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.

Daniel Miller is a financial advisor with IFG Advisory, LLC and holds the Series 63, Series 65, and Series 66 licenses. He has 26 years of industry experience and has been with IFG Advisory and LPL Financial since 2016. Outside of his advisory work, he owns Unique Atlanta Homes, Inc., a real estate renovation and flipping business. IFG Advisory, LLC provides advisory services to individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to manage client assets through various strategies and third-party managers.

Robert Bethards II is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at WOODBURY FINANCIAL SERVICES INC and Quay Financial Group, Inc. Outside of his advisory work, he is in the early stages of starting a home-based shirt company. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Patrick Connolly is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include work with Arkadios Capital, Afterburner Inc, and a short tenure at Top Dawg Moving. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies that incorporate fundamental, technical, and cyclical analysis.

David Wilke is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Capital Investment Advisory Services, LLC since 2018. His prior experience includes 13 years at Princor Financial Services Corp and Principal Life Insurance Co. In addition to his advisory role, Wilke is also an insurance agent with Capital Insurance Affiliates. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and charitable institutions. The firm offers tailored investment strategies primarily managed on a discretionary basis, utilizing fundamental, technical, and charting analysis methods across a range of asset types.

Adrian Flambard is a financial advisor at Beacon Global Advisor Network, LLC with 11 years of industry experience. He holds the Series 65 designation and has worked at Brite Advisors USA, Inc., Brite Investments USA, LLC, and Brite Advisors Ltd. since 2015. 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 a focus on tailored client portfolios using a blend of mutual funds, ETFs, individual equities, and fixed income.

Chiao Chan is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Cambridge Investment Research. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm employs both discretionary and non-discretionary engagement models and offers a wide range of investment options, including private markets and digital assets, alongside a substantial institutional retirement practice.

Elizabeth Lasco is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, and GS Capital Management. Elizabeth has worked at Arkadios since 2026. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers portfolio management, retirement plan consulting, financial planning, and reporting services, employing customized investment plans that blend fundamental, technical, and cyclical analysis across various account types and strategies.

Andrew Prehmus is a financial advisor with BIP Wealth, LLC in Norcross, GA, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at Strategic Blueprint, LLC, and The Strategic Financial Alliance, Inc. Outside of his advisory work, he is a partner in Prehmus Financial Partners, which offers financial services and fixed insurance advice. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations and offers private-market securities to qualified investors, distinguishing itself through adviser roles to private pooled vehicles and affiliated sponsor activities.

Cynthia Yepez is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. She previously spent 11 years at Merrill before joining OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers a range of services such as wealth management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary models with diverse investment options including private markets and digital assets.

Derek Keeney is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at IFG Advisory and LPL Financial since 2019, and prior experience at Doehler North America and Anheuser-Busch InBev. IFG Advisory, LLC serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, employing a blend of fundamental, technical, and cyclical analysis, and offers specialized real estate planning and business valuation services.

John Hester is a CFP® with six years of industry experience, currently serving as an advisor at BIP Wealth, LLC. He previously worked at Royal Alliance Associates, Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Prior to his financial career, he spent five years with the Seattle Mariners. 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, including private-market investment advisory services and covered-call SMA strategies.

Brad Joseph is a financial advisor with Capital Analysts based in Dunwoody, GA, holding a Series 63 designation and 27 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1998 and concurrently works with Dekalb County Schools. Outside of advising, he owns Joseph Financials LLC, a marketing-focused DBA, and is licensed to sell life insurance and fixed annuity products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm's investment approach combines discretionary portfolio management by an in-house team with non-discretionary advice, utilizing a proprietary mutual fund screening process and emphasizing fiduciary responsibilities for retirement accounts.

Kassi Hyde is a financial advisor at Apollon Wealth Management, LLC with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Apollon in 2023, she worked for nine years at United Capital Financial Advisers, LLC. She is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, consulting, and sub-advisory services, combining centrally managed strategies with locally managed portfolios tailored through various investment vehicles and specialized offerings.

Douglas Liptak is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been with SignatureFD, LLC since 2000. Based in Atlanta, GA, he focuses on wealth management within a multi-team firm environment. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing ongoing 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.

Leslie Hill is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 25 years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services using a broad range of investment tools and emphasizes institutional research and governance for its retirement plan sponsors.

Mark Wazevich is a financial advisor at OpenArc Corporate Advisory, LLC with 26 years of industry experience. He held prior roles at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, N.A. Outside of his advisory work, he is involved in a family LLC co-owned with his wife. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers comprehensive wealth management and dedicated retirement plan services, employing a broad investment toolkit that includes alternative and private market investments as well as digital assets.

Alexandra Khoury is a CFP® with 15 years of industry experience. She currently works at OpenArc Corporate Advisory, LLC and previously spent 14 years at Bank of America and Merrill. Outside of her advisory role, she is a member of NAB Property Group LLC, an entity established for rental property ownership. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofits, and retirement plans. The firm offers tailored wealth management and retirement plan services using a broad array of investment strategies, with a notable focus on institutional retirement solutions and private market investments.

Braeden Davidson is a financial advisor at IFG Advisory, LLC in Atlanta, GA, holding a Series 65 credential with one year of industry experience. Prior to joining IFG Advisory, he worked at Aegis Capital Group and Accenture. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies and third-party managers to tailor portfolios and manages held-away assets such as 401(k)s and HSAs to align with clients’ overall financial goals.

Laurel Resendez is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with LPL Financial and Professional Compliance Assistance, Inc. in prior roles. Resendez is involved in managing a business entity related to LPL and provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of analytical approaches and investment instruments, employing sub-advisors and third-party managers to tailor portfolios to client objectives.