Justyn Grady is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, with three years of industry experience. He holds the Series 65 designation and previously worked at Beacon Pointe Advisors, LLC, Homepointe Financial, and NC State Employees Credit Union. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management using a structured, ETF-based approach tailored to clients’ risk tolerance and goals, supported by in-house specialists in tax and estate planning.

Davis Hines is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill for seven years. He also has experience working at the University of Georgia and other firms early in his career. 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 on a discretionary basis, utilizing a combination of institutional research, manager due diligence, and diversified investment strategies across public and private markets.

Laura Tedball is a financial advisor with Advisory Services Network in Atlanta, GA, holding Series 63 and Series 66 registrations and with 20 years of industry experience. She has worked at Advisory Services Network and Mainstay Capital Markets Consultants since 2014, following prior positions at Resource Horizons Investment Advisory and Wellstone Securities. Advisory Services Network supports individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a flexible approach tailored to clients’ objectives and risk tolerances.

Brian Allen II is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at MIO Partners, Inc. and Cannon Financial Strategists, Inc. Outside of his advisory role, Allen assists in organizing tennis leagues in the Athens, GA area as a contractor for UTR Sports. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored portfolio management emphasizing asset allocation and long-term purchasing-power preservation, employing a variety of strategies including options and private investments.

Matthew Roberts is a financial advisor at Arkadios Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of Arkadios, he is a managing partner at Monarch Capital Advisors. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through internally managed accounts, model portfolios, and third-party managers.

John Mills III is a financial advisor at Royal Fund Management, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, Mills is the owner and director of Tax Centers of Georgia, a tax preparation and planning business. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerance and oversees both discretionary and held-away accounts.

Bambi Rentschler is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 17 years and Morgan Stanley & Co. LLC for one year. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion in discretionary assets and employs a diversified investment approach across public and private markets, incorporating institutional research and manager due diligence.

Robert Kalaman is a CFA® charterholder with seven years of experience in the financial industry. He currently works at Level Four Advisory Services, where he has been employed for three years. His prior roles include positions at Bank of Montreal, Bank of America, Columbia Management Advisors, and Fleet Investment Advisors. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of wrap platforms and sub-advisors.

Hunter Bailey is a financial advisor at OpenArc Corporate Advisory, LLC with one year of industry experience. He previously worked at Independent Financial Group, LLC for one year and spent ten years at UPS. Hunter holds a Series 66 designation and is based in Atlanta, GA. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm combines institutional research and manager due diligence with diversified portfolio implementation across public and private markets, including alternative and digital asset strategies.

Richard Critelli is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Fifth Third Bank, Fifth Third Securities, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Edward Jones. Jaffe Tilchin Investment Partners serves both individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on discretionary and non-discretionary bases and conducts private placement due diligence for qualified investors.

Robert Fezza is a CFP® with 24 years of experience in the financial industry. He is currently with Forum Financial Management, LP and has previously worked at Purshe Kaplan Sterling Investments, Odyssey Personal Financial Advisors, and Cetera. Outside of his advisory role, he serves as an independent insurance agent and co-owns a real estate holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Nicholas Yeomans is a CFP® and Series 66-licensed financial advisor with 23 years of industry experience. He is currently with Merit Financial Advisors and previously spent over a decade at Sagepoint Financial, as well as running Yeomans Consulting Group, Inc. Outside of his advisory work, Yeomans serves as an elder at North Metro Church. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation managed through both internal teams and third-party sub-advisers, offering a range of account arrangements and financial wellness programs.

James Colbourne is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PKS Investments, LPL Financial, Stephens, Morgan Stanley, and Citigroup Global Markets. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, emphasizing long-term, diversified asset allocation through a combination of internal management, third-party managers, and customizable model portfolios.

Jackson Favors is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual and Gibbs Financial Group. He has also been involved with Community Concierge Service outside of the financial industry. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Brittany Hagy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. She has also been affiliated with Allon Planning Partners since 2020, where she owns and operates an independent insurance agency providing insurance and annuity solutions as well as non-legal estate planning administrative services. Prior to her current roles, she worked at Malia Financial Group from 2015 to 2020. Foundations Investment Advisors LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a variety of investment strategies and utilizes model portfolios with discretionary or non-discretionary authority to its advisers.

Blake Kollin 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 provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion using a multi-asset investment approach that includes public and private markets, alternative securities, and digital assets.

Donald Barker is a financial advisor at Henssler Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Henssler Financial since 2006. Outside of his advisory role, he serves as a motorcycle patrol officer with the City of Austell Police Department. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, as well as services including portfolio management, automated ETF strategies, and sub-advisory support.

Gray Long is a financial advisor at Donaldson Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to joining Donaldson Capital Management, his background includes roles outside of finance, such as work at the University of Georgia Golf Course and Vacayzen. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis, serving a diverse client base that includes retirement plans, banking institutions, and municipal sponsors.

Lee Harman is a Series 65-licensed advisor with one year of industry experience, currently affiliated with Beacon Global Advisor Network, LLC. He previously worked at Altor Wealth Management LLP and Saunderson House. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pensions, and trusts, offering customized portfolios primarily managed on a discretionary basis. The firm is notable for its specialized pension-transfer services for U.K. nationals and its network structure that supports layered service arrangements.

Ryan Daly is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with 10 years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill, where he spent nine and ten years respectively. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm manages approximately $10.1 billion in discretionary assets and employs a diversified investment approach that includes institutional research, manager due diligence, and a range of public and private market strategies.