Carol Warren is a financial advisor with Synovus Securities, Inc. in Atlanta, GA. She holds a Series 63 designation and has 24 years of industry experience, including 25 years with Synovus Securities since 2001. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through discretionary and non-discretionary programs on the Envestnet platform. The firm provides access to a range of managed accounts, financial planning, and alternative investments.

Jimmy Hagy is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Foundations since 2017. In addition to his advisory role, he operates as an independent insurance agent and has provided non-legal estate planning administrative services through Allon Planning Partners. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

Jacob Tornow is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Bison Advisors and Advocacy Wealth Management. Outside of his advisory roles, Tornow serves as a UH60 Blackhawk pilot in the Georgia Army National Guard and is a founding partner of Marketing Analysis and Development, LLC, which focuses on marketing and educational infographics. Bison Wealth serves a diverse client base, including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, curated model portfolios, and financial planning, with a distinctive emphasis on its turnkey asset management platform and option-based overlay strategies.

Robby Preston 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 Bank of America N.A. and Merrill. Outside of his advisory role, he is involved in a family business that provides consulting and administrative services related to office furniture supplies. OpenArc Corporate Advisory serves both individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm is noted for its institutional retirement practice, private markets and digital-asset capabilities, and operational integration with third-party platforms and networks.

Matthew Reiner is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He has been with Capital Investment Advisors, LLC since 2010 and has held roles in various related consulting and investment enterprises. Outside of advisory work, Matthew is an author of two books and serves as President of The FutureProof Advisor, a thought leadership venture focused on content creation for the advisor community. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset allocation models and offers access to private investment solutions alongside specialized in-house planning resources.

Erik Bjerke is a CFP® with 28 years of industry experience, currently with OpenArc Corporate Advisory, LLC since 2025. He previously worked at Bank of America, N.A. for 16 years and Merrill for 27 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management, portfolio management, and dedicated retirement plan services, utilizing both discretionary and non-discretionary models with a broad range of investment options including private markets and digital assets.

Isabel Berbert is a financial advisor with SignatureFD, LLC in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. She worked at UBS Financial Services Inc. from 2014 to 2018 before joining SignatureFD. Isabel is a non-active partner in Sandhills Development Company, a partnership that owns an industrial park in West Columbia, SC. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing 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 several private investment funds.

Ashley Arrington is a CFP® with 14 years of experience in the financial services industry. She is currently with BIP Wealth, LLC and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Arrington serves on the Finance Committee of the Nashville Public Library 501(c)(3), advising on its investment portfolio. BIP Wealth, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages diversified, customized portfolios emphasizing low-cost mutual funds and ETFs, with access to private market investments and institutional strategies.

Alex Cockerill is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Beacon Global Advisor Network, LLC and Paratus Wealth Ltd., and previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International LTD. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with portfolios typically managed using a mix of mutual funds, ETFs, individual equities, and fixed income.

Michael Belote is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Raymond James & Associates. He is also managing director of two financial advisory firms, DJRCSM, LLC and Bell Toes FI, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans and discretionary account management supported by an internal portfolio team. The firm employs a mix of fundamental, technical, and cyclical analysis and integrates a network of advisory entities with affiliated broker-dealer services and in-house portfolio management.

Bernard Buckley is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including GSB Capital Ireland, Seven Insurance Brokers, AHR Private Wealth, and Holborn Assets, LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on both non-high-net-worth and high-net-worth individuals.

William Nelson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding the Series 66 designation and 21 years of industry experience. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital in 2018, he worked at Raymond James & Associates from 2013 to 2018. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering investment and wealth management through advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with its internal portfolio team and employs a combination of fundamental, technical, and cyclical analysis to develop customized investment strategies.

Jackson Edmiston is a financial advisor at Bison Wealth, LLC with Series 63 and Series 65 licenses and one year of industry experience. He previously held positions at Northwestern Mutual in various capacities from 2023 to 2026. Outside of finance, he was involved with Sharon Springs Baseball for five years. Bison Wealth serves a broad range of clients including individuals, family offices, pension 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, utilizing tactical and strategic allocations across liquid and private market strategies.

Robin Copley is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Beacon Global Advisors, Kindred House Advisory Ltd, Wealth Architects Global, Avaloq, Multrees Investor Services, and James Hay Partnership. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension-advice services for U.K. expatriates. The firm customizes portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, primarily managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Aron Riddle is a CFP® professional with 22 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2017. Prior to this, he worked for Strategic Advisers, Inc. for 12 years. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across 3,100 client relationships using customized, diversified portfolios that incorporate low-cost mutual funds, ETFs, individual securities, and private market opportunities.

Clayton Jackson is a CFA® charterholder and holds a Series 63 license with 36 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA since 1984. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across nearly 925 client relationships, offering investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios guided by written investment policy statements tailored to each client.

Andrew Malone is a CFP® and holds a Series 65 license, with four years of experience in the financial industry. He has worked at BIP Wealth, LLC since 2023 and previously was employed at Rollins Financial Advisors, LLC, Wood Partners, and PricewaterhouseCoopers. 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 3,100 client relationships with a multi-advisor team. The firm offers customized portfolios emphasizing diversified, low-cost mutual funds and ETFs supplemented by individual securities, and maintains private market investment options through affiliated entities.

Chad Pigg Fife is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include long-term positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. He serves on the Troy University Sorrell College of Business Advisory Council and volunteers with the Investment Management Consultants Association on CIMA exam development. OpenArc Corporate Advisory serves both individual and institutional clients with comprehensive wealth management, financial planning, and retirement plan services. The firm combines institutional retirement expertise with private markets and digital assets capabilities, offering tailored portfolios and operational integration with advanced third-party platforms.

David Bockel is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Crawford Investment Counsel Inc, where he has worked since 2022. His prior experience includes roles at Resource Planning Group, Ltd., Old Ivy Asset Management, LLC, Alps Distributors, Inc., and Caldwell & Orkin, Inc. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, charitable organizations, municipalities, and other entities. The firm employs a bottom-up, value-oriented investment approach focusing on dividend-paying equities and income-producing fixed income securities, managing portfolios primarily on a discretionary basis.

Jacob Shelton is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Morgan Stanley Wealth Management. Shelton is based in Atlanta, GA. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm customizes portfolios with a mix of third-party models, mutual funds, ETFs, individual equities, and fixed income, typically managing accounts on a discretionary basis through unified managed account platforms and overlay managers.