Krista Cosgrove is a CFA® charterholder with 18 years of experience in the financial industry. She has been with ZWJ Investment Counsel Inc since 2007. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 client relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client, and it serves a notable range of institutional clients alongside its multi-team advisor structure.

Gary Askew is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OpenArc in 2025, he spent 10 years at Merrill and Bank of America, N.A. Outside of his advisory role, Askew owns and operates an online apparel business, Big Back Ministries, selling t-shirts and hoodies. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors such as trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and consulting services with a broad investment toolkit and a notable institutional retirement plan practice combined with private markets and digital-asset capabilities.

Bradley Plaziak is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential and one year of industry experience. His background includes roles at Marshall University and the PGA Tour Superstore. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, employing both discretionary and non-discretionary models and utilizing a varied investment toolkit that includes private markets and digital assets.

Everett Wilkerson is a CFP® professional with 23 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2019. His prior experience includes seven years at TD Ameritrade. Wilkerson also works as an instructor at the University of Georgia, a role he has held since 2019. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management, financial planning, and pension consulting services. The firm employs a centralized investment platform combining standardized asset-allocation models and ETF-based portfolios, supported by specialized in-house estate and tax planning professionals.

Edward Deane is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Chase Buchanan, Brite Advisors, and Hoxton Capital Management. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm manages around $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored investment solutions using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Mary Grealy is a financial advisor at Asset Preservation Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Belle Haven Investments and in educational roles at Columbia University, National Cathedral School, and Bronxville School. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, focusing exclusively on tax-exempt and taxable municipal bond portfolios. The firm employs active fixed-income management strategies, including an ESG-oriented Positive Impact Tax-Exempt Strategy, and manages over $11 billion in discretionary assets with a concentrated municipal-only focus.

Grayson Miller is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Waterloo Capital, where he has worked since 2026. His prior experience includes positions at Oxford Financial Group, Goldman Sachs & Co. LLC, and UBS Financial Services. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm emphasizes customized, long-term investment strategies supported by fundamental analysis and offers a broad range of investment tools alongside comprehensive financial planning and consulting.

Nicholas Palmer is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Peregrine & Black and Attivo Group. He has been with Beacon Global Advisor Network since 2023. Beacon Global Advisor Network provides investment advisory and planning services to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with portfolios typically managed using a mix of mutual funds, ETFs, individual equities, and fixed income.

Anthony James Hunt is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cygnus Capital and J.P. Morgan Securities. Outside of his advisory role, he is involved with Cygnus Capital as a fund wholesaler. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its operations.

Jack Camille is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation. He has been in the industry since 2015, previously working at deVere & Partners Switzerland SA and Harrison Brook Ltd. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of about 60 independent advisors, managing approximately $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on clients including U.K. expatriates and employs a variety of investment strategies and institutional custodians.

James Kish is a financial advisor at GLOBALT Investments in Atlanta, GA, holding a Series 63 designation with 25 years of industry experience. He has been with GLOBALT and its predecessor entities since 2017. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other financial advisors. The firm employs a team-based approach combining quantitative, technical, and fundamental analysis, utilizing ETFs as primary investment vehicles and offering specialized strategies such as state tax-free fixed income.

Nancy Thrasher is a CFP® with 44 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2001 and has also operated a business providing bookkeeping and tax preparation services. Additionally, she maintains an active real estate license. Synovus Securities serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs and access to alternative investments.

Sibghat Sheikh is a CFA® charterholder and holds a Series 66 license, currently affiliated with SignatureFD, LLC. He has one year of industry experience with prior roles at MAGEC Group, Northwestern Mutual Investment Services, and other firms. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

Rohan Patel is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services such as wealth management, financial planning, and retirement plan consulting, utilizing a broad array of investment options and providing both discretionary and non-discretionary engagement models.

Everett Cramer Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for nine years. Everett is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base that includes individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a wide range of investment strategies including private markets and digital assets.

Rex Macey is a CFP® and CFA® with 23 years of experience in the financial industry. He currently works at BIP Wealth, LLC and previously spent 11 years at Red Tortoise, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based strategies, with additional private-market investments available for qualified investors.

Bryan Rea is a CFP® professional associated with Capital Investment Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He has worked with the firm since 2010 and has held roles at HYB Partners and Wela Strategies, Inc. Outside of his advisory work, no additional business activities are noted. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized, structured investment platform with standardized asset-allocation models and actively managed sleeves, supplemented by specialized in-house financial planning resources and access to private investment solutions.

Fletcher Majors is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Stephens since 2026. Prior to joining Stephens, he worked for 16 years at Susquehanna Financial Group, LLP. He holds a Series 63 license and is based in Atlanta, GA. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, institutional investors, and government entities. The firm employs both bottom-up and top-down investment strategies across multiple asset classes and offers integrated broker-dealer and investment banking services.

Ian Kohl is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses. He joined OpenArc in 2026 and has prior experience at John Hancock Manulife, Florida State University, the University of Alabama, and Mount Vernon School. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, utilizing a broad range of investment tools and maintaining a substantial institutional retirement practice alongside private markets and digital-asset capabilities.

Victor Wilkerson is a CFP® and ChFC® with 29 years of industry experience. He is currently engaged with Bison Wealth, LLC and has held leadership roles at firms including Brookhaven Integrated Wealth Strategies, Advocacy Wealth Management, and First Horizon Advisors. Wilkerson is the founder of Trinity Street Financial and president of Armis Strategies, both insurance general agencies. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, and a range of model portfolios. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that incorporate both tactical and strategic allocations across liquid and private-market strategies.