Thomas Toney is a financial advisor at SignatureFD, LLC with Series 65 credentials and no prior industry experience. His background includes roles at Emory University and Yale University. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors, offering discretionary wealth management, financial planning, consulting, and retirement plan management. The firm employs diversified, long-term asset allocation strategies and acts as adviser or sub-adviser to private investment funds and other pooled vehicles.

Peter Lynch is a financial advisor at Henssler Financial in Kennesaw, GA, with 24 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at ALPS Distributors, Inc. from 2016 to 2019. Lynch has been with Henssler Financial since 2016. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, automated rebalancing, and tax-loss harvesting, supported by affiliated accounting, legal, and real estate services.

Blair Cunningham is a CFP® with 22 years of industry experience, currently serving at SignatureFD, LLC since 2000. Based in Atlanta, GA, he holds a Series 65 license and has spent his entire career with SignatureFD. 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 several private investment funds.

Jacob Duvall is a financial advisor with Bison Wealth, LLC, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Trinity Street Financial, Advocacy Wealth Management, and Forge Consulting. Outside of his advisory work, he serves as a Settlement Consultant with Mirena & Co. and is the Director of Settlement Planning at Armis Strategies, providing financial planning and insurance services to settlement recipients and traditional clients. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, curated model portfolios, financial planning, and ERISA retirement plan advice. The firm’s approach combines tactical and strategic allocations across liquid and private-market investments, including alternative strategies and option-based overlays, and it provides a turnkey asset management platform for unaffiliated advisers.

Denise Noelle Halle' Lunsway is a Series 65-licensed advisor at Crawford Investment Counsel Inc with three years of industry experience. She has been with Crawford Investment Counsel since 2017 and previously worked at Willis Towers Watson from 2016 to 2017. Crawford Investment Counsel provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focusing on dividend-paying equities and credit diversification within its fixed-income strategies.

Richard Irrgang is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Equity Investment Corporation since 2016 and previously worked at JFB Holdings Corp from 2003 to 2017. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with in-house valuation models and emphasizes low turnover, tax-aware execution, and ESG integration across its portfolios.

Jeffrey Neumeyer is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he is involved in a family-held sole proprietorship related to condo rentals. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a wide range of investment strategies and emphasizing institutional research and manager due diligence in its retirement practice.

Nicholas Shook is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He began his advisory career in 2025 after prior roles at LPL Financial, United Parcel Service, and Unum Group. In addition to his advisory work, he operates Good Works Financial LLC, a tax preparation and accounting business. IFG Advisory, LLC provides comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers specialized services such as real estate-oriented planning and business valuation.

Lauren Lewis is a financial advisor at Merit Financial Advisors with 21 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Oppenheimer, Morgan Stanley, and E*TRADE. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Maximillian Stewart is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Hampton Bluff Capital Partners and Florida Financial Advisors, where he also engaged in fixed insurance sales. Elevation Point Wealth Partners is an SEC-registered multi-team investment adviser managing approximately $8.29 billion in assets and serving individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm utilizes tactical asset allocation in model portfolios and integrates insurance distribution and annuity servicing within its advisory services.

Mikhail Harmon is a financial advisor at BIP Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Inc. and operated Harmon Financial Advisors. Outside of his advisory role, he has partial ownership in a gym, from which he does not receive compensation. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages customized, diversified portfolios emphasizing low-cost mutual funds and ETFs, supplemented by individual securities, and is noted for its involvement in private market investing through affiliated entities.

Dennis Booker Jr. is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 credential and bringing 24 years of industry experience. He has been with BIP Wealth since 2010. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships using customized portfolios that emphasize diversified, low-cost mutual funds and ETFs, supplemented by individual bonds, stocks, and options.

Hans Hamann is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential and one year of industry experience. Prior to joining OpenArc Corporate Advisory, he worked at Apogee Electronics and Apple. 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 specialized retirement plan services, utilizing a wide range of investment strategies and emphasizing institutional research and governance for plan sponsors.

Erin Jones is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., Ameriprise Financial Services, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, serving over 13,000 clients with approximately $15.7 billion in assets under management.

Tobin Anderson is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at multiple firms including IFG Advisory, LLC, Arista Advisory Group, LLC, Edward Jones, Pacific Select Distributors Inc., and Pacific Life Insurance Co. Outside of his role at LPL Financial, he provides investment advisory services through IFG Advisory, LLC, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, combining large-scale advisory operations with additional product offerings such as insurance and annuities.

Edison Lambeth is a financial advisor at Equity Investment Corporation with 25 years of industry experience. He holds a Series 66 designation and has been with Equity Investment Corporation since 2016, with prior experience at Foreside Funds Distributors LLC and JFB Holdings Corp. He also serves as Senior Director at Equity Investment Corporation, focusing on client service and sales related to institutional separately managed accounts. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on in-house valuation models, low turnover, and tax-aware execution, managing a large number of client relationships per advisor across multiple channels.

Ryan Merriman is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His previous roles include positions at J.P. Morgan Securities, Goldman Sachs & Co. LLC, and Cox Communications. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across 3,100 client relationships with a multi-advisor team. The firm offers customized household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, with additional strategies including private market investments and separately managed buy-write approaches.

Rachael Kelly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Bank of America, Merrill, WestRock, and Coldwell Banker. She maintains a part-time real estate referral license with Coldwell Banker for personal and family use. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides both discretionary and non-discretionary models and utilizes a broad range of investment tools, including private markets and digital assets, with a notable focus on institutional retirement plans.

Derrick Friedman is a financial advisor with Capital Analysts in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1997. Outside of his advisory role, he founded a national placement company that matches financial advisors with broker-dealers based on their business needs and manages a group life insurance program sponsored by a school district. Capital Analysts serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team. The firm operates with a fiduciary model, providing various advisory options and allowing independent advisors to pursue outside business activities alongside their advisory services.

Elizabeth Kunzler is a financial advisor at Beacon Global Advisor Network, LLC with over a year of experience. She holds the Series 65 designation and previously worked at Raymond James Investment Services Ltd. for 12 years. Kunzler is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized asset management and financial planning services, with a notable focus on pension-transfer capabilities for U.K. nationals and a network of independent advisory representatives providing layered service arrangements.