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.

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.

Allen White is a Series 66 licensed financial advisor at Equity Investment Corp with 13 years of industry experience. He previously worked at Raymond James & Associates, Inc. for seven years, as well as Great Lakes Advisors, LLC and Wintrust Investments, LLC. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private clients, using a fundamental absolute value investment process focused on All‑Cap, Large‑Cap, and Mid‑Cap value strategies alongside an ESG variant. The firm serves a variety of client types including high-net-worth individuals, trusts, retirement plans, corporate entities, and several institutional clients such as insurance companies and government entities.

Michael Tarrant is a CFP® professional with 32 years of industry experience, currently serving at IFG Advisory, LLC since 2015. He has also been associated with LPL Financial during the same period. Outside of his advisory role, he works as an insurance agent presenting policies for third-party agencies. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting using a combination of fundamental, technical, and cyclical analysis, and offers specialized services such as real estate planning and business valuation.

Kaitlin Ealy is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 license with four years of industry experience. Her previous roles include positions at Bank of America, Merrill, and Insperity. Outside of finance, she worked at Hal's the Steakhouse for six years. OpenArc Corporate Advisory serves both individual and institutional clients, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm uses a wide range of investment strategies, including alternatives and digital assets, and maintains a significant institutional retirement practice alongside private markets capabilities.

Kira Dennis is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Piedmont Wealth Partners, Mass Mutual Life Insurance, and Grant Thornton, LLP. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and utilizes fundamental, technical, and cyclical analysis in its investment approach.

William Thacker is a financial advisor at Balentine in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America’s U.S. Trust division. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and other institutional clients, offering comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment process is risk-based and combines active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Michael Saulnier is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He is co-owner of Capital Payments Consulting, LLC, a family business that helps business owners reduce banking fees. Saulnier also serves on the board of Hope Atlanta Young Professionals. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation alongside techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and is notable for its affiliation with a third-party administrator/pension consulting business, managing approximately $1.57 billion in assets under advisement.

Barry Kaplan is a CFP® professional with 20 years of industry experience, currently serving at Modera Wealth Management, LLC since 2017. He previously worked at Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel for 13 years. Kaplan is also involved in managing multiple family investment partnerships. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs diversified asset allocation based on Modern Portfolio Theory and integrates investment management with accounting, tax, and business coaching services.

John Harris is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 65 designation. He has one year of experience in the industry, having previously worked at Windsor Wealth Planner and Strategists and served in educational roles at the University of North Georgia and local schools. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans utilizing various account types and combines fundamental, technical, and cyclical analysis in its approach.

Min Jian Yang is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations with eight years of industry experience. Prior to joining Capital Investment Advisors, Yang worked at Northwestern Mutual Wealth Management and Northwestern Mutual Investment Services LLC. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning through a centralized investment platform that combines standardized asset-allocation models and advisor customization. The firm also provides pension consulting and family office–style support, with access to private investment solutions and specialized in-house planning resources.

James Clark III is a CFP®-certified financial advisor at BIP Wealth, LLC with three years of industry experience. His prior work includes three years as a self-employed advisor before joining BIP Wealth in 2022. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides access to both public and private-market investment strategies.

Cassandra Stiff is a financial advisor with BCG Securities, Inc. and holds Series 63 and Series 65 designations. She has 24 years of industry experience with prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of her advisory work, she serves on education-focused nonprofit boards including the Kennesaw Business Association and the Douglas County School System Foundation, and participates as an adviser on the Her Money Her Choice podcast, which provides financial education for women. BCG Securities, Inc. serves institutional retirement plans and individual clients, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytical approaches across various investment strategies.

James Bolus is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, where he has worked since 2022. He has a total of two years of industry experience and also maintains a role with iFS Hong Kong, which he has held since 2003. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily 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 specialized advisory services for U.K. expatriates.

Troy Tomczak is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC. His prior roles include positions at Invesco and Merrill. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset allocation models and provides specialized in-house resources for estate and tax planning.

Michael Massi Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He previously worked at Bank of America and Merrill for nine years. Massi is involved as a limited partner and owner in Masbro Holdings LLC, an LLC established with a close friend for property ownership and asset diversification outside his advisory role. 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 combines discretionary and non-discretionary models and uses a wide range of investment tools, with a notable institutional retirement practice and capabilities in private markets and digital assets.

Courtney Ingram is a financial advisor at Brookwood Investment Group with a Series 65 designation and two years of industry experience. Prior to joining Brookwood, Ingram worked at Cornerstone Advisors LLC, Advisor Share Wealth Management, and Fiscal Wisdom Wealth Management, each for one year. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and advisory services. The firm uses a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management.

Victoria Shackley is a CFP® certificant with 24 years of industry experience and has been with SignatureFD, LLC since 2011. She holds a Series 66 designation and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management and financial planning, consulting, retirement plan management, and advises private investment funds, employing diversified, long-term asset allocation strategies across a range of investment vehicles.

Lori Boykin is a financial advisor at BIP Wealth, LLC with 23 years of industry experience. She holds a Series 63 designation and has been with BIP Wealth since 2014. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations across various investment vehicles and providing advisory services for both public and private-market securities.