Richard McGrath is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and has 19 years of industry experience. His prior experience includes roles at Armis Advisers, Brokers International Financial Services, Rauch Advisory LLC, and Dominion Financial Solutions, where he also served as Founder and CEO. He serves on the boards of the We Promise Foundation and the Old Dominion University Athletic Foundation. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm’s investment approach features outcome-focused multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Brett Noggle is a CFP® and CFA® with five years of industry experience. He has worked at Capital Investment Advisors, LLC since 2021 and previously spent ten years at IHS Markit. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients such as pension plans, trusts, and business entities, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and active management, complemented by in-house specialists in estate and tax planning and access to private investment solutions.

Stephen Halley is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Foreside Funds Distributors LLC and Fiera Capital Inc. He serves as a senior director responsible for marketing and selling separately managed accounts and mutual fund services to financial advisors. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs an absolute value investment approach across multiple equity strategies and serves a range of clients such as trusts, retirement plans, corporate entities, and insurance companies.

Mary Linn is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Prior to her financial services career, she was employed at OneMain Financial and worked at Celebration Church and Wofford College. OpenArc Corporate Advisory serves a diverse client base, including individual and institutional investors such as trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and portfolio services through both discretionary and non-discretionary models, with a notable focus on institutional retirement solutions and private market investments.

Nicholas Molinari is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Nicholas also spent time at Florida State University in both professional and academic roles. OpenArc Corporate Advisory serves a diverse client base, including individual and institutional investors, with services such as wealth management, financial planning, portfolio management, and retirement plan consulting. The firm utilizes a wide range of investment tools and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Maria Pacin is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Merrill Lynch and Bank of America. 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 both discretionary and non-discretionary models, employing a diverse range of investment tools including alternative and private market investments as well as digital assets.

Robert Douglass is a CFA® charterholder and holds a Series 66 license, with 25 years of industry experience. He has been with Arkadios Wealth Advisors since 2021 and previously worked at JPMorgan Chase and J.P. Morgan Securities for seven years. In addition to his advisory role, he serves as a managing partner for Corbet Capital Advisors. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a range of managed accounts, third-party money managers, and financial planning solutions. The firm supports advisors with internal portfolio teams and employs fundamental, technical, and cyclical analysis in its investment approach.

Marina Mirolli is a financial advisor at Apollon Wealth Management, LLC in Atlanta, holding a Series 65 designation and beginning her advisory career in 2026. Prior to joining Apollon, she worked at North Georgia Land for five years and held roles at See.Spark.Go from 2016 to 2020. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving a broad client base including individuals, high-net-worth clients, family offices, businesses, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining centrally managed strategies with locally managed portfolios, and utilizes a diverse range of investment vehicles including ESG models and private credit funds.

Michael Eldredge is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He has worked at Alexander Capital since 2020 and at Centaurus Financial Inc. since 2015. 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 institutional clients, offering capital markets and M&A advisory work. The firm employs a top-down investment approach that blends proprietary technical analysis with fundamental review and utilizes 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.

Dalton Fair is a financial advisor at Apollon Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation. He has experience working with Catalyst Wealth Management and Morgan Stanley prior to joining Apollon. Fair has been with Apollon since 2023. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, investing across a range of asset classes and offering ESG models, Direct Indexing, and sub-advisory services tailored to client needs.

Trevor Payne is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Queensborough Wealth Management and in educational roles at the University of Georgia, University of North Georgia, Westside High School, and Georgia Cyber Academy. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and active management, supplemented by in-house specialists in estate and tax planning and access to private investment solutions and formal pension consulting capabilities.

Chelsea Kiehler is a CFA® charterholder with 16 years of industry experience. She is currently with Sequent Planning, LLC and has prior experience at Bank of America and Merrill. She volunteers annually at a nonprofit 5K run and serves on her homeowners association board, contributing to finance and community committees. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of advisers using diversified investment models and tax-aware strategies.

John Power is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 registrations and 32 years of industry experience. He has worked at Equity Investment Corporation since 2016 and concurrently held roles at Foreside Funds Distributors LLC since 2013 and JFB Holdings Corp from 2013 to 2017. Equity Investment Corporation provides discretionary equity portfolio management to institutional and private investors, including high-net-worth clients and retirement plans. The firm employs a fundamental, absolute value investment approach across multiple equity strategies and serves various client types, including insurance companies and government entities, with a scalable advisory model.

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 and currently advises at OpenArc Corporate Advisory, LLC. She previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2008 to 2025. Outside of her advisory role, she serves on the board of directors for City of Refuge, a charitable organization focused on supporting individuals and families in Atlanta. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and specialized retirement services. The firm employs both discretionary and non-discretionary strategies, incorporating a wide range of investment options and emphasizes institutional retirement plan solutions alongside a robust private markets and digital assets capability.

Campbell Huber is a financial advisor with 3 years of industry experience, currently with 49 Financial. He holds Series 63 and Series 66 licenses. Prior to joining 49 Financial, he worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Peachtree Planning. Outside of his advisory work, Huber coaches a youth basketball team and serves as networking chair for his fraternity’s alumni committee. 49 Financial serves a broad client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm manages approximately $1.4 billion through a multi-team structure and employs a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

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.