Michael Mcfarland is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with StoneX Advisors since 2016, also working with StoneX Securities since 2008. In addition to his advisory role, he is involved in several business ventures including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which provide financial advisory and tax planning services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies through independent advisors and an in-house private client group, utilizing multiple platforms and third-party managers for portfolio implementation and oversight.

Ryan Merriman is a financial advisor at BIP Wealth, LLC with five years of industry experience. His background includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Goldman Sachs, and Bobby Jones Links. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides access to private-market securities and specialized strategies such as covered-call 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 credentials and having 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. Outside of his advisory role, he operates a placement company that matches financial advisors with broker-dealers and manages a group life insurance program for a school district. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and uses an in-house investment management team and proprietary screening tools to guide investment decisions.

Chad Edwards is a financial advisor at BIP Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., and Prehmus Financial Partners. Edwards is also involved in fixed insurance sales through various product providers. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides access to private-market securities and private pooled investment vehicles.

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 designation and two years of industry experience. His career history includes roles at Fairway Financial Partners, Brookstone Capital Management, and non-financial firms such as Honeywell and Cancer Treatment Centers of America. Outside of advisory work, he is involved in insurance and annuity sales and is a co-owner of Fairway Financial Partners. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers through its managed account platform.

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.

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 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.

Scott Levy is a financial advisor at BIP Wealth, LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. Outside of his advisory work, Levy serves as a trustee for PD Ministries, an independent Christian ministry in the Atlanta area. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations that include mutual funds, ETFs, fixed income, and options-based covered-call strategies, and it also offers private-market investment opportunities for qualified investors.

Marjorie Scanlon is a financial advisor at United Capital Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 credentials. Her prior firms include Crawford Investment Counsel, Bravaldo Capital Advisors, and Berman Capital Advisors. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services supported by a broad affiliate network and a technology platform that facilitates customization and supports independent advisors.

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.