Treyce Addison is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Morgan Stanley, and Raymond James. Outside of finance, his background includes roles in retail and education. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, and retirement plan services. The firm offers both discretionary and non-discretionary models, tailoring portfolios using a diverse range of investment vehicles, and maintains a significant institutional retirement practice alongside private markets and digital-asset capabilities.

Milon Turner is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and Bank of America N.A. before joining OpenArc in 2025. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management with both discretionary and non-discretionary engagement models. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets, supported by operational integration with third-party platforms.

Robert Rickles is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 23 years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America N.A. and Merrill for a combined total of over two decades. He serves as an officer and immediate past president of the volunteer board for the Jewish Educational Loan Fund, a charitable organization based in Atlanta. OpenArc Corporate Advisory serves individual and institutional clients, providing wealth management, financial planning, portfolio management, and dedicated retirement plan services. The firm offers tailored investment solutions across a range of asset classes and maintains a significant institutional retirement practice alongside capabilities in private markets and digital assets.

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 five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Borders is also licensed as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, using a disciplined, long-term investment approach based on Modern Portfolio Theory with a focus on model portfolios and oversight of sub-advisers.

Jeffrey Crowell is a financial advisor with OpenArc Corporate Advisory, LLC, based in Atlanta, GA. He holds a Series 66 designation and has 13 years of industry experience, including prior roles at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves a diverse client base that includes individual and institutional investors, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm uses a broad range of investment strategies, including alternative and private market investments, and maintains a significant institutional retirement practice alongside digital asset capabilities.

Kyle Schmidt is a CFP® with 12 years of industry experience, currently serving as a financial advisor at BIP Wealth, LLC since 2018. Prior to joining BIP Wealth, he held roles at SunTrust Advisory Services and related SunTrust entities from 2015 to 2018. He is a board member of the Fellowship of Christian Athletes at Georgia Tech, a volunteer position. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across 3,100 client relationships using a multi-advisor team and emphasizes diversified, low-cost portfolios tailored to household-level needs.

Stephanie Feaser is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 18 years before joining her current firm in 2026. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets and serving a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, and corporations. The firm emphasizes model portfolios with tactical asset allocation across various investment vehicles and integrates insurance distribution and annuity servicing within its advisory services.

Timofei Kouzmine is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential. He has experience working at OpenArc since 2026 and previously held roles at Softensity, Syracuse University, and Pace Academy. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans, offering a range of services from wealth management to retirement plan consulting. The firm combines discretionary and non-discretionary models, utilizing diverse investment strategies including private markets and digital assets, and maintains a notable focus on institutional retirement solutions.

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.

Andrew Murphy is a financial advisor at Main Street Financial Solutions, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Main Street Financial Solutions since 2016. Main Street Financial Solutions serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investment platforms while providing comprehensive financial planning and retirement plan consulting.

Molly Kittrell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2014. She holds Series 63 and Series 65 licenses and is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and municipalities. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, higher-quality equities and credit-focused fixed income strategies.

Thomas Knapp is a CFA® charterholder with seven years of industry experience. He has been with Equity Investment Corporation since 2018 and previously worked at Raymond James Financial for eleven years. Based in Atlanta, GA, he is part of a multi-team firm with 26 advisors. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover and tax-aware execution, managing separate accounts, sub-advisory relationships, and model licensing arrangements.

Aaron Vincent is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Impact Partnership Wealth, LLC. He previously worked at Cambridge Investment Research Advisors and VOYA Financial Advisors. Outside of advising, he is involved in financial education as an instructor with the American Retirement Institute. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a multi-strategy investment approach combining third-party models, adviser-managed portfolios, and direct indexing with tactical overlays.

Jefferson Olney is a Series 66-registered advisor with Kingswood Wealth Advisors, LLC, based in Woodstock, GA, with eight years of industry experience. His prior roles include positions at Dempsey Lord Smith, LLC and Synovus Bank. Outside of his advisory work, he is a contract musician and a part owner of a brewery, River Remedy, in Rome, GA, and rents musical equipment. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors. The firm employs an open-architecture approach, tailoring investment strategies to client objectives and risk tolerance while offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary plan advisory services.

Brian Boles is a financial advisor at Howard Capital Management, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LoneStarOne Financial Strategies and involvement with golf and social clubs such as Red Feather Golf & Social Club and Mountain Brook Golf Club. He has also worked in various educational institutions from 2016 to 2025. Outside of financial advising, he is involved in non-variable insurance sales and has service roles with golf and social clubs. Howard Capital Management serves a diverse clientele including individual and institutional investors and offers discretionary portfolio management, private wealth services, and advisory arrangements. The firm’s investment approach incorporates proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs.

Adam Wittan is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2025, he worked at Regions Bank for 12 years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, integrating resources from Fifth Third Bank and employing a structured investment policy framework.

Moiz Husain is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with The Strategic Financial Alliance since 2014. Outside of his advisory role, he works as an independent background actor for various TV series and movies filmed around Metro Atlanta. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Travis Wilson is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America, as well as IBM prior to entering the financial sector. OpenArc Corporate Advisory serves a diverse client base including individual investors, trusts, nonprofits, and retirement plans, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm combines institutional research and manager due diligence with a broad investment toolkit, including private markets and digital assets, to tailor solutions across discretionary and non-discretionary models.