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 at Merit Financial Advisors since 2015, with prior experience at LPL Financial and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and an Investment Committee.

Ti Juana Stuart is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 65 and Series 63 licenses. She has six years of industry experience, including roles at Mutual of Omaha Investor Services since 2019 and Mutual of Omaha Insurance Company since 2017. In addition to her advisory work, she is an insurance agent specializing in life, health, and annuities, and recently began working as an accountant. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a variety of managed account programs and financial planning options. The firm operates primarily via a platform relationship with Envestnet and custodial services through Pershing, offering model portfolios and third-party management options while functioning alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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 at Foundations Investment Advisors LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Allon Planning Partners and Malia Financial Group. Outside of her advisory role, she owns and operates Allon Planning Partners, providing insurance and annuity solutions as well as non-legal estate planning administrative services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Blake Kollin is a financial advisor at OpenArc Corporate Advisory, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services using a broad range of investment strategies, including alternatives and digital assets, and maintains a substantial institutional retirement practice alongside private markets capabilities.

Donald Rice Jr. is a financial advisor at Alphastar Capital Management with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Solomon API, Retirement Wealth Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of investment advisory, he is president of Synergy Financial Partners, a fixed insurance and annuity sales business, and serves as a regional director for America's Health Team, which focuses on health insurance sales. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical portfolio management approaches, including model portfolios and third-party technology, and maintains a broad client base with approximately $2.5 billion in assets under management.

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.

Reno Borgognoni is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at HD Vest Advisory Services and Hd Vest Investment Securities, and he has operated his own CPA practice since 1988. Outside of advising, Borgognoni serves as a director and officer for a homeowners association and a local Knights of Columbus council, and acts as a fractional CFO for a professional services firm. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers both comprehensive financial assessments and model-based portfolio strategies, with a focus on diversified allocations across equities, fixed income, mutual funds, ETFs, and options.

Lee Harman is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and experience starting in 2023. He previously worked at Saunderson House from 2016 to 2023. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized investment solutions primarily managed on discretionary bases, with a notable specialization in pension-transfer services for U.K. expatriates.

Bethany Wheeler is a Series 65-licensed advisor at Bison Wealth, LLC with four years of industry experience. She has worked at Advocacy Wealth Management, LLC since 2011. Outside of her advisory role, she is the owner of Fiduciary Management Solutions, LLC, a consulting business focused on investment planning. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions with a focus on outcome-oriented strategies across various asset classes.

Dustin Casebolt is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dominion Financial Solutions, Tarkenton Financial, and 3-Mentors/Gameplan. Outside of his advisory role, he is involved in fixed annuity and insurance sales through Dominion Financial Solutions. Bison Wealth serves a range of clients including individuals, family offices, pension plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers multi-manager portfolios with tactical and strategic allocations, alternative investment access, and a turnkey asset management platform that contracts directly with unaffiliated registered advisers.

Ryan Daly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds the Series 66 designation and has 10 years of industry experience, including prior roles at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, portfolio management, and retirement plan services, utilizing both discretionary and non-discretionary engagement models. The firm integrates institutional research, private markets, and digital assets into tailored portfolios and supports retirement plan sponsors with fiduciary-focused governance and monitoring.

Sebastian Castano is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior experience includes roles at Morgan Stanley and several financial services firms. He has also operated a fixed insurance sales business. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, using a technology-assisted model to deliver written financial plans and an Emergency Savings program.

Spencer Bowman is a financial advisor with Bison Wealth, LLC, holding a Series 66 credential and five years of industry experience. Prior to joining Bison Wealth in 2026, he worked at Fidelity Brokerage Services LLC and Fidelity Investments. His background also includes roles outside finance, such as positions with Habitat for Humanity Restore and at Oklahoma State University. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, and charitable organizations, and offers a turnkey asset management platform to other registered investment advisers. The firm employs outcome-focused portfolios that combine tactical and strategic allocations across liquid and private-market investments, and provides specialized strategies such as option-based overlays and a PowerMy401(k) program.

Mark Willoughby is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.

John Crawford IV is a CFA® charterholder with 23 years of industry experience, currently serving at Crawford Investment Counsel Inc in Atlanta, GA. He has been with Crawford Investment Counsel in various capacities for over three decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, high-quality equities and a credit-focused strategy for fixed-income portfolios.

Spencer Dean is a financial advisor at First Citizens Asset Management, Inc. based in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with First Citizens Asset Management and affiliated entities since 2016. Outside of his advisory role, he owns and manages rental properties. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, institutions, and municipalities. The firm emphasizes strategic asset allocation through global multi-asset class model portfolios, combining fundamental, quantitative, and technical analysis.

Richard Anderson is a financial advisor at OpenArc Corporate Advisory, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement plan services, utilizing both discretionary and non-discretionary models and a wide range of investment strategies.

Edwin Rodriguez is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. He previously worked at Purshe Kaplan Sterling and has prior experience with MML Investors Services, LLC, MassMutual Life Insurance Co, and Woodbury Financial Services, Inc. Outside of financial advising, he is also an insurance broker specializing in life, disability, and long-term care insurance. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolio management overseen by an internal Investment Management team, offering customizable models and a range of wealth-management services.

John Morgan is a Series 65-licensed advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International, providing financial and investment advice. Beacon Global Advisor Network, LLC offers investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages discretionary portfolios using a mix of mutual funds, ETFs, equities, and fixed income, with specialized advisory services for U.K. expatriates.