Rachael Kelly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Bank of America, Merrill, WestRock, and Coldwell Banker. She maintains a part-time real estate referral license with Coldwell Banker for personal and family use. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides both discretionary and non-discretionary models and utilizes a broad range of investment tools, including private markets and digital assets, with a notable focus on institutional retirement plans.

Elizabeth Kunzler is a financial advisor at Beacon Global Advisor Network, LLC with over a year of experience. She holds the Series 65 designation and previously worked at Raymond James Investment Services Ltd. for 12 years. Kunzler is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized asset management and financial planning services, with a notable focus on pension-transfer capabilities for U.K. nationals and a network of independent advisory representatives providing layered service arrangements.

Zachary Williams is a financial advisor with Simplicity Wealth in Atlanta, GA, holding a Series 65 credential and two years of industry experience. He has worked at Fairway Financial Partners and Brookstone Capital Management, among other firms, and is involved in insurance and annuity sales as a co-owner of Fairway Financial Partners. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, offering a range of advisory services from financial planning to managed account platforms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers.

Adrian Vassallo is a financial advisor at Forvis Mazars Wealth Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has worked previously at Dixon Hughes Goodman Wealth Advisors LLC and Dixon Hughes Goodman LLP. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with a range of services including financial planning, investment management, and retirement plan consulting. The firm manages approximately $12 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

Brian Frey is a CFP® with 15 years of experience in financial advising, currently with SignatureFD, LLC since 2018. His prior roles include positions at JOYN Advisors, Inc., Minnesota Life Insurance Company, and Gv Financial Advisors. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, and charitable organizations, offering wealth management, retirement plan services, and consulting. The firm employs discretionary portfolio management with a range of investment vehicles and maintains affiliations with an accounting firm and private investment funds.

Kimberly Woody is a financial advisor at GLOBALT Investments with 12 years of industry experience. She holds a Series 65 designation and has been associated with GLOBALT Investments and its predecessor entities since 1997. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including high-net-worth individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

Conrad Levesque is a CFP® professional with eight years of industry experience, currently advising at Savvy. He has worked with multiple firms, including C2P Capital Advisory Group and Alison Wealth Management. Outside of his advisory role, he owns Delvr Wealth, LLC, where he provides tax preparation and planning services. Savvy offers investment and financial planning services to individuals, trusts, businesses, and charitable organizations, using a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing. The firm incorporates third-party fintech tools and sub-adviser strategies, along with in-house tax preparation and estate-planning support.

John Weindler is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2002 to 2025. He serves as a board member of the Global Equity Organization, a business group focused on education, networking, and collaboration among professionals. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a broad range of investment strategies that include private markets and digital assets, alongside a notable institutional retirement practice.

Thomas Joerres is a financial advisor at OpenArc Corporate Advisory, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Northern Trust Hedge Fund Services. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines discretionary and non-discretionary approaches and utilizes a wide range of investment options, with a notable focus on institutional retirement plans and private markets.

Ryan Ely is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and 16 years of industry experience. He has worked at Capital Investment Advisors since 2010 and has held roles at HYB Partners, LLC and Wela Strategies, Inc. Additionally, he produces the "Money Matters Show" on WSB Radio. Capital Investment Advisors serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm utilizes a centralized investment platform with standardized asset-allocation models and access to private investment solutions, supported by specialized in-house estate and tax planning resources.

Justin Boller is a CFA® charterholder with 12 years of industry experience. He is currently with Bison Wealth, LLC and previously worked at Liquid Strategies, LLC, Advocacy Wealth Management, LLC, and Invesco Advisers, Inc. Outside of his advisory role, he is involved in business development and advisor relations through Bison Holdings, LLC and Liquid Strategies, LLC. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services, focusing on outcome-driven, multi-manager strategies that blend tactical and strategic allocations.

Kelly Gee is a financial advisor at Stephens with four years of industry experience. She holds a Series 66 designation and has worked at Stephens and Wells Fargo during her career. Kelly is based in Atlanta, GA. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research.

Christopher Emmott is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has been affiliated with EBG International since 2016. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized asset management and financial planning services, with a notable focus on pension-transfer capabilities for U.K. nationals and operates as a network of independent advisory representatives providing specialized and layered service arrangements.

William Holmes is a financial advisor at Stephens with 15 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Goldman Sachs & Co. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, and institutional entities. The firm employs a combination of bottom-up security selection and top-down fixed-income management through various sponsored programs and committees.

Marjorie Scanlon is a financial advisor at United Capital Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 credentials. Her prior firms include Crawford Investment Counsel, Bravaldo Capital Advisors, and Berman Capital Advisors. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services supported by a broad affiliate network and a technology platform that facilitates customization and supports independent advisors.

Hollis Houk is a financial advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Charles Street Asset Management, LPL Financial, and Wells Fargo Clearing. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs multiple investment approaches, including bottom-up security selection and top-down fixed-income management, supported by an integrated broker-dealer and investment banking platform.

Stacey Ewing is a CFA® charterholder with 18 years of experience in the financial industry. She has been with ZWJ Investment Counsel Inc since 2002. The firm manages approximately $3.86 billion in client assets and serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. ZWJ’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client through fundamental and financial analysis.

Robert Reece is a financial advisor at Crawford Investment Counsel Inc with nine years of industry experience. He holds a Series 65 designation and has been with Crawford Investment Counsel in various capacities since 2016. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers distinct strategies across equity and fixed-income mandates.

Clifford Farren III is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services such as wealth management, financial planning, and portfolio oversight, utilizing diverse investment strategies including private markets and digital assets, with a significant focus on institutional retirement plan services.

Tana Flores is a financial advisor at Modera Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Modera since 2017, following a decade at Cambridge Wealth Counsel. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, debt securities, and select equities, supplemented by independent managers and optional ESG integration.