Maria Pacin is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. She has previously worked at Merrill Lynch and Bank of America, N.A. Maria is based in Atlanta, GA. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm employs a comprehensive investment process combining institutional research, manager due diligence, and diversified implementation across public and private markets.

Stephanie Van Dyke is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Northwestern Mutual and Jeffrey W Miller. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management models and integrates technology and operational outsourcing into its service approach.

Layla Vanderslice is a financial advisor at Merit Financial Advisors with two years of industry experience. She holds a Series 65 designation and previously operated her own advisory practice for 20 years before joining Yeomans Consulting Group for three years. Vanderslice is also a licensed insurance agent. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios and offers a range of investment management and financial planning services.

Michael Eldredge is a financial advisor at Alexander Capital Wealth Management LLC in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Centaurus Financial Inc. and J P Turner & Company Capital Management, LLC. Eldredge also serves as branch manager and operations manager at LCORE Wealth Management LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down investment process that combines proprietary technical analysis with fundamental review, utilizing discretionary management, sub-advisers, and model portfolios.

Long Delille is a CFA® charterholder based in Atlanta, GA, with two years of experience in the financial services industry. He currently works at Waverly Advisors, LLC and previously held positions at Manchester Capital Management, Pfizer, and Willis Towers Watson. Waverly Advisors is a multi-team registered investment adviser managing portfolios for 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 alongside financial planning and retirement plan consulting services.

Judah Margulies is a financial advisor at Trajan Wealth, L.L.C. in Atlanta, GA, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Equitable Advisors, LLC, and AXA Advisors, LLC. Margulies is also involved in insurance sales as a licensed insurance agent. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process documented in an investment policy statement.

Matthew Parker is a financial advisor at Arete Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Synovus Securities Inc. and CREATIVE Financial Group. Outside of his advisory role, he is an associate at HILL & HILL FINANCIAL LLC in Woodstock, GA. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Trevor Payne is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Queensborough Wealth Management. His background includes roles in education at the University of Georgia, University of North Georgia, Westside High School, and Georgia Cyber Academy. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management using a centralized, structured portfolio approach with tailored allocations and access to specialized third-party managers.

Owen Mc Bryan is a financial advisor at Mission Wealth Management, LP with a Series 65 credential. He has been with the firm since 2026 and is based in Duluth, GA. Prior to joining the firm, he was a student and unemployed for ten years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios to client needs through both internal management and select third-party sub-advisors.

Chelsea Kiehler is a CFA® charterholder with 17 years of industry experience. She currently works at Sequent Planning, LLC and has held prior roles at Bank of America, Merrill, and Morgan Stanley. Outside of her advisory work, she volunteers with BEATs Inc., a nonprofit organization, and serves on the finance and pool & park subcommittees for the Laural Springs HOA board. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and retirement plan services through a network of investment adviser representatives using a structured risk framework and diversified manager exposures.

Teresa Munro is a CFP®-designated financial advisor at Waverly Advisors, LLC with 18 years of industry experience. She previously worked at BT Wealth Management, LLC for nine years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using both traditional and alternative strategies, offers financial planning and retirement consulting, and supports clients through institutional custodians and technology platforms.

Brittany Hartnett is a CFP® with 18 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC since 2025. Before joining OpenArc, she worked at Bank of America, N.A. and Merrill for over 16 and 17 years respectively. She serves on the board of directors for City of Refuge, a charitable organization in Atlanta focused on community support. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and diversified implementation across public and private markets, managing approximately $10.1 billion in assets.

Campbell Huber is a financial advisor with 49 Financial in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Peachtree Planning. Outside of his advisory work, he coaches youth basketball and serves as networking chair for the Sigma Pi Fraternity alumni committee. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement plan consulting, and investment management. The firm employs a disciplined, long-term, diversified asset allocation strategy incorporating multiple analytical approaches and operates tiered fractional family office services.

Markell Bryant is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at RFG Advisory, LLC and has previously been employed at Edward Jones. RFG Advisory serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients, providing discretionary portfolio management, financial planning, and consulting services. The firm utilizes model strategies, third-party platforms, and offers access to alternative investments and annuity platforms.

Eileen Fannon is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors since 2015, following prior roles at Resource Horizons Investment Advisory and Resource Horizons Group. Outside of her advisory work, she serves as a minister performing marriage ceremonies and is involved in accounting and tax services through a separate business she manages. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and governmental entities, employing a combination of internally developed models and third-party managers to construct and manage portfolios.

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.

Jillian Stearns is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Sound Income Strategies, she was associated with Stearns Retirement Group and has experience at PricewaterhouseCoopers and the Deloitte Center for Ethical Leadership. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets and serving a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA plan services.

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.

Matthew Speed is a financial advisor at BIP Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SunTrust Investment Services, Inc. since 2016. Outside of financial advising, he is involved with Willowdale Studios, where he produces documentary content focused on semi-professional football. 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, utilizing tailored asset allocations and private-market securities for qualified investors, and manages private pooled investment vehicles and buy-write SMA strategies.