Adis Mehic is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Mercer Global Advisors for 10 years before joining SignatureFD, LLC in 2025. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis, utilizing mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Daniel Marshall is a CFP® with 25 years of industry experience, currently serving as a financial advisor at OpenArc Corporate Advisory, LLC since 2025. His prior experience includes extensive roles at Bank of America and Merrill Pierce, Fenner & Smith Inc. He is based in Atlanta, GA. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a wide range of wealth management and retirement plan services, utilizing diverse investment strategies and maintaining a substantial institutional retirement practice alongside private markets and digital asset capabilities.

Melanie Rodrigue is a CFP® with 20 years of experience in the financial services industry. She is currently with IFG Advisory, LLC and has previously worked at Wealth Science Advisors LLC, Northwestern Mutual Investment Services LLC, Jim Exley, and Northwestern Mutual Investment Management. Outside of finance, she is the owner of Melanie Sue Fisher Fine Art, where she studies, practices, and sells oil paintings. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

Wyatt Nelson is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and CIBC Private Wealth US. OpenArc Corporate Advisory serves individual and institutional clients, including both non‑high-net-worth and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services through discretionary and non-discretionary models, utilizing a broad range of investment strategies including private markets and digital assets.

William Roach is a financial advisor with GLOBALT Investments in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1991. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations, banks, and other advisers. The firm employs a combination of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays.

Victoria Santini is a CFP® professional affiliated with SignatureFD, LLC in Atlanta, GA. She has been with SignatureFD in various roles since 2017 and has prior experience at Stewardship Financial Advisors, LLC and Charles Schwab. Santini also worked in university housing and administrative positions at the University of Georgia. SignatureFD serves a wide range of clients including high-net-worth individuals, business entities, trusts, and charitable organizations, providing wealth management, retirement plan management, and consulting services. The firm employs discretionary portfolio management with mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Clive Slovin is a financial advisor at The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 63 designation with 42 years of industry experience. He has been with The Strategic Financial Alliance since 2003 and serves as president and board member of its parent company and several subsidiaries. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers through various programs. The firm manages assets primarily on a non-discretionary basis and supports multiple investment platforms, including wrap and non-wrap programs.

Jack Stulack is a Series 65 licensed financial advisor with 1 year of industry experience, currently with 49 Financial in Atlanta, GA. Prior to joining 49 Financial, he worked at Caring Transitions and held other roles including fixed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and family office services. The firm employs a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios, with a focus on model-based strategies supported by third-party managers.

Brian Pierce is a financial advisor at Apollon Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investment and Catalyst Wealth Management. Outside of his advisory role, Pierce serves as president of Johns Creek NRG Inc., a networking group for professionals. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and utilizes a combination of centrally managed strategies and local portfolio oversight, incorporating tax-aware tools and engaging independent sub-managers when appropriate.

Frank Tamplin is a CFP® with 18 years of industry experience, currently serving at Arkadios Wealth Advisors in Atlanta, GA. His prior roles include positions at Cambridge Investment Research Advisors, Mercer Global Advisors, and Acg Wealth, Inc. He is also associated with Clover Capital Partners. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and an in-house portfolio team. The firm employs fundamental, technical, and cyclical analysis and offers a range of advisory and reporting services under an integrated operating model.

Tanner Horstmeyer is a financial advisor with Foundations Investment Advisors LLC in Atlanta, GA, holding a Series 65 certification and four years of industry experience. His prior roles include positions at Allon Planning Partners and Youth With A Mission. He also engages in insurance and annuity services, providing non-legal estate planning administrative support to clients. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives, offering portfolio management, financial planning, and retirement-plan support across various client types.

David Schroll is a financial advisor at The Strategic Financial Alliance, Inc. in Atlanta, GA, holding a Series 66 designation with 17 years of industry experience. He has worked at Advisor Group, LPL, and RFG Advisory Group before joining his current firm in 2022. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, third-party manager selection, financial planning, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports both in-house and third-party asset management, with a significant portion of assets managed on a non-discretionary basis.

Thomas Moore is a CFP® with 21 years of industry experience. He is currently with Arkadios Wealth Advisors and previously worked at HYB Partners, LLC, Wela Strategies, Inc., Capital Investment Advisors, LLC, and other firms. Moore is the managing member of Morning Dew Management, LLC, a business focused on consolidating his investment property management and expenses. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisor-managed accounts, third-party money manager access, and financial planning. The firm supports customized investment plans through an internal portfolio team using fundamental, technical, and cyclical analysis.

Jennelle Vestal is a financial advisor at Crescent Grove Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 10 years. Outside of her advisory role, she provides dog sitting services as an independent contractor. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management, family office services, and outsourced chief investment officer solutions. The firm manages approximately $5 billion in client assets and employs a customized investment process combining long-term strategic allocations with shorter-term tactical adjustments.

William Brumlow is a Series 65-licensed financial advisor with AlphaStar Capital Management, bringing one year of industry experience. Prior to joining AlphaStar, he held roles at BJM Group/Internet Accountant, Brumlow and Company PC, and Ricoh Americas. Outside of his advisory work, he is a partner at The Bab Group, LLC, and co-owns a coffee vending machine business, Bean Crushers Coffee. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm utilizes firm-designed and advisor-directed model portfolios employing strategic and tactical approaches, and manages approximately $2.5 billion in assets across over 8,400 client relationships.

Steven Beckerman is a financial advisor with International Assets Investment Management, LLC. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current advisory role, he worked for Rooms To Go and UPS. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party money managers or wrap programs in its strategies.

Matthew Stack is a CFP® with 17 years of industry experience, currently serving at Diversified, LLC. He previously worked at SEI Investment Distribution Co and SEI Investment Management Corporation for 13 years. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm follows a two-phase planning process and tailors asset allocation strategies to clients’ objectives, routinely using third-party managers and platforms.

Adam Smith is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Kalos Capital. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Jackson Figiel is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Mutual of America Financial Group, Jasper Engines & Transmissions, and Villanova University. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm uses a centralized investment platform with standardized asset-allocation models and specialized in-house planning resources, providing access to private investment solutions and formal pension consulting capabilities.

Owen Malcolm is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC since 2023. Prior to this, he worked for 11 years at United Capital Financial Advisers, LLC. He is also an Investment Committee Member at the Presbyterian Church in America Foundation, where he advises on the strategic direction of the organization. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm employs a hybrid investment approach combining centrally managed strategies with local portfolio oversight and integrates tax-aware tools alongside independent sub-manager engagement.