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 with Forvis Mazars Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 designation and nine years of industry experience. His career includes roles at Dixon Hughes Goodman LLP and its affiliated wealth advisory firms from 2005 to 2024. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and consulting services. The firm’s investment approach emphasizes customized asset allocation and combines active and passive strategies, with integrated tax and accounting services provided by its parent firm.

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.

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 bringing 16 years of industry experience. He has been with Capital Investment Advisors since 2010 and has worked concurrently with HYB Partners, LLC and Wela Strategies, Inc. Additionally, he has produced the "Money Matters Show" on WSB Radio since 2009. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based model portfolios and sleeves, integrates financial planning with portfolio management, and offers specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.

Justin Boller is a CFA® charterholder with 12 years of industry experience, currently with Bison Wealth, LLC in Atlanta, GA. He 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 with Bison Holdings, LLC and Liquid Strategies, LLC. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, curated model portfolios, third-party manager access, and ERISA retirement plan services, utilizing outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Kelly Gee is a financial advisor at Stephens with four years of industry experience and holds a Series 66 designation. Prior to joining Stephens, Kelly worked at Wells Fargo and held various positions at firms including Peerfit and Catalina. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, employing a combination of bottom-up equity research and committee-driven asset allocation to manage portfolios.

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 65 and Series 66 designations and has worked previously at Goldman Sachs and JPMorgan in various roles spanning over eight and seven years, respectively. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments when appropriate.

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. He has been with Stephens since 2014. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm provides a range of advisory, brokerage, investment banking, and custody services, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Stacey Ewing is a CFA® charterholder with 19 years of industry experience. She has been with ZWJ Investment Counsel Inc. since 2002. ZWJ Investment Counsel provides discretionary investment management and financial planning to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tailored investment process based on fundamental and financial analysis, serving a diverse client base that includes some uncommon institutional clients such as banking, insurance, and government-related entities.

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.

Wesley Williams is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 credentials with two years of industry experience. His prior experience includes roles at Morgan Stanley and International Advisory Consultants Inc. Asset Preservation Advisors provides discretionary municipal bond investment management to institutional and retail clients, focusing exclusively on tax-exempt and taxable municipal bond portfolios using active fixed-income strategies tailored to client objectives.

John Scott is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding the CFP®, CFA®, and Series 66 designations and bringing 20 years of industry experience. He has been with BIP Wealth since 2015. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, including high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based covered-call strategies, and also manages private pooled investment vehicles for qualified investors.

Jose Hernandez III is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America N.A. and Merrill. He is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, with services spanning wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers tailored investment solutions using a wide range of products and emphasizes a substantial institutional retirement practice alongside private markets and digital asset capabilities.