Thomas Gay is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Dasher & Padgett Financial Advisors, Invest Financial Corp., and Purshe Kaplan Sterling Investments. He also serves as Secretary on the board of the Kiwanis Club of Dougherty County. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services emphasizing long-term, diversified portfolio strategies managed through centrally overseen models, allowing for advisor customization and utilizing both discretionary and non-discretionary authority.

Michael Sava is a CFP® professional with 24 years of experience in the financial industry. He is currently with Synovus Securities, Inc. and has held positions at Wiser Wealth Management, McCormack Financial Planning Inc., H&R Block, and FirsTrust LLC. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses both discretionary and non-discretionary portfolio management programs and employs a risk-tolerance questionnaire to guide asset allocation and manager selection.

Daniel Mowery is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, and several other financial firms. Outside of advisory work, he is involved in the sale of Medicare Supplement Policies. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model management programs that utilize third-party platforms and strategists to implement model portfolios.

John Picardi is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Metric Financial, LLC, and J.W. Cole Advisors, INC. He also has experience managing client accounts and relationships through his DBA, John Picardi & Associates. In addition, he is licensed to sell fixed/traditional insurance products. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, and offers a turnkey asset management platform to unaffiliated registered investment advisers. The firm constructs outcome-focused model portfolios combining tactical and strategic allocations across liquid and private-market investments and provides specialized strategies such as option-based overlays and ERISA retirement plan advice.

David Mirolli is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently a Managing Director and Wealth Advisor at Apollon Wealth Management, LLC, joining the firm in 2023. Prior to this, he held roles at Kalos Management, LLC, Kalos Capital, Inc., and Catalyst Wealth Management, LLC. Outside of his advisory work, Mirolli is a pilot for Delta Air Lines and is the president and founder of South East Private Client Group LLC, which provides pension-related services. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, estates, businesses, charitable organizations, and pooled investment vehicles. The firm offers comprehensive advisory services and employs a structured investment process combining centrally managed strategies with local portfolio oversight, integrating both fundamental and tactical approaches alongside tax-aware tools.

Charles Gray is a CFP® with 18 years of experience in the financial industry and has been with SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and a private fund management structure.

Kenton Loar Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at SignatureFD, LLC. His prior roles include positions at Genuine Parts Company and Synovus Trust Company. SignatureFD serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private investment funds.

Daniel Lewis is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill for 12 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm emphasizes customized portfolios utilizing a broad range of investment strategies and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Joseph Templeton is a Series 66-credentialed advisor with 11 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. His prior experience includes roles at Bank of America, Merrill, and E*TRADE Capital Management. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines a broad investment toolkit with an institutional retirement practice and private markets capabilities, supporting both discretionary and non-discretionary engagement models.

Henry Zook is a Series 66 credentialed financial advisor with two years of industry experience, currently with Arkadios Wealth Advisors in Atlanta, GA. Prior to joining Arkadios, he worked in various roles including at DoorDash and in public service with the Office of U.S. Representative French Hill. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an internal portfolio team supporting advisors with models and trade execution, serving clients through discretionary management and fiduciary consulting.

Michelle Mangum is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Bison Wealth since 2015. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions with a focus on outcome-based portfolios that include both liquid and private market strategies.

Jason Peck is a financial advisor with StoneX Advisors Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with StoneX Advisors since 2016 and has been associated with StoneX Securities Inc. since 1997. Outside of his advisory role, he is the managing partner of The Peck Group, LC, a legal practice specializing in taxation, estate planning, business planning, and tax return preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a variety of advisor-managed and model-based investment strategies and supports multiple account structures and third-party money managers.

Matthew Lane is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has six years of industry experience, including prior roles at Wela Strategies, Inc. and a background in education. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

Hays Evans is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, with 30 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Arkadios in 2023, Evans worked at Capital Group Private Client Services and Capital Bank and Trust Company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm builds customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying them through various managed account and third-party manager programs.

Jon Holand is an investment advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has been with Beacon Global Advisor Network since 2019. He also has a long-term affiliation with Austen Morris Associates dating back to 2006. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on serving U.K. expatriates alongside non-high-net-worth and high-net-worth individuals.

Willis Dobbs is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2021 and previously held positions at Lakeview Capital Partners, LLC, Alston Capital Advisors, LLC, and Willis Dobbs & Co, Inc. In addition to his advisory work, he is an independent insurance agent specializing in accident, sickness, and life insurance. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often employing independent managers or turnkey asset management programs while maintaining oversight and due diligence.

Angela Rehkop is a CFP® and ChFC® with 32 years of experience in the financial services industry. She is currently affiliated with Geneos Wealth Management, Inc. and Financial Care Providers. Outside of her advisory role, she is the founder of the nonprofit organization Golf for the Kids and serves as a board member for Warren Epstein and Associates Architects Inc. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies combined with continuous account monitoring and discretionary trading authority.

Caroline Garvey is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She holds a Series 66 designation and has worked in various roles prior to her advisory career, including positions in hospitality and retail. Garvey also has experience with a pet-related business, Good Dog - Park & Dog Bar. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors through an internal portfolio team that manages equity, fixed-income, and alternative investment strategies.

Michael Sorrow Jr. is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He has worked at BIP Wealth since 2019 and previously spent 22 years at Greene Consulting Associates, LLC. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm constructs customized, diversified portfolios using low-cost mutual funds, ETFs, individual bonds, stocks, and options, and offers private market investment opportunities and institutional strategies.

Veronica Harrell is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. She has been with The Strategic Financial Alliance since 2011. Outside of advisory work, she serves as AVP of Compliance for SFA Holdings and subsidiaries, a holding company providing shared compliance services within the financial services sector. The Strategic Financial Alliance serves individuals, retirement plans, trusts, and other entities with portfolio management, financial planning, and consulting services. The firm offers multiple portfolio programs and supports third-party manager platforms, managing a majority of assets on a non-discretionary basis.