Stuart Canzeri is a financial advisor at Waterloo Capital in Atlanta, GA, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Resurgent Financial Advisors, Fiduciary Alliance, and Peachtree Financial Group. Outside of advising, he is a partner at Peachtree College Planning, where he conducts informational classes on college admissions and financial aid strategies. Waterloo Capital is an SEC-registered multi-team advisory firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm manages approximately $2.26 billion across 51 advisors, offering customized investment management, access to third-party sub-advisers, comprehensive financial planning, and educational seminars with a long-term, buy-and-hold investment approach.

John Healy is a financial advisor with IFG Advisory, LLC and holds Series 65 and Series 63 designations. He has 23 years of industry experience and has worked with both IFG Advisory and LPL Financial since 2013 and 2014, respectively. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies implemented through sub-advisors and third-party managers and offers services such as portfolio management, retirement plan consulting, and real-estate-related planning.

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, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Armis Advisers, Dominion Financial Solutions, Rauch Advisory LLC, and Dominion Insurance Group. He serves on the boards of the We Promise Foundation and the Old Dominion University Athletic Foundation. Bison Wealth provides portfolio management and financial planning services to individuals, family offices, pension plans, corporations, trusts, and charitable organizations, as well as other financial advisers. The firm employs outcome-focused multi-manager portfolios with tactical and strategic allocations and offers a turnkey asset management platform that contracts directly with unaffiliated registered advisers.

Brett Noggle is a CFP® and CFA® with five years of industry experience. He has worked at Capital Investment Advisors, LLC since 2021 and previously spent ten years at IHS Markit. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients such as pension plans, trusts, and business entities, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and active management, complemented by in-house specialists in estate and tax planning and access to private investment solutions.

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.

Ryan Bauman is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Gibbs, he worked at UPS for five years and attended the University of Georgia. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary investment advisory services through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on aligning portfolios with clients’ financial situations, goals, and risk tolerances rather than selecting individual securities.

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 with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Merrill Lynch and Bank of America. 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 using both discretionary and non-discretionary models, employing a diverse range of investment tools including alternative and private market investments as well as digital assets.

Layla Vanderslice is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Merit, she worked for Yeomans Consulting Group, Inc. and operated under her own name for 20 years. She is also a licensed insurance agent. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm provides comprehensive wealth-management services and employs a long-term, diversified investment approach supported by a centralized investment management team and customizable portfolio models.

Marina Mirolli is a financial advisor at Apollon Wealth Management, LLC in Atlanta, holding a Series 65 designation and beginning her advisory career in 2026. Prior to joining Apollon, she worked at North Georgia Land for five years and held roles at See.Spark.Go from 2016 to 2020. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving a broad client base including individuals, high-net-worth clients, family offices, businesses, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining centrally managed strategies with locally managed portfolios, and utilizes a diverse range of investment vehicles including ESG models and private credit funds.

Michael Eldredge is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He has worked at Alexander Capital since 2020 and at Centaurus Financial Inc. since 2015. Eldredge also serves as branch manager and operations manager at LCORE Wealth Management LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients, offering capital markets and M&A advisory work. The firm employs a top-down investment approach that blends proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Judah Margulies is a financial advisor at Trajan Wealth, L.L.C. in Atlanta, GA, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Equitable Advisors, LLC, and AXA Advisors, LLC. Margulies is also involved in insurance sales as a licensed insurance agent. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process documented in an investment policy statement.

Dalton Fair is a financial advisor at Apollon Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation. He has experience working with Catalyst Wealth Management and Morgan Stanley prior to joining Apollon. Fair has been with Apollon since 2023. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, investing across a range of asset classes and offering ESG models, Direct Indexing, and sub-advisory services tailored to client needs.

Trevor Payne is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Queensborough Wealth Management and in educational roles at the University of Georgia, University of North Georgia, Westside High School, and Georgia Cyber Academy. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and active management, supplemented by in-house specialists in estate and tax planning and access to private investment solutions and formal pension consulting capabilities.

Chelsea Kiehler is a CFA® charterholder with 16 years of industry experience. She is currently affiliated with Sequent Planning, LLC and has held roles there since 2023. Prior to that, she spent 11 years with Bank of America, N.A. and Merrill. Outside of her advisory work, she volunteers with the nonprofit organization BEATs Inc. and serves on the finance and pool & park subcommittees of the Laural Springs HOA board. Sequent Planning, LLC operates under the name Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisors using a structured risk framework and diversified manager exposures.

John Power is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 registrations and 32 years of industry experience. He has worked at Equity Investment Corporation since 2016 and concurrently held roles at Foreside Funds Distributors LLC since 2013 and JFB Holdings Corp from 2013 to 2017. Equity Investment Corporation provides discretionary equity portfolio management to institutional and private investors, including high-net-worth clients and retirement plans. The firm employs a fundamental, absolute value investment approach across multiple equity strategies and serves various client types, including insurance companies and government entities, with a scalable advisory model.

Brittany Hartnett is a CFP® with 18 years of industry experience and currently advises at OpenArc Corporate Advisory, LLC. She previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2008 to 2025. Outside of her advisory role, she serves on the board of directors for City of Refuge, a charitable organization focused on supporting individuals and families in Atlanta. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and specialized retirement services. The firm employs both discretionary and non-discretionary strategies, incorporating a wide range of investment options and emphasizes institutional retirement plan solutions alongside a robust private markets and digital assets capability.