David Paulukaitis is a financial advisor with Advisory Services Network, holding a Series 65 designation and 17 years of industry experience. He has been with Advisory Services Network since 2007 and also owns and consults for Mainstay Capital Markets Consultants, Inc. since 2005. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of over 250 independent investment adviser representatives. The firm offers a range of advisory services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

John Busey is a financial advisor at LifeMark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeMark since 2017. Prior to that, he worked at INVEST Financial Corp for 12 years and has operated as an independent insurance agent since 2005. Outside of his advisory work, he serves as president of Saeg, Inc., an S-corporation used to manage income and expenses. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a variety of managed account programs and tailors advice through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Jeremy Hermida is a Series 65-licensed financial advisor with BIP Wealth, LLC, based in Alpharetta, GA. He has been with BIP Wealth since 2024 and has one year of industry experience. Prior to joining BIP Wealth, he was not employed in the financial industry. 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, including discretionary and non-discretionary accounts, pooled investment vehicles, and private funds, with a focus on tailored asset allocations and private-market securities for qualified investors.

Scott Barnas is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA. He holds the CFP® and ChFC® designations and has 28 years of industry experience. His prior firms include Mass Mutual Investors Services, METLIFE SECURITIES Inc, Morgan Stanley, and Citigroup Global Markets. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset allocation and long-term purchasing-power preservation through tailored portfolios and employs specialist sub-advisers for certain strategies.

Mason King is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Rockefeller Capital Management and Raymond James. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a team-based approach with an in-house portfolio management team that supports advisors using fundamental, technical, and cyclical analysis, and acts as a fiduciary in retirement plan consulting.

Michael Runager is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at UBS Financial Services and Credit Suisse Securities (USA) LLC. Outside of finance, he owns and manages two transportation-related sole proprietorships, Southway Solutions and Final Mile Solutions. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, using a mix of discretionary and non-discretionary portfolio management strategies, including the Elevation Point Managed Volatility and Summit model series.

Peter Coleman Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. Outside of his advisory work, he has involvement in real estate rental activities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis, and manages both in-house and third-party investment strategies.

David Summers IV is a CFA® charterholder based in Atlanta, GA, with 27 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates from 2013 to 2018. Summers is also involved in other financial advisory businesses, including serving as Managing Director of DJRCSM, LLC and as owner of Avigron Investments. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors with an in-house portfolio team that offers discretionary investment management across multiple asset classes.

William Westenberger is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Prime Capital Investment Advisors LLC and Longer Financial. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives, risk tolerance, and time horizon, utilizing a variety of investment strategies including stocks, bonds, mutual funds, ETFs, and derivatives.

Charles Schorpp is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 22 years of industry experience. His career includes roles at Bank of America and Merrill, where he worked for over two decades before joining OpenArc in 2025. OpenArc Corporate Advisory 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 incorporates institutional research, manager due diligence, and a range of asset classes across public and private markets.

Barry Dow is a financial advisor at Arkadios Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms, including Dempsey Lord Smith, LLC, and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as president of Innovative Collectibles, a business focused on buying and selling coins and collectibles, and also leads Oaktree Consulting, a marketing company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment planning using a variety of management approaches and incorporates fundamental, technical, and cyclical investment analysis methods.

Frank Beedle II is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sound Income Strategies since 2020 and at Stearns Retirement Group since 2013. His activities include the sale of Medicare Supplement and Long Term Care insurance policies. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services including family-office and special-needs planning.

Ritter Windom is a financial advisor at Arkadios Wealth Advisors with two years of industry experience. He previously worked at Rockefeller Global Family Office and has a background that includes roles at the University of Georgia and The Lovett School. Windom holds a Series 66 designation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, using customized investment plans that combine fundamental, technical, and cyclical analysis.

Justin Burgess is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with IFG Advisory and LPL Financial since 2017 and previously worked with Waddell & Reed, Inc. and various insurance carriers. Burgess is also licensed as a life, disability, and long-term care insurance agent. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Paul Money is a CFP® professional with 23 years of industry experience, currently with BIP Wealth, LLC. He previously worked at The Money Advisor Group, LLC for 24 years before joining BIP Alliance, LLC. Outside of advisory work, he owns and manages multiple real estate and consulting businesses, including Green Island Consulting, which advises clients on strategic, non-financial matters such as spiritual development and legacy building. 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 utilizes tailored asset allocations including mutual funds, ETFs, fixed income, and private-market securities for qualified investors, and offers adviser roles to private pooled vehicles and covered-call strategies.

Robert Cramer Jr. is a CFP® professional with 15 years of industry experience. He currently serves at OpenArc Corporate Advisory, LLC and previously worked for 14 years at Bank of America and Merrill Lynch. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research, manager due diligence, and multi-asset implementation across public and private markets.

Chase Gunter is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience and has previously worked at IFG Advisory, LLC d/b/a Appalachian Wealth Management, Wealth Plan Financial, United Bank, and LAD Logistics. Outside of his advisory work, he is involved with CG3 Properties, LLC, a real estate rental business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Elizabeth Meeks is a financial advisor at Balentine in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Balentine in 2025, she worked for seven years at PNC Private Bank and spent four years at the University of Georgia. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, offering wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that includes global tactical asset allocation strategies and manages private funds through affiliated entities.

Kelly Bowling is a financial advisor at Blackridge Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, Bowling is involved in the marketing, sales, and service of life insurance, health insurance, fixed annuities, and Medicare insurance through his insurance agency in Atlanta. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management with access to model portfolios, third-party managers, and estate-planning referrals, operating a network structure that includes affiliated broker-dealers and platform managers.

Chase Murray is a financial advisor at BIP Wealth, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Salesforce, FullStory, the Pittsburgh Pirates, and Georgia Institute of Technology. BIP Wealth, LLC serves individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations including mutual funds, ETFs, fixed income, and options-based strategies, as well as private-market securities for qualified investors.