Bart Speziali Jr. is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill. Outside of his advisory role, he is a general partner at Speziali LLC, a for-profit business. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research and manager due diligence across public and private markets, and offers governance-oriented services for plan sponsors and nonprofit clients.

Milton Williams is a financial advisor at Crawford Investment Counsel Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Crawford Investment Counsel since 1994. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

Adil Khan is a CFP® and Series 66-licensed financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. Before joining OpenArc in 2025, he worked at Bank of America and Merrill for nine years. Outside of his advisory role, he is involved in buying and selling trading cards through an unrelated business activity with TCGPlayer. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion on a discretionary basis and employs a diversified investment approach that includes institutional research, manager due diligence, and exposure to public and private markets as well as selective digital assets.

Tayvon Jackson is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Edward Jones and MarketGuard. Outside his advisory role, he is the CEO of a semi-professional basketball team and serves as a director of a nonprofit foundation. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, using a combination of firm-managed and third-party investment strategies.

Jay Gardner is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Capital Investment Advisors, he worked in the restaurant industry, including roles at Inspire Brands and Arby's Restaurant Group, and was involved with ARC Burger LLC. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based models and offers integrated financial planning, discretionary portfolio management, and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.

Amber Veronique is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Beacon Global Advisor Network in 2025, she worked at Leo Wealth, LLC and Private Capital Limited, as well as serving at The American International University in London. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management using a mix of third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with specialized pension-transfer services for U.K. nationals.

Eric Cramer is a CFP®, CFA®, and Series 63 registered advisor at BIP Wealth, LLC with 23 years of industry experience. He has worked at BIP Wealth since 2011 and previously spent eight years with Charles Schwab. Based in Atlanta, GA, Cramer is part of a multi-team firm serving a diverse client base. BIP Wealth, LLC is a multi-advisor registered investment adviser providing comprehensive financial planning and portfolio management to individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers tailored asset allocation strategies and advises both discretionary and non-discretionary accounts, including private pooled vehicles and private-market securities for qualified investors.

Gary Askew is a CFP® professional affiliated with OpenArc Corporate Advisory, LLC and has 14 years of industry experience. Prior to joining OpenArc in 2025, he worked at Merrill and Bank of America for ten years and Wells Fargo Clearing for three years. Outside of advisory work, he owns and operates an online apparel business and holds leadership roles in several family rental property entities. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence to offer diversified investment solutions across public and private markets.

Melissa Hallmark is a CFP® professional with 18 years of industry experience, currently with Apollon Wealth Management, LLC. She previously worked at United Capital Financial Advisers, LLC and Sanders Financial Management, Inc. Hallmark is also a licensed insurance agent authorized to sell life, health, and annuity insurance products. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, families, trusts, businesses, and institutional clients with a combination of centrally managed strategies and locally managed portfolios, employing a range of investment approaches including ESG risk models and tactical allocations.

Bradley Plaziak is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds a Series 65 designation and has been with OpenArc since 2026. Prior to joining OpenArc, he was self-employed for three years and has experience in retail and education sectors. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence with diversified implementation across public and private markets, serving high-net-worth clients as well as nonprofit and corporate plan sponsors.

Everett Wilkerson is a CFP® with 23 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC. He has previously worked at TD Ameritrade, Harrisdirect LLC, and Ameriprise. Since 2019, he has also been an instructor at the University of Georgia. 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 and discretionary portfolio management, utilizing a centralized, ETF-based model portfolio approach tailored to clients' needs, along with specialized services such as family-office offerings, pension consulting, and executive compensation analysis.

Edward Deane is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Chase Buchanan, Brite Advisors, and Hoxton Capital Management. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm manages around $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored investment solutions using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Fredrick Dawson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Raymond James Financial Services and Carson Advisory Group. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis and offers portfolio management, financial planning, and retirement plan consulting services.

Nicholas Palmer is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Beacon Global since 2023. His prior experience includes roles at Peregrine & Black and Attivo Group. Beacon Global Advisor Network serves a diverse client base, including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolios using a range of investment vehicles and provides specialized pension-transfer services for U.K. nationals.

Jack Camille is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation. He has been in the industry since 2015, previously working at deVere & Partners Switzerland SA and Harrison Brook Ltd. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of about 60 independent advisors, managing approximately $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on clients including U.K. expatriates and employs a variety of investment strategies and institutional custodians.

Kirk Wilkerson is a financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 65 designations. Wilkerson previously worked at Ronald Blue & Co., LLC for 12 years before joining Merit Financial Advisors and Consilium Associates in 2015. Outside of his advisory role, he is involved in real estate development and management as a partner and general partner in two LLCs focused on property management and tenant relations. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm uses a long-term, diversified asset allocation approach, managed through centrally controlled model portfolios and supported by both internal and external investment managers.

James Kish is a financial advisor at GLOBALT Investments in Atlanta, GA, holding a Series 63 designation with 25 years of industry experience. He has been with GLOBALT and its predecessor entities since 2017. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other financial advisors. The firm employs a team-based approach combining quantitative, technical, and fundamental analysis, utilizing ETFs as primary investment vehicles and offering specialized strategies such as state tax-free fixed income.

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.

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.