Fletcher Majors is a CFA® charterholder based in Atlanta, GA, with 18 years of industry experience. He has worked at Stephens since 2026 and previously spent 16 years at Susquehanna Financial Group, LLP. 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 other institutional clients. The firm offers a range of discretionary and non-discretionary management strategies, combining bottom-up equity research with committee-driven asset allocation and also provides brokerage, investment banking, custody, and municipal advisory services.

Ian Kohl is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 65 and Series 63 designations. He has three years of industry experience, including prior roles at John Hancock Manulife. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm employs a diversified investment approach across public and private markets, combining institutional research with manager due diligence and offers governance-oriented services for plan sponsors and nonprofit clients.

Victor Wilkerson is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Bison Wealth, LLC and has held roles at several firms including Brookhaven Integrated Wealth Strategies, Advocacy Wealth Management, and First Horizon Advisors. Wilkerson is the founder of Trinity Street Financial and president of Armis Strategies, both insurance general agencies. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm employs a multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies and supports other advisers through a turnkey asset management platform.

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 CFP®-certified financial advisor with three years of industry experience, currently with IFG Advisory, LLC in Atlanta, GA. His prior experience includes roles at Cannon Financial Strategists, Inc. and LPL Financial. Powell serves as an advisory board member for North Georgia Truss Systems, a for-profit business outside of the investment industry. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments, utilizing sub-advisors and third-party models to tailor strategies to client objectives.

Charles Ambroselli is a CFP® with 17 years of experience in the financial services industry. He is currently with LCP Institutional, LLC and has previously worked at firms including Merit Financial Advisors, Patton Albertson & Miller, and Ronald Blue & Co. His background includes roles at both regional and institutional firms. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients such as retirement plans and trusts. The firm employs a research-driven investment approach with multi-asset portfolios, incorporating mutual funds, ETFs, common stocks, and covered-call strategies when appropriate, while managing many accounts on a non-discretionary basis.

David Mack is a CFP® professional affiliated with OpenArc Corporate Advisory, LLC in Atlanta, GA, with 29 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his financial advisory work, he serves as chair of the deacons at First Baptist Church of Roswell. OpenArc Corporate Advisory offers 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 institutional research, manager due diligence, and access to public and private market opportunities, managing approximately $10.1 billion in discretionary assets.

Steven Zimmerman is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Thrivent Financial, Polen Capital Management, and Foreside Funds Distributors. He currently serves as Senior Director at Equity Investment Corporation, promoting their separately managed accounts and mutual funds. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a fundamental "absolute value" investment approach across multiple equity strategies and serves several unique client types such as insurance companies and government entities.

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 financial advisor at Navy Federal Investment Services, LLC, holding a Series 66 license with three years of industry experience. His prior roles include positions at Equitable Advisors, 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, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment solutions primarily through managed advisory programs utilizing third-party portfolio managers.

Sarah Perelle is a CFP® with 13 years of industry experience. She has worked at Bank of America and Merrill Lynch from 2013 to 2025 before joining OpenArc Corporate Advisory, LLC in 2025. She is based in Atlanta, GA. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm manages approximately $10.1 billion and combines institutional research with diversified implementation across public and private markets.

Patrick Thomas is a financial advisor at Fortis Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including MPWM Advisory Solutions, Cardea Capital Advisors, Lindner Capital Advisors, Summit Wealth Management, and The Meyers Group. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, employing a range of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors.

John Bliss III is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc. and IFS Securities. Based in Atlanta, GA, he has been with Kingswood since 2022. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm integrates affiliated financial entities and supports insurance-linked account management, operating an open-architecture platform that frequently utilizes third-party managers and sub-advisors.

Calvin Thomas is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds the Series 65 designation and has worked at firms including Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, and Valais Wealth Management. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized asset management and financial planning services. The firm is notable for its specialized pension-transfer capability for U.K. nationals and its network structure that supports independent advisory representatives with diverse service arrangements.

Mitchell Melan is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 1997. Outside of his advisory role, he is involved in fixed annuities and life insurance sales through Melan Financial. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors, combining proprietary research and third-party managers to deliver both discretionary and non-discretionary investment solutions.

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.