Markell Bryant is a CFP® and Series 66 license holder with 10 years of industry experience. He currently works at RFG Advisory, LLC and previously spent a decade at Edward Jones. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to various investment strategies including alternative investments and annuity management.

Dante Mcdowell is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated firm, Capital Investment Group, Inc., since 2009. Mcdowell serves on the Board of Directors for the Boys & Girls Clubs of DeKalb County, where he assists with operations and fundraising efforts. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of solutions including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, with a client-focused approach that incorporates multiple analytical methods and ongoing portfolio review.

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.

Matthew Speed is a financial advisor at BIP Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Suntrust Investment Services, Inc. since 2016. Outside of his advisory role, Speed is involved in documentary production through Willowdale Studios, focusing on semi-professional football content. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships using customized, diversified portfolios that emphasize low-cost mutual funds and ETFs supplemented by individual securities, and offers private market investment opportunities for qualified investors.

Jose Menendez Perez is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2025, including overlapping years at Bank of America from 2014 to 2022. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a broad investment toolkit and emphasizes institutional research and ongoing monitoring for retirement plan sponsors, alongside notable capabilities in private markets and digital assets.

Sophia Drager is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Goldman Sachs and Elwood & Goetz Wealth Advisory. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and invests across a broad range of asset classes, including ESG models and Direct Indexing with tax management overlays.

Matthew Keeter is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Equity Investment Corporation since 2017 and previously held roles at Foreside Funds Distributors LLC, Foreside Fund Services LLC, and American Beacon Advisors, Inc. In addition to advisory work, he serves as Senior Director of Sales at Equity Investment Corporation, promoting the firm's products within the Southeast territory. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients, including insurance companies and municipal entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration, managing a broad range of client relationships across multiple channels.

Connor Miller is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Capital Investment Advisors in various capacities since 2015. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm utilizes a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

Stephen Welch is a financial advisor with Concurrent Investment Advisors, LLC in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Wealth Management. Outside of advising, Welch is involved in organizing industry summit events through the National Association of Plan Advisors and serves as CEO of technology and real estate-related businesses. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term, opportunistic investment approach.

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.

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 Series 63 and Series 66 licenses and has previously worked at Merrill and Wells Fargo Advisors in various roles from 2014 to 2025. 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 wealth management and consulting services, employing both discretionary and non-discretionary models and utilizing diversified investment strategies that include alternatives, private markets, and digital assets.

Cathleen Stevens is a CFP® with 32 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2019. She has also been associated with LPL Financial since 2011. Stevens holds Series 63 and Series 65 licenses. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients with a blend of fundamental stock selection and quantitative tools, offering diversified model portfolios and advisor-enhanced algorithmic investment options. The firm distinguishes itself through its affiliated broker-dealer, collateralized loan programs, venture/private equity vehicle, and comprehensive ERISA fiduciary services.

John Faure is a financial advisor at Wealth Watch Advisors, INC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including World Financial Group, Inc., Transamerica Financial Advisors, Inc., and KCG Americas LLC. In addition to his advisory role, Mr. Faure is an independent agent selling fixed life and annuity insurance products. Wealth Watch Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily through approved sub-advisors and SAM programs, utilizing mutual funds, ETFs, and select option strategies.

Kelly Lee is a CFP® with 22 years of experience in the financial industry. She is currently with IFG Advisory, LLC, where she has worked since 2017, and has prior experience at LPL Financial and Wells Fargo Advisors. Kelly is involved with Strong, Gaddy, Lee Wealth Management Group, an independent investment advisory business. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and manages portfolios using sub-advisors and third-party models, also offering specialized services such as real estate planning and retirement plan consulting.

Mitchell Reiner is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Benjamin Technology, Inc., Benjamin, LLC, and Altera Private Access, LLC. Outside of his advisory work, he has interests in consulting through MARE Group, LLC and MAM Group, LLC, and oversees governance and strategy at a restaurant advisory firm. Capital Investment Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, including pension and profit-sharing plans. The firm uses a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions along with pension consulting services and a family office division.

Justin Jones is a financial advisor at Simplicity Wealth with four years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth and related entities since 2017. Outside of advising, he serves as president and volunteer for the Mountain View High School Baseball Booster Club, supporting team activities and fundraising efforts. Simplicity Wealth serves a diverse client base including individuals, retirement plans, and institutional investors. The firm offers a range of advisory services and employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with a managed account platform for advisers.

Randall Yeomans is a financial advisor at Merit Financial Advisors with 42 years of industry experience. He has held roles at Sagepoint Financial, Inc. and previously operated Yeomans Consulting Group, Inc., where he offered financial and estate planning services and taught adult education classes on taxes, estate planning, and retirement planning. Yeomans is also involved in developing personal development coaching focused on lifestyle, health, and wellness. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios managed through centrally overseen models and customized advisor strategies.

Treyce Addison is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Morgan Stanley, and Raymond James. Outside of finance, his background includes roles in retail and education. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, and retirement plan services. The firm offers both discretionary and non-discretionary models, tailoring portfolios using a diverse range of investment vehicles, and maintains a significant institutional retirement practice alongside private markets and digital-asset capabilities.