Olivia Templeton is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 65 designation and has one year of experience in the industry. Prior to joining OpenArc, she worked at Merrill and Ernst & Young LLP. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management and retirement plan services, offering both discretionary and non-discretionary portfolio management. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets.

James Yost is a CFP® professional with seven years of industry experience. He has worked at SignatureFD, LLC since 2019 and previously at Balentine from 2016 to 2019. Based in Atlanta, GA, he provides financial advisory services within a multi-team firm structure. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering 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 affiliated accounting firm and private investment funds.

Caroline Caldwell is a financial advisor at Balentine with Series 63 and Series 65 credentials and three years of industry experience. She has held prior roles at Merrill, Bank of America, and a variety of other firms across different sectors. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment approach is risk-based, utilizing both active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Martina Jimenez Sperry is a financial advisor at Kovack Advisors, Inc. with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Prudential Financial. Outside of her advisory role, she owns Sanvean Financial Solutions, LLC and Centurio Wealth LLC, and serves as a board member for Mercy Care Foundation. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal entities, utilizing a combination of internally developed models and third-party managers to construct and monitor portfolios.

Aaron Swanier is a financial advisor at Kovack Advisors, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors since 2015, with prior experience at AG Edwards and Sons, Inc. He also serves as co-administrator for his father’s estate. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and pension plans, offering asset management, third-party manager recommendations, and financial planning with an emphasis on diversified asset-class exposure.

Joseph Copeland is a financial advisor at The Strategic Financial Alliance, Inc. based in Atlanta, GA. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Timbrel Capital, LLC and Johnson Outdoors. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house and third-party asset managers to implement client strategies, serving a diverse client base with a range of investment programs.

Carey Blakley is a CFA® charterholder with four years of industry experience, currently serving at Nicholas Hoffman & Company, LLC since 2014. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, and is notable for its use of performance-based fee arrangements for certain private fund investors.

Aaqib Anwar is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including Renascence & Partners LLC, C&J Renascence Shanghai Co. Ltd, RGI Finance, and St James’ Place Wealth Management. Beacon Global Advisor Network serves a range of clients including individuals, businesses, pension and profit-sharing plans, and trusts. The firm’s investment approach typically involves customized portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with a distinctive focus on pension-transfer services for U.K. nationals.

Mark Parker is a financial advisor at BIP Wealth, LLC with five years of industry experience. He holds a Series 65 license and is also the managing member of SDG Advisors, LLC, an investment-related firm he co-founded in 2006. In addition to his advisory role, Parker serves as a game day assistant for various football organizations, including the National Football League, FOX Sports, CBS Sports, the Atlantic Coast Conference, and Tupelo Raycom. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across a multi-advisor team, focusing on household-level customized portfolios with diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market investments.

Christian Nallenweg is a CFP® with 11 years of industry experience, currently serving at Oxford Financial Group, Ltd. since 2022. His prior roles include positions at Nallenweg Financial, LLC, Schwab Private Client Investment Advisory, Charles Schwab, and Angie's List. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and institutional clients, offering family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes, managing approximately $23.3 billion with both discretionary and non-discretionary solutions.

Keith Watson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Fifth Third Wealth Advisors LLC since 2021 and previously spent six years at Fifth Third Securities. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios across equities, fixed income, alternatives, and derivatives on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies supported by its Investment Committee.

Kevin Murdock is a financial advisor at Balentine with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, Scottrade, and OSAIC Wealth. Outside of his advisory role, he authors and self-publishes fiction novels in his personal time. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and global tactical asset allocation, with a focus on tailored portfolios and planning.

Christopher Facka is a CFP® professional with 25 years of experience in financial advisory. He currently serves at Level Four Advisory Services and Level Four Financial, where he has worked since 2018 and 2020 respectively. His prior experience includes roles at SunTrust Advisory Services and GenSpring Family Offices. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a blend of firm-sponsored and third-party platforms.

Steven Manfredonia is a financial advisor at BIP Wealth, LLC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing, Allworth Financial, AW Securities, and Td Ameritrade. Steven has been with BIP Wealth since 2023. BIP Wealth provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across 3,100 client relationships using customized, diversified portfolios that incorporate low-cost mutual funds, ETFs, individual securities, and private market opportunities.

Cooley Fales is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Jefferies-related firms since 2009. Outside of his advisory role, he serves as a member at large of the Knox Hall Condominium Association board, a membership chair and board member at Druid Hills Golf Club, and an advisory board member of the Westminster School Alumni Association. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm employs a customized planning process that includes comprehensive financial reviews and uses third-party software and scenario analyses to support its recommendations.

Samuel Borland is a financial advisor at Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 66 designations with 23 years of industry experience. He has worked at Equity Investment Corporation since 2016 and concurrently holds roles at Foreside Funds Distributors LLC and Sentinel Financial Services Company. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration, serving a diverse client base including insurance companies and state entities.

John Giesler is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation. He has been with BIP Wealth since 2024 and previously worked at Georgia Institute of Technology and Walton High School. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships, offering customized, diversified portfolios that include low-cost mutual funds, ETFs, individual securities, and private market investment opportunities.

Heather Robertson Fortner is a financial advisor with SignatureFD, LLC in Atlanta, GA, holding a Series 65 designation and 18 years of industry experience. She has been with SignatureFD since 2003. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs discretionary portfolio management using mutual funds, ETFs, and independent managers, supplemented by ongoing financial planning and periodic reviews.

Juwon Hill is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Balentine, where he has worked since 2023, following roles at Ensemble Capital Management and GHP Investment Advisors. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients through comprehensive wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment process, combining active and passive strategies within a model-driven Global Tactical Asset Allocation program, and is notable for its advisory role in pooled investment vehicles and private funds.

Ian Edwards is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, bringing four years of industry experience. He has worked with Austen Morris Associates North America, Inc. and Carrick Wealth, among other firms. Outside of advising, he holds a 100% ownership interest in a residential property management business based in South Africa. Beacon Global Advisor Network 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 approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with tailored client portfolios that often incorporate mutual funds, ETFs, individual equities, fixed income, and third-party model managers.