Robert Yu is a CFP® professional with 12 years of experience in financial advising, currently with Apollon Wealth Management, LLC. He previously worked at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Outside of advising, he is licensed to sell life, health, and annuity insurance products. Apollon Wealth Management is a multi-team SEC-registered advisory firm serving a diverse client base, including individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a wide range of investment options, including ESG models and sub-advisory services across various asset classes.

Alan Lane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2025. His prior roles include positions at Tidal Creek Capital Advisors, LPL Financial, Arvest Wealth Management, and several other firms. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, and also acts as adviser to multiple registered investment companies.

Heath Siebel is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held roles at The Land Group Title Company, the Cincinnati Reds, Cellular Sales, and operated DiOrios Pizza and Pub for seven years. He also works as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified investment approach using model portfolios and third-party managers, managing approximately $1.4 billion across multiple advisory teams.

Mark Thompson is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and bringing 23 years of industry experience. He has worked with several firms, including EPG Wealth Management LLC and ACG Wealth, Inc. Outside of his advisory work, Thompson serves as president of Authentic Financial, LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of platforms, including advisor-managed accounts and third-party money managers. The firm utilizes an internal portfolio team for strategy and trade execution and offers comprehensive financial planning and retirement consulting.

Carol Warren is a financial advisor with Synovus Securities, Inc. in Atlanta, GA. She holds a Series 63 designation and has 24 years of industry experience, including 25 years with Synovus Securities since 2001. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through discretionary and non-discretionary programs on the Envestnet platform. The firm provides access to a range of managed accounts, financial planning, and alternative investments.

Jimmy Hagy is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC in Atlanta, GA, and has nine years of industry experience. He has been with Foundations Investment Advisors since 2017 and also operates as an independent insurance agent, providing insurance, annuity solutions, and non-legal estate planning administrative services. Hagy previously worked at Southbay Church for three years. Foundations Investment Advisors is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing a mix of fundamental, technical, and cyclical analysis and employing model portfolios with an asymmetric rebalancing approach.

Jacob Tornow is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Bison Advisors and Advocacy Wealth Management. Outside of his advisory roles, Tornow serves as a UH60 Blackhawk pilot in the Georgia Army National Guard and is a founding partner of Marketing Analysis and Development, LLC, which focuses on marketing and educational infographics. Bison Wealth serves a diverse client base, including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, curated model portfolios, and financial planning, with a distinctive emphasis on its turnkey asset management platform and option-based overlay strategies.

Robby Preston is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A. and Merrill. Outside of his advisory role, he is involved in a family business that provides consulting and administrative services related to office furniture supplies. OpenArc Corporate Advisory serves both individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm is noted for its institutional retirement practice, private markets and digital-asset capabilities, and operational integration with third-party platforms and networks.

Matthew Reiner is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He has been with Capital Investment Advisors, LLC since 2010 and has held roles in various related consulting and investment enterprises. Outside of advisory work, Matthew is an author of two books and serves as President of The FutureProof Advisor, a thought leadership venture focused on content creation for the advisor community. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset allocation models and offers access to private investment solutions alongside specialized in-house planning resources.

Edward Gibbs is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Visionary Wealth Management and owns several businesses, including Gibbs Marketing Inc. and SJM Real Estate Holdings, which are primarily established for tax and expense purposes. Gibbs Financial Group, where he serves as president, involves his insurance sales activities and occupies most of his professional time. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model management strategies. The firm emphasizes a mix of analytical approaches and offers educational seminars alongside its investment advisory services.

Erik Bjerke is a CFP® with 28 years of industry experience, currently with OpenArc Corporate Advisory, LLC since 2025. He previously worked at Bank of America, N.A. for 16 years and Merrill for 27 years. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management, portfolio management, and dedicated retirement plan services, utilizing both discretionary and non-discretionary models with a broad range of investment options including private markets and digital assets.

Michael Holcomb Jr. is a financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. He holds a Series 66 designation and has worked at LPL Financial and SignatureFD. Outside of finance, he owns Holcomb Lawn Care and Odd Jobs, a local business. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and incorporates both passive and active investment strategies within an evidence-based framework.

Ashley Arrington is a CFP® professional with 14 years of industry experience, currently serving at BIP Wealth, LLC since 2022. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where she accumulated eight years of experience. Outside of her advisory role, she is a member of the Finance Committee for the Nashville Public Library, where she reviews and advises on the library’s investment portfolio. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and manages private pooled investment vehicles alongside public and private-market strategies.

Matthew Snellings is a financial advisor at Advisory Services Network with three years of industry experience. He holds a Series 65 designation and has previously worked at Pierson Wealth Management, Raymond James & Associates, and Capstone Financial. He is also a licensed insurance agent involved in life, health, disability, and long-term care insurance sales. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of strategies that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Kyle Hammond is a financial advisor at Elevation Point Wealth Partners, LLC with four years of industry experience. He previously worked at UBS Financial Services, Inc. and Northwestern Mutual Wealth Management Company. 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 entities through model portfolio strategies that include tactical asset allocation and use various investment vehicles such as mutual funds, ETFs, and private-market opportunities.

Alex Cockerill is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Beacon Global Advisor Network, LLC and Paratus Wealth Ltd., and previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International LTD. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily 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 portfolios typically managed using a mix of mutual funds, ETFs, individual equities, and fixed income.

Michael Belote is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Raymond James & Associates. He is also managing director of two financial advisory firms, DJRCSM, LLC and Bell Toes FI, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans and discretionary account management supported by an internal portfolio team. The firm employs a mix of fundamental, technical, and cyclical analysis and integrates a network of advisory entities with affiliated broker-dealer services and in-house portfolio management.

Brent Blair is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds a Series 66 license and has worked at MassMutual Investors Services and related entities for 12 years before joining Barrett Capital Advisory and RFG Advisory in 2022. He serves as a board member for Smart Eye Technology, Inc., a technology start-up. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses both actively managed and passive investment strategies, direct indexing, and tax-aware approaches, offering portfolio management, financial planning, and alternative investment solutions.

Bernard Buckley is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including GSB Capital Ireland, Seven Insurance Brokers, AHR Private Wealth, and Holborn Assets, LLC. 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, with a focus on both non-high-net-worth and high-net-worth individuals.

William Nelson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding the Series 66 designation and 21 years of industry experience. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital in 2018, he worked at Raymond James & Associates from 2013 to 2018. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering investment and wealth management through advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with its internal portfolio team and employs a combination of fundamental, technical, and cyclical analysis to develop customized investment strategies.