Lewis Walker is a financial advisor with The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, Walker is involved in consulting and coaching through Life Transitions Advisors, LLC, focusing on training and exit planning for closely held businesses, and serves on the board of directors for SFA Holdings, Inc. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm supports multiple portfolio programs and third-party manager platforms, delivering services through both in-house management and co-advisory or solicitor arrangements.

Nancy Thrasher is a CFP® with 44 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2001 and has also operated a business providing bookkeeping and tax preparation services. Additionally, she maintains an active real estate license. Synovus Securities serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs and access to alternative investments.

Sibghat Sheikh is a CFA® charterholder and holds a Series 66 license, currently affiliated with SignatureFD, LLC. He has one year of industry experience with prior roles at MAGEC Group, Northwestern Mutual Investment Services, and other firms. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

Rohan Patel is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Bank of America and Merrill. 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 and utilizes a diversified investment approach that includes institutional research, manager due diligence, and a mix of public and private market securities.

Everett Cramer Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked for nine years at Bank of America and Merrill. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management. The firm combines institutional research and manager due diligence to deliver diversified investment solutions across public and private markets, including alternative assets and selective digital exposures.

Grace Lopez Williams is a financial advisor at Kovack Advisors, Inc. with 12 years of industry experience. She holds the PFS™ designation and Series 63 license. Her prior roles include positions at Avantax Advisory Services and OneAmerica Securities. Williams is also CEO of GW Group Financial Services LLC and Grace M. Williams CPA PC, and serves on the boards of Trabajo Legal USA LLC and Ace Loans. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory and independent advisor programs.

Roger Baloucoune is a financial advisor with Advisory Services Network, LLC, holding a Series 63 designation and 22 years of industry experience. He has been with Advisory Services Network since 2011. Outside of his advisory role, he is involved in tax preparation through Intelliplan Advisors and serves as an owner and officer of Intelliplan, Corp., a service corporation for tax purposes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with tailored strategies across a variety of investment types.

Rex Macey is a CFP® and CFA® with 23 years of experience in the financial industry. He currently works at BIP Wealth, LLC and previously spent 11 years at Red Tortoise, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based strategies, with additional private-market investments available for qualified investors.

Bryan Rea is a CFP® professional affiliated with Capital Investment Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He has worked at Capital Investment Advisors since 2010 and has held roles at HYB Partners and Wela Strategies, Inc. He holds Series 63 and Series 65 licenses. 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 integrated financial planning and uses in-house specialists, including a CPA Tax Planning Strategist and an Estate Planning Strategist, to coordinate comprehensive financial services.

James Loving is a CFA® charterholder with 10 years of industry experience. He is currently with Aprio Wealth Management, LLC in Atlanta, GA, where he has worked since 2025. Prior to this, he spent a decade at A. Montag & Associates, Inc. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and risk tolerance, using a mix of asset classes and strategies, and is part of a broader group that includes tax and benefit consulting affiliates.

Fletcher Majors is a CFA® charterholder based in Atlanta, GA, with 18 years of industry experience. He has worked at Stephens since 2026 and previously spent 16 years at Susquehanna Financial Group, LLP. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of discretionary and non-discretionary management strategies, combining bottom-up equity research with committee-driven asset allocation and also provides brokerage, investment banking, custody, and municipal advisory services.

Ian Kohl is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 65 and Series 63 designations. He has three years of industry experience, including prior roles at John Hancock Manulife. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm employs a diversified investment approach across public and private markets, combining institutional research with manager due diligence and offers governance-oriented services for plan sponsors and nonprofit clients.

Victor Wilkerson is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Bison Wealth, LLC and has held roles at several firms including Brookhaven Integrated Wealth Strategies, Advocacy Wealth Management, and First Horizon Advisors. Wilkerson is the founder of Trinity Street Financial and president of Armis Strategies, both insurance general agencies. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm employs a multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies and supports other advisers through a turnkey asset management platform.

Nathan Stibbs is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Continuum Advisory, LLC, and Triad Advisors, Inc. Outside of finance, he serves as vice president of Waterborne, Inc., a biotechnology company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts and access to third-party money managers. The firm employs a disciplined investment approach supported by an internal portfolio team and offers comprehensive portfolio reporting and planning services.

Bradford Young is a CFA® charterholder with 21 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA since 2004. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 client relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client’s needs using fundamental and financial analysis.

Julius Hutchinson is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include leadership positions at Strategic Blueprint, LLC and Hutchinson Private Wealth, LLC. The Strategic Financial Alliance serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory services, utilizing customized strategies through portfolio management, third-party manager selection, and financial planning.

Landon Powell is a CFP®-certified financial advisor with three years of industry experience, currently with IFG Advisory, LLC in Atlanta, GA. His prior experience includes roles at Cannon Financial Strategists, Inc. and LPL Financial. Powell serves as an advisory board member for North Georgia Truss Systems, a for-profit business outside of the investment industry. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments, utilizing sub-advisors and third-party models to tailor strategies to client objectives.

Charles Ambroselli is a CFP® with 17 years of experience in the financial services industry. He is currently with LCP Institutional, LLC and has previously worked at firms including Merit Financial Advisors, Patton Albertson & Miller, and Ronald Blue & Co. His background includes roles at both regional and institutional firms. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients such as retirement plans and trusts. The firm employs a research-driven investment approach with multi-asset portfolios, incorporating mutual funds, ETFs, common stocks, and covered-call strategies when appropriate, while managing many accounts on a non-discretionary basis.

David Mack is a CFP® professional affiliated with OpenArc Corporate Advisory, LLC in Atlanta, GA, with 29 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his financial advisory work, he serves as chair of the deacons at First Baptist Church of Roswell. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and access to public and private market opportunities, managing approximately $10.1 billion in discretionary assets.

Steven Zimmerman is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Thrivent Financial, Polen Capital Management, and Foreside Funds Distributors. He currently serves as Senior Director at Equity Investment Corporation, promoting their separately managed accounts and mutual funds. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a fundamental "absolute value" investment approach across multiple equity strategies and serves several unique client types such as insurance companies and government entities.