Ryan Daly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds the Series 66 designation and has 10 years of industry experience, including prior roles at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, portfolio management, and retirement plan services, utilizing both discretionary and non-discretionary engagement models. The firm integrates institutional research, private markets, and digital assets into tailored portfolios and supports retirement plan sponsors with fiduciary-focused governance and monitoring.

Sebastian Castano is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior experience includes roles at Morgan Stanley and several financial services firms. He has also operated a fixed insurance sales business. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, using a technology-assisted model to deliver written financial plans and an Emergency Savings program.

Spencer Bowman is a financial advisor with Bison Wealth, LLC, holding a Series 66 credential and five years of industry experience. Prior to joining Bison Wealth in 2026, he worked at Fidelity Brokerage Services LLC and Fidelity Investments. His background also includes roles outside finance, such as positions with Habitat for Humanity Restore and at Oklahoma State University. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, and charitable organizations, and offers a turnkey asset management platform to other registered investment advisers. The firm employs outcome-focused portfolios that combine tactical and strategic allocations across liquid and private-market investments, and provides specialized strategies such as option-based overlays and a PowerMy401(k) program.

David Olson is a financial advisor at Fifth Third Wealth Advisors LLC in Atlanta, GA, holding Series 65 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Cetera, and Regions Bank. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a broad range of clients including individuals, trusts, pension plans, and institutional entities. The firm uses a structured investment policy framework, combining in-house oversight and third-party managers, and integrates closely with affiliated banking entities.

Mark Willoughby is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.

John Crawford IV is a CFA® charterholder with 23 years of industry experience, currently serving at Crawford Investment Counsel Inc in Atlanta, GA. He has been with Crawford Investment Counsel in various capacities for over three decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, high-quality equities and a credit-focused strategy for fixed-income portfolios.

Spencer Dean is a financial advisor at First Citizens Asset Management, Inc. based in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with First Citizens Asset Management and affiliated entities since 2016. Outside of his advisory role, he owns and manages rental properties. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, institutions, and municipalities. The firm emphasizes strategic asset allocation through global multi-asset class model portfolios, combining fundamental, quantitative, and technical analysis.

Richard Anderson is a financial advisor at OpenArc Corporate Advisory, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement plan services, utilizing both discretionary and non-discretionary models and a wide range of investment strategies.

John Morgan is a Series 65-licensed advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International, providing financial and investment advice. Beacon Global Advisor Network, LLC offers investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages discretionary portfolios using a mix of mutual funds, ETFs, equities, and fixed income, with specialized advisory services for U.K. expatriates.

Glen Barber is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at CreativeOne Securities since 2025 and previously spent 17 years at Cape Securities Inc. Barber is also involved with the Berry College Planned Giving Counsel, providing advice on planned gifts. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through 127 advisors. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis and proprietary advisory platforms.

John Drawdy Jr. is a financial advisor at Financial Gravity Family Office Services, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked for Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services. Outside of his advisory role, he is a CPA and owner of Paragon Accounting & Tax Solutions, providing tax and accounting services. Financial Gravity Family Office Services offers tailored financial planning, investment management, and pension consulting for individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors while maintaining client oversight.

Cheryl Mc Guire is a financial advisor with Kovack Advisors, Inc. in Marietta, GA, holding a Series 66 designation and 19 years of industry experience. She has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking or thrift institutions nationwide. The firm offers diversified asset management through mutual funds, ETFs, individual securities, and third-party managers, along with financial planning and retirement account aggregation services.

Kaitlin Ealy is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. She holds a Series 66 designation and has prior experience at Bank of America, Merrill, and Insperity. Outside of finance, she was involved with Hal's the Steakhouse for six years. OpenArc Corporate Advisory serves individual and institutional clients, including non‑high-net-worth and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and specialized retirement plan services, utilizing a broad range of investment tools and focusing on fiduciary governance and operational integration.

Kira Dennis is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Piedmont Wealth Partners, Mass Mutual Life Insurance, and Grant Thornton, LLP. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and utilizes fundamental, technical, and cyclical analysis in its investment approach.

William Thacker is a financial advisor at Balentine in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America’s U.S. Trust division. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and other institutional clients, offering comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment process is risk-based and combines active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Michael Saulnier is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He is co-owner of Capital Payments Consulting, LLC, a family consulting business that helps business owners reduce banking fees. Saulnier also serves as a board member of Hope Atlanta Young Professionals. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, qualified retirement plans, and business entities. The firm employs asset allocation and a variety of trading techniques while coordinating with affiliated tax professionals and managing approximately $1.57 billion in assets under advisement as a 3(21) adviser.

Barry Kaplan is a CFP® professional with 19 years of industry experience, currently serving at Modera Wealth Management, LLC since 2017. Prior to this, he worked at Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel from 2003 to 2016. He is a managing partner of several family investment partnerships focused on business and tax administration. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and other specialized strategies.

Charles Burns is a financial advisor at Ashton Thomas Private Wealth with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Pinnacle Peak Private Client Group and Insight Benefit Counselors. Burns is also president of CRB Financial Inc., a tax entity for independent contracting activities unrelated to investment management. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model that emphasizes access to third-party managers and a range of investment strategies, including mutual funds, ETFs, and specialist managers.

Min Jian Yang is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations with eight years of industry experience. Prior to joining Capital Investment Advisors, Yang worked at Northwestern Mutual Wealth Management and Northwestern Mutual Investment Services LLC. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning through a centralized investment platform that combines standardized asset-allocation models and advisor customization. The firm also provides pension consulting and family office–style support, with access to private investment solutions and specialized in-house planning resources.

James Clark III is a CFP® and Series 65 credentialed advisor at BIP Wealth, LLC with three years of industry experience. He has been with BIP Wealth since 2022 and was previously self-employed from 2019 to 2022. 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 about 3,100 client relationships, offering customized portfolios focused on diversified, low-cost mutual funds and ETFs supplemented by individual securities, along with access to private market investments for qualified clients.