Todd Smallwood is a financial advisor at Procyon with 27 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including Sugarloaf Wealth Management and Triad Advisors. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, and government retirement plans. The firm manages approximately $9.2 billion in assets, combining internal portfolio construction with access to independent managers and employing AI tools to support research and monitoring.

Wonyul Sohn is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining OpenArc in 2025, Sohn worked at Bank of America, Merrill, Hanmi Bank, and ESC Academy. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and the use of public and private market securities, with specialized services for plan sponsors and nonprofit clients.

Michael Abbott is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Sable Wealth for 17 years. Outside the United States, Abbott is involved in the insurance business. Beacon Global Advisor Network serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management, financial planning, and a pension-advice service for U.K. expatriates, utilizing a mix of third-party managed models, mutual funds, ETFs, equities, and fixed income investments.

Curt Klein is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Capital Investment Advisors since 2010 and previously worked at Wela Strategies, Inc. and Wela Strategies, LLC. 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, utilizing ETF-based model portfolios and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.

Jeffrey Fleuriot is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at JPMorgan Chase, Merrill, Bank of America, Truist, and Morgan Stanley. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a variety of layered investment solutions, including unified managed accounts and automated ETF portfolios.

Jonathan Galvis Londono is a CFA® charterholder affiliated with SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2018, following five years at Atlantix Global Systems. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Philip Mulkey is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Synovus Securities since 2013 and also has a separate role as a tax preparer. Additionally, Mulkey serves as a notary public. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, mutual fund and ETF portfolios, financial planning, and access to alternative investments, with portfolio management supported by the Envestnet platform and a client risk-tolerance process.

Charles Lowe is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2017. He previously worked at Truist Advisory Services and Truist Investment Services, INC. Outside of his advisory role, he is part owner and manager of a rental property LLC that handles lease negotiations and administrative duties. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based model portfolios tailored to clients’ risk tolerance and goals, integrating financial planning with portfolio management and offering specialized services such as pension consulting, executive compensation analysis, and access to private investments.

Miller Majors is a CFP® professional with six years of experience in the financial services industry. He is currently with Capital Investment Advisors, LLC and has held prior roles at Safe-Guard Products International, Regions Securities, Regions Bank, KPMG, and PwC. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based model portfolios, integrates financial planning with portfolio management, and offers specialized services including pension consulting, executive compensation analysis, and access to private investments.

William Mcferren is a financial advisor at SignatureFD, LLC based in Atlanta, GA, with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. 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.

Ellen Rapier is a financial advisor at Kovack Advisors, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors since 2015, following six years at Resource Horizons Investment Advisory, Inc. Outside of her advisory role, she serves as treasurer for the Charis Circle nonprofit organization and is active as a musician, including live performances and studio work. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to construct and monitor client portfolios.

Ross Wyatt is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Mass Mutual Investors Services, Piedmont Wealth Partners, and operates Wyatt Financial Group. Outside of advisory work, he is involved in individual life and health insurance sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, and third-party manager access. The firm’s integrated operating model includes a dedicated portfolio team that supports advisors with diverse investment strategies and portfolio management services.

Thomas Mason is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments, AssuredPartners Investment Advisors, and operated as a self-employed advisor. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Giovanni Scisci is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously was with The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a variety of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Katherine Lidl is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Corient in Atlanta, GA. Her prior experience includes roles at Brightworth and the University of Georgia. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investment options where appropriate.

Camden Ratcliffe is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has four years of industry experience. His career includes roles at Goldman Sachs and Birge and Held, with additional experience at Varsity Properties. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models and a range of implementation platforms while offering access to specialized programs and alternative investments within the broader Goldman Sachs ecosystem.

Donald Stonecipher is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Guardian Life since 1999 and has prior experience at Peachtree Planning Advisors, Inc. Stonecipher is also involved outside of his advisory role as a member of Aristoboulos Racing, LLC. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofits. The firm combines advisor-led discretionary management and model-based strategies, providing a range of financial planning, consulting, and investment solutions tailored to client needs.

Alyce Phinney is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Triad Advisors, Triad Hybrid Solutions, and Argent Bridge Advisors. Outside of her advisory practice, she is involved in divorce education as a speaker and educator and operates a pet sitting business. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services such as representative-managed programs, third-party manager solutions, financial planning, and access to alternative investments, leveraging a combination of analytical approaches and platform integrations.

Michael Shoemaker is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with Bankers Life and its related entities since 2005, including roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty Co. Additionally, Shoemaker is involved in insurance sales and training as a unit sales manager and insurance agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create customized portfolios aligned with clients' goals and risk tolerances, utilizing both wrap and non-wrap programs with a focus on equities, fixed income, mutual funds, ETFs, and other securities.

Samuel Wishneff is a CFP® professional with 12 years of experience in the financial services industry. He is currently associated with HB Wealth and has prior experience at firms including M. S. Howells & Co, LongView Wealth Management, Cambridge Investment Research, Inc., and PNC Wealth Management. Outside of his advisory role, he is involved in insurance sales in Atlanta. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.