Ronald Skopek is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory role, he is the owner and president of Summit Financial Services, Inc., a retail securities business, and also manages a fixed insurance business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other vehicles, and offers discretionary and non-discretionary asset management alongside third-party manager recommendations and financial planning services.

John Hester is a CFP® and Series 66 credentialed financial advisor with six years of industry experience. He has worked at BIP Wealth, LLC since 2021 and previously held positions at Royal Alliance Associates, Hornor Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Prior to his financial services career, he was employed by the Seattle Mariners for five years. 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 3,100 client relationships, emphasizing customized, diversified portfolios that include low-cost mutual funds and ETFs, individual securities, and access to private market opportunities.

Marc Slavny is a financial advisor at Concorde Asset Management, LLC with credentials including Series 63 and Series 65 and over nine years of experience in the industry. His prior roles include positions at Alexander Capital, L.P., Capital Square Realty Advisors, Centaurus Financial INC., and Cetera Investment Advisers. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm constructs personalized portfolios based on client objectives and risk tolerances, utilizing model portfolios and third-party strategies across multiple platforms, and offers ERISA retirement-plan advisory services and variable annuity separate account management.

Jeremy Presley is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding a Series 66 license and with 10 years of industry experience. He has worked with Alexander Capital, L.P. since 2020 and previously with Centaurus Financial, Inc. from 2016 to 2020. Outside of his advisory role, he operates a tax consultation business as a registered Enrolled Agent. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, with a focus on technical and fundamental analysis to guide asset allocation. The firm employs multiple advisory teams and uses discretionary management, sub-advisers, and model portfolios to implement client strategies.

Leslie Hill is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 25 years. 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 a broad range of investment tools and emphasizes institutional research and governance for its retirement plan sponsors.

Richard Trabue is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 license and two years of industry experience. He is also the owner and CEO of Consha Financial, where he focuses on financial strategies involving annuities and life insurance. Outside of finance, Trabue is the owner and artist of RITR Art and Clothing Company, an online retail business specializing in custom art and fashion products, and he is the author of two books related to financial education. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary model portfolio solutions and direct asset management on a wrap-fee platform.

Mark Wazevich is a financial advisor at OpenArc Corporate Advisory, LLC with 26 years of industry experience. He held prior roles at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, N.A. Outside of his advisory work, he is involved in a family LLC co-owned with his wife. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers comprehensive wealth management and dedicated retirement plan services, employing a broad investment toolkit that includes alternative and private market investments as well as digital assets.

Alexandra Khoury is a CFP® with 15 years of industry experience. She currently works at OpenArc Corporate Advisory, LLC and previously spent 14 years at Bank of America and Merrill. Outside of her advisory role, she is a member of NAB Property Group LLC, an entity established for rental property ownership. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofits, and retirement plans. The firm offers tailored wealth management and retirement plan services using a broad array of investment strategies, with a notable focus on institutional retirement solutions and private market investments.

William Leftwich is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1994. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays, managing approximately $2.81 billion in assets.

David Krunch Kloberdanz is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, with 25 years of industry experience. He previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he serves as treasurer and fundraiser on the board of the Bill Rompf Junior Tennis Foundation, which awards scholarships to junior tennis players in financial need. Elevation Point Wealth Partners is a multi-team investment adviser with over $8 billion in assets under management, serving individuals, retirement plans, trusts, and business entities. The firm’s investment approach centers on model portfolios utilizing tactical asset allocation across a range of investment vehicles and integrates insurance distribution and annuity servicing within its advisory services.

Michael Deschenes is a financial advisor with United Advisor Group based in Atlanta, GA, holding a Series 66 designation and four years of industry experience. He has worked at Mustard Money LLC, The O.N. Equity Sales Company, and Ohio National Financial Services. Deschenes is also an independent insurance agent licensed to sell life, health, disability insurance, and annuities. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom trading, and third-party managers using fundamental and technical analysis.

Wesley French is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding a Series 63 designation and 23 years of industry experience. He previously worked at French Wolf & Farr, Inc. for 13 years before joining United Capital Financial Advisors in 2019. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and a range of managed strategies.

Scott Ruth Jr. is a Series 65-licensed financial advisor at 49 Financial in Atlanta, GA, with less than one year of industry experience. Prior to joining 49 Financial, he held positions at S.L. Nusbaum RE and spent several years in education, including roles at the University of Georgia and Collegiate School. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and manages approximately $1.4 billion through proprietary and platform model portfolios.

Alexander Garrett is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co. Inc, Regimen Wealth LLC, and Bank of America. Garrett is also affiliated with First Citizens Bank. SVB Wealth serves a diverse client base, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and provides both discretionary and non-discretionary services, with a focus on thorough due diligence and customized portfolio solutions.

Justin Harris is a Series 65-licensed advisor with Beacon Global Advisor Network, LLC. He has prior experience working at Chase Belgrave entities from 2008 to 2023. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent Investment Advisory Representatives. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Katrina Falke is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and having 40 years of industry experience. Her prior work includes nearly three decades at INVEST Financial Corp, as well as roles at LPL Financial and Fortis Group Advisors. She is also the owner of Denali Wealth Management and engages in writing fixed insurance policies. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

David Pierce is a financial advisor at Apollon Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior roles include positions at Kalos Management, LLC, Kalos Capital, Inc., and Catalyst Wealth Management, LLC. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines centrally managed strategy mandates with local portfolio oversight, employing fundamental and tactical methods alongside tax-aware strategies and independent sub-manager engagements.

Branson Nelson is a financial advisor with Henssler Financial, holding a Series 66 designation and three years of industry experience. Prior to joining Henssler Financial, he worked at Janney Montgomery Scott LLC and has experience outside finance, including roles at Papa John's Pizza and political involvement with the Democratic Party of Georgia. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven investment approach using fixed income and high-quality equities, offering customized model portfolios, automated strategies, and institutional investment management.

Christopher Guinther is a financial advisor at Aprio Wealth Management, LLC in Atlanta, holding a Series 65 credential with eight years of industry experience. Prior to joining Aprio in 2025, he worked for A. Montag & Associates, Inc. for seven years. Outside of his advisory role, he has managed a rental property in West Virginia since 1993, dedicating limited time to this activity. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading techniques, offers financial planning and consulting services, and maintains a notable affiliation with a third-party administrator/pension consulting business.

Steven Clark is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses and 25 years of industry experience. He has previously worked at Wells Fargo Advisors and Metric Financial LLC. Clark owns Silver Pineapple Wealth Management LLC and serves as a trustee for its 401(k) plan, spending a small portion of his time on these activities. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm’s approach includes blending tactical and strategic allocations across liquid and private-market investments, alternative investments, and option-based overlay strategies.