Eileen Fannon is a financial advisor with Kovack Advisors, Inc. in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. She has been with Kovack Advisors since 2015 and Kovack Securities Inc. since 2014. Outside of her advisory role, she serves as a minister officiating marriages and manages an accounting and tax services business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers third-party asset manager recommendations, and provides financial planning and retirement account management services.

Myles Davies is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Rosefinch Investment Advisors and Brite Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning services. The firm is notable for its formal pension-transfer capability for U.K. nationals, including coordination with U.K. trustees and handling FCA-required suitability processes.

Nicholas Hoffman is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2007. Outside of his advisory role, he serves in a non-paid, non-voting leadership capacity with Investments Unlimited, LLC, a local investment group focused on collaborative investing activities. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm employs individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, including private equity and private debt, and offers performance-based fee arrangements for eligible private fund investors.

Edward Beckerman is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and bringing 35 years of industry experience. His career includes nearly three decades at Metlife Securities Inc., followed by roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services before joining International Assets Advisory in 2019. He is also the owner and president of Beckerman & Associates, LLC, a life and health insurance brokerage. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized portfolio management, financial planning, and access to third-party money managers, emphasizing long-term strategies across various asset classes.

Jennings Pitts Jr. is a financial advisor with Waverly Advisors, LLC and holds a Series 65 designation. He has no prior industry experience before joining Waverly Advisors in 2025. His background includes roles at Northwestern Mutual and several positions at Stetson University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private market allocations and offers a range of financial planning and consulting services.

Jose Menendez Perez is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2025, including overlapping years at Bank of America from 2014 to 2022. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a broad investment toolkit and emphasizes institutional research and ongoing monitoring for retirement plan sponsors, alongside notable capabilities in private markets and digital assets.

Matthew Keeter is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equity Investment Corporation since 2017 and previously worked at Foreside Funds Distributors LLC, Foreside Fund Services LLC, and American Beacon Advisors, Inc. He also serves as a senior director of sales, promoting Equity Investment Corporation’s products within the Southeast territory. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private investors using a fundamental, absolute value investment process. The firm serves clients including high-net-worth individuals, trusts, retirement plans, corporate entities, and offers sub-advisory services to wrap account and UMA program sponsors.

Stephen Nelson is an advisor at Arkadios Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Advisory and Foresters Financial Services. Nelson is also a partner at Strive Financial Solutions, where he manages office operations and client financial plans. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions. The firm integrates a large network of advisors, an affiliated broker-dealer, and an internal portfolio team that provides strategies and trade execution across multiple asset classes.

Connor Miller is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Capital Investment Advisors in various capacities since 2015. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm utilizes a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

Stephen Welch is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Morgan Stanley Private Bank. Outside of his advisory work, Welch is involved in organizing events for the National Association of Plan Advisors and serves as CEO of an education technology business. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and various other investment vehicles, supported by a network of approximately 286 advisors.

Scott Craig is a CFA® charterholder based in Atlanta, GA, with 15 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent 12 years at BT Wealth Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm blends traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Bruce Leffingwell is a financial advisor at Level Four Advisory Services with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Level Four Advisory Services in 2021, he worked at SunTrust Bank for 15 years. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or appointed sub-advisers.

Orlow Walstad III is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. He previously worked at BT Wealth Management, LLC for seven years. Walstad is a board member of Walstad Investment Counsel, assisting his aunt with the business during periods of incapacitation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for a diverse client base, including non-high-net-worth and high-net-worth individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning and multi-family office services.

Tarpley Herlihy is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked with Southwestern Advantage and the University of Georgia. Herlihy is also a licensed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term asset allocation approach through model portfolios and oversight of third-party managers.

Thomas Tolleson Jr. is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments. His prior roles include positions at Catalyst Wealth Management, Kalos Capital, and The Strategic Financial Alliance. Outside of his advisory work, he serves as Finance Chair on the Board of Directors for Langham Partnership USA, a nonprofit ministry supporting religious leaders globally, and is a board member of the C.S. Lewis Institute Atlanta. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm employs a client-focused approach, tailoring portfolios to individual objectives and risk tolerance, and often delegates investment management to independent managers while maintaining oversight and proxy-voting responsibilities.

Tina Walker is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Wells Fargo Advisors in various roles from 2014 to 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, employing both discretionary and non-discretionary models and utilizing diversified investment strategies that include alternatives, private markets, and digital assets.

Kelly Lee is a CFP® with 22 years of experience in the financial industry. She is currently with IFG Advisory, LLC, where she has worked since 2017, and has prior experience at LPL Financial and Wells Fargo Advisors. Kelly is involved with Strong, Gaddy, Lee Wealth Management Group, an independent investment advisory business. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and manages portfolios using sub-advisors and third-party models, also offering specialized services such as real estate planning and retirement plan consulting.

Mitchell Reiner is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Benjamin Technology, Inc., Benjamin, LLC, and Altera Private Access, LLC. Outside of his advisory work, he has interests in consulting through MARE Group, LLC and MAM Group, LLC, and oversees governance and strategy at a restaurant advisory firm. Capital Investment Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, including pension and profit-sharing plans. The firm uses a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions along with pension consulting services and a family office division.

Treyce Addison 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 Merrill, Morgan Stanley, and Raymond James. Outside of finance, his background includes roles in retail and education. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, and retirement plan services. The firm offers both discretionary and non-discretionary models, tailoring portfolios using a diverse range of investment vehicles, and maintains a significant institutional retirement practice alongside private markets and digital-asset capabilities.

Milon Turner is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and Bank of America N.A. before joining OpenArc in 2025. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management with both discretionary and non-discretionary engagement models. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets, supported by operational integration with third-party platforms.