Charles Davidson Jr. is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Lumature Wealth Partners, Raymond James Financial Services, and Suntrust Private Wealth. He serves as Treasurer for the Holy Innocents Touchdown Club, a nonprofit booster organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Jack Camille is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation. He has been in the industry since 2015, previously working at deVere & Partners Switzerland SA and Harrison Brook Ltd. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of about 60 independent advisors, managing approximately $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on clients including U.K. expatriates and employs a variety of investment strategies and institutional custodians.

Kirk Wilkerson is a financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merit since 2015. Outside of advisory work, he is involved as a partner and general partner in real estate development and management ventures. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by an investment committee and centralized management.

James Kish is a financial advisor at GLOBALT Investments in Atlanta, GA, holding a Series 63 designation with 25 years of industry experience. He has been with GLOBALT and its predecessor entities since 2017. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other financial advisors. The firm employs a team-based approach combining quantitative, technical, and fundamental analysis, utilizing ETFs as primary investment vehicles and offering specialized strategies such as state tax-free fixed income.

Nancy Thrasher is a CFP® with 44 years of industry experience, currently with Synovus Securities, Inc. in Atlanta, GA. She has been with Synovus Securities since 2001 and has also operated a business providing bookkeeping and tax preparation services. Additionally, she maintains an active real estate license. Synovus Securities serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services through discretionary and non-discretionary portfolio management programs and access to alternative investments.

Sibghat Sheikh is a CFA® charterholder and holds a Series 66 license, currently affiliated with SignatureFD, LLC. He has one year of industry experience with prior roles at MAGEC Group, Northwestern Mutual Investment Services, and other firms. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

Rohan Patel is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and 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 offers a range of services such as wealth management, financial planning, and retirement plan consulting, utilizing a broad array of investment options and providing both discretionary and non-discretionary engagement models.

Everett Cramer Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for nine years. Everett is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base that includes individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a wide range of investment strategies including private markets and digital assets.

Roger Baloucoune is a financial advisor with Advisory Services Network, LLC, holding a Series 63 designation and 22 years of industry experience. He has been with Advisory Services Network since 2011. Outside of his advisory role, he is involved in tax preparation through Intelliplan Advisors and serves as an owner and officer of Intelliplan, Corp., a service corporation for tax purposes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with tailored strategies across a variety of investment types.

Rex Macey is a CFP® and CFA® with 23 years of experience in the financial services industry. He currently works at BIP Wealth, LLC and previously spent 11 years at Red Tortoise, LLC. Macey holds Series 63 and Series 65 licenses. 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 a multi-advisor team and offers customized, household-level portfolios that emphasize diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market investment opportunities.

Bryan Rea is a CFP® professional associated with Capital Investment Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He has worked with the firm since 2010 and has held roles at HYB Partners and Wela Strategies, Inc. Outside of his advisory work, no additional business activities are noted. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized, structured investment platform with standardized asset-allocation models and actively managed sleeves, supplemented by specialized in-house financial planning resources and access to private investment solutions.

Giuliana Barbagelata is a CFP® professional with eight years of experience at Henssler Financial and one year at Ameriprise. She has been with Henssler Financial since 2018. Henssler Financial serves individual clients ranging from non-high-net-worth to high-net-worth, as well as institutional clients including pension plans and municipal entities. The firm employs a cash-flow based investment approach known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and sub-advisory relationships.

James Loving is a CFA® charterholder with 10 years of industry experience. He currently works at Aprio Wealth Management, LLC and previously spent a decade at A. Montag & Associates, Inc. He is based in Atlanta, GA. 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 diversified portfolio management techniques and offers access to sub-advised strategies, options-based portfolios, and private investments.

Fletcher Majors is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Stephens in Atlanta, GA, where he has worked since 2026. Prior to joining Stephens, he spent 16 years at Susquehanna Financial Group, LLLP. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients, offering tailored portfolio programs supported by committee-based oversight and a combination of broker-dealer, investment banking, and advisory activities.

Ian Kohl is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses. He joined OpenArc in 2026 and has prior experience at John Hancock Manulife, Florida State University, the University of Alabama, and Mount Vernon School. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, utilizing a broad range of investment tools and maintaining a substantial institutional retirement practice alongside private markets and digital-asset capabilities.

Victor Wilkerson is a CFP® and ChFC® with 29 years of industry experience, currently serving at Bison Wealth, LLC in Atlanta, GA. He founded Trinity Street Financial and is president of Armis Strategies, holding leadership roles at multiple affiliated firms, including Bison Advisors, where he manages staff and business development. His prior experience includes positions at Brookhaven Integrated Wealth Strategies, American Global Wealth Management, and Advocacy Wealth Management. Bison Wealth serves a diverse clientele including high-net-worth individuals, family offices, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside a turnkey asset management platform for other advisers. The firm employs outcome-focused model portfolios blending tactical and strategic allocations across liquid and private markets, and provides distinctive services such as option-based overlay strategies and the PowerMy401(k) program.

Nicholas Moon is a financial advisor at Merit Financial Advisors in Alpharetta, GA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Lifestyle Planning Solutions, LPL Financial, and Merit Financial Advisors since 2016. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and Investment Committee.

Nathan Stibbs is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Continuum Advisory, LLC, and Triad Advisors, Inc. Outside of finance, he serves as vice president of Waterborne, Inc., a biotechnology company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts and access to third-party money managers. The firm employs a disciplined investment approach supported by an internal portfolio team and offers comprehensive portfolio reporting and planning services.

Bradford Young is a CFA® charterholder with 21 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA since 2004. 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’s needs using fundamental and financial analysis.

Stephen Tuckwood is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds the Series 65 designation. His prior experience includes positions at Goldman Sachs and United Capital Financial Advisers, LLC. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a centralized portfolio management model overseen by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.