Kirk Licata is a CFP® professional with 14 years of industry experience, currently serving as an advisor at RFG Advisory, LLC since 2025. Prior to this, he spent 13 years at LongView Wealth Management and 10 years with Cambridge Investment Research Inc. Licata is also the owner and founder of Licata Financial Design. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies within a risk-managed, discretionary portfolio approach, and serves a diverse client base including investment companies, state and municipal clients.

Michael Brocker is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with BIP Wealth, LLC since 2015. Based in Atlanta, GA, he provides financial advisory services as part of a team within a multi-advisor firm. BIP Wealth, LLC serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm employs household-level planning with tailored asset allocations, includes private-market securities for qualified investors, and advises private pooled vehicles alongside managing covered-call strategies.

Jesse Jelle Boot is a financial advisor at BIP Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Mercer Global Advisors Inc., Bank of America, Merrill, and BlackRock. 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 both public and private market strategies tailored to household-level plans.

Robert Childs is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Advisory Services, SunTrust Investment Service, and BB&T Securities. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans and combines fundamental, technical, and cyclical analysis to manage portfolios through various account platforms and third-party managers.

Curry Pajcic Jr. is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. He previously worked with Brant Hickey, where he assists in creating structured annuities for personal injury settlements involving minors and incompetent adults. 49 Financial serves a diverse client base including individuals, families, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term approach to diversified asset allocation with model-based strategies supported by proprietary and third-party portfolios.

Charles Murray is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill. OpenArc Corporate Advisory serves both individual and institutional clients, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm combines institutional retirement expertise with private markets and digital-asset capabilities, offering tailored investment solutions across a broad range of asset classes.

Laura Mitts is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining OpenArc in 2025, she worked at Merrill for five years and has held roles with Northwestern Mutual, European Wax Center, and 18|8 Fine Men's Salon. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, portfolio management, and retirement plan services, utilizing a wide range of investment tools and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

Katherine Battey is a financial advisor at Balentine with six years of industry experience. She holds the Series 66 designation and has worked previously at Rockefeller Financial LLC, Bank of America, Merrill, World 50, and The University of North Carolina at Chapel Hill. Outside of financial advising, she manages BWB Interiors LLC, an interior design and home furnishings business based in Atlanta. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office, and business advisory services. The firm employs a risk-based investment process and manages pooled investment vehicles, including private funds.

Todd Smallwood is a financial advisor at Procyon with 27 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including Sugarloaf Wealth Management and Triad Advisors. Procyon serves a diverse client base, including individuals, families, businesses, institutional investors, and private funds. The firm focuses on a long-term, fundamental analysis investment approach and manages a significant portion of assets on a non-discretionary basis, offering services across investment management, financial planning, and retirement-plan advisory.

Wonyul Sohn is a financial advisor with OpenArc Corporate Advisory, LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base, including 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 integrates institutional retirement solutions with private markets and digital asset capabilities.

Jonathan Galvis Londono is a CFA® charterholder affiliated with SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2018, following five years at Atlantix Global Systems. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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 private investment funds.

Philip Mulkey is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Synovus Securities since 2013 and also has a separate role as a tax preparer. Additionally, Mulkey serves as a notary public. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, mutual fund and ETF portfolios, financial planning, and access to alternative investments, with portfolio management supported by the Envestnet platform and a client risk-tolerance process.

William Mcferren is a financial advisor at SignatureFD, LLC based in Atlanta, GA, with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

Ross Wyatt is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Mass Mutual Investors Services, Piedmont Wealth Partners, and operates Wyatt Financial Group. Outside of advisory work, he is involved in individual life and health insurance sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, and third-party manager access. The firm’s integrated operating model includes a dedicated portfolio team that supports advisors with diverse investment strategies and portfolio management services.

Thomas Mason is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments, AssuredPartners Investment Advisors, and operated as a self-employed advisor. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Giovanni Scisci is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously was with The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a variety of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Katherine Lidl is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Corient in Atlanta, GA. Her prior experience includes roles at Brightworth and the University of Georgia. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investment options where appropriate.

Camden Ratcliffe is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has four years of industry experience. His career includes roles at Goldman Sachs and Birge and Held, with additional experience at Varsity Properties. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models and a range of implementation platforms while offering access to specialized programs and alternative investments within the broader Goldman Sachs ecosystem.

Robert Moore is a financial advisor with Lincoln Investment in Atlanta, GA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2000 and with Resurgers Risk Management since 1999. Outside of advising, he is involved in coaching football camps and prepares income taxes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice services and manages a combination of in-house and third-party investment strategies using both strategic and tactical approaches.

Michael Shoemaker is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Bankers Life and its affiliated entities since 2005. In addition to his advisory role, Shoemaker works as a unit sales manager and insurance agent, focusing on insurance sales and recruiting within the firm. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.