Jacob Burleson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2018. Prior to joining Modera, he worked at Kautex Textron from 2014 to 2018. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm follows an allocation-driven investment approach based on Modern Portfolio Theory, employing diversified portfolios and a range of strategies including independent managers, private placements, and optional ESG integration.

Randy Nevins is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Fidelity Investments. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers through curated model portfolios and a Turnkey Asset Management Platform. The firm’s investment approach features outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Erin Randolph is a financial advisor at Bailard, Inc. with 15 years of industry experience. She holds a Series 66 designation and has been with Bailard and its affiliates since 2009. Randolph serves as secretary of Bailard, Inc. and holds additional secretarial roles with Bailard Real Estate Investment Trust, Inc. and BB&K Holdings, Inc. Bailard provides wealth management and asset management services to individual and institutional clients, emphasizing multi-asset diversification through a combination of quantitative models, fundamental research, and qualitative judgment. The firm manages affiliated pooled vehicles and serves as a sub-adviser to mutual funds, offering a range of financial planning and discretionary portfolio management strategies.

Andrew Jarrett is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 license and has previously worked with Stearns Retirement Group and as an independent life insurance agent. His background also includes teaching positions at Social Circle High School and Walton County Schools. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets, serving individuals, pension and profit-sharing plans, trusts, estates, corporations, and other registered investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity fundamental and technical review, alongside a scalable advisor network and specialized family-office style services.

Charles Toole is a CFP® professional with three years of industry experience, currently serving as a financial advisor at AWM Capital, LLC. His prior experience includes roles at Creative Planning, LLC and TrueWealth, as well as a four-year period at the University of Georgia. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with 24 advisors and focuses on liability-driven investing and diversified asset allocation using mutual funds, ETFs, equities, bonds, and private placements.

John Barone is a financial advisor with BIP Wealth, LLC in Atlanta, holding a Series 65 credential and one year of industry experience. Before joining BIP Wealth, he worked at Lumio Solar and has a background that includes roles in education and retail. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored investment strategies, including discretionary and non-discretionary management, private-market securities for qualified investors, and specialized covered-call strategies.

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.

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.

Mary Grealy is a financial advisor at Asset Preservation Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Belle Haven Investments and in educational roles at Columbia University, National Cathedral School, and Bronxville School. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, focusing exclusively on tax-exempt and taxable municipal bond portfolios. The firm employs active fixed-income management strategies, including an ESG-oriented Positive Impact Tax-Exempt Strategy, and manages over $11 billion in discretionary assets with a concentrated municipal-only focus.

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.