Trevor Payne is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Queensborough Wealth Management. His background includes roles in education at the University of Georgia, University of North Georgia, Westside High School, and Georgia Cyber Academy. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management using a centralized, structured portfolio approach with tailored allocations and access to specialized third-party managers.

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.

Teresa Munro is a CFP®-designated financial advisor at Waverly Advisors, LLC with 18 years of industry experience. She previously worked at BT Wealth Management, LLC for nine years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using both traditional and alternative strategies, offers financial planning and retirement consulting, and supports clients through institutional custodians and technology platforms.

Brittany Hartnett is a CFP® with 18 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC since 2025. Before joining OpenArc, she worked at Bank of America, N.A. and Merrill for over 16 and 17 years respectively. She serves on the board of directors for City of Refuge, a charitable organization in Atlanta focused on community support. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and diversified implementation across public and private markets, managing approximately $10.1 billion in assets.

Campbell Huber is a financial advisor with 49 Financial in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Peachtree Planning. Outside of his advisory work, he coaches youth basketball and serves as networking chair for the Sigma Pi Fraternity alumni committee. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement plan consulting, and investment management. The firm employs a disciplined, long-term, diversified asset allocation strategy incorporating multiple analytical approaches and operates tiered fractional family office services.

Myles Davies is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Rosefinch Investment Advisors and Brite Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning services. The firm is notable for its formal pension-transfer capability for U.K. nationals, including coordination with U.K. trustees and handling FCA-required suitability processes.

Nicholas Hoffman is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2007. Outside of his advisory role, he serves in a non-paid, non-voting leadership capacity with Investments Unlimited, LLC, a local investment group focused on collaborative investing activities. 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 employs individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, including private equity and private debt, and offers performance-based fee arrangements for eligible private fund investors.

Edward Beckerman is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and bringing 35 years of industry experience. His career includes nearly three decades at Metlife Securities Inc., followed by roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services before joining International Assets Advisory in 2019. He is also the owner and president of Beckerman & Associates, LLC, a life and health insurance brokerage. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized portfolio management, financial planning, and access to third-party money managers, emphasizing long-term strategies across various asset classes.

Jennings Pitts Jr. is a financial advisor with Waverly Advisors, LLC and holds a Series 65 designation. He has no prior industry experience before joining Waverly Advisors in 2025. His background includes roles at Northwestern Mutual and several positions at Stetson University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private market allocations and offers a range of financial planning and consulting services.

Jose Menendez Perez is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America for a total of 11 years. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion and employs a diversified investment approach combining institutional research, manager due diligence, and implementation across public and private markets.

Matthew Keeter is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equity Investment Corporation since 2017 and previously worked at Foreside Funds Distributors LLC, Foreside Fund Services LLC, and American Beacon Advisors, Inc. He also serves as a senior director of sales, promoting Equity Investment Corporation’s products within the Southeast territory. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private investors using a fundamental, absolute value investment process. The firm serves clients including high-net-worth individuals, trusts, retirement plans, corporate entities, and offers sub-advisory services to wrap account and UMA program sponsors.

Stephen Nelson is an advisor at Arkadios Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Advisory and Foresters Financial Services. Nelson is also a partner at Strive Financial Solutions, where he manages office operations and client financial plans. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions. The firm integrates a large network of advisors, an affiliated broker-dealer, and an internal portfolio team that provides strategies and trade execution across multiple asset classes.

Connor Miller is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Capital Investment Advisors since 2015. Capital Investment Advisors is a multi-team investment adviser serving individuals and families across wealth levels, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through a centralized, structured portfolio approach, complemented by specialized services such as family-office style solutions, pension consulting, executive compensation analysis, and access to private investments.

Scott Craig is a CFA® charterholder based in Atlanta, GA, with 15 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent 12 years at BT Wealth Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm blends traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Bruce Leffingwell is a financial advisor at Level Four Advisory Services with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Level Four Advisory Services in 2021, he worked at SunTrust Bank for 15 years. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or appointed sub-advisers.

Orlow Walstad III is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. He previously worked at BT Wealth Management, LLC for seven years. Walstad is a board member of Walstad Investment Counsel, assisting his aunt with the business during periods of incapacitation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for a diverse client base, including non-high-net-worth and high-net-worth individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning and multi-family office services.

Tarpley Herlihy is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Southwestern Advantage and the University of Georgia. Herlihy is also a licensed insurance agent. 49 Financial serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management with a focus on disciplined, long-term diversified asset allocation.

Thomas Tolleson Jr. is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments. His prior roles include positions at Catalyst Wealth Management, Kalos Capital, and The Strategic Financial Alliance. Outside of his advisory work, he serves as Finance Chair on the Board of Directors for Langham Partnership USA, a nonprofit ministry supporting religious leaders globally, and is a board member of the C.S. Lewis Institute Atlanta. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm employs a client-focused approach, tailoring portfolios to individual objectives and risk tolerance, and often delegates investment management to independent managers while maintaining oversight and proxy-voting responsibilities.

Tina Walker is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Merrill, Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Bank NA. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis, employing a diverse investment process that includes institutional research, manager due diligence, and a range of public and private market strategies.

Kelly Lee is a CFP® with 22 years of industry experience, currently serving as a financial advisor with IFG Advisory, LLC since 2017. Prior to that, Kelly worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Kelly is involved with Strong, Gaddy, Lee Wealth Management Group, a registered investment advisory DBA associated with IFG Advisory. 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 employs a range of investment strategies and third-party managers, offers portfolio management and consulting services, and incorporates real estate-related planning alongside traditional financial services.