Andy Sukhai is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Banks Jackson & Middleton and Lincoln Investment since 2017, with prior experience at VOYA Financial Advisors from 2014 to 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team for model portfolios and proprietary mutual-fund screening.

Creston Maxey is a CFP® professional with nine years of industry experience, currently affiliated with IFG Advisory, LLC in Atlanta, GA. His prior work includes roles at Lloyd Advisory Services, LLC and The Lloyd Group, Inc., and he is also connected with Highland Trust Partners. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs various management strategies, including in-house and third-party managers, to align clients’ assets with their objectives.

Daniel Arnstein is a financial advisor at Howard Capital Management, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior experience in various roles across education and service industries. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, and provides discretionary portfolio management and other advisory services.

Eric Nyquist is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Northern Lights Distributors, LLC, Davey Tree Experts, Sungrade Solar, Class Leasing, J.D. Mellberg, and The Piedmont Group of Atlanta. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators in its tactical investment approach and offers a range of participant tools, private wealth services, and sub-advisory support for mutual funds and ETFs.

James Kaufman is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and spent the early part of his career at Merrill. Kaufman serves as a trustee for the Boys & Girls Clubs of America, focusing on development and mentoring for underprivileged youth. OpenArc Corporate Advisory serves individual and institutional clients across a range of wealth levels, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides tailored investment solutions through discretionary and non-discretionary models, leveraging a broad array of asset classes and emphasizing institutional research and fiduciary governance for retirement plans.

Byron Preuss is a financial advisor with Howard Capital Management, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Howard Capital Management since 2009. Outside of his advisory role, he is engaged as a plan writer for asset allocation and serves as an outside sales agent for the firm’s advisory money management programs. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm employs proprietary technical indicators to guide tactical investment strategies across client accounts and manages both mutual funds and ETFs while offering web-based retirement planning tools and private wealth services.

Joe Patrick is a financial advisor with Advisory Services Network, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Fidelity Investments. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Perry Williams is a financial advisor at Capital Analysts with 27 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 1999. Outside of his advisory role, Williams is an agent selling life insurance and fixed annuities and is the owner and president of Williams & Williams Financial Services, Inc., a tax and accounting services business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary fund screening tools.

David Vogel is a financial advisor with Simplicity Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Simplicity Wealth since 2019, and previously held roles at Virtue Capital Management, Brookstone Capital Management, and has been principal at Vogel Retirement Solutions since 2016, where he is also involved in fixed insurance sales. 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 approach utilizing ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring, tax optimization, and independent manager oversight, alongside technology and operational services tailored for advisors.

Laura Bishop is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Bank of America, N.A. and Merrill for 14 years before joining OpenArc in 2025. Based in Atlanta, GA, she is part of a firm that serves a diverse client base, including individual and institutional investors. OpenArc Corporate Advisory offers wealth management, financial planning, portfolio management, and specialized retirement plan services, utilizing a broad range of investment strategies such as individual equities and bonds, alternative and private market investments, digital assets, and direct indexing. The firm is notable for its substantial institutional retirement practice and integration with third-party platforms that support operational scale.

Gary Alpert is a CFP® professional with 26 years of industry experience, currently serving at IFG Advisory, LLC since 2014. He is also registered with LPL Financial and acts as a non-public arbitrator with FINRA. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment process combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Olivia Templeton is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 65 designation and has one year of experience in the industry. Prior to joining OpenArc, she worked at Merrill and Ernst & Young LLP. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management and retirement plan services, offering both discretionary and non-discretionary portfolio management. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets.

Caroline Caldwell is a financial advisor at Balentine with Series 63 and Series 65 credentials and three years of industry experience. She has held prior roles at Merrill, Bank of America, and a variety of other firms across different sectors. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment approach is risk-based, utilizing both active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Aaqib Anwar is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including Renascence & Partners LLC, C&J Renascence Shanghai Co. Ltd, RGI Finance, and St James’ Place Wealth Management. Beacon Global Advisor Network serves a range of clients including individuals, businesses, pension and profit-sharing plans, and trusts. The firm’s investment approach typically involves customized portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with a distinctive focus on pension-transfer services for U.K. nationals.

Mark Parker is a financial advisor at BIP Wealth, LLC with five years of industry experience. He holds a Series 65 credential and has been a managing member of SDG Advisors, LLC since 2006, where he reviews due diligence and asset management for commercial real estate investments. Outside of his advisory role, he serves as a game day assistant for college and professional football games, working with organizations such as the National Football League, FOX Sports, and CBS Sports. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management with tailored asset allocations, and it provides private-market investment options and specialized strategies including advisory services for private pooled vehicles and covered-call SMA strategies.

Caden Palmer is a financial advisor at Howard Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Northern Lights Distributors, LLC, E*TRADE Securities, LLC, and Howard Capital Management, Inc. prior to his current role. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and mutual fund and ETF advisory. The firm’s investment process uses proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Kevin Murdock is a financial advisor at Balentine with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, Scottrade, and OSAIC Wealth. Outside of his advisory role, he authors and self-publishes fiction novels in his personal time. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and global tactical asset allocation, with a focus on tailored portfolios and planning.

Christopher Facka is a CFP® professional with 25 years of experience in financial advisory. He currently serves at Level Four Advisory Services and Level Four Financial, where he has worked since 2018 and 2020 respectively. His prior experience includes roles at SunTrust Advisory Services and GenSpring Family Offices. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a blend of firm-sponsored and third-party platforms.

Steven Manfredonia is a financial advisor at BIP Wealth, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Wells Fargo Clearing, Allworth Financial, AW Securities, and TD Ameritrade. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled vehicles and private-market offerings.

Ricky Howard is a Series 65-licensed advisor at RFG Advisory, LLC with one year of industry experience. He has worked concurrently with Black Oak Asset Management and Silver Oak Securities, Inc., and serves as a part-time public school teacher for Forsyth County Schools. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion in assets for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and acts as sub-adviser to the Bluemonte family of ETFs.