Erik Bjerke is a CFP® with 28 years of industry experience, currently with OpenArc Corporate Advisory, LLC since 2025. He previously worked at Bank of America, N.A. for 16 years and Merrill for 27 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management, portfolio management, and dedicated retirement plan services, utilizing both discretionary and non-discretionary models with a broad range of investment options including private markets and digital assets.

Isabel Berbert is a financial advisor with SignatureFD, LLC in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. She worked at UBS Financial Services Inc. from 2014 to 2018 before joining SignatureFD. Isabel is a non-active partner in Sandhills Development Company, a partnership that owns an industrial park in West Columbia, SC. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Ashley Arrington is a CFP® professional with 14 years of industry experience, currently serving at BIP Wealth, LLC since 2022. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where she accumulated eight years of experience. Outside of her advisory role, she is a member of the Finance Committee for the Nashville Public Library, where she reviews and advises on the library’s investment portfolio. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and manages private pooled investment vehicles alongside public and private-market strategies.

Matthew Snellings is a financial advisor at Advisory Services Network with three years of industry experience. He holds a Series 65 designation and has previously worked at Pierson Wealth Management, Raymond James & Associates, and Capstone Financial. He is also a licensed insurance agent involved in life, health, disability, and long-term care insurance sales. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of strategies that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Alex Cockerill is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Beacon Global Advisor Network, LLC and Paratus Wealth Ltd., and previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International LTD. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily 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 portfolios typically managed using a mix of mutual funds, ETFs, individual equities, and fixed income.

Michael Belote is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Raymond James & Associates. He is also managing director of two financial advisory firms, DJRCSM, LLC and Bell Toes FI, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans and discretionary account management supported by an internal portfolio team. The firm employs a mix of fundamental, technical, and cyclical analysis and integrates a network of advisory entities with affiliated broker-dealer services and in-house portfolio management.

Bernard Buckley is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including GSB Capital Ireland, Seven Insurance Brokers, AHR Private Wealth, and Holborn Assets, LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on both non-high-net-worth and high-net-worth individuals.

William Nelson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding the Series 66 designation and 21 years of industry experience. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital in 2018, he worked at Raymond James & Associates from 2013 to 2018. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering investment and wealth management through advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with its internal portfolio team and employs a combination of fundamental, technical, and cyclical analysis to develop customized investment strategies.

Jackson Edmiston is a financial advisor at Bison Wealth, LLC with Series 63 and Series 65 licenses and one year of industry experience. He previously held positions at Northwestern Mutual in various capacities from 2023 to 2026. Outside of finance, he was involved with Sharon Springs Baseball for five years. Bison Wealth serves a broad range of clients including individuals, family offices, pension 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, utilizing tactical and strategic allocations across liquid and private market strategies.

Robin Copley is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Beacon Global Advisors, Kindred House Advisory Ltd, Wealth Architects Global, Avaloq, Multrees Investor Services, and James Hay Partnership. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension-advice services for U.K. expatriates. The firm customizes portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, primarily managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Aron Riddle is a CFP® professional with 22 years of industry experience. He has been with BIP Wealth, LLC since 2017 and previously worked at Strategic Advisers, Inc. for 12 years. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based strategies, as well as private-market securities for qualified investors.

Clayton Jackson is a CFA® charterholder and holds a Series 63 license with 36 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA since 1984. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across nearly 925 client relationships, offering 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 guided by written investment policy statements tailored to each client.

Andrew Malone is a CFP® and holds a Series 65 license, currently with BIP Wealth, LLC. He has four years of industry experience, including prior roles at Rollins Financial Advisors, Wood Partners, and PricewaterhouseCoopers. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations and a range of investment strategies including private-market securities for qualified investors.

Christopher Corcoran is a financial advisor at Donaldson Capital Management LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Donaldson Capital Management in 2024, he worked at Costco Wholesale Corporation and Dunnhumby Limited. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and insurance companies.

Justin Davidson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 credential and 27 years of industry experience. He has been with IFG Advisory and LPL Financial since 2014. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

Chad Pigg Fife is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include long-term positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. He serves on the Troy University Sorrell College of Business Advisory Council and volunteers with the Investment Management Consultants Association on CIMA exam development. OpenArc Corporate Advisory serves both individual and institutional clients with comprehensive wealth management, financial planning, and retirement plan services. The firm combines institutional retirement expertise with private markets and digital assets capabilities, offering tailored portfolios and operational integration with advanced third-party platforms.

David Bockel is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Crawford Investment Counsel Inc, where he has worked since 2022. His prior experience includes roles at Resource Planning Group, Ltd., Old Ivy Asset Management, LLC, Alps Distributors, Inc., and Caldwell & Orkin, Inc. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, charitable organizations, municipalities, and other entities. The firm employs a bottom-up, value-oriented investment approach focusing on dividend-paying equities and income-producing fixed income securities, managing portfolios primarily on a discretionary basis.

Jacob Shelton is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Morgan Stanley Wealth Management. Shelton is based in Atlanta, GA. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm customizes portfolios with a mix of third-party models, mutual funds, ETFs, individual equities, and fixed income, typically managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Daniel Miller is a financial advisor with IFG Advisory, LLC and holds the Series 63, Series 65, and Series 66 licenses. He has 26 years of industry experience and has been with IFG Advisory and LPL Financial since 2016. Outside of his advisory work, he owns Unique Atlanta Homes, Inc., a real estate renovation and flipping business. IFG Advisory, LLC provides advisory services to individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to manage client assets through various strategies and third-party managers.

Robert Bethards II is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at WOODBURY FINANCIAL SERVICES INC and Quay Financial Group, Inc. Outside of his advisory work, he is in the early stages of starting a home-based shirt company. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.