Tarpley Herlihy is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Southwestern Advantage and the University of Georgia. Herlihy is also a licensed insurance agent. 49 Financial serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management with a focus on disciplined, long-term diversified asset allocation.

Tracey Trapani is a financial advisor at Elevation Point Wealth Partners, LLC with 28 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services Inc. and Merrill. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, including high-net-worth clients, retirement plans, trusts, and other institutional clients. The firm employs a mix of strategic and tactical asset allocation across various investment vehicles and offers specialized platforms for alternative investments and held-away accounts.

Tina Walker is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Merrill, Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Bank NA. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis, employing a diverse investment process that includes institutional research, manager due diligence, and a range of public and private market strategies.

Cathleen Stevens is a CFP® with over 33 years of industry experience. She has worked at IHT Wealth Management LLC since 2019 and has been associated with LPL Financial since 2011. Stevens is also involved in non-variable insurance sales, including disability, life, and long-term care insurance. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm uses a combination of fundamental value screening, quantitative optimization, and tailored portfolio strategies to meet clients’ investment objectives.

John Faure Jr. is a financial advisor at Wealth Watch Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wealth Watch Advisors in 2021, he worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. from 2018 to 2021, and at KCG Americas LLC from 2011 to 2017. In addition to his advisory work, Mr. Faure is involved in the sale of fixed life and annuity insurance products as an independent agent for various insurance companies. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management primarily through third-party model managers, along with financial planning and consulting services. Its investment approach combines quantitative, qualitative, and technical methods and includes a range of strategies and approved alternative private placements for accredited investors.

Kelly Lee is a CFP® with 22 years of industry experience, currently serving as a financial advisor with IFG Advisory, LLC since 2017. Prior to that, Kelly worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Kelly is involved with Strong, Gaddy, Lee Wealth Management Group, a registered investment advisory DBA associated with IFG Advisory. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies and third-party managers, offers portfolio management and consulting services, and incorporates real estate-related planning alongside traditional financial services.

Mitchell Reiner is a CFP® with 20 years of industry experience, currently affiliated with Capital Investment Advisors, LLC in Atlanta, GA. He has held roles at several firms, including Benjamin Technology, Inc., Wela Strategies, Inc., and Altera Private Access, LLC. Outside of his advisory work, Reiner is involved in consulting through MARE Group, LLC and MAM Group, LLC, and he manages Capital Administration, LLC, which oversees restaurant operations. 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, with specialized services such as family-office style support, pension consulting, executive compensation analysis, and access to private investments.

Randall Yeomans is a financial advisor at Merit Financial Advisors with Series 63 and Series 65 credentials and 43 years of industry experience. He previously spent 17 years at Sagepoint Financial, Inc. and operated Yeomans Consulting Group, Inc. for over three decades. Outside of his advisory role, he teaches adult education classes on taxes, estate planning, and retirement planning, and is involved in small business consulting and personal development coaching. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios overseen by an internal investment team and committee, supporting both discretionary and non-discretionary account arrangements.

James Vann is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Resource Horizons Investment Advisory, Resource Horizons Group, and Mass Mutual Investors Services. In addition to his advisory work, he operates under the DBA LBS Wealth Advisors to conduct securities business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and sub-advisory services using a combination of proprietary models and third-party managers.

Treyce Addison is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Merrill, Morgan Stanley, and Raymond James. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and combines institutional research with diversified implementation across public and private markets.

Milon Turner is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., and Ally Financial. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach incorporating institutional research, manager due diligence, and exposure to public and private markets, serving high-net-worth clients, endowments, and foundations.

Robert Rickles is a financial advisor at OpenArc Corporate Advisory, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill, among other firms. Outside of his advisory role, he serves as the immediate past president of the volunteer board for the Jewish Educational Loan Fund, a charitable organization in Atlanta. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, and institutional retirement plans, also consulting for endowments and foundations. The firm manages approximately $10.1 billion on a discretionary basis and utilizes a research-driven investment process that includes diversified strategies across public and private markets, with specialized services for plan sponsors and nonprofit clients.

Stephen Ferencik is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Arkadios Wealth Advisors since 2020 and previously at Triad Advisors Inc and ACG Wealth, Inc. Ferencik serves as president of SJF Capital LLC, a tax-related entity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans supported by an internal portfolio management team and a variety of advisory programs. The firm operates an integrated model combining advisory legal entities, an affiliated broker-dealer, and in-house portfolio support.

Brady Watkins is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 designation and one year of industry experience. He also owns and edits a pickleball publication through 1,000 Generations LLC. Watkins holds prior roles including work with Leveraged Wealth Management, where he was involved in insurance sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across multiple offices and employing a range of model portfolio and direct asset management strategies.

Clifton Borders is a financial advisor at 49 Financial with Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities, Inc. Borders is also licensed as an agent for fixed insurance products. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term asset allocation strategy combining fundamental, cyclical, technical, and behavioral analysis, and provides tiered fractional family office services.

Jeffrey Crowell is a financial advisor at OpenArc Corporate Advisory, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research, manager due diligence, and diversified implementation across public and private markets, managing approximately $10.1 billion on a discretionary basis.

Kyle Schmidt is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at BIP Wealth, LLC since 2018. Prior to joining BIP Wealth, he worked with SunTrust Advisory Services and related entities from 2015 to 2018. He volunteers as a board member for the Fellowship of Christian Athletes at Georgia Tech. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations and private-market securities for qualified investors.

Stephanie Feaser is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at UBS Financial Services Inc., Morgan Stanley & Co. LLC, and Merrill. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm uses a blend of strategic and tactical asset allocation across various investment vehicles and offers specialized platforms for alternatives and held-away accounts.

Timofei Kouzmine is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 designation. He has been with OpenArc since 2026 and previously worked at Softensity and held roles at Syracuse University and Pace Academy. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion in assets and employs a diversified investment approach that includes both public and private market securities, as well as selective digital asset exposure.

Allison Porter is a CFP® professional with SignatureFD, LLC in Atlanta, GA. She has been with SignatureFD since 2015. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing 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.