Jose Menendez Perez is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America for a total of 11 years. 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 and employs a diversified investment approach combining institutional research, manager due diligence, and implementation across public and private markets.

Sophia Drager is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Apollon Wealth Management, LLC, having joined the firm in 2023. Prior to that, she held positions at Goldman Sachs and Elwood & Goetz Wealth Advisory. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering financial planning, portfolio management, retirement plan advisory, and consulting services. Its investment process incorporates centrally managed strategies alongside locally managed portfolios, utilizing fundamental analysis, ESG risk models, direct indexing, and technology tools such as generative AI.

Matthew Keeter is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equity Investment Corporation since 2017 and previously worked at Foreside Funds Distributors LLC, Foreside Fund Services LLC, and American Beacon Advisors, Inc. He also serves as a senior director of sales, promoting Equity Investment Corporation’s products within the Southeast territory. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private investors using a fundamental, absolute value investment process. The firm serves clients including high-net-worth individuals, trusts, retirement plans, corporate entities, and offers sub-advisory services to wrap account and UMA program sponsors.

Stephen Nelson is an advisor at Arkadios Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Advisory and Foresters Financial Services. Nelson is also a partner at Strive Financial Solutions, where he manages office operations and client financial plans. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions. The firm integrates a large network of advisors, an affiliated broker-dealer, and an internal portfolio team that provides strategies and trade execution across multiple asset classes.

Connor Miller is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Capital Investment Advisors since 2015. Capital Investment Advisors is a multi-team investment adviser serving individuals and families across wealth levels, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management through a centralized, structured portfolio approach, complemented by specialized services such as family-office style solutions, pension consulting, executive compensation analysis, and access to private investments.

Scott Craig is a CFA® charterholder based in Atlanta, GA, with 15 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent 12 years at BT Wealth Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm blends traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Bruce Leffingwell is a financial advisor at Level Four Advisory Services with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Level Four Advisory Services in 2021, he worked at SunTrust Bank for 15 years. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or appointed sub-advisers.

Orlow Walstad III is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. He previously worked at BT Wealth Management, LLC for seven years. Walstad is a board member of Walstad Investment Counsel, assisting his aunt with the business during periods of incapacitation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for a diverse client base, including non-high-net-worth and high-net-worth individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning and multi-family office services.

Tarpley Herlihy is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Southwestern Advantage and the University of Georgia. Herlihy is also a licensed insurance agent. 49 Financial serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management with a focus on disciplined, long-term diversified asset allocation.

Thomas Tolleson Jr. is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments. His prior roles include positions at Catalyst Wealth Management, Kalos Capital, and The Strategic Financial Alliance. Outside of his advisory work, he serves as Finance Chair on the Board of Directors for Langham Partnership USA, a nonprofit ministry supporting religious leaders globally, and is a board member of the C.S. Lewis Institute Atlanta. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm employs a client-focused approach, tailoring portfolios to individual objectives and risk tolerance, and often delegates investment management to independent managers while maintaining oversight and proxy-voting responsibilities.

Tina Walker is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Merrill, Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Bank NA. 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, employing a diverse investment process that includes institutional research, manager due diligence, and a range of public and private market strategies.

Cathleen Stevens is a CFP® with over 33 years of industry experience. She has worked at IHT Wealth Management LLC since 2019 and has been associated with LPL Financial since 2011. Stevens is also involved in non-variable insurance sales, including disability, life, and long-term care insurance. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm uses a combination of fundamental value screening, quantitative optimization, and tailored portfolio strategies to meet clients’ investment objectives.

John Faure Jr. is a financial advisor at Wealth Watch Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wealth Watch Advisors in 2021, he worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. from 2018 to 2021, and at KCG Americas LLC from 2011 to 2017. In addition to his advisory work, Mr. Faure is involved in the sale of fixed life and annuity insurance products as an independent agent for various insurance companies. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management primarily through third-party model managers, along with financial planning and consulting services. Its investment approach combines quantitative, qualitative, and technical methods and includes a range of strategies and approved alternative private placements for accredited investors.

Kelly Lee is a CFP® with 22 years of industry experience, currently serving as a financial advisor with IFG Advisory, LLC since 2017. Prior to that, Kelly worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Kelly is involved with Strong, Gaddy, Lee Wealth Management Group, a registered investment advisory DBA associated with IFG Advisory. 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 employs a range of investment strategies and third-party managers, offers portfolio management and consulting services, and incorporates real estate-related planning alongside traditional financial services.

Mitchell Reiner is a CFP® with 20 years of industry experience, currently affiliated with Capital Investment Advisors, LLC in Atlanta, GA. He has held roles at several firms, including Benjamin Technology, Inc., Wela Strategies, Inc., and Altera Private Access, LLC. Outside of his advisory work, Reiner is involved in consulting through MARE Group, LLC and MAM Group, LLC, and he manages Capital Administration, LLC, which oversees restaurant operations. 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, with specialized services such as family-office style support, pension consulting, executive compensation analysis, and access to private investments.

Randall Yeomans is a financial advisor at Merit Financial Advisors with Series 63 and Series 65 credentials and 43 years of industry experience. He previously spent 17 years at Sagepoint Financial, Inc. and operated Yeomans Consulting Group, Inc. for over three decades. Outside of his advisory role, he teaches adult education classes on taxes, estate planning, and retirement planning, and is involved in small business consulting and personal development coaching. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios overseen by an internal investment team and committee, supporting both discretionary and non-discretionary account arrangements.

James Vann is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Resource Horizons Investment Advisory, Resource Horizons Group, and Mass Mutual Investors Services. In addition to his advisory work, he operates under the DBA LBS Wealth Advisors to conduct securities business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and sub-advisory services using a combination of proprietary models and third-party managers.

Treyce Addison is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Merrill, Morgan Stanley, and Raymond James. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and combines institutional research with diversified implementation across public and private markets.

Milon Turner is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., and Ally Financial. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach incorporating institutional research, manager due diligence, and exposure to public and private markets, serving high-net-worth clients, endowments, and foundations.

Robert Rickles is a financial advisor at OpenArc Corporate Advisory, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill, among other firms. Outside of his advisory role, he serves as the immediate past president of the volunteer board for the Jewish Educational Loan Fund, a charitable organization in Atlanta. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans, also consulting for endowments and foundations. The firm manages approximately $10.1 billion on a discretionary basis and utilizes a research-driven investment process that includes diversified strategies across public and private markets, with specialized services for plan sponsors and nonprofit clients.