James Tally is a CFP® professional with 23 years of industry experience, currently serving as an advisor at SignatureFD, LLC since 2012. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is vertically integrated with affiliated accounting and fund management firms.

Kyle Williams is a financial advisor with Simplicity Wealth in Atlanta, GA, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked for MobileMind Technologies as a Product Director for five years. He is also licensed as a Georgia Life & Health Insurance Agent and sells fixed annuity products through Simplicity. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offers discretionary portfolio management, and supports advisers with technology and operational services through its managed account platform.

Joseph Tyger is a financial advisor at OpenArc Corporate Advisory, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, employing a broad range of investment options and emphasizing both discretionary and non-discretionary engagement models.

Scott Meyer is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Merit Financial Advisors since 2015 and was previously affiliated with LPL Financial and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a long-term, diversified investment approach implemented through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Joel Dean is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Capital Investment Advisors, LLC and has previously worked at Alps Distributors, Inc. and Stadion Money Management. Outside of his advisory role, he is the owner and manager of Felicitas Properties, LLC, an investment real estate company. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed sleeves, supported by specialized in-house estate and tax planning resources.

Shaun Mazumdar is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Capital Investment Advisors, he worked at Keeler Thomas Management LLC and Modera Wealth Management. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized, structured investment platform featuring standardized asset-allocation models and actively managed sleeves, supported by in-house estate and tax planning specialists and access to private investment solutions and pension consulting services.

Edwin Feinour is a financial advisor at ZWJ Investment Counsel Inc in Atlanta, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 2015. ZWJ Investment Counsel manages approximately $3.86 billion in client assets and provides investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach emphasizes tailored written investment policy statements and combines fundamental and financial analysis across equity, fixed income, and balanced portfolios.

Derek Ruiz is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 designations and 17 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Kestra Advisory and Foresters Financial Services. Outside of his advisory role, he is a partner at Strive Financial Solutions LLC, where he develops and maintains financial strategies and insurance services. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisory programs and portfolio reporting services. The firm combines advisor-managed accounts with support from an internal portfolio team and employs fundamental, technical, and cyclical analysis within a multi-team, integrated operating model.

Patrick Self is a financial advisor at BIP Wealth, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Strata, part of Roper Technologies, and EPSi, part of Allscripts. He is also a partner at Prehmus Financial Partners, an investment-related business. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm provides comprehensive financial planning and portfolio management, employing tailored asset allocations across public and private market securities, with a focus on private pooled vehicles and covered-call strategies.

Amanda Standard is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Kintra Wealth, LLC and has held positions at Commonwealth Financial Network, Tupler Financial, Hightower Advisors, and several other firms. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering comprehensive wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven investment process combined with fundamental security analysis and integrates planning with investment management to optimize tax efficiency and portfolio construction.

Stuart Canzeri is a financial advisor at Waterloo Capital with 17 years of industry experience. He previously worked at Resurgent Financial Advisors, Fiduciary Alliance, and several other firms. Outside of his advisory role, he is a partner in Peachtree College Planning, where he holds informational classes on college admissions and financial aid strategies. Waterloo Capital is a multi-team advisor serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm employs a long-term, fundamental investment approach and offers customized portfolios along with access to third-party sub-advisers and comprehensive financial planning services.

John Healy is a financial advisor with IFG Advisory, LLC and holds Series 65 and Series 63 designations. He has 23 years of industry experience and has worked with both IFG Advisory and LPL Financial since 2013 and 2014, respectively. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies implemented through sub-advisors and third-party managers and offers services such as portfolio management, retirement plan consulting, and real-estate-related planning.

Kathryn Bohr is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, utilizing both discretionary and non-discretionary models with investment strategies that incorporate equities, bonds, alternative investments, and digital assets.

Mark Tucker is a CFA® charterholder with nine years of industry experience. He is currently with Arkadios Wealth Advisors, where he has worked since 2020. Prior to that, he spent over a decade at CornerCap Investment Counsel. Tucker is also the President and sole member of Tucker Investment Counsel LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers a range of advisory programs and portfolio services, including internally developed investment models and discretionary account management.

Richard McGrath is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and has 19 years of industry experience. His prior experience includes roles at Armis Advisers, Brokers International Financial Services, Rauch Advisory LLC, and Dominion Financial Solutions, where he also served as Founder and CEO. He serves on the boards of the We Promise Foundation and the Old Dominion University Athletic Foundation. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm’s investment approach features outcome-focused multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Bruce Horng is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 designations and 14 years of industry experience. Prior to joining Navy Federal in 2024, he spent ten years at Prudential Insurance Company of America and Pruco Securities, LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and supports various layered investment solutions alongside digital automated ETF portfolios.

Brett Noggle is a CFP® and CFA® with five years of industry experience. He has worked at Capital Investment Advisors, LLC since 2021 and previously spent ten years at IHS Markit. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients such as pension plans, trusts, and business entities, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and active management, complemented by in-house specialists in estate and tax planning and access to private investment solutions.

Stephen Halley is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Foreside Funds Distributors LLC and Fiera Capital Inc. He serves as a senior director responsible for marketing and selling separately managed accounts and mutual fund services to financial advisors. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs an absolute value investment approach across multiple equity strategies and serves a range of clients such as trusts, retirement plans, corporate entities, and insurance companies.

Mary Linn is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Prior to her financial services career, she was employed at OneMain Financial and worked at Celebration Church and Wofford College. OpenArc Corporate Advisory serves a diverse client base, including individual and institutional investors such as trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and portfolio services through both discretionary and non-discretionary models, with a notable focus on institutional retirement solutions and private market investments.

Nicholas Molinari is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Nicholas also spent time at Florida State University in both professional and academic roles. OpenArc Corporate Advisory serves a diverse client base, including individual and institutional investors, with services such as wealth management, financial planning, portfolio management, and retirement plan consulting. The firm utilizes a wide range of investment tools and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.