Landon Powell is a CFP®-certified financial advisor with three years of industry experience, currently with IFG Advisory, LLC in Atlanta, GA. His prior experience includes roles at Cannon Financial Strategists, Inc. and LPL Financial. Powell serves as an advisory board member for North Georgia Truss Systems, a for-profit business outside of the investment industry. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments, utilizing sub-advisors and third-party models to tailor strategies to client objectives.

Charles Ambroselli is a CFP® with 17 years of experience in the financial services industry. He currently works at LCP Institutional, LLC and has previously held roles at firms including Merit Financial Advisors, Patton Albertson & Miller, and Ronald Blue & Co. His career includes experience with both individual and institutional client services. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients, including retirement plans and trusts. The firm constructs portfolios based on detailed financial profiles and investment plans, employing multi-asset strategies and fundamental analysis, with a notable emphasis on managing a significant portion of assets on a non-discretionary basis.

David Mack is a CFP® with 29 years of experience in the financial services industry. He is currently with OpenArc Corporate Advisory, LLC and previously worked at Bank of America and Merrill. Outside of his advisory work, he is the owner of a seasonal caroling business and serves as chair of the deacons at the First Baptist Church of Roswell. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering comprehensive wealth management, financial planning, and portfolio management services. The firm provides tailored investment solutions using a wide range of asset classes and supports retirement plan sponsors with institutional research, manager oversight, and fiduciary alignment.

Steven Zimmerman is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Polen Capital Management, THRIVENT Financial, and Fred Alger & Company. He serves as Senior Director at Equity Investment Corporation, promoting its separately managed accounts and mutual funds. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, 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.

Erick Murray Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining IFG Advisory, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of advisory work, he has experience in electrical contracting through Murray Electric Inc. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis with multiple management strategies and services.

Paul Izlar is a financial advisor at NewEdge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Keelan Capital and Forte. NewEdge Wealth serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Leviticus Brown is a financial advisor at Navy Federal Investment Services, LLC, holding a Series 66 license with three years of industry experience. His prior roles include positions at Equitable Advisors, Wood Forest National Bank, Sherwin Williams, and Amazon. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment solutions primarily through managed advisory programs utilizing third-party portfolio managers.

Sarah Perelle is a CFP® with 13 years of industry experience, currently serving as an advisor at OpenArc Corporate Advisory, LLC since 2025. Prior to joining OpenArc, she worked at Bank of America and Merrill from 2013 to 2025. Outside of her advisory role, she has joint ownership in a property with her husband, though she has minimal involvement in its management. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services using a broad range of investment strategies, with a notable focus on institutional retirement solutions and private markets.

Patrick Thomas is a financial advisor with Fortis Capital Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at MPWM Advisory Solutions, Cardea Capital Advisors, and Lindner Capital Advisors. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a combination of discretionary management, advisor-specific investment styles, and model portfolios, incorporating passive, active, tactical, and ESG-oriented strategies.

John Bliss III is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc. and IFS Securities. Based in Atlanta, GA, he has been with Kingswood since 2022. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm integrates affiliated financial entities and supports insurance-linked account management, operating an open-architecture platform that frequently utilizes third-party managers and sub-advisors.

Calvin Thomas is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds the Series 65 designation and has worked at firms including Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, and Valais Wealth Management. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized asset management and financial planning services. The firm is notable for its specialized pension-transfer capability for U.K. nationals and its network structure that supports independent advisory representatives with diverse service arrangements.

Mitchell Melan is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. for 29 years. Melan is also an agent for fixed annuities and life insurance and manages this activity through Melan Financial when client needs arise. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network, combining discretionary and non-discretionary investment management supported by an in-house research team.

Dexter Conner is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs, LPL Financial, M&T Bank, and Morgan Stanley. Conner is also the owner of Faith in Dreams Edutainment, a religious technology company. 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 uses discretionary asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and a range of investment options.

Mark Binder is a financial advisor with One Capital Management, LLC in Alpharetta, GA, holding a CFP® designation and Series 63 and Series 66 licenses. He has 30 years of industry experience, including 12 years at TIAA-CREF prior to joining One Capital Management in 2026. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, utilizing a globally balanced and customized investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Drake Craig is a CFA® charterholder with 21 years of industry experience, currently serving at GLOBALT Investments since 2018. He is also president of DC Property Holdings, a real estate investment company. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment process utilizing quantitative, technical, and fundamental analysis, primarily implementing strategies through ETFs and focusing on portfolio management and model provision.

Kylie Presley is a financial advisor at New Edge Wealth in Atlanta, GA, with two years of industry experience. She holds a Series 65 designation and has previously worked at Fisher Investments and Paycom. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm emphasizes asset allocation and investor behavior in its portfolio management, combining independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics and human oversight.

Christopher Brooks is a CFP® with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2025. His prior experience includes roles at Tobias Financial Advisors, Equitable Advisors, Northwestern Mutual Investment Services, Y Group Companies, and positions at Vanderbilt University and Texas Christian University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in assets under management. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and also operates affiliated businesses including a state-chartered trust company and a tax and accounting practice.

Edward Nolan is a Series 65-licensed advisor with nine years of industry experience, currently serving at Impact Partnership Wealth, LLC since 2021. He previously worked at Retirement Wealth Advisors and Formulafolio Investments, LLC. Outside of his advisory role, he is Vice President of Sales at The Impact Partnership, LLC, where he focuses on sales strategies for independent life insurance agents. 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 combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management through a wrap-fee platform.

Jeffrey Nash is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at Flagship Financial. Outside of his advisory role, he provides notary services and is involved in wills and trusts through a separate business activity. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through third-party money managers and investment advisor representatives, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical portfolio analyses.

Marc Sydnor is a financial advisor at GLOBALT Investments in Atlanta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GLOBALT Investments LLC since 2017, including its successor entity since 2021, with prior roles at Avec Capital LLC and XT Capital Partners, LLC. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, institutions, and charitable organizations. The firm employs a team-based investment process that integrates quantitative, technical, and fundamental analysis, primarily utilizing ETFs within a variety of separately managed accounts and model portfolio platforms.