Zachary Williams is a Series 65-licensed advisor with Simplicity Wealth in Atlanta, GA, with two years of industry experience. He has worked at firms including Brookstone Capital Management and Vontier, and has prior experience in various corporate roles at Honeywell and Cancer Treatment Centers of America. He is also co-owner of Fairway Financial Partners, where he is involved in insurance and annuity sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, providing financial planning, portfolio management, and managed account services. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers technology and operational support to other advisors through a private-labelable asset management platform and a third-party model manager program.

Adrian Vassallo is a financial advisor at Forvis Mazars Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at Dixon Hughes Goodman LLP and its wealth advisory affiliates. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets with an investment approach that incorporates committee-approved portfolios and integrates tax and accounting services through its affiliation with a national professional services parent.

Brian Frey is a CFP® with 15 years of experience in financial advising, currently with SignatureFD, LLC since 2018. His prior roles include positions at JOYN Advisors, Inc., Minnesota Life Insurance Company, and Gv Financial Advisors. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, and charitable organizations, offering wealth management, retirement plan services, and consulting. The firm employs discretionary portfolio management with a range of investment vehicles and maintains affiliations with an accounting firm and private investment funds.

Kimberly Woody is a financial advisor at GLOBALT Investments with 12 years of industry experience. She holds a Series 65 designation and has been associated with GLOBALT Investments and its predecessor entities since 1997. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including high-net-worth individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

Conrad Levesque is a CFP® professional with eight years of industry experience, currently advising at Savvy. He has worked with multiple firms, including C2P Capital Advisory Group and Alison Wealth Management. Outside of his advisory role, he owns Delvr Wealth, LLC, where he provides tax preparation and planning services. Savvy offers investment and financial planning services to individuals, trusts, businesses, and charitable organizations, using a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing. The firm incorporates third-party fintech tools and sub-adviser strategies, along with in-house tax preparation and estate-planning support.

John Weindler is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2002 to 2025. He serves as a board member of the Global Equity Organization, a business group focused on education, networking, and collaboration among professionals. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a broad range of investment strategies that include private markets and digital assets, alongside a notable institutional retirement practice.

Thomas Joerres is a financial advisor at OpenArc Corporate Advisory, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Northern Trust Hedge Fund Services. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines discretionary and non-discretionary approaches and utilizes a wide range of investment options, with a notable focus on institutional retirement plans and private markets.

Ryan Ely is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and 16 years of industry experience. He has worked at Capital Investment Advisors since 2010 and has held roles at HYB Partners, LLC and Wela Strategies, Inc. Additionally, he produces the "Money Matters Show" on WSB Radio. Capital Investment Advisors serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm utilizes a centralized investment platform with standardized asset-allocation models and access to private investment solutions, supported by specialized in-house estate and tax planning resources.

Justin Boller is a CFA® charterholder with 11 years of industry experience, currently serving at Bison Wealth, LLC. He previously worked at Advocacy Wealth Management, LLC, and is involved in business development and advisor relations through his roles with Bison Holdings, LLC and Liquid Strategies, LLC. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside multi-manager investment solutions. The firm utilizes tactical and strategic allocations across liquid and private market strategies and operates a turnkey asset management platform that provides services to other financial advisers.

Kelly Gee is a financial advisor at Stephens with four years of industry experience. She holds a Series 66 designation and has worked at Stephens in various capacities since 2022, as well as at Wells Fargo, Fis, Peerfit, and Catalina. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with substantial broker-dealer and investment banking activities.

Christopher Emmott is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has been affiliated with EBG International since 2016. Beacon Global Advisor Network, LLC serves a diverse client base including 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 operates as a network of independent advisory representatives providing specialized and layered service arrangements.

William Holmes is a financial advisor at Stephens with 15 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, and Goldman Sachs. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker‑dealer and investment banking activities.

Marjorie Scanlon is a financial advisor with Crawford Investment Counsel Inc and holds Series 63 and Series 65 credentials. She has seven years of industry experience, with prior roles at United Capital Financial Advisors, Bravaldo Capital Advisors, Berman Capital Advisors, Edge Capital Group, Edge Advisors, and Cornerstone Investment Partners. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach emphasizing dividend-paying, higher-quality equities and credit-focused fixed-income strategies.

Hollis Houk is a financial advisor with Stephens in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stephens since 2014. Stephens provides investment advisory and wealth-management services to a diverse client base including individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Stacey Ewing is a CFA® charterholder with 18 years of experience in the financial industry. She has been with ZWJ Investment Counsel Inc since 2002. The firm manages approximately $3.86 billion in client assets and serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. ZWJ’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client through fundamental and financial analysis.

Robert Reece is a financial advisor at Crawford Investment Counsel Inc with nine years of industry experience. He holds a Series 65 designation and has been with Crawford Investment Counsel in various capacities since 2016. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and offers distinct strategies across equity and fixed-income mandates.

Clifford Farren III is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services such as wealth management, financial planning, and portfolio oversight, utilizing diverse investment strategies including private markets and digital assets, with a significant focus on institutional retirement plan services.

Tana Flores is a financial advisor at Modera Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Modera since 2017, following a decade at Cambridge Wealth Counsel. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, debt securities, and select equities, supplemented by independent managers and optional ESG integration.

Gabriela Cossio is a financial advisor at Merit Financial Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm focuses on coordinated wealth-management services and employs a long-term, diversified investment approach with customizable models supported by both discretionary and non-discretionary authority.

Wesley Williams is a financial advisor with Asset Preservation Advisors, LLC, holding Series 65 and Series 66 licenses and two years of industry experience. He has worked with Asset Preservation Advisors in multiple periods since 2013. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail separately managed accounts, focusing exclusively on tax-exempt and taxable municipal bond portfolios. The firm employs active fixed-income strategies across various durations and incorporates ESG criteria through a Positive Impact Tax-Exempt Strategy, managing over $11 billion in discretionary assets.