James Malatos is a CFP® professional with 14 years of experience in financial services. He joined Elevation Point Wealth Partners, LLC in 2026 after working at UBS Financial Services, Bank of America, and Merrill. Malatos serves as a Pro Bono Director for the Financial Planning Association of Georgia. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles, including separately managed accounts and model portfolios, and offers specialized services such as retirement-plan consulting and alternative investments.

David Bockel Jr. is a CFP® with 24 years of industry experience currently with Crawford Investment Counsel Inc. He joined Crawford in 2022 after prior roles at Resource Planning Group, Ltd., Old Ivy Asset Management, LLC, and Caldwell & Orkin, Inc. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, offering multiple distinct portfolio strategies and acting as adviser to several mutual funds.

Jacob Shelton is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Morgan Stanley Wealth Management. Shelton is based in Atlanta, GA. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm customizes portfolios with a mix of third-party models, mutual funds, ETFs, individual equities, and fixed income, typically managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Christopher Armstrong is a CFA® charterholder with two years of industry experience. He is currently with Merit Financial Advisors and previously worked at firms including St. John & Associates, Northwestern Mutual Investment Services LLC, and Invesco Ltd. Outside of his advisory role, he is involved in real estate investing through ownership of CK Properties LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed by an internal investment team and offers both discretionary and non-discretionary account services through a network of advisers.

Daniel Miller is a financial advisor with IFG Advisory, LLC and holds the Series 63, Series 65, and Series 66 licenses. He has 26 years of industry experience and has been with IFG Advisory and LPL Financial since 2016. Outside of his advisory work, he owns Unique Atlanta Homes, Inc., a real estate renovation and flipping business. IFG Advisory, LLC provides advisory services to individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to manage client assets through various strategies and third-party managers.

Robert Bethards II is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at WOODBURY FINANCIAL SERVICES INC and Quay Financial Group, Inc. Outside of his advisory work, he is in the early stages of starting a home-based shirt company. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Patrick Connolly is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include work with Arkadios Capital, Afterburner Inc, and a short tenure at Top Dawg Moving. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies that incorporate fundamental, technical, and cyclical analysis.

David Elder is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Merit Financial Advisors since 2009 and previously at LPL Financial and AMG Financial Strategies, Inc. He is also an independent insurance agent providing insurance advice based on client needs. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centralized models and offers both discretionary and non-discretionary accounts, supported by an internal investment management team and third-party sub-advisers.

James Breen is a Series 65-licensed financial advisor at Merit Financial Advisors with 22 years of industry experience. He previously worked at AMP Wealth Management, Horizon Investments LLC, and his own firm, Breen Financial Corporation. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed through centralized portfolios and offers both discretionary and non-discretionary account services.

Blake Floyd is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Kestra Advisory and Foresters Financial Services. He also works with Strive Financial Solutions, where he advises clients on financial planning strategies and asset allocation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans based on client risk profiles using a combination of fundamental, technical, and cyclical analysis across various managed account solutions.

David Wilke is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Capital Investment Advisory Services, LLC since 2018. His prior experience includes 13 years at Princor Financial Services Corp and Principal Life Insurance Co. In addition to his advisory role, Wilke is also an insurance agent with Capital Insurance Affiliates. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and charitable institutions. The firm offers tailored investment strategies primarily managed on a discretionary basis, utilizing fundamental, technical, and charting analysis methods across a range of asset types.

Adrian Flambard is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has 12 years of industry experience, including prior roles at Brite Advisors USA, Inc., Brite Investments USA, LLC, and Brite Advisors Ltd. Adrian is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolios that combine third-party managed models, mutual funds, ETFs, equities, and fixed income, with a notable specialization in pension-transfer services for U.K. nationals.

Glenn Keen is a CFP® with 40 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2003. He also owns and operates KEEN & COMPANY, an accounting and tax preparation practice for small businesses and individuals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers through multiple portfolio programs and a subscription-style wealth planning service.

Chiao Chan is a financial advisor at OpenArc Corporate Advisory, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Cambridge Investment Research, Inc. 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 employs a diversified investment approach that includes public and private markets, alternative assets, and selective digital asset exposure.

Elizabeth Lasco is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, and GS Capital Management. Elizabeth has worked at Arkadios since 2026. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers portfolio management, retirement plan consulting, financial planning, and reporting services, employing customized investment plans that blend fundamental, technical, and cyclical analysis across various account types and strategies.

Andrew Prehmus is a financial advisor with BIP Wealth, LLC in Norcross, GA, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at Strategic Blueprint, LLC, and The Strategic Financial Alliance, Inc. Outside of his advisory work, he is a partner in Prehmus Financial Partners, which offers financial services and fixed insurance advice. 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 employs tailored asset allocations and offers private-market securities to qualified investors, distinguishing itself through adviser roles to private pooled vehicles and affiliated sponsor activities.

Zachary Stout is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Howard Capital Management since 2017, including previous roles at Beaumont Capital Management, LLC and Beaumont Financial Partners, LLC. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers, offering discretionary portfolio management and other investment services. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Cynthia Yepez is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. She 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, including high-net-worth clients. The firm manages approximately $10.1 billion in discretionary assets and utilizes a diversified investment approach across public and private markets, combining institutional research, manager due diligence, and various investment vehicles.

Derek Keeney is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at IFG Advisory and LPL Financial since 2019, and prior experience at Doehler North America and Anheuser-Busch InBev. IFG Advisory, LLC serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, employing a blend of fundamental, technical, and cyclical analysis, and offers specialized real estate planning and business valuation services.

Ronald Skopek is a financial advisor at Kovack Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2015. His prior experience includes three years at Resource Horizons Investment Advisory, Inc. Outside of his advisory role, he owns and serves as president of Summit Financial Services, Inc., which focuses on the retail sale of securities. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, using a combination of internally created models and third-party managers to manage portfolios across multiple custodians.