Robert Rickles is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 23 years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America N.A. and Merrill for a combined total of over two decades. He serves as an officer and immediate past president of the volunteer board for the Jewish Educational Loan Fund, a charitable organization based in Atlanta. OpenArc Corporate Advisory serves individual and institutional clients, providing wealth management, financial planning, portfolio management, and dedicated retirement plan services. The firm offers tailored investment solutions across a range of asset classes and maintains a significant institutional retirement practice alongside capabilities in private markets and digital assets.

Brady Watkins is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 designation and one year of industry experience. He also owns and edits a pickleball publication through 1,000 Generations LLC. Watkins holds prior roles including work with Leveraged Wealth Management, where he was involved in insurance sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across multiple offices and employing a range of model portfolio and direct asset management strategies.

Clifton Borders is a financial advisor with 5 years of industry experience, currently associated with 49 Financial. He holds Series 65 and Series 63 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Borders is also licensed as an agent for fixed and traditional insurance products. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, and institutions, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Jeffrey Crowell is a financial advisor with OpenArc Corporate Advisory, LLC, based in Atlanta, GA. He holds a Series 66 designation and has 13 years of industry experience, including prior roles at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves a diverse client base that includes individual and institutional investors, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm uses a broad range of investment strategies, including alternative and private market investments, and maintains a significant institutional retirement practice alongside digital asset capabilities.

Kyle Schmidt is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at BIP Wealth, LLC since 2018. Prior to joining BIP Wealth, he worked with SunTrust Advisory Services and related entities from 2015 to 2018. He volunteers as a board member for the Fellowship of Christian Athletes at Georgia Tech. 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, utilizing tailored asset allocations and private-market securities for qualified investors.

Stephanie Feaser is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 18 years before joining her current firm in 2026. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets and serving a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, and corporations. The firm emphasizes model portfolios with tactical asset allocation across various investment vehicles and integrates insurance distribution and annuity servicing within its advisory services.

Timofei Kouzmine is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential. He has experience working at OpenArc since 2026 and previously held roles at Softensity, Syracuse University, and Pace Academy. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans, offering a range of services from wealth management to retirement plan consulting. The firm combines discretionary and non-discretionary models, utilizing diverse investment strategies including private markets and digital assets, and maintains a notable focus on institutional retirement solutions.

Andrew Murphy is a financial advisor with Main Street Financial Solutions, LLC in Atlanta, GA. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Main Street Financial Solutions in 2016, he worked at UBS Financial Services and Deutsche Bank Securities Inc. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset investment approach with a focus on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, and alternative investment platforms.

Molly Kittrell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2014. She holds Series 63 and Series 65 licenses and is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and municipalities. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, higher-quality equities and credit-focused fixed income strategies.

Aaron Vincent is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Impact Partnership Wealth, LLC. He previously worked at Cambridge Investment Research Advisors and VOYA Financial Advisors. Outside of advising, he is involved in financial education as an instructor with the American Retirement Institute. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a multi-strategy investment approach combining third-party models, adviser-managed portfolios, and direct indexing with tactical overlays.

Jefferson Olney is a financial advisor at Kingswood Wealth Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Dempsey Lord Smith, LLC and Synovus Bank. Outside of finance, he is a contract musician and has ownership in a brewery as well as involvement in renting audio equipment. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with third-party managers and an operational model that supports insurance-linked account management.

Brian Boles is a financial advisor at Howard Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience with LoneStarOne Financial Strategies and Northern Lights Distributors, LLC. Outside of his advisory work, he has been involved with golf and social clubs, including Red Feather Golf & Social Club. Howard Capital Management serves a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs, and offers services ranging from discretionary portfolio management to retirement tools.

Adam Wittan is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2025, he worked at Regions Bank for 12 years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, integrating resources from Fifth Third Bank and employing a structured investment policy framework.

Moiz Husain is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with The Strategic Financial Alliance since 2014. Outside of his financial advisory role, he works as an independent background actor for various television shows and movies filmed around Metro Atlanta. The Strategic Financial Alliance serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and consulting services through customized strategies that incorporate asset allocation, model portfolios, mutual funds, ETFs, and alternative products.

Travis Wilson 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 Merrill and Bank of America, as well as IBM prior to entering the financial sector. OpenArc Corporate Advisory serves a diverse client base including individual investors, trusts, nonprofits, and retirement plans, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm combines institutional research and manager due diligence with a broad investment toolkit, including private markets and digital assets, to tailor solutions across discretionary and non-discretionary models.

Victor Gitau is a financial advisor at Balentine with a Series 65 designation and one year of industry experience. Prior to joining Balentine, he worked at PNC Bank for five years and spent eight years in full-time education. He is based in Atlanta, GA. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment approach and manages pooled investment vehicles, including private funds.

Brooke Mcleod is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. She has previously worked with firms including Lumature Wealth Partners, LLC and Raymond James Financial Services, Inc. Mcleod also serves as a Relationship Manager at Lumature Wealth Partners. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan services through customized, primarily long-term portfolios that include ETFs, mutual funds, and alternative investments.

Jacob Burleson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2018. Prior to joining Modera, he worked at Kautex Textron from 2014 to 2018. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm follows an allocation-driven investment approach based on Modern Portfolio Theory, employing diversified portfolios and a range of strategies including independent managers, private placements, and optional ESG integration.

William Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at LPL Financial since 2022 and over a decade at MassMutual Financial Group. Outside of his advisory work, he is involved in selling non-variable insurance products. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Victor Banks is a financial advisor at Integrity Advisory Solutions with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Nationwide Investment Services Corporation and Capital Investment Advisory Services, LLC. Outside of his advisory role, he is also engaged as an insurance agent selling fixed insurance products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing fundamental and technical analysis alongside multiple asset-allocation frameworks.