Joshua Rodriguez is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 credential. He has recently entered the industry, beginning his advisory career in 2026. Prior to joining Bison Wealth, he worked at Country Oaks Farm and Pet Supply and Camp Timberlake. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advice, and a turnkey asset management platform for unaffiliated advisers, utilizing a combination of tactical and strategic allocations across various asset types.

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 has previously worked at JPMorgan Securities, JPMorgan Chase Bank, and UBS Financial Services. Based in Atlanta, GA, he has been with Stephens since 2025. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

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.

Lizeth Kishel is a CFP® professional with four years of industry experience, currently advising at Modera Wealth Management, LLC in Atlanta, GA. Her prior roles include positions at Homrich Berg Wealth Management, Ameris Bank, Wells Fargo Private Bank, and SunTrust Banks. Kishel serves as the Public Relations Director on the Board of Directors for the Financial Planning Association, where she manages the chapter’s social media and website. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs diversified asset allocation based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services, supporting a broad range of client needs.

John Doverspike Jr. is a financial advisor with Capital Investment Advisors, LLC in Atlanta, holding a Series 65 designation and one year of industry experience. Prior to joining Capital Investment Advisors, he worked at the Georgia Center for Opportunity and spent several years with Ronald Blue Trust and Ronald Blue & Co. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm employs a centralized investment platform featuring standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

Kevin Walker is a financial advisor at BIP Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Buckhead Home Loans and Element Funding. 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 and manages both public and private market investments, including private pooled vehicles and covered-call strategies.

Andere Casanova Fuente is a CFA® charterholder affiliated with Beacon Global Advisor Network, LLC and has four years of industry experience. Prior to joining the firm, she worked at Cameron James, Ltd., the Central Bank of Spain, and Dubai World. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, and maintains a specialized advisory capability for U.K. expatriates.

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.

Emile Babin is a CFP® and Series 63 licensed advisor with five years of industry experience. He is currently with Gibbs Wealth Management, LLC and has prior experience at Eagle Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Additionally, he operates Babin & Associates, LLC, an insurance business he has owned since 1998. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by a combination of analytical approaches. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Thomas Villalobos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equity Services Inc and National Life Group, as well as diverse experiences outside finance such as working at Bath & Body Works and involvement with educational institutions. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, and business entities. The firm uses third-party software to generate written financial plans that advisors review and present, supporting a technology-assisted service model with a high client-to-advisor ratio.

David Paulukaitis is a financial advisor with Advisory Services Network who holds a Series 65 designation and has 16 years of industry experience. He has been with Advisory Services Network since 2007 and is also the owner and consultant of Mainstay Capital Markets Consultants, Inc., a role he has held since 2005. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

John Busey is a financial advisor at LifeMark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeMark since 2017. Prior to that, he worked at INVEST Financial Corp for 12 years and has operated as an independent insurance agent since 2005. Outside of his advisory work, he serves as president of Saeg, Inc., an S-corporation used to manage income and expenses. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a variety of managed account programs and tailors advice through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Jeremy Hermida is a Series 65-licensed financial advisor with BIP Wealth, LLC, based in Alpharetta, GA. He has been with BIP Wealth since 2024 and has one year of industry experience. Prior to joining BIP Wealth, he was not employed in the financial industry. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, pooled investment vehicles, and private funds, with a focus on tailored asset allocations and private-market securities for qualified investors.

Scott Barnas is a CFP® and ChFC® with 28 years of experience in financial advisory roles. He has worked at Aprio Wealth Management, LLC since 2021 and previously held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with dollar-cost averaging, technical analysis, and trading strategies, and offers coordinated referrals with an affiliated CPA firm while maintaining separate accounting and advisory arrangements.

Michael Runager is a financial advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Elevation Point Wealth Partners in 2026. In addition to his advisory role, he owns and manages two transportation-related sole proprietorships, Southway Solutions and Final Mile Solutions. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing over $8 billion in assets, serving individuals, retirement plans, trusts, and businesses. The firm emphasizes model portfolios with tactical asset allocation and incorporates third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Peter Coleman Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. Outside of his advisory work, he has involvement in real estate rental activities. 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, utilizing a blend of fundamental, technical, and cyclical analysis, and manages both in-house and third-party investment strategies.

William Westenberger is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Prime Capital Investment Advisors LLC and Longer Financial. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and it manages approximately $1.57 billion in assets under advisement as a 3(21) adviser.

Charles Schorpp is a financial advisor at OpenArc Corporate Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill, with a combined tenure spanning over two decades. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and tools including private markets and digital assets.