Charles Ratliff Jr. is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as J.P. Morgan Securities. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, implemented through various managed account and third-party manager programs.

David Olson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at firms such as Merrill, Regions Bank, Cetera, and Fifth Third Securities before joining Fifth Third Wealth Advisors. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm employs household-level Investment Policy Statements and leverages both in-house and third-party management to construct and rebalance portfolios, benefiting from its integration with Fifth Third Bank and affiliated entities.

Mark Willoughby is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He has been with Modera Wealth Management, LLC since 2011, following prior roles within the same firm dating back to 2002. Modera Wealth Management, LLC offers wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Richard Anderson is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with 20 years of industry experience. He previously worked at Bank of America, NA for 16 years and Merrill for 19 years. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs an investment approach combining institutional research, manager due diligence, and diversified implementation across public and private markets.

Edwin Rodriguez is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. He previously worked at Purshe Kaplan Sterling, MML Investors Services, LLC, MassMutual Life Insurance Co, and Woodbury Financial Services, Inc. Outside of his advisory role, Rodriguez is also licensed as an insurance broker, focusing on life, disability, and long-term care insurance. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal team and committee, and supports both discretionary and non-discretionary accounts, with a notable model that integrates insurance, brokerage, and affiliated services.

John Morgan is a Series 65-licensed advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International, providing financial and investment advice. Beacon Global Advisor Network, LLC offers investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages discretionary portfolios using a mix of mutual funds, ETFs, equities, and fixed income, with specialized advisory services for U.K. expatriates.

Michael Tarrant is a CFP® professional with 32 years of industry experience, currently serving at IFG Advisory, LLC since 2015. He has also been associated with LPL Financial during the same period. Outside of his advisory role, he works as an insurance agent presenting policies for third-party agencies. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting using a combination of fundamental, technical, and cyclical analysis, and offers specialized services such as real estate planning and business valuation.

Kaitlin Ealy is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her background includes roles at Bank of America, Merrill, and Insperity. Outside of finance, she has experience working at Hal's the Steakhouse. 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, manager due diligence, and allocation across public and private markets, serving a broad client base including high-net-worth individuals and nonprofit organizations.

William Thacker is a financial advisor at Balentine with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America U.S. Trust, and GER Loftin Wealth Advisors. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, and family office services. The firm’s investment approach uses a seven-year Capital Markets Forecast and a Building Blocks framework to allocate assets across various risk types, combining active and passive strategies along with selected third-party sub-advisers.

Michael Saulnier is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He is co-owner of Capital Payments Consulting LLC, a family business that advises business owners on reducing banking fees. Saulnier also serves on the board of Hope Atlanta Young Professionals. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, focusing on tailored portfolios that emphasize asset allocation and long-term purchasing-power preservation. The firm is part of a broader Aprio group offering integrated tax, accounting, and benefits consulting services.

Peter Smith is a financial advisor at Gibbs Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Morgan Stanley, J.P. Morgan Securities, and Bankoh Investment Services. Outside of advisory roles, he serves as vice president of a homeowners association in Honolulu, HI. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios.

Barry Kaplan is a CFP® professional with 20 years of industry experience, currently serving at Modera Wealth Management, LLC since 2017. He previously worked at Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel for 13 years. Kaplan is also involved in managing multiple family investment partnerships. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs diversified asset allocation based on Modern Portfolio Theory and integrates investment management with accounting, tax, and business coaching services.

John Harris is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 65 designation. He has one year of experience in the industry, having previously worked at Windsor Wealth Planner and Strategists and served in educational roles at the University of North Georgia and local schools. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans utilizing various account types and combines fundamental, technical, and cyclical analysis in its approach.

Min Jian Yang is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with Capital Investment Advisors, LLC and previously worked at Northwestern Mutual Wealth Management and Bass Underwriters LLC. Outside of finance, he has experience in the logistics and food service industries. 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, structured portfolio approach with ETF-based model portfolios and access to specialized third-party managers.

James Clark III is a CFP®-certified financial advisor at BIP Wealth, LLC with three years of industry experience. His prior work includes three years as a self-employed advisor before joining BIP Wealth in 2022. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides access to both public and private-market investment strategies.

Cassandra Stiff is a financial advisor with BCG Securities, Inc. and holds Series 63 and Series 65 designations. She has 24 years of industry experience with prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of her advisory work, she serves on education-focused nonprofit boards including the Kennesaw Business Association and the Douglas County School System Foundation, and participates as an adviser on the Her Money Her Choice podcast, which provides financial education for women. BCG Securities, Inc. serves institutional retirement plans and individual clients, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches across various investment strategies.

James Bolus is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, where he has worked since 2022. He has a total of two years of industry experience and also maintains a role with iFS Hong Kong, which he has held since 2003. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily 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 specialized advisory services for U.K. expatriates.

Kramer Shiflett is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Howard Capital Management since 2018. Prior to joining Howard Capital, he spent two years at Bank of America and Merrill. Howard Capital Management serves a diverse range of clients, including retail and high-net-worth individuals, trusts, estates, and institutional investors. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, to manage discretionary portfolios and provide various investment advisory services.

Troy Tomczak is a CFP® professional with five years of industry experience, currently serving at Capital Investment Advisors, LLC. Before joining his current firm, he worked at Invesco and Merrill. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management, including specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.

Dustin Tait is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience and holds a Series 66 designation. He has previously worked at firms including Freedom First Retirement Design, Inc., Cortez Wealth Advisors, LLC, and Ameriprise. Outside of advising, he owns and operates Freedom First Retirement Design, Inc., which sells fixed and long-term care insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, utilizing a mix of fundamental, technical, and cyclical analysis. The firm serves individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices.