Ryan Merriman is a financial advisor at BIP Wealth, LLC with five years of industry experience. He has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Goldman Sachs & Co. LLC, and Cox Communications. Merriman holds the Series 63 and Series 65 designations. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans, providing comprehensive financial planning and portfolio management. The firm offers tailored asset allocations that include mutual funds, ETFs, fixed income, and private-market securities for qualified investors, and manages private pooled vehicles alongside firm-run covered-call strategies.

Rachael Kelly is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America N.A., Merrill, WestRock, and Coldwell Banker. Kelly maintains a part-time association with a real estate referral network for personal and family use. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm employs a research-driven investment process across diverse asset classes and offers tailored governance and advisory solutions for plan sponsors and nonprofit clients.

Derrick Friedman is a financial advisor with Capital Analysts based in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. In addition to his advisory role, Friedman founded a national placement company for financial advisors and manages a group life insurance program sponsored by a school employer. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice. The firm combines discretionary and non-discretionary investment management supported by proprietary fund screening and maintains institutional relationships to support a range of investment solutions.

Chad Edwards is a financial advisor at BIP Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., and Prehmus Financial Partners. Edwards is also involved in fixed insurance sales through various product providers. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides access to private-market securities and private pooled investment vehicles.

Elizabeth Kunzler is a financial advisor at Beacon Global Advisor Network, LLC with over a year of experience. She holds the Series 65 designation and previously worked at Raymond James Investment Services Ltd. for 12 years. Kunzler is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized asset management and financial planning services, with a notable focus on pension-transfer capabilities for U.K. nationals and a network of independent advisory representatives providing layered service arrangements.

Andre Parker is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and nine years of industry experience. He has worked at several firms including Transamerica Financial Advisors and World Financial Group. Outside of advising, Mr. Parker is involved in multiple entrepreneurial ventures such as marketing, coaching, and the music and entertainment industry, where he serves as CEO of Askim Music & Entertainment Group LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, integrating proprietary research and execution capabilities through its ownership of AdvisorGuide, LLC.

Zachary Williams is a financial advisor with Simplicity Wealth in Atlanta, GA, holding a Series 65 credential and two years of industry experience. He has worked at Fairway Financial Partners and Brookstone Capital Management, among other firms, and is involved in insurance and annuity sales as a co-owner of Fairway Financial Partners. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, offering a range of advisory services from financial planning to managed account platforms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers.

John Weindler is a financial advisor at OpenArc Corporate Advisory, LLC with 21 years of industry experience. He holds the Series 66 credential and has prior experience at Bank of America, N.A. and Merrill. He serves as a board member of the Global Equity Organization, focusing on education, networking, and collaboration within the industry. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients, managing approximately $10.1 billion in assets. The firm’s investment approach integrates institutional research, manager due diligence, and diversified strategies across public and private markets.

Thomas Joerres is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, Merrill, and Northern Trust Hedge Fund Services. 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 diversified investment approach that includes both public and private market securities and selective digital asset exposure.

Ross Lloyd is a financial advisor at One Capital Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-Cref Individual & Institutional Services, LLC for 12 years. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7 billion in discretionary assets. The firm employs a globally balanced investment approach combining active management of large-cap equities, ETFs, and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.

Ryan Ely is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Capital Investment Advisors since 2010 and has worked concurrently with HYB Partners, LLC and Wela Strategies, Inc. Additionally, he has produced the "Money Matters Show" on WSB Radio since 2009. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based model portfolios and sleeves, integrates financial planning with portfolio management, and offers specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.

Justin Boller is a CFA® charterholder with 12 years of industry experience, currently with Bison Wealth, LLC in Atlanta, GA. He previously worked at Liquid Strategies, LLC, Advocacy Wealth Management, LLC, and Invesco Advisers, Inc. Outside of his advisory role, he is involved in business development and advisor relations with Bison Holdings, LLC and Liquid Strategies, LLC. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, curated model portfolios, third-party manager access, and ERISA retirement plan services, utilizing outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Kelly Gee is a financial advisor at Stephens with four years of industry experience and holds a Series 66 designation. Prior to joining Stephens, Kelly worked at Wells Fargo and held various positions at firms including Peerfit and Catalina. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, employing a combination of bottom-up equity research and committee-driven asset allocation to manage portfolios.

Christopher Emmott is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has been affiliated with EBG International since 2016. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized asset management and financial planning services, with a notable focus on pension-transfer capabilities for U.K. nationals and operates as a network of independent advisory representatives providing specialized and layered service arrangements.

William Holmes is a financial advisor at Stephens with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Goldman Sachs and JPMorgan Securities. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary management across various programs and combines bottom-up equity research with committee-driven asset allocation.

Scott Levy is a financial advisor at BIP Wealth, LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. Outside of his advisory work, Levy serves as a trustee for PD Ministries, an independent Christian ministry in the Atlanta area. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations that include mutual funds, ETFs, fixed income, and options-based covered-call strategies, and it also offers private-market investment opportunities for qualified investors.

Marjorie Scanlon is a financial advisor at United Capital Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 credentials. Her prior firms include Crawford Investment Counsel, Bravaldo Capital Advisors, and Berman Capital Advisors. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services supported by a broad affiliate network and a technology platform that facilitates customization and supports independent advisors.

Hollis Houk is a financial advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Charles Street Asset Management, LPL Financial, and Wells Fargo Clearing. He has been with Stephens since 2014. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm provides a range of advisory, brokerage, investment banking, and custody services, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Michael Chisick is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently an advisor at One Capital Management, LLC and previously worked at TIAA and TIAA-CREF. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, typically constructing globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Clifford Farren III is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a multi-faceted investment process that includes institutional research, manager due diligence, and diversified strategies across public and private markets.