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.

Julius Hutchinson is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include leadership positions at Strategic Blueprint, LLC and Hutchinson Private Wealth, LLC. The Strategic Financial Alliance serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory services, utilizing customized strategies through portfolio management, third-party manager selection, and financial planning.

Landon Powell is a financial advisor at IFG Advisory, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cannon Financial Strategists, Inc. and LPL Financial. Powell serves on the advisory board of North Georgia Truss Systems, a for-profit business outside the investment industry. IFG Advisory, LLC provides advisory services to individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, employing a blend of fundamental, technical, and cyclical analysis, and manages assets through various strategies including in-house management and third-party managers.

Charles Ambroselli is a CFP® professional with 17 years of experience in financial advising. He is currently with LCP Institutional, LLC and has previously worked at firms including Merit Financial Advisors, Patton Albertson & Miller, and Benedetti, Gucer & Associates. LCP Institutional provides financial planning, portfolio management, and institutional consulting services to both individual and institutional clients. The firm focuses on multi-asset portfolios and emphasizes client-specific Financial Profiles and Investment Plans to guide portfolio construction and ongoing management.

David Mack is a CFP® with 29 years of experience in the financial services industry. He is currently with OpenArc Corporate Advisory, LLC and previously worked at Bank of America and Merrill. Outside of his advisory work, he is the owner of a seasonal caroling business and serves as chair of the deacons at the First Baptist Church of Roswell. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering comprehensive wealth management, financial planning, and portfolio management services. The firm provides tailored investment solutions using a wide range of asset classes and supports retirement plan sponsors with institutional research, manager oversight, and fiduciary alignment.

Steven Zimmerman is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Polen Capital Management, THRIVENT Financial, and Fred Alger & Company. He serves as Senior Director at Equity Investment Corporation, promoting its separately managed accounts and mutual funds. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional clients such as insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration.

Erick Murray Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining IFG Advisory, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of advisory work, he has experience in electrical contracting through Murray Electric Inc. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis with multiple management strategies and services.

Paul Izlar is a financial advisor at NewEdge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Keelan Capital and Forte. NewEdge Wealth serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Leviticus Brown is a Series 66-licensed financial advisor with three years of industry experience, currently with Navy Federal Investment Services, LLC. He has held positions at Navy Federal Investment Services and Navy Federal Financial Group since 2024, and previously worked at Equitable Advisors, LLC, Wood Forest National Bank, Sherwin Williams, and Amazon. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and offers model-driven asset allocation, account monitoring, and a Private Wealth Consulting program for high-net-worth clients.

Sarah Perelle is a CFP® with 13 years of industry experience, currently serving as an advisor at OpenArc Corporate Advisory, LLC since 2025. Prior to joining OpenArc, she worked at Bank of America and Merrill from 2013 to 2025. Outside of her advisory role, she has joint ownership in a property with her husband, though she has minimal involvement in its management. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services using a broad range of investment strategies, with a notable focus on institutional retirement solutions and private markets.

Calvin Thomas is a financial advisor at Beacon Global Advisor Network, LLC based in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, Blacktower Financial Group, and Valais Wealth Management. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, and specialized pension-advice services for U.K. expatriates. The firm’s approach includes customized portfolios utilizing third-party managed models and discretionary management, along with a notable focus on formal pension-transfer capabilities for U.K. nationals.

Mitchell Melan is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. Outside of his advisory role, he works as an agent for fixed annuities and life insurance. Capital Analysts serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house investment team that manages model portfolios and implements a proprietary mutual-fund screening process.

Dexter Conner is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs, LPL Financial, M&T Bank, and Morgan Stanley. Conner is also the owner of Faith in Dreams Edutainment, a religious technology company. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm uses discretionary asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and a range of investment options.

Mark Binder is a CFP® with 29 years of industry experience and is currently with One Capital Management, LLC. He previously worked for TIAA-Cref Individual & Institutional Services, LLC and Tiaa for 12 years. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Drake Craig is a CFA® charterholder with 21 years of industry experience, currently serving at GLOBALT Investments since 2018. He is also president of DC Property Holdings, a real estate investment company. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment process utilizing quantitative, technical, and fundamental analysis, primarily implementing strategies through ETFs and focusing on portfolio management and model provision.