Randy Nevins is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Fidelity Investments. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers through curated model portfolios and a Turnkey Asset Management Platform. The firm’s investment approach features outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Erin Randolph is a financial advisor at Bailard, Inc. with 15 years of industry experience. She holds a Series 66 designation and has been with Bailard and its affiliates since 2009. Randolph serves as secretary of Bailard, Inc. and holds additional secretarial roles with Bailard Real Estate Investment Trust, Inc. and BB&K Holdings, Inc. Bailard provides wealth management and asset management services to individual and institutional clients, emphasizing multi-asset diversification through a combination of quantitative models, fundamental research, and qualitative judgment. The firm manages affiliated pooled vehicles and serves as a sub-adviser to mutual funds, offering a range of financial planning and discretionary portfolio management strategies.

Patrick Smith Jr. is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management, LLC. In addition to his financial advisory role, Smith operates The Smith Law Firm, P.C., where he serves as an estate planning attorney. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, and offers both discretionary trading and financial planning services.

Andrew Jarrett is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 license and has previously worked with Stearns Retirement Group and as an independent life insurance agent. His background also includes teaching positions at Social Circle High School and Walton County Schools. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets, serving individuals, pension and profit-sharing plans, trusts, estates, corporations, and other registered investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity fundamental and technical review, alongside a scalable advisor network and specialized family-office style services.

John Barone is a financial advisor with BIP Wealth, LLC in Atlanta, holding a Series 65 credential and one year of industry experience. Before joining BIP Wealth, he worked at Lumio Solar and has a background that includes roles in education and retail. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored investment strategies, including discretionary and non-discretionary management, private-market securities for qualified investors, and specialized covered-call strategies.

Bart Speziali Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Merrill. He is also a general partner at Speziali LLC, a for-profit business. 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 strategies including private markets and digital assets.

Milton Williams is a financial advisor at Crawford Investment Counsel Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Crawford Investment Counsel since 1994. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

Adil Khan is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at OpenArc Corporate Advisory, LLC and previously spent nine years at Bank of America and Merrill. Outside of his advisory role, he is involved as a seller in a trading card business. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm provides both discretionary and non-discretionary services and utilizes a broad range of investment tools including private markets and digital assets, with a significant focus on institutional retirement plan services.

Tayvon Jackson is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Edward Jones and MarketGuard, and he is involved in several business ventures such as authoring investment books, operating a publishing company, and owning a semi-professional basketball team. Jackson also serves as a director of the Tayvon Cares Foundation, a nonprofit charitable organization. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, implementing strategies across multiple platforms and allowing advisors flexibility in fee setting and model management.

Jay Gardner is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 credential and one year of industry experience. Prior to his current role, he worked in the food service industry, including positions at Inspire Brands and Arby's Restaurant Group, and was involved with ARC Burger LLC. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and specialized in-house planning resources, along with access to private investment solutions and formal pension consulting services.

Amber Veronique is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Beacon Global Advisor Network, LLC and has prior experience at Leo Wealth, LLC, Private Capital Limited, TAG, and The American International University in London. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in assets, offering discretionary portfolio management, modular financial planning, and retirement consulting.

Michael Griffin is a CFP® with eight years of industry experience, currently serving at Henssler Financial in Kennesaw, GA. He has been with Henssler Financial since 2007. Henssler Financial serves a diverse client base, including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-driven investment approach known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and automated ETF solutions.

Eric Cramer is a CFP®, CFA®, and Series 63 credentialed advisor with 22 years of industry experience. He has been with BIP Wealth, LLC since 2011. 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 solutions, including discretionary and non-discretionary accounts, private pooled vehicles, and private-market investments for qualified investors.

Gary Askew is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OpenArc in 2025, he spent 10 years at Merrill and Bank of America, N.A. Outside of his advisory role, Askew owns and operates an online apparel business, Big Back Ministries, selling t-shirts and hoodies. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors such as trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and consulting services with a broad investment toolkit and a notable institutional retirement plan practice combined with private markets and digital-asset capabilities.

Melissa Hallmark is a CFP® and Series 65-licensed advisor with 18 years of industry experience. She currently works at Apollon Wealth Management, LLC and was previously with United Capital Financial Advisers, LLC for 11 years. Hallmark is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed models with locally managed portfolios tailored through an Investment Committee and due diligence processes.

Bradley Plaziak is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential and one year of industry experience. His background includes roles at Marshall University and the PGA Tour Superstore. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, employing both discretionary and non-discretionary models and utilizing a varied investment toolkit that includes private markets and digital assets.

Everett Wilkerson is a CFP® professional with 23 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2019. His prior experience includes seven years at TD Ameritrade. Wilkerson also works as an instructor at the University of Georgia, a role he has held since 2019. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management, financial planning, and pension consulting services. The firm employs a centralized investment platform combining standardized asset-allocation models and ETF-based portfolios, supported by specialized in-house estate and tax planning professionals.

Gregory Sutton is a financial advisor at Henssler Financial with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at North Highland and E*TRADE Securities. Henssler Financial is a multi-team registered investment adviser serving individual clients, investment advisers, pension plans, and municipal clients. The firm uses a cash-flow driven “Ten Year Rule” investment approach, combining fixed-income securities for near-term liquidity and high-quality equities for long-term assets, along with model portfolios, automated rebalancing, and tax-loss harvesting.

Edward Deane is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Chase Buchanan, Brite Advisors, and Hoxton Capital Management. Beacon Global Advisor Network, LLC provides investment advisory and planning services 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 a focus on tailored investment solutions using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Mary Grealy is a financial advisor at Asset Preservation Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Belle Haven Investments and in educational roles at Columbia University, National Cathedral School, and Bronxville School. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, focusing exclusively on tax-exempt and taxable municipal bond portfolios. The firm employs active fixed-income management strategies, including an ESG-oriented Positive Impact Tax-Exempt Strategy, and manages over $11 billion in discretionary assets with a concentrated municipal-only focus.