James Bolus is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, where he has worked since 2022. He has a total of two years of industry experience and also maintains a role with iFS Hong Kong, which he has held since 2003. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of approximately 60 independent advisors. The firm manages around $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with specialized advisory services for U.K. expatriates.

Troy Tomczak is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC. His prior roles include positions at Invesco and Merrill. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset allocation models and provides specialized in-house resources for estate and tax planning.

Dustin Tait is a financial advisor with Foundations Investment Advisors LLC based in Atlanta, GA. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Freedom First Retirement Design, Inc., Cortez Wealth Advisors, and Ameriprise. Outside of advisory services, he owns Freedom First Retirement Design, Inc., which sells fixed and long-term care insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm uses a variety of analytical approaches and offers services through a large network of affiliated offices and representatives.

Michael Massi Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He previously worked at Bank of America and Merrill for nine years. Massi is involved as a limited partner and owner in Masbro Holdings LLC, an LLC established with a close friend for property ownership and asset diversification outside his advisory role. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm combines discretionary and non-discretionary models and uses a wide range of investment tools, with a notable institutional retirement practice and capabilities in private markets and digital assets.

Victoria Shackley is a CFP® certificant with 24 years of industry experience and has been with SignatureFD, LLC since 2011. She holds a Series 66 designation and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management and financial planning, consulting, retirement plan management, and advises private investment funds, employing diversified, long-term asset allocation strategies across a range of investment vehicles.

Lori Boykin is a financial advisor at BIP Wealth, LLC with 23 years of industry experience. She holds a Series 63 designation and has been with BIP Wealth since 2014. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations across various investment vehicles and providing advisory services for both public and private-market securities.

Miranda Black is a CFP® with one year of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. She has held roles at IFG Advisory since 2019 and has professional experience with LPL Financial dating back to 2018. Outside of advising, she provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and provides portfolio management, financial planning, and retirement plan consulting services.

Jason Eagle is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of experience in the financial services industry. He has been with Regal Investment Advisors LLC since 2020 and previously worked at JOYN Advisors, Inc., Minnesota Life Insurance Company, and Securian Financial Services Inc. Eagle also operates as an independent insurance agent, dedicating part of his time to life and annuity products. Regal Investment Advisors, doing business as LionShare, provides model portfolio implementation and discretionary investment management to a network of registered advisers and their high-net-worth and corporate clients, managing approximately $2.88 billion across proprietary and third-party strategies.

Tripp Mullen III is a CFP® professional with 28 years of industry experience. He has been with IFG Advisory, LLC since 2017 and has prior experience at SunTrust Advisory Services and Suntrust Investment Services. He is based in Atlanta, GA. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment approaches and offers portfolio management, standalone planning, and consulting services, with an emphasis on tailored strategies and regular portfolio reviews.

Chase Turner is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA. He holds a Series 65 credential and has one year of industry experience. Prior to joining the firm, he spent five years at The American College of Greece and has held various other roles including service with the US Army Commissary. Capital Investment Advisors serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house planning resources, including estate and tax strategists.

John Crawford III is a financial advisor at Crawford Investment Counsel Inc with 23 years of industry experience. He has been with Crawford Investment Counsel since 1980, serving the firm for over four decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies implemented by a diverse investment team.

Cameron Craig is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2017. Prior to joining SignatureFD, he worked at Northwestern Mutual in various roles from 2012 to 2017. 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 affiliated accounting and fund-management entities.

Christopher Spires is a financial advisor with Perigon Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Lakeview Capital Partners, Sterne Agee Financial Services, and Lakeview Capital Management. He is also dually registered with Purshe Kaplan Sterling Investments, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs, and maintains institutional relationships with multiple custodial platforms.

Dennis Mckinney is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Investment Corporation since 2016. He also has experience with Foreside Funds Distributors LLC and JFB Holdings Corp. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and institutional clients such as insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration.

Simeon Wallis is a CFA® charterholder with four years of industry experience. He is currently an advisor at Aprio Wealth Management, LLC, where he has worked since 2020. Prior to that, he spent seven years at Valor Bridges Partners. Wallis is also the founder of The Wallis Advisory Group, an inactive entity based in New York. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment techniques including asset allocation, dollar-cost averaging, and options-based strategies, and is notable for its affiliation with a third-party administrator and pension consulting business.

Cheryl Lavette is a financial advisor with GLOBALT Investments in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with GLOBALT Investments and its predecessor entities since 2008. GLOBALT Investments provides discretionary investment management to a diverse client base including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment approach overseen by an Investment Policy Committee, utilizing quantitative, technical, and fundamental analysis primarily through innovatETF asset-allocation strategies with ETFs as key implementation vehicles.

Scarlott Cagle is a CFP® professional with 21 years of experience in financial advising. She has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight from an Investment Policy Committee.

Aaron Jeffries is a financial advisor at Nicholas Hoffman & Company, LLC with nine years of industry experience. He previously worked at SunTrust Investment Services and was self-employed before joining his current firm. Nicholas Hoffman & Company provides 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 offers both discretionary and non-discretionary advisory relationships and is notable for its role as lead investment sub-advisor to an affiliated lower-middle-market private equity fund and for using performance-based fee arrangements in certain private funds.

Justin Yost is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. He previously worked at Morgan Stanley and Fieldpoint Private Securities before joining BIP Wealth in 2023. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a range of investments and also advises private pooled investment vehicles and private-market offerings for qualified investors.

James Arnold is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and having four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and has experience at Morgan Stanley and E*Trade Financial. Outside of finance, he releases music on streaming platforms as an independent artist. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs diverse investment strategies using sub-advisors and third-party managers, and offers services including portfolio management and retirement plan consulting.