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® and CFA® with 22 years of industry experience, currently serving as a financial advisor at BIP Wealth, LLC since 2011. Based in Atlanta, GA, he holds the Series 63 designation and has a background spanning over a decade at his current firm. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships and emphasizes customized, diversified portfolios that include low-cost mutual funds and ETFs, supplemented by individual securities and private market investments.

John Breard is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is currently with Alera Investment Advisors, LLC and has previously worked at Valic Financial Advisors, JB Capital, LLC, and Arista Advisory Group, LLC. Outside of his advisory role, he is a licensed insurance agent affiliated with JN Financial, LLC, where he may recommend insurance and annuity products. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory services with insurance and pension-consulting platforms.

Krista Cosgrove is a CFA® charterholder with 18 years of experience in the financial industry. She has been with ZWJ Investment Counsel Inc since 2007. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 client relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client, and it serves a notable range of institutional clients alongside its multi-team advisor structure.

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.

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.

Grayson Miller is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Waterloo Capital, where he has worked since 2026. His prior experience includes positions at Oxford Financial Group, Goldman Sachs & Co. LLC, and UBS Financial Services. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm emphasizes customized, long-term investment strategies supported by fundamental analysis and offers a broad range of investment tools alongside comprehensive financial planning and consulting.

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 with Beacon Global Advisor Network, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Peregrine & Black and Attivo Group. He has been with Beacon Global Advisor Network since 2023. Beacon Global Advisor Network provides investment advisory and planning services to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with portfolios typically managed using a mix of mutual funds, ETFs, individual equities, and fixed income.

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.