Roberto Arteaga Ascencio is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Merrill, Fidelity Investments, and J.P. Morgan Securities LLC. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm integrates institutional research and manager due diligence across a diversified range of public and private market investments and serves clients with both discretionary and non-discretionary advisory solutions.

Michael Pearson is a financial advisor at Balentine with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including SunTrust Advisory Services, Truist Investment Services, and TIAA-CREF. Pearson serves as a public arbitrator for FINRA, acting as a neutral member on arbitration panels resolving industry disputes. Balentine provides wealth management, financial planning, and investment services to entrepreneurs, families, high-net-worth individuals, and institutional clients. The firm employs a multi-asset investment approach combining active and passive strategies, and it also acts as a private fund adviser offering family office and business advisory services.

Charles Crowley IV is a CFP® professional with 16 years of industry experience, currently serving at BIP Wealth, LLC. His prior roles include positions at Veracity Capital LLC, Mercer Global Advisors Inc., Commonwealth Financial Network, and Atlanta Financial Associates. He holds life, health, and sickness insurance licenses but is not actively selling fixed insurance products. 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 manages discretionary and non-discretionary accounts, advises pooled investment vehicles and private funds, and employs tailored asset allocations including mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies.

Glen Carpenter III is a CFA® charterholder and financial advisor at ZWJ Investment Counsel Inc in Atlanta, GA, with 16 years of industry experience. He has been with ZWJ Investment Counsel since 2007. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach emphasizes discretionary equity, fixed income, and balanced portfolios tailored to each client through written investment policy statements and incorporates fundamental and financial analysis with both long- and short-term holdings.

Matthew Johnson is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding a Series 66 designation and two years of experience at Synovus following prior roles at Ameriprise Financial. His background includes five years in full-time education before entering the financial services industry. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services across multiple programs and utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform.

Michael Love is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates and Ten Cent Investments 5. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored portfolios using mutual funds, ETFs, individual equities, and fixed income.

Steven Cross is a financial advisor with Lifemark Securities Corp. in Marietta, GA, holding a Series 63 designation and bringing 39 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity Services, Inc. and has been an independent insurance agent since 1985, specializing in life, health, disability income, and long-term care insurance. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and emphasizes suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Kathline Lerebours is a CFP® professional with 13 years of experience in financial advising. She is currently with Facet and has previously worked at firms including Concentric Private Wealth, Commonwealth Financial Network, TIAA, Longwave Financial, and JSA Sustainable Wealth Management. Facet Wealth provides subscription-based financial planning and discretionary investment management to a wide range of individual clients, utilizing technology-driven processes and model-based asset allocations focused on exchange-traded funds. The firm’s approach includes integration across multiple advisors and offers services such as tax-optimized portfolio implementation and comprehensive financial planning without percentage-of-assets fees.

Anthony Welch II is a CFP®, CFA®, and holds a Series 65 license, with 13 years of industry experience. He has been with SignatureFD, LLC since 2018 and previously worked at Ned Davis Research Group for ten years. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, 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 vertically integrated with an accounting firm and affiliated private investment funds.

Ella Young is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with two years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2023 and has prior experience in the hospitality and education sectors. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and utilizes LPL platform programs and technology to deliver advisory services to a high client load.

Kris Joslyn is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience. He has previously worked at Bank of America and Merrill. Outside of finance, Joslyn serves as the music director for Beach United Methodist Church and is involved with Wilbur Ministries, a charitable organization where he writes and arranges music. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research and manager due diligence across public and private markets, serving a range of clients including high-net-worth individuals and nonprofits.

Dominic Di Maccio is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Liquid Strategies, LLC, Advanced Drainage Systems, and Annie’s Wine Cottage. Dominic is based in Atlanta, GA. Bison Wealth serves a range of clients including individuals, high net worth clients, family offices, and retirement plans, providing financial planning, portfolio management, and access to third-party managers. The firm employs outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Sydney Wiggins is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eleven years. 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 and offers both discretionary and non-discretionary solutions, utilizing a diversified approach that includes public and private markets, alternative investments, and selective digital asset exposure.

Benjamin Subasic is a financial advisor at IFG Advisory, LLC with Series 66 registration and no prior industry experience. His background includes positions outside the financial sector, such as roles at Mary Mac's Tea Room and Southern Soccer Academy. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, and coordinates held-away assets to align with clients’ objectives.

Philip Beatty is a CFP® with 18 years of experience in the financial services industry. He has been with SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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 offers affiliated private investment funds and insurance products through its licensed agency.

Tyler Reams is a CFP® with 18 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2015. He holds the Series 66 designation and is based in Atlanta, GA. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers integrated financial planning along with access to affiliated private investment funds and insurance products through its licensed agency.

Mark Stancil is a CFA® charterholder with 23 years of industry experience. He has worked at United Capital Financial Advisors since 2019 and previously spent seven years at French Wolf & Farr, Inc. He serves as Treasurer and Chair of the Finance Committee on the Board of Directors for the ALS Association, a nonprofit focused on curing ALS through global research and advocacy. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions, including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.

Simon Burton is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and over 12 years of industry experience. He has worked at Raymond James since 2014 and is currently affiliated with both Beacon Global Advisor Network and Peregrine & Black. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, serving both non-high-net-worth and high-net-worth individuals.

Davi Kutner is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA. He holds the CFP® designation and has 22 years of industry experience. Prior to joining Aprio in 2015, he worked at Securian Financial Services, Inc., JOYN Advisors, Inc., and GV Financial Advisors, Inc. Kutner serves on the Board of Trustees for the Atlanta Jewish Academy and is a committee member of the Endowment Committee at Hillels of Georgia. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and employs a range of investment strategies, including sub-advisory arrangements and access to private investments.

Paul Flamini is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has also been associated with Loadstone Group, Ltd. outside of his advisory role. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of independent advisors and manages approximately $397 million in client assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailoring portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.