Lane Turner is a financial advisor at Bison Wealth, LLC with nine years of industry experience. He holds the Series 65 credential and has worked at several firms including Armis Strategies, LLC and Advocacy Wealth Management. He is also the owner of Armis Strategies, a licensed insurance agency specializing in life and annuity insurance products. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Aleksander Searcy is a financial advisor with Impact Partnership Wealth, LLC in Marietta, GA, holding Series 65 and Series 66 credentials and five years of industry experience. His prior roles include positions at Voya Financial Advisors and Vincent Financial Group. Outside of advisory work, he is involved in managing a vacation rental property through Avia Hospitality. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of advisors. The firm offers a range of portfolio management solutions and financial planning services, utilizing both firm-managed and advisor-managed investment models.

Brandon Melick is a financial advisor at Howard Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PwC for six years before joining Howard Capital Management in 2021. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and manages both proprietary mutual funds and ETFs while supporting retirement plan participants through various web-based tools and programs.

Jeffrey Peller is a CFP® and PFS™ with 19 years of experience in financial advising. He is currently with Savvy and previously worked at Cherry Bekaert Wealth Management LLC and SignatureFD, LLC. Outside of his advisory roles, he owns 4Real Growth Partners, LLC, where he engages in non-financial writing and content creation. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based strategies with tailored solutions such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by a parent technology platform and third-party sub-advisers.

Andrew Barag is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2018. His prior experience includes roles at Capital Bank and Trust Company, Capital Guardian Trust Company, Morgan Stanley, and Waddell & Reed. 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, discretionary portfolio management, and specialized services such as family-office style solutions, pension consulting, executive compensation analysis, and access to private investments.

David Kapchinske is a financial advisor with The Strategic Financial Alliance, Inc. in Acworth, GA, holding Series 63 and Series 66 designations and having 34 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he operates KAP Financial Solutions and is involved in fixed insurance sales through various carriers. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm uses both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

Frank Lyles III is a financial advisor at 49 Financial based in Atlanta, GA. He holds a Series 65 designation and has recently begun his career in the financial industry. Prior to joining 49 Financial, he worked at QTS and T5 Data Centers, and has experience at Auburn University and Holy Innocents' Episcopal School. 49 Financial serves a diverse clientele, including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm provides financial planning, advanced planning, retirement-plan consulting, and both discretionary and non-discretionary investment management, with an investment approach grounded in Modern Portfolio Theory and emphasizing long-term diversified asset allocation.

Elizabeth White is a CFP® with 17 years of experience in the financial services industry. She has worked at Bank of America and Merrill Lynch for 16 years before joining OpenArc Corporate Advisory, LLC in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and utilizes an investment process that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

Randy Pirkle is a financial advisor at Crawford Investment Counsel Inc with 51 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers a range of distinct equity and fixed-income strategies.

Troy Roberson is a CFP® with 16 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He previously worked at Resource Horizons Investment Advisory, Inc. from 2012 to 2014. Outside of his advisory role, Roberson is involved as an executive officer with the Marine Corps Aviation Association in Atlanta and serves as secretary for West Cherokee Church of Christ. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services using both internally created models and third-party managers.

Boris Kuzmin is a CFA® charterholder with seven years of industry experience. He has been with Crawford Investment Counsel Inc in Atlanta, GA since 2004. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach, focusing on dividend-paying, higher-quality equities and diversified fixed-income strategies.

Daniel Marshall is a CFP® professional with 25 years of industry experience. He currently serves at OpenArc Corporate Advisory, LLC, having previously worked at Bank of America and Merrill Pierce, Fenner & Smith Inc. His background includes extensive experience in wealth management and financial advisory roles. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs an investment approach that integrates institutional research, manager due diligence, and diversified implementation across public and private markets.

Melanie Rodrigue is a CFP® with 20 years of experience in the financial services industry. She is currently with IFG Advisory, LLC and has previously worked at Wealth Science Advisors LLC, Northwestern Mutual Investment Services LLC, Jim Exley, and Northwestern Mutual Investment Management. Outside of finance, she is the owner of Melanie Sue Fisher Fine Art, where she studies, practices, and sells oil paintings. 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 offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

Wyatt Nelson is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and CIBC Private Wealth US. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach across public and private markets, combining institutional research and manager due diligence, and serves a range of clients including high-net-worth individuals and nonprofit organizations.

William Roach is a financial advisor with GLOBALT Investments in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1991. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations, banks, and other advisers. The firm employs a combination of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays.

Jack Stulack is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial in 2025, he worked at Caring Transitions in 2024 and was a full-time student from 2021 to 2025. He is also a licensed fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term, diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Tanner Horstmeyer is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has four years of industry experience, including roles at Allon Planning Partners and Foundations Investment Advisors. His background also includes experience outside finance in positions at Golf Headquarters and Ruth's Chris, as well as community involvement with Youth With A Mission. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored investment advice through model portfolios and discretionary or non-discretionary authority.

William Brumlow is a Series 65-licensed financial advisor with AlphaStar Capital Management, bringing one year of industry experience. Prior to joining AlphaStar, he held roles at BJM Group/Internet Accountant, Brumlow and Company PC, and Ricoh Americas. Outside of his advisory work, he is a partner at The Bab Group, LLC, and co-owns a coffee vending machine business, Bean Crushers Coffee. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm utilizes firm-designed and advisor-directed model portfolios employing strategic and tactical approaches, and manages approximately $2.5 billion in assets across over 8,400 client relationships.

Steven Beckerman is a financial advisor at International Assets Investment Management, LLC with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining the firm, he worked at Rooms To Go and UPS. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and also provides financial planning and third-party manager programs.

Adam Smith is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds a Series 66 credential and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Kalos Capital. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach using centrally managed model portfolios and offers services ranging from asset management to financial planning and employee financial-wellness programs.