Wesley Moss is a CFP® professional at Capital Investment Advisors, LLC with 27 years of industry experience. His career includes roles at UBS Financial Services, Prudential Equity Group, and a long tenure at Capital Investment Advisors since 2010. He is also a host of the Money Matters radio show and an author of retirement-related books. Additionally, he is involved in media through Atlanta Media Company, LLC, and holds a passive interest in a media consulting firm. 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 and pension consulting, using a structured ETF-based portfolio approach tailored to client needs.

Bruce Gordon is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Invest Financial Corporation, and Dasher And Padgett Financial Advisors. Outside of his advisory work, Gordon serves as a pastor at Antioch Baptist Church. Merit Financial Group is a multi-team advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm uses a long-term, diversified asset allocation approach with centrally managed portfolios and offers both discretionary and non-discretionary account services through a network of investment adviser representatives.

Deborah Dougherty is a financial advisor at Merit Financial Advisors with Series 63 and Series 65 licenses and three years of industry experience. She previously held positions at Purshe Kaplan Sterling Investments, LPL Financial, and IVNEST Financial Corporation. Outside of her advisory role, Dougherty serves as President/CEO of the Benevolent and Protective Order of Elks lodge in Albany, GA, and is a member of the Move Christian Church finance committee. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation with customizable portfolios overseen by an internal investment team and committee, and it offers both discretionary and non-discretionary account options.

Michael Gaddy is a CFP® credentialed financial advisor with 28 years of industry experience. He is currently with IFG Advisory, LLC and has held roles at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is involved with Strong, Gaddy, Lee Wealth Management Group, which operates as a dba under LPL Financial. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors, third-party managers, and held-away assets, and offers services including portfolio management, financial planning, retirement consulting, and real estate-related planning.

Aaron Calhoun is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 65 credential and four years of industry experience. Prior to joining Merit in 2026, he worked at Yeomans Consulting Group, Inc. for six years. Outside of his advisory role, he operates a travel agency, Fairytales Unlimited Travel, assisting with domestic travel planning on a part-time basis. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation and offers both discretionary and non-discretionary account management with support from an internal investment team and third-party sub-advisers.

Kim Churchill is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Investment Services LLC and Regions Bank. Churchill is based in Atlanta, GA. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and maintaining ongoing advisor oversight.

Burns Lowry Jr. is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His previous roles include positions at Easterly Securities, John Hancock Funds, and James Alpha Advisors. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, employing a valuation-based investment approach focused on bottom-up equity analysis and opportunistic multi-asset strategies. The firm manages a diverse set of vehicles including mutual funds and private partnerships and maintains a high client-to-advisor ratio.

Jeffrey Buice is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with Main Street Financial Solutions, LLC for 10 years and is also a minority owner of J.M. Buice Properties Inc., where he assists with back-office management on a part-time weekend basis. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, wealth management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies tailored to clients’ objectives and risk profiles.

Samuel Thomas is a financial advisor at Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at The Bank of New York Mellon and Core and Main. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a broad client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm utilizes customized strategic asset allocation frameworks and commonly delegates to third-party managers while leveraging resources shared with its parent company, Fifth Third Bank.

Michel Cowdery is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. He has worked at BIP Wealth since 2018 and previously spent a year at Ameriprise Financial Services. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations including mutual funds, ETFs, fixed income, and options-based covered-call strategies, and provides advisory services for private pooled investment vehicles.

Roberto Arteaga Ascencio is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Merrill, Fidelity Investments, and J.P. Morgan Securities LLC. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm integrates institutional research and manager due diligence across a diversified range of public and private market investments and serves clients with both discretionary and non-discretionary advisory solutions.

Michael Pearson is a financial advisor at Balentine with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including SunTrust Advisory Services, Truist Investment Services, and TIAA-CREF. Pearson serves as a public arbitrator for FINRA, acting as a neutral member on arbitration panels resolving industry disputes. Balentine provides wealth management, financial planning, and investment services to entrepreneurs, families, high-net-worth individuals, and institutional clients. The firm employs a multi-asset investment approach combining active and passive strategies, and it also acts as a private fund adviser offering family office and business advisory services.

Tyler Knapp is a CFP® with six years of industry experience currently serving at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, Morgan Stanley, and E*TRADE Capital Management LLC. He also holds a license to provide fixed insurance advice tailored to client needs. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual and institutional clients with services including asset management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach managed by an internal team and offers both discretionary and non-discretionary account options.

Charles Crowley IV is a CFP® professional with 16 years of industry experience, currently serving at BIP Wealth, LLC. His prior roles include positions at Veracity Capital LLC, Mercer Global Advisors Inc., Commonwealth Financial Network, and Atlanta Financial Associates. He holds life, health, and sickness insurance licenses but is not actively selling fixed insurance products. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm manages discretionary and non-discretionary accounts, advises pooled investment vehicles and private funds, and employs tailored asset allocations including mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies.

Michael Love is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates and Ten Cent Investments 5. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored portfolios using mutual funds, ETFs, individual equities, and fixed income.

Jeffrey Jones is a CFP® professional with 28 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2015. He has also worked with LPL Financial since 2013. Outside of his advisory roles, Jones is a silent investor in a family-owned e-commerce coffee distributorship. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and combines behavioral economics with fundamental and technical analysis to construct long-term portfolios.

Alan Sabo is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has been with Berthel Fisher since 2013. Outside of his advisory role, he has worked as an Uber driver. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of platforms, including discretionary and non-discretionary management, model solutions, and third-party arrangements.

Blair Enfield is a CFP® with 18 years of industry experience, currently advising at Balefire, LLC in Alpharetta, GA. His prior roles include positions at Portsmouth Financial Services, Vaikus Advisory Group, PFS Investments Inc, Primerica Financial Services, and Mass Mutual Investors Services. He has also been involved with Made Media Network, LLC and Made Holdings, LLC. Enfield holds insurance licenses in Georgia, Tennessee, and Florida. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, offering discretionary asset management, financial planning, and ERISA corporate solutions across a broad platform managing approximately $2 billion in assets.

Brendan Keelan is a CFA® charterholder with nine years of industry experience. He currently works at New Edge Wealth and previously held roles at Roswell Housing Authority, Keelan Capital L.L.C., Edge Capital Group, LLC, and Edge Advisors. He serves as a board member of the Roswell Housing Authority, which oversees affordable and public housing in Roswell, GA. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics.

Kris Joslyn is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience. He has previously worked at Bank of America and Merrill. Outside of finance, Joslyn serves as the music director for Beach United Methodist Church and is involved with Wilbur Ministries, a charitable organization where he writes and arranges music. 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 and manager due diligence across public and private markets, serving a range of clients including high-net-worth individuals and nonprofits.