Treyce Addison is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Merrill, Morgan Stanley, and Raymond James. 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 combines institutional research with diversified implementation across public and private markets.

Milon Turner is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., and Ally Financial. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach incorporating institutional research, manager due diligence, and exposure to public and private markets, serving high-net-worth clients, endowments, and foundations.

Jae Lee is a financial advisor at Concorde Asset Management, LLC with 17 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked at Triad Advisors, Inc. and Ameriprise. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm uses model portfolios and third-party strategists to build individualized portfolios and provides ERISA retirement-plan advisory services.

Robert Rickles is a financial advisor at OpenArc Corporate Advisory, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill, among other firms. Outside of his advisory role, he serves as the immediate past president of the volunteer board for the Jewish Educational Loan Fund, a charitable organization in Atlanta. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans, also consulting for endowments and foundations. The firm manages approximately $10.1 billion on a discretionary basis and utilizes a research-driven investment process that includes diversified strategies across public and private markets, with specialized services for plan sponsors and nonprofit clients.

Stephen Ferencik is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Arkadios Wealth Advisors since 2020 and previously at Triad Advisors Inc and ACG Wealth, Inc. Ferencik serves as president of SJF Capital LLC, a tax-related entity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans supported by an internal portfolio management team and a variety of advisory programs. The firm operates an integrated model combining advisory legal entities, an affiliated broker-dealer, and in-house portfolio support.

Clifton Borders is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities, Inc. Borders is also licensed to sell fixed insurance products through his role at 49 Financial. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside third-party manager access.

Jeffrey Crowell is a financial advisor at OpenArc Corporate Advisory, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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, manager due diligence, and diversified implementation across public and private markets, managing approximately $10.1 billion on a discretionary basis.

Kyle Schmidt is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at BIP Wealth, LLC since 2018. Prior to joining BIP Wealth, he worked with SunTrust Advisory Services and related entities from 2015 to 2018. He volunteers as a board member for the Fellowship of Christian Athletes at Georgia Tech. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations and private-market securities for qualified investors.

Stephanie Feaser is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at UBS Financial Services Inc., Morgan Stanley & Co. LLC, and Merrill. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm uses a blend of strategic and tactical asset allocation across various investment vehicles and offers specialized platforms for alternatives and held-away accounts.

Timofei Kouzmine is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 designation. He has been with OpenArc since 2026 and previously worked at Softensity and held roles at Syracuse University and Pace Academy. 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 in assets and employs a diversified investment approach that includes both public and private market securities, as well as selective digital asset exposure.

Andrew Murphy is a financial advisor with Main Street Financial Solutions, LLC in Atlanta, GA. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Main Street Financial Solutions in 2016, he worked at UBS Financial Services and Deutsche Bank Securities Inc. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset investment approach with a focus on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, and alternative investment platforms.

Molly Kittrell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2014. She holds Series 63 and Series 65 licenses and is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and municipalities. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, higher-quality equities and credit-focused fixed income strategies.

Brian Boles is a financial advisor at Howard Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience with LoneStarOne Financial Strategies and Northern Lights Distributors, LLC. Outside of his advisory work, he has been involved with golf and social clubs, including Red Feather Golf & Social Club. Howard Capital Management serves a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs, and offers services ranging from discretionary portfolio management to retirement tools.

Adam Wittan is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Fifth Third Wealth Advisors in 2025, he worked at Regions Bank for 12 years and Merrill for two years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm offers portfolio management, financial planning, and access to alternative investments, leveraging bank affiliation and a mix of in-house and third-party resources for investment oversight.

Joshua Vaughan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2025, he worked at Homrich Berg for seven years and has professional experience with the Detroit Lions, Bank of America, and Merrill. Vaughan also participates in community and motivational activities, including giving talks and private football training as a former professional athlete. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and investment management services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios through a mix of internal and third-party management to meet client needs.

Moiz Husain is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with The Strategic Financial Alliance since 2014. Outside of his financial advisory role, he works as an independent background actor for various television shows and movies filmed around Metro Atlanta. The Strategic Financial Alliance serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and consulting services through customized strategies that incorporate asset allocation, model portfolios, mutual funds, ETFs, and alternative products.

Travis Wilson is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 credential with eight years of industry experience. His prior roles include positions at Bank of America and Merrill, as well as three years at International Business Machine (IBM). 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, utilizing an investment approach that combines institutional research, manager due diligence, and diversified implementation across public and private markets.

Darnel James is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Voya Investment Management and PNC Investments. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm’s approach combines third-party methodologies with proprietary models and leverages its affiliation with Principal Financial Group to provide access to proprietary products and integrated services.

Victor Gitau is a financial advisor at Balentine in Atlanta, GA, holding a Series 65 designation. He joined Balentine in 2025 after five years at PNC Bank and eight years in full-time education. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach combining a seven-year Capital Markets Forecast with a risk-based asset allocation framework, utilizing both active and passive strategies.

John Harrison is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Equity Fund Advisors and Cole Capital Corporation. Outside of advisory work, he is involved with Maho Bay Partners, LLC, an equipment leasing company owning a private general aviation aircraft. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management with in-house portfolio teams and employs fundamental, technical, and cyclical analysis alongside fiduciary consulting for retirement plans.