

David Whitmore Jr. is a CFP® professional with 23 years of industry experience. He is currently with Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and previously worked at Buckman Buckman for 18 years. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies including portfolio management, financial planning, retirement plan consulting, and educational seminars, delivering both discretionary and non-discretionary management through a network of independent Advisory Representatives.

James Taylor is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2023. Prior to joining the firm, he held roles at the University of Kentucky and Shiplify, and has experience in education. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of investment strategies and financial planning services supported by internal committees and an in-house equity research team.

Kurt Lofters is a financial advisor at Balentine with 16 years of industry experience. He holds the Series 66 designation and has worked at Balentine since 2025. His prior roles include positions at Southeastern Advisory Services, Consequent Capital Management LLC, and Gray & Co. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process incorporating active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Steven Richie is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation. He has one year of industry experience and previously worked for the United States House of Representatives and Oxford Floral Co. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans and a variety of portfolio management and financial planning services.

Brian Quintana Guzman is a Series 65 licensed advisor with Nicholas Hoffman & Company, LLC, based in Atlanta, GA. He has five years of industry experience, all with his current firm. Prior to joining Nicholas Hoffman & Company, his background includes roles at Modments Manufacturing & Co, IndustryPro, and Park Simple. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers customized financial profiles and investment plans utilizing mutual funds, ETFs, separate account managers, and selected private investments, and also serves as lead investment sub-advisor to an affiliated private equity fund.

Zachary Samples is a CFP®-designated financial advisor at LCP Institutional, LLC in Atlanta, GA, with eight years of industry experience. Prior to joining LCP Institutional in 2026, he worked at Rockefeller Financial LLC and FSC Securities Corporation. LCP Institutional provides financial planning, portfolio management, and institutional consulting to both individual and institutional clients, including retirement plans and trusts. The firm uses a multi-asset investment approach focusing on mutual funds, ETFs, common stocks, and selective use of separate account managers, emphasizing individualized Financial Profiles and Investment Plans.

Richard Thompson Jr. is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Virtue Capital Management, LLC since 2019 and previously worked at Horter Investment Management, LLC. In addition to his advisory role, he is involved with Advanced Legacy Concepts, where he provides insurance, annuities sales, and financial planning services. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven approach that utilizes mutual funds, ETFs, and quantitative optimization.

Alfredo Valverde Salazar is a CFA® charterholder with one year of experience at BIP Wealth, LLC. He previously worked at Capital Group for five years and has a background that includes roles at NASA's Jet Propulsion Lab and the Georgia Institute of Technology. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm employs tailored asset allocations using mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled investment vehicles.

Clifford Harrell is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Advisory Services Network, where he has worked since 2024, following over a decade at E*TRADE Capital Management and a brief tenure at Morgan Stanley. Outside of his advisory role, he receives residual commissions from real estate transactions through a brokerage affiliation. Advisory Services Network provides 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 with flexible engagement models, employing diversified investment strategies and third-party manager oversight.

Thomas Gay is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Dasher & Padgett Financial Advisors, Invest Financial Corp., and Purshe Kaplan Sterling Investments. He also serves as Secretary on the board of the Kiwanis Club of Dougherty County. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services emphasizing long-term, diversified portfolio strategies managed through centrally overseen models, allowing for advisor customization and utilizing both discretionary and non-discretionary authority.

Michael Sava is a CFP® professional with 24 years of experience in the financial industry. He is currently with Synovus Securities, Inc. and has held positions at Wiser Wealth Management, McCormack Financial Planning Inc., H&R Block, and FirsTrust LLC. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses both discretionary and non-discretionary portfolio management programs and employs a risk-tolerance questionnaire to guide asset allocation and manager selection.

Daniel Mowery is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, and several other financial firms. Outside of advisory work, he is involved in the sale of Medicare Supplement Policies. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model management programs that utilize third-party platforms and strategists to implement model portfolios.

John Picardi is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Metric Financial, and J.W. Cole Advisors. He is also involved in the sale of fixed and traditional insurance products. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services, utilizing a multi-manager investment approach that combines tactical and strategic allocations across liquid and private-market strategies.

David Mirolli is a Series 66 credentialed financial advisor with 20 years of industry experience. He currently serves as a managing director and wealth advisor at Apollon Wealth Management, LLC. Mirolli's background includes roles at Kalos Management, Catalyst Wealth Management, and he has been employed as a pilot for Delta Air Lines since 2013. Outside of advising, he is the founder and president of South East Private Client Group LLC, providing pension-related services. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and consulting services, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor investment solutions.

Charles Gray is a CFP® with 18 years of experience in the financial industry and has been with SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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 a private fund management structure.

Kenton Loar Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at SignatureFD, LLC. His prior roles include positions at Genuine Parts Company and Synovus Trust Company. SignatureFD serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private investment funds.

Daniel Lewis is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill for 12 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm emphasizes customized portfolios utilizing a broad range of investment strategies and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Joseph Templeton is a Series 66-credentialed advisor with 11 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. His prior experience includes roles at Bank of America, Merrill, and E*TRADE Capital Management. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines a broad investment toolkit with an institutional retirement practice and private markets capabilities, supporting both discretionary and non-discretionary engagement models.