Jeremy Presley is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding a Series 66 license and with 10 years of industry experience. He has worked with Alexander Capital, L.P. since 2020 and previously with Centaurus Financial, Inc. from 2016 to 2020. Outside of his advisory role, he operates a tax consultation business as a registered Enrolled Agent. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, with a focus on technical and fundamental analysis to guide asset allocation. The firm employs multiple advisory teams and uses discretionary management, sub-advisers, and model portfolios to implement client strategies.

Brad Joseph is a financial advisor with Capital Analysts in Dunwoody, GA, holding a Series 63 designation and bringing 27 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1998 and with Dekalb County Schools since 1995. Outside of his advisory roles, he owns Joseph Financials LLC, which focuses on marketing activities, and also acts as a licensed agent selling life insurance and fixed annuity products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of discretionary and non-discretionary services, utilizes a proprietary mutual-fund screening process, and maintains institutional relationships to support its various investment products and retirement plan advice.

Kassi Hyde is a financial advisor at Apollon Wealth Management, LLC with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at United Capital Financial Advisers, LLC, Thomas Burdg Consulting, Inc., and Thrivent Investment Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and consulting services. Apollon combines centrally managed strategy mandates with locally managed portfolios and employs fundamental analysis, tactical allocations, ESG risk models, and technology tools, including generative AI.

Leslie Hill is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 25 years before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach that includes public and private market securities and offers governance-oriented services for plan sponsors and nonprofit clients.

Mark Wazevich is a financial advisor at OpenArc Corporate Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in a family-held LLC established for ownership of a personal condominium. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and diversified implementation across public and private markets to serve its clients, managing approximately $10.1 billion on a discretionary basis.

Alexandra Khoury is a CFP® with 15 years of industry experience, currently serving as a financial advisor at OpenArc Corporate Advisory, LLC since 2025. Prior to joining OpenArc, she worked for 14 years at Bank of America and Merrill. Outside of her advisory role, she is a member of NAB Property Group LLC, a family-owned entity. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion and employs a comprehensive investment approach that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

Daniel Kistler is a financial advisor with Arkadios Wealth Advisors in Alpharetta, GA, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Dempsey Lord Smith, LLC. He is also the owner of a business in the insurance, benefits, and human resources sector. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions using a blend of fundamental, technical, and cyclical analysis, with a range of portfolio management options including internally managed accounts, model portfolios, and third-party managers.

Braeden Davidson is a financial advisor at IFG Advisory, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining IFG Advisory, he worked at Aegis Capital Group, LLC and Accenture. IFG Advisory provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments, offering tailored strategies through sub-advisors and third-party managers.

Laurel Resendez is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with LPL Financial and Professional Compliance Assistance, Inc. in prior roles. Resendez is involved in managing a business entity related to LPL and provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of analytical approaches and investment instruments, employing sub-advisors and third-party managers to tailor portfolios to client objectives.

William Leftwich is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1994. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays, managing approximately $2.81 billion in assets.

David Krunch Kloberdanz is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services, Credit Suisse Securities, and Lehman Brothers. He serves as treasurer and fundraiser for the Bill Rompf Junior Tennis Foundation, a nonprofit awarding scholarships to junior tennis players in financial need. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, utilizing a mix of discretionary and non-discretionary portfolio management strategies across various asset classes and model portfolios.

Nicholas Nussbaumer is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and 10 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc., Morgan Stanley, and E*TRADE Securities LLC. The Strategic Financial Alliance serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers customized portfolio management, financial planning, and consulting services through a combination of its Strategic Choice programs, co-advisory relationships, and referrals to third-party asset managers.

James Byers II is a CFP® with 24 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Clearbridge Wealth Management, LPL Financial, and Raymond James Financial Services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and supports both discretionary and non-discretionary accounts.

Michael Deschenes is a financial advisor with United Advisor Group based in Atlanta, GA, holding a Series 66 designation and four years of industry experience. He has worked at Mustard Money LLC, The O.N. Equity Sales Company, and Ohio National Financial Services. Deschenes is also an independent insurance agent licensed to sell life, health, disability insurance, and annuities. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom trading, and third-party managers using fundamental and technical analysis.

Wesley French is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding a Series 63 designation and 23 years of industry experience. He previously worked at French Wolf & Farr, Inc. for 13 years before joining United Capital Financial Advisors in 2019. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and a range of managed strategies.

Scott Ruth Jr. is a Series 65-credentialed advisor at 49 Financial in Atlanta, GA, with one year of industry experience. His prior work includes roles at S.L. Nusbaum RE and the University of Georgia. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation and behavioral coaching. The firm maintains a multi-team structure with a range of services including fractional family office offerings for high-net-worth clients.

Alexander Garrett is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co. Inc, Regimen Wealth LLC, and Bank of America. Garrett is also affiliated with First Citizens Bank. SVB Wealth serves a diverse client base, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and provides both discretionary and non-discretionary services, with a focus on thorough due diligence and customized portfolio solutions.

John Bridgers is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2013. IFG Advisory, LLC serves a broad 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 across various management strategies.

Justin Harris is a Series 65-licensed advisor with Beacon Global Advisor Network, LLC. He has prior experience working at Chase Belgrave entities from 2008 to 2023. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent Investment Advisory Representatives. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Katrina Falke is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and having 40 years of industry experience. Her prior work includes nearly three decades at INVEST Financial Corp, as well as roles at LPL Financial and Fortis Group Advisors. She is also the owner of Denali Wealth Management and engages in writing fixed insurance policies. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.