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 with three years of industry experience. She holds a Series 66 designation and has prior experience at Bank of America, Merrill, and Insperity. Outside of finance, she was involved with Hal's the Steakhouse for six years. OpenArc Corporate Advisory serves individual and institutional clients, including non‑high-net-worth and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and specialized retirement plan services, utilizing a broad range of investment tools and focusing on fiduciary governance and operational integration.

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.

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 consulting business that helps business owners reduce banking fees. Saulnier also serves as a board member of Hope Atlanta Young Professionals. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, qualified retirement plans, and business entities. The firm employs asset allocation and a variety of trading techniques while coordinating with affiliated tax professionals and managing approximately $1.57 billion in assets under advisement as a 3(21) adviser.

Barry Kaplan is a CFP® professional with 19 years of industry experience, currently serving at Modera Wealth Management, LLC since 2017. Prior to this, he worked at Southern Wealth Management, Inc. d.b.a. Cambridge Wealth Counsel from 2003 to 2016. He is a managing partner of several family investment partnerships focused on business and tax administration. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and other specialized strategies.

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® and Series 65 credentialed advisor at BIP Wealth, LLC with three years of industry experience. He has been with BIP Wealth since 2022 and was previously self-employed from 2019 to 2022. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships, offering customized portfolios focused on diversified, low-cost mutual funds and ETFs supplemented by individual securities, along with access to private market investments for qualified clients.

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.

Kramer Shiflett is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Howard Capital Management since 2018. Prior to joining Howard Capital, he spent two years at Bank of America and Merrill. Howard Capital Management serves a diverse range of clients, including retail and high-net-worth individuals, trusts, estates, and institutional investors. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, to manage discretionary portfolios and provide various investment advisory services.

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.

Dustin Tait is a financial advisor with Foundations Investment Advisors LLC in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Freedom First Retirement Design, Inc., Cortez Wealth Advisors, LLC, and Ameriprise. He also owns Freedom First Retirement Design, Inc., which sells fixed and long-term care insurance products. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm serves a diverse client base with portfolio management, financial planning, and retirement-plan support, using tailored asset allocations and a broad set of investment products.

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.

Ernest Tannis is a financial advisor with Level Four Advisory Services, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior work includes roles at NMS Capital Advisors, Cabot Lodge Securities, IFS Securities, and AutoBizBrokers. Outside of financial advising, he serves on the board of a homeowners association and operates a driving school and a blockchain validator business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through model portfolios and various platform arrangements.

Lori Boykin is a financial advisor at BIP Wealth, LLC with 23 years of industry experience. She holds the Series 63 designation and has been with BIP Wealth since 2014. The firm serves individuals—including high-net-worth clients—trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across more than 3,100 client relationships. BIP Wealth emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, supplemented by bonds, stocks, and options, and offers access to private market opportunities through affiliated entities.

Miranda Black is a CFP® with one year of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. She has held roles at IFG Advisory since 2019 and has professional experience with LPL Financial dating back to 2018. Outside of advising, she provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and provides portfolio management, financial planning, and retirement plan consulting services.

Jason Eagle is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of experience in the financial services industry. He has been with Regal Investment Advisors LLC since 2020 and previously worked at JOYN Advisors, Inc., Minnesota Life Insurance Company, and Securian Financial Services Inc. Eagle also operates as an independent insurance agent, dedicating part of his time to life and annuity products. Regal Investment Advisors, doing business as LionShare, provides model portfolio implementation and discretionary investment management to a network of registered advisers and their high-net-worth and corporate clients, managing approximately $2.88 billion across proprietary and third-party strategies.

Tripp Mullen III is a CFP® with 27 years of industry experience, currently serving as an advisor at IFG Advisory, LLC since 2017. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. 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 employs a combination of fundamental, technical, and cyclical analysis and offers comprehensive portfolio management, financial planning, and retirement plan consulting services.

Chase Turner is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 credential and has one year of industry experience. Prior to joining the firm, he spent five years at The American College of Greece and has held various other roles including service with the US Army Commissary. Capital Investment Advisors serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house planning resources, including estate and tax strategists.

John Crawford III is a financial advisor at Crawford Investment Counsel Inc with 23 years of industry experience. He has been with Crawford Investment Counsel since 1980, serving the firm for over four decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies implemented by a diverse investment team.