Heath Siebel is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held roles at The Land Group Title Company, the Cincinnati Reds, Cellular Sales, and operated DiOrios Pizza and Pub for seven years. He also works as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified investment approach using model portfolios and third-party managers, managing approximately $1.4 billion across multiple advisory teams.

Mark Thompson is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and bringing 23 years of industry experience. He has worked with several firms, including EPG Wealth Management LLC and ACG Wealth, Inc. Outside of his advisory work, Thompson serves as president of Authentic Financial, LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of platforms, including advisor-managed accounts and third-party money managers. The firm utilizes an internal portfolio team for strategy and trade execution and offers comprehensive financial planning and retirement consulting.

Carol Warren is a financial advisor with Synovus Securities, Inc. in Atlanta, GA. She holds a Series 63 designation and has 24 years of industry experience, including 25 years with Synovus Securities since 2001. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through discretionary and non-discretionary programs on the Envestnet platform. The firm provides access to a range of managed accounts, financial planning, and alternative investments.

Jimmy Hagy is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Foundations since 2017. In addition to his advisory role, he operates as an independent insurance agent and has provided non-legal estate planning administrative services through Allon Planning Partners. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

Jacob Tornow is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Bison Advisors and Advocacy Wealth Management. Outside of his advisory roles, Tornow serves as a UH60 Blackhawk pilot in the Georgia Army National Guard and is a founding partner of Marketing Analysis and Development, LLC, which focuses on marketing and educational infographics. Bison Wealth serves a diverse client base, including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, curated model portfolios, and financial planning, with a distinctive emphasis on its turnkey asset management platform and option-based overlay strategies.

Robby Preston is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A. and Merrill. Outside of his advisory role, he is involved in a family business that provides consulting and administrative services related to office furniture supplies. OpenArc Corporate Advisory serves both individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm is noted for its institutional retirement practice, private markets and digital-asset capabilities, and operational integration with third-party platforms and networks.

Matthew Reiner is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He has been with Capital Investment Advisors, LLC since 2010 and has held roles in various related consulting and investment enterprises. Outside of advisory work, Matthew is an author of two books and serves as President of The FutureProof Advisor, a thought leadership venture focused on content creation for the advisor community. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset allocation models and offers access to private investment solutions alongside specialized in-house planning resources.

Edward Gibbs is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Visionary Wealth Management and owns several businesses, including Gibbs Marketing Inc. and SJM Real Estate Holdings, which are primarily established for tax and expense purposes. Gibbs Financial Group, where he serves as president, involves his insurance sales activities and occupies most of his professional time. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model management strategies. The firm emphasizes a mix of analytical approaches and offers educational seminars alongside its investment advisory services.

Nicholas Franks is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 credential. He has prior experience at Liberty Mutual Insurance and the City of Roswell, GA. He also works with Stearns Retirement Group in client acquisition and fixed insurance sales. Outside of his advisory role, he provides financial book review and budgeting services to retirement communities as a contractor for Serving Seniors. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers a range of services such as discretionary and non-discretionary asset management, financial planning, and insurance planning, with a focus on fixed-income analysis and customized portfolio management.

Erik Bjerke is a CFP® with 28 years of industry experience, currently with OpenArc Corporate Advisory, LLC since 2025. He previously worked at Bank of America, N.A. for 16 years and Merrill for 27 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management, portfolio management, and dedicated retirement plan services, utilizing both discretionary and non-discretionary models with a broad range of investment options including private markets and digital assets.

Michael Holcomb Jr. is a financial advisor at Wealthcare Advisory Partners LLC with a Series 66 credential. He has one year of industry experience, including prior roles at SignatureFD and LPL Financial. Outside of finance, he owns and operates Holcomb Lawn Care and Odd Jobs LLC. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments through a goals-based, evidence-driven advisory process.

Ashley Arrington is a CFP® with 14 years of experience in the financial services industry. She is currently with BIP Wealth, LLC and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Arrington serves on the Finance Committee of the Nashville Public Library 501(c)(3), advising on its investment portfolio. BIP Wealth, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages diversified, customized portfolios emphasizing low-cost mutual funds and ETFs, with access to private market investments and institutional strategies.

Matthew Snellings is a financial advisor at Advisory Services Network with three years of industry experience. He holds a Series 65 designation and has previously worked at Pierson Wealth Management, Raymond James & Associates, and Capstone Financial. He is also a licensed insurance agent involved in life, health, disability, and long-term care insurance sales. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of strategies that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Kyle Hammond is a financial advisor at Elevation Point Wealth Partners, LLC with four years of industry experience. He previously worked at UBS Financial Services, Inc. and Northwestern Mutual Wealth Management Company. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies that include tactical asset allocation and use various investment vehicles such as mutual funds, ETFs, and private-market opportunities.

Alex Cockerill is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Beacon Global Advisor Network, LLC and Paratus Wealth Ltd., and previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International LTD. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with portfolios typically managed using a mix of mutual funds, ETFs, individual equities, and fixed income.

Brent Blair is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds a Series 66 license and has worked at MassMutual Investors Services and related entities for 12 years before joining Barrett Capital Advisory and RFG Advisory in 2022. He serves as a board member for Smart Eye Technology, Inc., a technology start-up. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses both actively managed and passive investment strategies, direct indexing, and tax-aware approaches, offering portfolio management, financial planning, and alternative investment solutions.

Bernard Buckley is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including GSB Capital Ireland, Seven Insurance Brokers, AHR Private Wealth, and Holborn Assets, LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on both non-high-net-worth and high-net-worth individuals.

Jackson Edmiston is a financial advisor at Bison Wealth, LLC with Series 63 and Series 65 licenses and one year of industry experience. He previously held positions at Northwestern Mutual in various capacities from 2023 to 2026. Outside of finance, he was involved with Sharon Springs Baseball for five years. Bison Wealth serves a broad range of clients including individuals, family offices, pension plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Robin Copley is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Beacon Global Advisors, Kindred House Advisory Ltd, Wealth Architects Global, Avaloq, Multrees Investor Services, and James Hay Partnership. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension-advice services for U.K. expatriates. The firm customizes portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, primarily managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Aron Riddle is a CFP® professional with 22 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2017. Prior to this, he worked for Strategic Advisers, Inc. for 12 years. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across 3,100 client relationships using customized, diversified portfolios that incorporate low-cost mutual funds, ETFs, individual securities, and private market opportunities.