John Crawford III is a financial advisor at Crawford Investment Counsel Inc with 23 years of industry experience. He has been with Crawford Investment Counsel since 1980, serving the firm for over four decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies implemented by a diverse investment team.

Cameron Craig is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2017. Prior to joining SignatureFD, he worked at Northwestern Mutual in various roles from 2012 to 2017. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, 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 is vertically integrated with affiliated accounting and fund-management entities.

Christopher Spires is a financial advisor with Perigon Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Lakeview Capital Partners, Sterne Agee Financial Services, and Lakeview Capital Management. He is also dually registered with Purshe Kaplan Sterling Investments, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs, and maintains institutional relationships with multiple custodial platforms.

Dennis Mckinney is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Investment Corporation since 2016. He also has experience with Foreside Funds Distributors LLC and JFB Holdings Corp. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and institutional clients such as insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration.

Simeon Wallis is a CFA® charterholder with four years of industry experience. He is currently an advisor at Aprio Wealth Management, LLC, where he has worked since 2020. Prior to that, he spent seven years at Valor Bridges Partners. Wallis is also the founder of The Wallis Advisory Group, an inactive entity based in New York. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment techniques including asset allocation, dollar-cost averaging, and options-based strategies, and is notable for its affiliation with a third-party administrator and pension consulting business.

Cheryl Lavette is a financial advisor with GLOBALT Investments in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with GLOBALT Investments and its predecessor entities since 2008. GLOBALT Investments provides discretionary investment management to a diverse client base including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment approach overseen by an Investment Policy Committee, utilizing quantitative, technical, and fundamental analysis primarily through innovatETF asset-allocation strategies with ETFs as key implementation vehicles.

Scarlott Cagle is a CFP® professional with 21 years of experience in financial advising. She has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight from an Investment Policy Committee.

Aaron Jeffries is a financial advisor at Nicholas Hoffman & Company, LLC with nine years of industry experience. He previously worked at SunTrust Investment Services and was self-employed before joining his current firm. 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 offers both discretionary and non-discretionary advisory relationships and is notable for its role as lead investment sub-advisor to an affiliated lower-middle-market private equity fund and for using performance-based fee arrangements in certain private funds.

Justin Yost is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. He previously worked at Morgan Stanley and Fieldpoint Private Securities before joining BIP Wealth in 2023. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a range of investments and also advises private pooled investment vehicles and private-market offerings for qualified investors.

Kimberly Gardner is a financial advisor at OpenArc Corporate Advisory, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, with a focus on wealth management, financial planning, portfolio management, and retirement plan services. The firm offers tailored investment solutions incorporating equities, bonds, alternative investments, private markets, and digital assets, alongside a significant institutional retirement practice.

Joshua Rodriguez is a financial advisor with Bison Wealth, LLC in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Bison Wealth, he worked at Country Oaks Farm and Pet Supply and Camp Timberlake, and was a student until 2024. 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, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach includes multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, alongside distinct tactical and individual-security strategies and an options-based overlay program.

Franklin Cochran is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory and Kestra Investment Services. Outside of advisory work, he is involved in insurance sales and consulting through Level Four Insurance and Veracor, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios, wrap platforms, and sub-advisors.

Carlton Forrester is a financial advisor at Stephens with 18 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at JPMorgan Securities, UBS Financial Services, Credit Suisse Securities, and Edge Advisors. Stephens provides investment advisory and wealth management services to individual investors, institutional clients, and government entities. The firm utilizes multiple investment committees and sponsored programs, combining bottom-up security selection and top-down fixed-income management, supported by an integrated broker-dealer and investment banking platform.

Patrick Farren is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and other roles including sales representation for Vector Marketing. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management, financial planning, and retirement plan services. The firm offers discretionary and non-discretionary portfolio management with capabilities across traditional and alternative investments, including private markets and digital assets, and maintains a notable institutional retirement practice.

Kevin Walker is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining BIP Wealth, he worked six years at Buckhead Home Loans. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and 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, and private-market securities for qualified investors.

Nirvanna Silva Novelo is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Nicholas Hoffman & Company, LLC since 2022. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers customized Financial Profiles and Investment Plans implemented through a range of investment vehicles and is notable for its use of performance-based fee arrangements and its role as lead investment sub-advisor to an affiliated private equity fund.

Taylor Holley is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining OpenArc in 2025, Holley worked at Bank of America and Merrill. Before entering the financial industry, Taylor spent five years at The Cheesecake Factory. OpenArc Corporate Advisory serves individual and institutional clients ranging from non-high-net-worth individuals to nonprofit endowments and retirement plans. The firm provides tailored wealth management and retirement plan services, employing a broad investment toolkit and emphasizing institutional research and manager due diligence in its substantial retirement practice.

John Ray is a Series 66-licensed financial advisor with 17 years of industry experience, currently with BIP Wealth, LLC where he has worked since 2014. He is based in Atlanta, GA. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using mutual funds, ETFs, fixed income, individual securities, and options-based strategies, and also provides advisory services for private pooled investment vehicles and private-market offerings.

Jonathan Christiansen is a CFA® charterholder and Series 63 licensed financial advisor with Crawford Investment Counsel Inc in Atlanta, GA. He has six years of industry experience, all with Crawford Investment Counsel since 2013. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach with a focus on income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Kendall Matrisian is affiliated with SEIA and holds a Series 66 designation. Although Matrisian has no industry experience listed, their background includes roles at several firms and organizations, including Cambridge Investment Research, The Ameriflex Group, and The University of Alabama. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process combining strategic asset allocation and tactical adjustments overseen by an internal Investment Committee.