Jairus Buchanan is a CFA® charterholder with eight years of industry experience. He has been with GLOBALT Investments and Synovus Trust Company since 2019. His prior experience includes roles at Invictus Capital Investors, Invictus Capital Partners, and Herndon Capital Management. GLOBALT Investments provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategic allocations with tactical overlays developed in partnership with Ned Davis Research.

Jeffrey Rhineheart is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at SunTrust Bank spanning 30 years. His other business activities include serving as a New Business Development Officer at First Citizens Asset Management and as an Institutional Consultant at SVB Wealth, focusing on retirement plans, foundations, and endowments. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios across various implementation frameworks using both quantitative and qualitative criteria.

Nicholas Stafford is a CFA® charterholder with 27 years of experience in the financial industry. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having joined in 2023. Prior to that, he held positions at Emerson Equity LLC, Bridge Capital Associates, Signaturefd, and Capital Guardian Trust Company. Outside of his advisory roles, Stafford serves as Vice President for Perch Wealth, focusing on sales and marketing of private real estate investments. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis through various managed account platforms and third-party managers.

Heather Douglass is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Outside of her advisory work, she serves as Vice President of the Holman Place Subdivision Homeowners Association, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by a central Investment Management team and an Investment Committee.

Caitlin Hochstetler is a CFP® credentialed financial advisor with 12 years of industry experience. She has worked at SignatureFD, LLC since 2017 and was previously with The AYCO Company, L.P./Mercer Allied for six years. Hochstetler is based in Atlanta, GA. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, offering wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private funds and alternative investment platforms.

Henry (Hank) Cleare is a CFP® with 25 years of experience in the financial industry. He is currently with IFG Advisory, LLC and has prior experience at LPL Financial and Financial Strategies Group, Inc. Cleare is based in Atlanta, GA. IFG Advisory, LLC serves 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, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Nicholas Fontanella is a financial advisor at Bison Wealth, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at TD Ameritrade and Charles Schwab. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, including alternatives and options-based overlay strategies.

John Crawford is a CFA® charterholder and Series 63 licensee with two years of industry experience. He has been with Crawford Investment Counsel Inc since 2025, following roles at Truist Securities, Inc. Outside of finance, he has worked at Jackson Hole Mountain Resort. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach with a focus on dividend-paying companies and credit diversification across its equity and fixed-income strategies.

Henry Moog III is a financial advisor at Arkadios Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer, Arkadios Capital, in 2023, he worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2023. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, a wrap program, third-party money managers, and financial planning. The firm employs a range of analysis methods and an internal portfolio team to support discretionary account management and retirement plan fiduciary consulting.

Lane Turner is a financial advisor at Bison Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Armis Strategies, LLC, Armis Advisers LLC, Advocacy Wealth Management, and served in the United States Army for 25 years. Lane is also the owner of Armis Strategies, LLC, a licensed insurance agency focused on life and annuity insurance products. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and institutions, offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across various asset classes and includes specialized strategies and third-party manager access.

David Fisher is a CFP®, CFA®, and Series 65 credentialed advisor with 23 years of industry experience. He has been with SignatureFD, LLC since 2000. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing 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 offers affiliated private investment funds for qualified clients.

Julie Sullivan is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 66 licenses and over 39 years of industry experience. She has been associated with The Strategic Financial Alliance, Inc. and related entities since 2011. Outside of advisory work, she is a member of PIGS FLY LLC, a family-formed business opportunity venture. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning through independent advisory representatives, emphasizing client education and a formal subscription advisory services program.

David Hughes is a financial advisor at Waterloo Capital with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Resurgent Advisors, Fiduciary Alliance, LLC, Capital Asset Advisory Services, LLC, and Peachtree Financial Group. Outside of his advisory role, Hughes is a partner at Peachtree College Planning, where he conducts informational classes on college readiness and school selection. Waterloo Capital is a multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing approximately $2.26 billion across 2,600 clients. The firm employs a long-term, buy-and-hold investment approach with customized portfolios, incorporating fundamental analysis, third-party sub-advisers, and a broad range of investment tools.

Brandon Melick is a financial advisor at Howard Capital Management, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PwC for six years before joining Howard Capital Management in 2021. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and manages both proprietary mutual funds and ETFs while supporting retirement plan participants through various web-based tools and programs.

Jeffrey Peller is a CFP® and PFS™ with 19 years of experience in financial advising. He is currently with Savvy and previously worked at Cherry Bekaert Wealth Management LLC and SignatureFD, LLC. Outside of his advisory roles, he owns 4Real Growth Partners, LLC, where he engages in non-financial writing and content creation. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based strategies with tailored solutions such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by a parent technology platform and third-party sub-advisers.

Andrew Barag is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2018. He previously worked at Capital Bank And Trust Company and Capital Guardian Trust Company from 2015 to 2018. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform combining standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

David Kapchinske is a financial advisor with The Strategic Financial Alliance, Inc. in Acworth, GA, holding Series 63 and Series 66 designations and having 34 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he operates KAP Financial Solutions and is involved in fixed insurance sales through various carriers. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm uses both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

Frank Lyles III is a financial advisor at 49 Financial based in Atlanta, GA. He holds a Series 65 designation and has recently begun his career in the financial industry. Prior to joining 49 Financial, he worked at QTS and T5 Data Centers, and has experience at Auburn University and Holy Innocents' Episcopal School. 49 Financial serves a diverse clientele, including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm provides financial planning, advanced planning, retirement-plan consulting, and both discretionary and non-discretionary investment management, with an investment approach grounded in Modern Portfolio Theory and emphasizing long-term diversified asset allocation.

Elizabeth White is a CFP® professional based in Atlanta, GA, affiliated with OpenArc Corporate Advisory, LLC. She has 17 years of industry experience, including a 16-year tenure at Bank of America and Merrill Lynch. White joined OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a comprehensive investment toolkit that includes alternative and private market investments as well as digital assets.

Randy Pirkle is a financial advisor at Crawford Investment Counsel Inc with 51 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers a range of distinct equity and fixed-income strategies.