Jeffrey Neumeyer is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he manages a family-held condo rental business. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm combines institutional research and diversified asset allocation strategies across public and private markets, serving high-net-worth clients and nonprofits with both discretionary and non-discretionary solutions.

Nicholas Shook is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He began his advisory career in 2025 after prior roles at LPL Financial, United Parcel Service, and Unum Group. In addition to his advisory work, he operates Good Works Financial LLC, a tax preparation and accounting business. IFG Advisory, LLC provides comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers specialized services such as real estate-oriented planning and business valuation.

Maximillian Stewart is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, holding the Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Hampton Bluff Capital Partners and Florida Financial Advisors, where he also engaged in fixed insurance sales. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients, utilizing a blend of strategic and tactical asset allocation across various investment vehicles and offering alternatives through specialized platforms.

Dennis Booker Jr. is a financial advisor at BIP Wealth, LLC with 24 years of industry experience. He holds the Series 66 designation and has been with BIP Wealth since 2010. 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, utilizing tailored asset allocations across mutual funds, ETFs, fixed income, individual securities, and options-based strategies, and also advises private pooled investment vehicles.

Hans Hamann is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to joining OpenArc, he worked at Apogee Electronics, Apple, and VeronaWalk Realty. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit clients. The firm manages approximately $10.1 billion and employs a diversified investment approach that includes institutional research, manager due diligence, and a range of public and private market strategies.

Tobin Anderson is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at multiple firms including IFG Advisory, LLC, Arista Advisory Group, LLC, Edward Jones, Pacific Select Distributors Inc., and Pacific Life Insurance Co. Outside of his role at LPL Financial, he provides investment advisory services through IFG Advisory, LLC, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, combining large-scale advisory operations with additional product offerings such as insurance and annuities.

Edison Lambeth is a Series 66 licensed advisor with 25 years of industry experience, currently serving at Equity Investment Corporation since 2016. He has prior experience with Foreside Funds Distributors LLC and Voya Investment Management CO. LLC. Lambeth holds a senior director role focused on client service and sales related to institutional separately managed accounts. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private investors, including high-net-worth individuals, trusts, and retirement plans. The firm employs a fundamental absolute value investment approach across multiple equity strategies and serves as a sub-adviser to wrap account and UMA program sponsors, managing an extensive client base through scalable institutional relationships.

Ryan Merriman is a financial advisor at BIP Wealth, LLC with five years of industry experience. He has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Goldman Sachs & Co. LLC, and Cox Communications. Merriman holds the Series 63 and Series 65 designations. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans, providing comprehensive financial planning and portfolio management. The firm offers tailored asset allocations that include mutual funds, ETFs, fixed income, and private-market securities for qualified investors, and manages private pooled vehicles alongside firm-run covered-call strategies.

Rachael Kelly is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America N.A., Merrill, WestRock, and Coldwell Banker. Kelly maintains a part-time association with a real estate referral network for personal and family use. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm employs a research-driven investment process across diverse asset classes and offers tailored governance and advisory solutions for plan sponsors and nonprofit clients.

Derrick Friedman is a financial advisor with Capital Analysts based in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. In addition to his advisory role, Friedman founded a national placement company for financial advisors and manages a group life insurance program sponsored by a school employer. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice. The firm combines discretionary and non-discretionary investment management supported by proprietary fund screening and maintains institutional relationships to support a range of investment solutions.

Elizabeth Kunzler is a financial advisor at Beacon Global Advisor Network, LLC with over a year of experience. She holds the Series 65 designation and previously worked at Raymond James Investment Services Ltd. for 12 years. Kunzler is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized asset management and financial planning services, with a notable focus on pension-transfer capabilities for U.K. nationals and a network of independent advisory representatives providing layered service arrangements.

Zachary Williams is a financial advisor with Simplicity Wealth in Atlanta, GA, holding a Series 65 credential and two years of industry experience. He has worked at Fairway Financial Partners and Brookstone Capital Management, among other firms, and is involved in insurance and annuity sales as a co-owner of Fairway Financial Partners. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, offering a range of advisory services from financial planning to managed account platforms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers.

Adrian Vassallo is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 designation and nine years of industry experience. His career includes roles at Dixon Hughes Goodman LLP and its affiliated wealth advisory firms from 2005 to 2024. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and consulting services. The firm’s investment approach emphasizes customized asset allocation and combines active and passive strategies, with integrated tax and accounting services provided by its parent firm.

Brian Frey is a CFP® professional with 16 years of experience in financial advising. He has worked at SignatureFD, LLC since 2018 and previously held positions with JOYN Atlanta, Inc., JOYN Advisors, Inc., Securian Financial Services, Inc., Minnesota Life Insurance Company, and GV Financial Advisors, Inc. He is based in Atlanta, GA. SignatureFD serves individuals, including high-net-worth clients, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, and consulting services, employing diversified, long-term asset allocation strategies across multiple investment vehicles.

Pamela Middleton is a ChFC® with 43 years of industry experience, currently serving at Capital Analysts. She has worked at Lincoln Investment Planning, Inc. for 30 years and previously at Banks, Jackson & Middleton Inc. She is also involved in income tax preparation and owns an insurance and financial services business. Additionally, she acts as an executor and trustee for a family estate and serves as guardian for her grandson. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm utilizes both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team that employs a proprietary mutual-fund screening process.

Kimberly Woody is a financial advisor at GLOBALT Investments with 12 years of industry experience. She holds a Series 65 designation and has been associated with GLOBALT Investments and its predecessor entities since 1997. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including high-net-worth individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

Conrad Levesque is a CFP®-designated financial advisor with nine years of industry experience, currently practicing at Savvy. He previously worked at multiple firms including Delvr Wealth, LLC, Alison Wealth Management, and C2P Capital Advisory Group. Outside of advising, he owns Delvr Wealth, LLC, through which he provides tax preparation and planning services. Savvy offers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware strategies, integrating third-party fintech tools and specialized sub-adviser strategies.

John Weindler is a financial advisor at OpenArc Corporate Advisory, LLC with 21 years of industry experience. He holds the Series 66 credential and has prior experience at Bank of America, N.A. and Merrill. He serves as a board member of the Global Equity Organization, focusing on education, networking, and collaboration within the industry. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients, managing approximately $10.1 billion in assets. The firm’s investment approach integrates institutional research, manager due diligence, and diversified strategies across public and private markets.

Thomas Joerres is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, Merrill, and Northern Trust Hedge Fund Services. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis, employing a diversified investment approach that includes both public and private market securities and selective digital asset exposure.

Ryan Ely is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Capital Investment Advisors since 2010 and has worked concurrently with HYB Partners, LLC and Wela Strategies, Inc. Additionally, he has produced the "Money Matters Show" on WSB Radio since 2009. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based model portfolios and sleeves, integrates financial planning with portfolio management, and offers specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.