Jason Mcgilvery is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE. 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 emphasizes model portfolio management guided by various analytical approaches and offers educational seminars and co-branded services.

Dylan Dennis is a Series 65-licensed financial advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2025 and has a background that includes four years at Auburn University and six years at Pinecrest Academy. BIP Wealth is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a variety of investment vehicles and provides private-market investment opportunities for qualified investors.

James Russell is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Allegiance Financial Group, LPL Financial, and PKS Investments. Outside of his advisory role, he is an equal partner in a real estate development company, JL3, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while offering customization options through various platforms.

Michael Weinberger is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Impact Partnership Wealth since 2021, following five years at Retirement Wealth Advisors, Inc. Additionally, he serves as Director of Advanced Markets at The Impact Partnership, LLC, an insurance marketing organization. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset-allocation and overlays.

Jessica Farr is a financial advisor at IFG Advisory, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at CitiBank for nine years. Farr also provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.

James Read is a financial advisor with Jefferies Investment Advisers LLC in Duluth, GA, holding a Series 63 designation and 46 years of industry experience. He has been with Jefferies & Company, Inc since 2009. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers areas such as tax and estate planning, executive compensation, and philanthropic planning.

Kay Wilson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 66 and Series 63 licenses and having 19 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, BT Wealth Management, UBS Financial Services, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. She is also involved with Corbet Capital Advisors in an investment-related capacity. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Matthew Gladbach is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Advisory Services Network. His prior roles include positions at Donaldson Capital Management, TD Ameritrade, and Scottrade. He also acts as a FINRA arbitrator on an as-selected basis. Advisory Services Network supports individuals, families, corporations, and retirement plans through a network of independent advisors, offering portfolio management, financial planning, and investment consulting. The firm employs a range of strategies across various asset classes and manages approximately $8.6 billion in client assets.

Ross Hughes is a CFP® professional with 12 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2022. His prior roles include positions at Capital Endurance Group, Inc., Allstate, and Redwood Wealth Management, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including unique services such as advising private pooled vehicles and managing covered-call SMA strategies.

Andrew Guthrie is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. He has been in the industry since 2026, with prior experience that includes roles at Stearns Retirement Group and involvement with community organizations such as Georgia 4-H. Sound Income Strategies manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, supported by a scalable advisor network and specialized family-office style services.

Thomas Martin is a CFA® charterholder with 19 years of industry experience. He has been with GLOBALT Investments since 2014. GLOBALT Investments LLC manages discretionary portfolios, separately managed accounts, and model portfolios for 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 strategies with tactical overlays developed alongside Ned Davis Research.

Troy Decastro is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019, following a 21-year tenure at Crawford Investment Counsel, Inc. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm’s investment approach integrates fundamental, technical, and cyclical analysis and employs a range of management strategies, including in-house management and third-party managers.

Matthew Hand is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He is currently with BIP Wealth, LLC and has previously worked at firms including CapFinancial Securities LLC, Cetera Advisors, and Charles Schwab. Hand is based in Atlanta, GA. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, employing tailored asset allocations and offering private-market securities to qualified investors.

Debra Disimone is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Crawford Investment Counsel since 2003. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

William Stark Jr. is a financial advisor at Howard Capital Management, LLC with seven years of industry experience. He has worked at Howard Capital Management since 2018 and previously spent a year at Maverick and Mavern Consulting and four years at the University of Georgia. He holds a Series 65 designation. Howard Capital Management serves a diverse client base including individual and institutional investors, trusts, and charitable organizations. The firm uses proprietary tactical indicators and model portfolios, often implemented through its own mutual funds and ETFs, to provide discretionary portfolio management and private wealth services.

Melissa Ekeberg is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has previously worked at Lincoln Financial Advisors Corporation, LPL Financial, Invest Financial Corporation, and United Community Bank. Outside of her advisory role, she is involved with Appalachian Wealth Management. 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 and financial planning services, employing a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, and utilizes a variety of management strategies and third-party models.

Kelly Rodriguez is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Goldman Sachs, and United Capital Financial Advisers. Concurrent Investment Advisors is an SEC-registered, multi-team firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Kyle Turnier is a financial advisor at Asset Preservation Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Belle Haven Investments, LP and AQR Capital Management. His current role began in 2025 at both Asset Preservation Advisors and iM Global US Distributors, LLC. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, offering strategies focused on tax-exempt and taxable municipal portfolios. The firm manages over $11 billion in assets and emphasizes active fixed-income management with an ESG-oriented Positive Impact Tax-Exempt Strategy.

Najee Sanders is a financial advisor at OpenArc Corporate Advisory, LLC with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, Merrill, David Lerner Associates, and HSBC Bank USA. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm combines institutional retirement expertise with capabilities in private markets and digital assets, tailoring investment strategies through discretionary and non-discretionary models.

Emily Fletcher is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of her advisory role, she serves as a general partner and managing member of Brownlow Enterprises LLC, a limited liability company. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofits, and retirement plans. The firm offers a range of wealth management and consulting services, employing a broad investment toolkit and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.