Lane Turner is a financial advisor at Bison Wealth, LLC with nine years of industry experience. He holds the Series 65 credential and has worked at several firms including Armis Strategies, LLC and Advocacy Wealth Management. He is also the owner of Armis Strategies, a licensed insurance agency specializing in life and annuity insurance products. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Aleksander Searcy is a financial advisor with Impact Partnership Wealth, LLC in Marietta, GA, holding Series 65 and Series 66 credentials and five years of industry experience. His prior roles include positions at Voya Financial Advisors and Vincent Financial Group. Outside of advisory work, he is involved in managing a vacation rental property through Avia Hospitality. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of advisors. The firm offers a range of portfolio management solutions and financial planning services, utilizing both firm-managed and advisor-managed investment models.

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 designation and has worked at firms including Resurgent Advisors, Fiduciary Alliance, and Peachtree Financial Group. Outside of his advisory role, he is a partner in Peachtree College Planning, where he conducts informational classes on school selection. Waterloo Capital is an SEC-registered multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients with customized investment management and financial planning services. The firm emphasizes long-term, strategic buy-and-hold portfolio allocations supported by fundamental analysis and offers both discretionary and non-discretionary management.

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.

Clayton Norman is a CFP® with eight years of experience at Henssler Financial and a total of five years in the financial industry. Before joining Henssler Financial in 2018, he worked at Vallen Distributions and The Money Advisor Group. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm uses a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, automated rebalancing, and tax-loss harvesting, supported by a network of affiliated accounting, real estate, and law firms.

Andrew Barag is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2018. His prior experience includes roles at Capital Bank and Trust Company, Capital Guardian Trust Company, Morgan Stanley, and Waddell & Reed. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning, discretionary portfolio management, and specialized services such as family-office style solutions, pension consulting, executive compensation analysis, and access to private investments.

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® with 17 years of experience in the financial services industry. She has worked at Bank of America and Merrill Lynch for 16 years before joining OpenArc Corporate Advisory, LLC in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and utilizes an investment process that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

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.

Troy Roberson is a CFP® with 16 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He previously worked at Resource Horizons Investment Advisory, Inc. from 2012 to 2014. Outside of his advisory role, Roberson is involved as an executive officer with the Marine Corps Aviation Association in Atlanta and serves as secretary for West Cherokee Church of Christ. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services using both internally created models and third-party managers.

Boris Kuzmin is a CFA® charterholder with seven years of industry experience. He has been with Crawford Investment Counsel Inc in Atlanta, GA since 2004. 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, focusing on dividend-paying, higher-quality equities and diversified fixed-income strategies.

Adis Mehic is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at SignatureFD, LLC since 2025 and previously spent 10 years at Mercer Global Advisors. SignatureFD serves a diverse client base including individuals, business entities, trusts, and charitable organizations, offering discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and manages several affiliated private funds while also operating an AI-enabled platform focused on private placement life insurance.

Daniel Marshall is a CFP® professional with 25 years of industry experience. He currently serves at OpenArc Corporate Advisory, LLC, having previously worked at Bank of America and Merrill Pierce, Fenner & Smith Inc. His background includes extensive experience in wealth management and financial advisory roles. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs an investment approach that integrates institutional research, manager due diligence, and diversified implementation across public and private markets.

Melanie Rodrigue is a CFP® with 20 years of experience in the financial services industry. She is currently with IFG Advisory, LLC and has previously worked at Wealth Science Advisors LLC, Northwestern Mutual Investment Services LLC, Jim Exley, and Northwestern Mutual Investment Management. Outside of finance, she is the owner of Melanie Sue Fisher Fine Art, where she studies, practices, and sells oil paintings. 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, standalone financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

William Roach is a financial advisor with GLOBALT Investments in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1991. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations, banks, and other advisers. The firm employs a combination of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays.

Victoria Santini is a CFP® professional affiliated with SignatureFD, LLC in Atlanta, GA. She has been with SignatureFD in various roles since 2017 and has prior experience at Stewardship Financial Advisors, LLC and Charles Schwab. Santini also worked in university housing and administrative positions at the University of Georgia. SignatureFD serves a wide range of clients including high-net-worth individuals, business entities, trusts, and charitable organizations, providing wealth management, retirement plan management, and consulting services. The firm employs discretionary portfolio management with mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.