Mikhail Harmon is a financial advisor with BIP Wealth, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior experience includes roles at Raymond James Financial Services, Inc., Harmon Financial Advisors, and a partial ownership interest in a gym. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations, manages both discretionary and non-discretionary accounts, and provides advisory services to private pooled vehicles and institutional clients.

Dennis Booker Jr. is a financial advisor at BIP Wealth, LLC with 24 years of industry experience. He holds the Series 66 designation and has been with BIP Wealth since 2010. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, 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, individual securities, and options-based strategies, and also advises private pooled investment vehicles.

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 Series 66-credentialed financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. Her prior roles include positions at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., and Ameriprise Financial Services, Inc. She is also involved with Lumature Wealth Partners as an employee and administrator. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

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 Series 66 licensed advisor with 25 years of industry experience, currently serving at Equity Investment Corporation since 2016. He has prior experience with Foreside Funds Distributors LLC and Voya Investment Management CO. LLC. Lambeth holds a senior director role focused on client service and sales related to institutional separately managed accounts. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private investors, including high-net-worth individuals, trusts, and retirement plans. The firm employs a fundamental absolute value investment approach across multiple equity strategies and serves as a sub-adviser to wrap account and UMA program sponsors, managing an extensive client base through scalable institutional relationships.

Ryan Merriman is a financial advisor at BIP Wealth, LLC with five years of industry experience. He has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Goldman Sachs & Co. LLC, and Cox Communications. Merriman holds the Series 63 and Series 65 designations. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans, providing comprehensive financial planning and portfolio management. The firm offers tailored asset allocations that include mutual funds, ETFs, fixed income, and private-market securities for qualified investors, and manages private pooled vehicles alongside firm-run covered-call strategies.

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.

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.

Zachary Williams is a financial advisor with Simplicity Wealth in Atlanta, GA, holding a Series 65 credential and two years of industry experience. He has worked at Fairway Financial Partners and Brookstone Capital Management, among other firms, and is involved in insurance and annuity sales as a co-owner of Fairway Financial Partners. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, offering a range of advisory services from financial planning to managed account platforms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers.

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.

Yesenia Burgos is a financial advisor at Principal Advised Services with three years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of her advisory role, she coaches youth volleyball at A5 Volleyball Club in Alpharetta, Georgia. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, utilizing a combination of third-party tools and proprietary models, and benefits from its integration within the Principal Financial Group family.

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.

Ross Lloyd is a financial advisor at One Capital Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-Cref Individual & Institutional Services, LLC for 12 years. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7 billion in discretionary assets. The firm employs a globally balanced investment approach combining active management of large-cap equities, ETFs, and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.

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 12 years of industry experience. He is currently with Bison Wealth, LLC and previously worked at Liquid Strategies, LLC, Advocacy Wealth Management, LLC, and Invesco Advisers, Inc. Outside of his advisory role, he is involved in business development and advisor relations through Bison Holdings, LLC and Liquid Strategies, LLC. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services, focusing on outcome-driven, multi-manager strategies that blend tactical and strategic allocations.

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 and Wells Fargo during her career. Kelly is based in Atlanta, GA. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research.