Kris Joslyn is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience and holds a Series 66 designation. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill for a combined 13 years. Outside of his advisory role, he serves as the music director for Beach United Methodist Church and is involved with Wilbur Ministries, a charitable organization, where he writes, arranges, and records music and performs both domestically and internationally. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management and consulting services. The firm combines institutional retirement solutions with private markets and digital asset capabilities, operating through both discretionary and non-discretionary models.

Dominic Di Maccio is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Liquid Strategies, LLC and Advanced Drainage Systems. His background also includes roles outside finance, such as at Annies Wine Cottage and The Ohio State University. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, employing tactical and strategic allocations across liquid and private market strategies.

Kevin Murphy is a CFP® professional with 17 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2014. He holds the Series 66 designation and is based in Alpharetta, GA. Outside of his advisory role, he is associated with North Georgia Wealth Advisors, a financial services and fixed insurance business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and combines in-house management with third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Sydney Wiggins is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eleven years. Located in Atlanta, GA, Wiggins has been with OpenArc since 2025. OpenArc serves individual and institutional clients across a range of segments including trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services utilizing various investment vehicles including private markets and digital assets, with a notable institutional retirement practice and integrated operational platforms.

Joseph Powell is a financial advisor at Core Planning with a Series 65 designation. He has been with Core Planning since 2026 and has prior experience at Bubble Rock Advisors, Windham Brannon PC, Brady Ware, and Schell & Hogan. Core Planning provides fee-only financial planning, ongoing wealth management, and portfolio management primarily for individual and high-net-worth clients. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Benjamin Subasic is a financial advisor at IFG Advisory, LLC with Series 66 registration and no prior industry experience. His background includes positions outside the financial sector, such as roles at Mary Mac's Tea Room and Southern Soccer Academy. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, and coordinates held-away assets to align with clients’ objectives.

Simon Burton is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and over 12 years of industry experience. He has worked at Raymond James since 2014 and is currently affiliated with both Beacon Global Advisor Network and Peregrine & Black. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, serving both non-high-net-worth and high-net-worth individuals.

Davi Kutner is a CFP® with 22 years of industry experience, currently serving at Aprio Wealth Management, LLC since 2015. He has held multiple roles within the Aprio organization, including positions at Aprio Risk Management, LLC and Aprio Advisory Group. Outside of his advisory work, Kutner serves on the Board of Trustees for the Atlanta Jewish Academy and is a committee member of the Endowment Committee at Hillels of Georgia. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, technical analysis, and a variety of trading strategies, coordinating closely with affiliated CPA professionals while maintaining distinct advisory and accounting services.

Paul Flamini is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has also been associated with Loadstone Group, Ltd. outside of his advisory role. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of independent advisors and manages approximately $397 million in client assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailoring portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Mark Adkins is a financial advisor at OpenArc Corporate Advisory, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OpenArc in 2025, he worked at Merrill for a total of 10 years, with a two-year period as a self-employed advisor in between. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a broad range of investment options and emphasizing institutional research and fiduciary governance.

Joseph Burrows is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America N.A. and Merrill. Outside of advisory work, he owns and operates a small business specializing in reselling collectibles such as Magic the Gathering cards and sports cards. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofits, and retirement plans, offering a wide range of wealth management and consulting services. The firm combines institutional retirement plan expertise with private markets and digital asset capabilities, utilizing both discretionary and non-discretionary models tailored to client objectives.

Jaylon Ellison is a CFP® professional with 23 years of experience in the financial industry. He has worked at Advisory Services Network since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Atlanta, GA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and risk tolerances, utilizing a variety of investment strategies and flexible engagement models.

Temp Davis IV is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and over 24 years of industry experience. He has been with IFG Advisory since 2015 and has prior experience at LPL Financial and HINCEY & ASSOCIATES Financial Services. Davis teaches continuing education courses on Social Security, Medicare, retirement planning, and financial planning at Clayton State University and the University of West Georgia. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies and analytical approaches, utilizing sub-advisors and third-party managers, and offers both discretionary and non-discretionary portfolio management along with specialized real estate planning services.

Daria Macarie is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. She has previously worked at Bank of America, Merrill, and several other organizations, including academic roles at the University of Georgia and Georgia State University. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm employs a wide range of investment strategies and emphasizes institutional research, manager due diligence, and operational integration with third-party platforms, supporting both discretionary and non-discretionary engagement models.

Michael Curran Jr. is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He has worked at Advocacy Wealth Management, LLC since 2022 and has been with Advisory Services Network, LLC since 2016. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Jonathan Willis is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 credential and four years of industry experience. He has worked with Hoxton Capital Management USA and FZE, where he provides advisory services including financial planning and retirement strategies primarily for UK clients through Future Start Independent Financial Planning. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts, with a focus on customized portfolios using various managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and coordinates with U.K. trustees and platforms to meet regulatory requirements.

Amy Rubin is a financial advisor with The Strategic Financial Alliance, Inc. in Alpharetta, GA. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Ms. Rubin has worked at Carlyle Wealth Planning, Inc. and The Strategic Financial Alliance since 2016. Outside her advisory work, she is president of Rubin Financial Services, managing commissions and business expenses, and she also refers clients to a Medicare insurance agency for complex Medicare questions. The Strategic Financial Alliance serves individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm offers portfolio management, third-party manager selection, financial planning, and advisory services, employing customized strategies through co-advisory relationships and use of diversified investment products.

Xavier Herschberg is a financial advisor at BIP Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has been with BIP Wealth since 2018. Outside of his advisory role, he has an eight-year involvement with the Alpharetta Ambush Soccer Club. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, with a focus on tailored asset allocations and private-market securities for qualified investors.

Grant Ansley is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and specialized retirement plan services. The firm employs both discretionary and non-discretionary models and utilizes a wide range of investment tools, with a notable emphasis on institutional retirement solutions, private markets, and digital assets.

William Tucker is a financial advisor with Sequent Planning, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Catalyst Wealth Management, Retirement Wealth Advisors, Inc., and Asset Management Strategies Inc. He is also the owner of The Woodville Group, LLC, where he sells life insurance, long-term care, and annuity products. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services through a network of independent advisors. The firm employs a structured risk framework, diversified investment exposures, and tax-aware strategies, and provides clients with ongoing investment communications and detailed operational disclosures.