Jeffrey Buck is a CFA® charterholder with 10 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2021 and previously was employed at Diversified Trust Co for six years. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers tailored financial profiles and investment plans, implementing them through various investment vehicles and occasionally using performance-based fee arrangements for certain private funds.

Diego Colan Taya is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 11 years. He is based in Atlanta, GA. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, offering wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion on a discretionary basis and integrates institutional research, manager due diligence, and diversified investment strategies across public and private markets.

Camden Anderson is a financial advisor at Capital Investment Advisors, LLC with three years of industry experience. He holds the Series 65 designation and has worked at Capital Investment Advisors since 2022, following roles at Eastman Credit Union and University of Tennessee. Capital Investment Advisors is a multi-team firm 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 ETF-based models and tailored allocations that incorporate specialized third-party managers.

Mason Porritt is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Shoemaker Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, and Jackson National Life Distributors LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based covered-call strategies, alongside private-market securities for qualified investors.

Paul Pilcher is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously spent six years at MFS Fund Distributors, Inc. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various managed accounts and model portfolios, employing a combination of fundamental, technical, and cyclical investment analysis.

Justin Farmer is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Exit Wealth Advisors and as a self-employed media professional. Outside of advising, he is involved in Savannah Distilling in an advisory role and holds a majority share in the company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment solutions using a variety of management programs and combines fundamental, technical, and cyclical investment analyses.

Peyton Bogard is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He has been with Asset Preservation Advisors since 2020. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary services focused on taxable and tax-exempt municipal bond portfolios. The firm employs an active fixed-income approach emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a team of 21 advisors.

Mark Hoffman is a Series 65-licensed financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He previously worked at Lanier Asset Management, LLC for 17 years. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a combination of third-party managers, proprietary models, and technology integrations to implement client-specific investment strategies.

Taylor Williams is a CFP® with 23 years of industry experience and has been with BIP Wealth, LLC since 2015. He holds a Series 66 license and is based in Atlanta, GA. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, offering tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies. BIP is notable for advising private pooled vehicles and managing private-market offerings alongside its public-market allocations.

Thomas Buehler is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2005. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, registered investment companies, pension plans, trusts, and municipal entities. The firm uses a bottom-up, value-oriented investment approach emphasizing dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies tailored to client needs.

Jason Young is a financial advisor with Apollon Wealth Management, LLC in Atlanta, GA, holding a Series 66 designation and over 20 years of industry experience. His background includes roles at firms such as Deutsche Bank Securities, Alex Brown, and Raymond James & Associates. Outside of advisory work, he owns Agility Power Systems, LLC, a holding company with a private investment in Helix Semiconductors. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth families, family offices, and institutional clients. The firm employs a combined strategy of centrally managed mandates and locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Aaron Dixon is a financial advisor with Impact Partnership Wealth, LLC in Marietta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at State Farm VP Management Corp. and Steve Cannon Insurance Agency. Outside of advisory work, he owns and operates North Mountain Capital, LLC, an equipment rental business. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion in assets. The firm employs a range of model portfolio solutions and discretionary management strategies, supported by a network of about 90 advisors and multiple affiliated service providers.

Rebecca Barnett is a financial advisor at 49 Financial with a Series 65 credential and no prior industry experience. Her background includes roles at Barrett Properties, Oconee Youth School of Performance, the University of Georgia, Rhythm Dance Center, and Walton High School. She has been involved in educational and performance organizations for several years. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation using mutual funds and ETFs, supported by an Investment Committee and client behavioral coaching.

Clifton Dortch Jr. is a financial advisor at Balentine with a Series 65 and Series 66 license and two years of industry experience. Prior to joining Balentine in 2021, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2015 to 2021. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that combines active and passive strategies, emphasizing asset allocation by risk type and offers specialized services including private fund advisory and portfolio management for pooled vehicles.

James Mckenzie is a CFP® and CFA® charterholder with three years of industry experience. He is currently affiliated with Synovus Securities, Inc. and CREATIVE Financial Group. His background includes roles at Synovus Financial Corporation and teaching positions at Mercer University and St. Pius X Catholic School. Synovus Securities, Inc. serves a diverse client base, including individual investors, high-net-worth clients, and institutions, offering both advisory and brokerage services with a variety of managed account programs and financial planning options.

Mary Clare Breyel is a financial advisor at NewEdge Wealth with three years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior across a range of strategies and alternative exposures.

David Short is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Co and Waddell & Reed. Outside of advising, he is the sole owner of Aster Hawthorn LLC and sells life, disability, and long-term care insurance through Ash Brokerage. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using fundamental, technical, and cyclical analysis, deploying portfolios through various managed accounts and third-party managers.

Brenden Urban is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Capital Investment Advisors, LLC with five years of industry experience. His career includes roles at several firms including Wells Fargo Clearing Services, Invesco, Fidelity Investments, and Merrill. Capital Investment Advisors, LLC 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 with a structured, centralized portfolio approach, utilizing ETF-based model portfolios and specialized third-party managers tailored to client needs.

Valerie Edwards is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Valerie has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2010. She is also licensed as an insurance agent, focusing on life, health, and fixed annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through platform relationships with Envestnet and Pershing.

Alex Levine is a financial advisor at OpenArc Corporate Advisory, LLC, based in Atlanta, GA. He holds the Series 66 designation and has 12 years of industry experience, including previous roles at Merrill and Bank of America. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research and manager due diligence, offering both discretionary and non-discretionary advisory solutions across public and private markets.