James Arnold is a financial advisor at IFG Advisory, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Morgan Stanley. Outside of finance, Arnold produces and releases music on streaming platforms. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies and tools, including third-party managers and held-away assets, to align portfolios with client objectives.

Robert Day is a financial advisor at IFG Advisory, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with IFG Advisory, LPL Financial, and Madison Financial Inc. since 2007. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with clients' financial goals.

Kimberly Gardner is a financial advisor at OpenArc Corporate Advisory, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion on a discretionary basis and offers a diversified investment approach combining institutional research, manager due diligence, and a range of public and private market strategies.

Joshua Rodriguez is a financial advisor with Bison Wealth, LLC in Atlanta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Bison Wealth, he worked at Country Oaks Farm and Pet Supply and Camp Timberlake, and was a student until 2024. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach includes multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, alongside distinct tactical and individual-security strategies and an options-based overlay program.

Franklin Cochran is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory and Kestra Investment Services. Outside of advisory work, he is involved in insurance sales and consulting through Level Four Insurance and Veracor, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios, wrap platforms, and sub-advisors.

Carlton Forrester is a financial advisor at Stephens with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, UBS Financial Services, Credit Suisse Securities, and Edge Advisors, LLC. He is based in Atlanta, GA. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation and also advising on private equity and alternative investments when appropriate.

Patrick Farren is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. He previously worked at Merrill and has been with OpenArc since 2025. Outside of his advisory role, he has experience as a sales representative for Vector Marketing. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit entities. The firm manages approximately $10.1 billion and employs a diversified investment approach that includes institutional research, manager due diligence, and access to public and private markets, digital assets, and specialized retirement plan advisory solutions.

John Doverspike Jr. is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include seven years at Ronald Blue Trust and two years at Ronald Blue & Co., along with two years at the Georgia Center for Opportunity. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a structured portfolio approach with ETF-based model portfolios and access to specialized third-party managers, supported by in-house tax and estate planning strategists.

Kevin Walker is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining BIP Wealth, he worked six years at Buckhead Home Loans. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations across mutual funds, ETFs, fixed income, and private-market securities for qualified investors.

Nirvanna Silva Novelo is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Nicholas Hoffman & Company, LLC since 2022. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers customized Financial Profiles and Investment Plans implemented through a range of investment vehicles and is notable for its use of performance-based fee arrangements and its role as lead investment sub-advisor to an affiliated private equity fund.

Andere Casanova Fuente is a CFA® charterholder affiliated with Beacon Global Advisor Network, LLC and has four years of industry experience. Prior to joining the firm, she worked at Cameron James, Ltd., the Central Bank of Spain, and Dubai World. 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 offers discretionary portfolio management, modular financial planning, and retirement consulting, and maintains a specialized advisory capability for U.K. expatriates.

Quintarius Queen is a CFP® professional with four years of industry experience, currently advising at Modera Wealth Management, LLC in Atlanta, GA. His prior roles include positions at Tapfin/EY and several advisory firms. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning, complemented by in-house accounting and tax services. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers a range of investment options, including private placements and option strategies, supported by enterprise-scale operations and integrated ancillary services.

Taylor Holley is a financial advisor at OpenArc Corporate Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Prior to his financial services career, Holley was employed at The Cheesecake Factory. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion in discretionary assets and employs an investment process that integrates institutional research, manager due diligence, and diversified implementation across public and private markets.

John Ray is a Series 66-licensed financial advisor with 17 years of industry experience, currently with BIP Wealth, LLC where he has worked since 2014. He is based in Atlanta, GA. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using mutual funds, ETFs, fixed income, individual securities, and options-based strategies, and also provides advisory services for private pooled investment vehicles and private-market offerings.

Jonathan Christiansen is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He has been with Crawford Investment Counsel Inc in Atlanta, GA since 2013. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, registered investment companies, pension plans, trusts, charitable organizations, municipalities, and corporations. The firm uses a bottom-up, value-oriented investment approach emphasizing dividend-paying, higher-quality equities and credit-focused fixed-income strategies.

Thomas Villalobos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equity Services Inc and National Life Group, as well as diverse experiences outside finance such as working at Bath & Body Works and involvement with educational institutions. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, and business entities. The firm uses third-party software to generate written financial plans that advisors review and present, supporting a technology-assisted service model with a high client-to-advisor ratio.

Kendall Matrisian is a financial advisor at SEIA with a Series 66 designation and less than one year of industry experience. He has held positions at several firms, including Cambridge Investment Research, The Ameriflex Group, and Assetmark. His background also includes time at The University of Alabama and Berean Christian School. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing a structured investment process that blends strategic and tactical approaches.

David Paulukaitis is a financial advisor with Advisory Services Network, holding a Series 65 designation and 17 years of industry experience. He has been with Advisory Services Network since 2007 and also owns and consults for Mainstay Capital Markets Consultants, Inc. since 2005. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of over 250 independent investment adviser representatives. The firm offers a range of advisory services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

Matthew Kinser is a financial advisor at 49 Financial in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining 49 Financial in 2026, he spent four years at the University of Alabama and seven years combined at Beauregard High School and Samford Middle School. 49 Financial serves individual and institutional clients, including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach centers on disciplined, long-term diversified asset allocation, employing fundamental, cyclical, technical, and behavioral analysis, and provides tiered fractional family office services.

Scott Barnas is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA. He holds the CFP® and ChFC® designations and has 28 years of industry experience. His prior firms include Mass Mutual Investors Services, METLIFE SECURITIES Inc, Morgan Stanley, and Citigroup Global Markets. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset allocation and long-term purchasing-power preservation through tailored portfolios and employs specialist sub-advisers for certain strategies.