Krista Cosgrove is a CFA® charterholder with 19 years of industry experience, currently serving at ZWJ Investment Counsel Inc. since 2007. She is based in Atlanta, GA. ZWJ Investment Counsel provides discretionary investment management and financial planning to a diverse client base, including individuals and institutions such as pension plans, trusts, and charitable organizations. The firm emphasizes tailored portfolios grounded in fundamental and financial analysis, serving both ERISA and IRA accounts with fiduciary responsibility.

Gary Askew is a CFP® professional affiliated with OpenArc Corporate Advisory, LLC and has 14 years of industry experience. Prior to joining OpenArc in 2025, he worked at Merrill and Bank of America for ten years and Wells Fargo Clearing for three years. Outside of advisory work, he owns and operates an online apparel business and holds leadership roles in several family rental property entities. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence to offer diversified investment solutions across public and private markets.

Melissa Hallmark is a CFP® professional with 18 years of industry experience, currently with Apollon Wealth Management, LLC. She previously worked at United Capital Financial Advisers, LLC and Sanders Financial Management, Inc. Hallmark is also a licensed insurance agent authorized to sell life, health, and annuity insurance products. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, families, trusts, businesses, and institutional clients with a combination of centrally managed strategies and locally managed portfolios, employing a range of investment approaches including ESG risk models and tactical allocations.

Bradley Plaziak is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds a Series 65 designation and has been with OpenArc since 2026. Prior to joining OpenArc, he was self-employed for three years and has experience in retail and education sectors. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence with diversified implementation across public and private markets, serving high-net-worth clients as well as nonprofit and corporate plan sponsors.

Everett Wilkerson is a CFP® with 23 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC. He has previously worked at TD Ameritrade, Harrisdirect LLC, and Ameriprise. Since 2019, he has also been an instructor at the University of Georgia. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized, ETF-based model portfolio approach tailored to clients' needs, along with specialized services such as family-office offerings, pension consulting, and executive compensation analysis.

Gregory Sutton is a financial advisor at Henssler Financial with 15 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked previously at firms including North Highland and E*TRADE Securities. 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” investment approach, combining fixed-income securities for near-term liquidity and high-quality equities selected through quantitative and qualitative screening.

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.

Grayson Miller is a financial advisor at Waterloo Capital in Atlanta, GA, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Oxford Financial Group, Ltd., Goldman Sachs & Co. LLC, and UBS Financial Services Inc. Waterloo Capital is a multi-advisor firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized investment management and financial planning with a focus on long-term, strategic buy-and-hold portfolios, utilizing both internal management and third-party sub-advisers.

Fredrick Dawson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Raymond James Financial Services and Carson Advisory Group. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis and offers portfolio management, financial planning, and retirement plan consulting services.

Nicholas Palmer is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Beacon Global since 2023. His prior experience includes roles at Peregrine & Black and Attivo Group. Beacon Global Advisor Network serves a diverse client base, including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolios using a range of investment vehicles and provides specialized pension-transfer services for U.K. nationals.

Anthony James Hunt is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cygnus Capital and J.P. Morgan Securities. Outside of his advisory role, he is involved with Cygnus Capital as a fund wholesaler. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its operations.

Jack Camille is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation. He has been in the industry since 2015, previously working at deVere & Partners Switzerland SA and Harrison Brook Ltd. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of about 60 independent advisors, managing approximately $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on clients including U.K. expatriates and employs a variety of investment strategies and institutional custodians.

James Kish is a financial advisor at GLOBALT Investments in Atlanta, GA, holding a Series 63 designation with 25 years of industry experience. He has been with GLOBALT and its predecessor entities since 2017. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other financial advisors. The firm employs a team-based approach combining quantitative, technical, and fundamental analysis, utilizing ETFs as primary investment vehicles and offering specialized strategies such as state tax-free fixed income.

Lewis Walker is a financial advisor with The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, Walker is involved in consulting and coaching through Life Transitions Advisors, LLC, focusing on training and exit planning for closely held businesses, and serves on the board of directors for SFA Holdings, Inc. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm supports multiple portfolio programs and third-party manager platforms, delivering services through both in-house management and co-advisory or solicitor arrangements.

Nancy Thrasher is a CFP® with 44 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2001 and has also operated a business providing bookkeeping and tax preparation services. Additionally, she maintains an active real estate license. Synovus Securities serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs and access to alternative investments.

Sibghat Sheikh is a CFA® charterholder and holds a Series 66 license, currently affiliated with SignatureFD, LLC. He has one year of industry experience with prior roles at MAGEC Group, Northwestern Mutual Investment Services, and other firms. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

Rohan Patel is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and utilizes a diversified investment approach that includes institutional research, manager due diligence, and a mix of public and private market securities.

Everett Cramer Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked for nine years at Bank of America and Merrill. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management. The firm combines institutional research and manager due diligence to deliver diversified investment solutions across public and private markets, including alternative assets and selective digital exposures.

Grace Lopez Williams is a financial advisor at Kovack Advisors, Inc. with 12 years of industry experience. She holds the PFS™ designation and Series 63 license. Her prior roles include positions at Avantax Advisory Services and OneAmerica Securities. Williams is also CEO of GW Group Financial Services LLC and Grace M. Williams CPA PC, and serves on the boards of Trabajo Legal USA LLC and Ace Loans. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory and independent advisor programs.