John Williams Jr. is a CFP® professional with 25 years of industry experience, currently serving as Managing Director and Investment Adviser Representative at Bison Wealth, LLC. He has worked at Bison Wealth since 2013 and previously at Sterne, Agee. Outside of his advisory role, he owns ECOS Family Office, LLC, a holding company unrelated to investment activities. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs multi-manager portfolios with tactical and strategic allocations and provides access to alternative investments and an option-based Overlay Strategy.

Alexander Gambrell is a financial advisor at Nicholas Hoffman & Company, LLC with 21 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 licenses. Nicholas Hoffman & Company offers financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm employs a range of investment vehicles and uses both discretionary and non-discretionary advisory approaches, including performance-based fee arrangements for certain private funds.

Jarrett Hindrew is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding CFP® and ChFC® designations and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank. He also volunteers as a mentor for aspiring CFP professionals with the CFP Board. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, providing both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs guided by client risk profiles and offers access to alternative investments and outside money managers.

Sumaree White is a financial advisor at OpenArc Corporate Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill, Wells Fargo Clearing Services, Rockefeller Financial LLC, and Rockefeller & Co LLC. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and operational platforms to tailor solutions to client objectives.

Evan Carter is a CFP® professional with 10 years of experience in financial advisory services. He has worked at SignatureFD, LLC since 2019 and previously spent four years with Atlanta Capital Group. Based in Atlanta, GA, he is part of a multi-team firm known for integrating wealth management with accounting and private fund management. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing ongoing wealth management, retirement plan management, and consulting. The firm typically manages client portfolios on a discretionary basis and offers affiliated private investment funds and insurance products through its licensed agency.

David Millican IV is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding the Series 63 and Series 66 designations. He has 29 years of industry experience, including roles at Arkap Markets, Arkadios Capital, Acg Wealth, and Triad Advisors. There are no notable outside activities reported. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money manager access, and financial planning. The firm uses a range of investment strategies supported by an internal portfolio team and offers integrated services across advisory and broker-dealer affiliates.

Leith Anticevich is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates International, Austen Morris Associates, Carrick Investments, and Carrick Wealth. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in assets, offering discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on U.K. expatriates and personalized investment strategies.

Jonah Duyvelaar is a financial advisor at Modera Wealth Management, LLC in Atlanta, GA. He holds a Series 65 designation and has been with Modera since 2025. Prior to joining Modera, he worked in various roles including at the UGA Wesley Foundation and Signature FD. 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 selected equities, supplemented by independent managers and optional ESG integration.

Jeffrey Buck is a CFA® charterholder with 10 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2021 and previously was employed at Diversified Trust Co for six years. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers tailored financial profiles and investment plans, implementing them through various investment vehicles and occasionally using performance-based fee arrangements for certain private funds.

Laurence Martin Jr. is a CFP® and ChFC® with 20 years of industry experience. He is currently affiliated with Advisory Services Network and also owns an insurance agency through Roswell Asset Advisors, where he is a licensed insurance agent. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm provides portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Diego Colan Taya is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. He has previously worked at Merrill for eleven years. Diego holds a Series 66 designation and is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management and retirement plan services, utilizing a broad range of investment options and maintaining a notably large institutional retirement practice alongside private markets and digital-asset capabilities.

Brad Cast is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Stratos Wealth Partners, LPL Financial, and The Botsford Group. Outside of his advisory work, he serves as a board member of The Winestock Foundation, an organization focused on educational funding. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through tailored model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

Haley Patterson is a CFP® and Series 66-licensed advisor at Aprio Wealth Management, LLC with four years of industry experience. She previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Goldman Sachs Ayco. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, charitable organizations, and business entities. The firm employs asset allocation strategies combined with techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and it maintains continuous account monitoring with regular client reviews.

Camden Anderson is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation and three years of industry experience. He has worked at Capital Investment Advisors since 2022 and previously held roles at Eastman Credit Union, the University of Tennessee, Kingsport Aquatic Center, and Daniel Boone High School. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm utilizes a centralized investment platform with standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by specialized in-house estate and tax planning resources.

Natalie Quinn is a CFP® professional with five years of industry experience. She is currently an advisor at Elevation Point Wealth Partners, LLC, having previously worked at UBS Financial Services and Northwestern Mutual Wealth Management. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities with an investment approach focused on model portfolios, tactical asset allocation, and integration of insurance distribution and annuity servicing.

Kay Mayhue is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2017. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. She also provides administrative support to Stone Creek Capital Management. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Mason Porritt is a financial advisor at BIP Wealth, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Shoemaker Financial, Minnesota Life Insurance Co, and Jackson National Life Distributors LLC. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and private market opportunities for qualified investors.

Katherine Grier is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. Her prior experience includes roles at HLM Financial Group and Mainsail CPAs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors, serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a centralized investment team, and offers specialized services including fiduciary and ESOP trustee work.

Paul Pilcher is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously spent six years at MFS Fund Distributors, Inc. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various managed accounts and model portfolios, employing a combination of fundamental, technical, and cyclical investment analysis.

Richard Sampley is a CFP® professional with over 50 years of experience in the financial industry. He has been with The Fiduciary Alliance since 2024 and previously worked at Bison Wealth, LLC for a decade. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and operates a network of investment advisor representatives under a multi-team structure.