Joseph Tyger is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill. OpenArc Corporate Advisory manages approximately $10.1 billion and provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and a blend of public and private market securities.

Scott Meyer is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 license and 19 years of industry experience. His prior experience includes roles at PKS Investments, LPL Financial, Morgan Stanley, and Citigroup Global Markets. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolios, while supporting discretionary and non-discretionary accounts and offering a range of services including financial planning and retirement plan consulting.

Joel Dean is a CFP® with 13 years of industry experience, currently serving at Capital Investment Advisors, LLC. He has worked at the firm since 2016 and previously at Stadion Money Management, LLC. Outside of his advisory role, he is the owner and manager of Felicitas Properties LLC, an investment real estate company. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with integrated financial planning and offers specialized services including family-office style offerings, pension consulting, executive compensation analysis, and access to private investments.

Shaun Mazumdar is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Keeler Thomas Management LLC and Modera Wealth Management. Prior to his advisory career, he spent several years in education at Utah Valley University and local schools. Capital Investment Advisors is a multi-team firm serving individuals and families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management using a centralized, structured portfolio approach with ETF-based model portfolios and specialized services including pension consulting and executive compensation analysis.

Edwin Feinour is a financial advisor at ZWJ Investment Counsel Inc with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Securities, Oppenheimer, and Merrill. ZWJ Investment Counsel provides discretionary investment management and financial planning to a diverse client base, including individuals and institutional entities such as pension plans, trusts, and charitable organizations. The firm employs a tailored investment approach, combining fundamental and financial analysis across equities, fixed income, and balanced strategies, and serves as a fiduciary for ERISA and IRA accounts.

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 holds Series 63 and Series 65 licenses and has worked at firms including Resurgent Financial Advisors and Fiduciary Alliance, LLC. Canzeri is also a partner in Peachtree College Planning, where he conducts informational classes on college admission strategies and financial aid optimization. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm provides customized portfolio management and financial planning, emphasizing long-term strategic allocations with regular monitoring and client-specific investment restrictions.

John Healy is a financial advisor at IFG Advisory, LLC based in Atlanta, GA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Patton Albertson & Miller LLC and operated Healy Capital Management, LLC. He has been with IFG Advisory and LPL Financial for over a decade. 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 variety of investment approaches and third-party managers to tailor portfolios and manages held-away assets to align with clients’ financial goals.

Kathryn Bohr is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 66 designation and has four years of industry experience. Her prior work includes positions at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs a research-driven investment process that incorporates institutional due diligence and diversified implementation across public and private markets, serving high-net-worth clients as well as nonprofit and corporate plan sponsors.

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.

Brett Noggle is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding the CFP® and CFA® designations with five years of industry experience. Prior to joining Capital Investment Advisors, he spent ten years with IHS Markit. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized portfolio approach with ETF-based models tailored to client needs and integrates financial planning with portfolio management, supported by in-house tax and estate planning specialists.

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.

Ryan Bauman is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Gibbs, he worked at UPS for five years and attended the University of Georgia. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary investment advisory services through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on aligning portfolios with clients’ financial situations, goals, and risk tolerances rather than selecting individual securities.

Mary Linn is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Before entering finance, she was employed at OneMain Financial and worked at Celebration Church. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, offering wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion and utilizes a diversified investment approach that includes public and private markets, digital assets, and specialized advisory services for plan sponsors and nonprofit clients.

Nicholas Molinari is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill for seven years. OpenArc Corporate Advisory serves individual, trust, corporate, and institutional clients with wealth management, financial planning, and investment management. The firm employs a diversified investment approach across public and private markets and provides governance-oriented services for plan sponsors and nonprofit clients.

Maria Pacin is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. She has previously worked at Merrill Lynch and Bank of America, N.A. Maria is based in Atlanta, GA. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm employs a comprehensive investment process combining institutional research, manager due diligence, and diversified implementation across public and private markets.

Layla Vanderslice is a financial advisor at Merit Financial Advisors with two years of industry experience. She holds a Series 65 designation and previously operated her own advisory practice for 20 years before joining Yeomans Consulting Group for three years. Vanderslice is also a licensed insurance agent. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios and offers a range of investment management and financial planning services.