Valerie Edwards is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Valerie has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2010. She is also licensed as an insurance agent, focusing on life, health, and fixed annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through platform relationships with Envestnet and Pershing.

Alex Levine is a financial advisor at OpenArc Corporate Advisory, LLC, based in Atlanta, GA. He holds the Series 66 designation and has 12 years of industry experience, including previous roles at Merrill and Bank of America. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research and manager due diligence, offering both discretionary and non-discretionary advisory solutions across public and private markets.

James Hawbaker is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. He has been involved with Davis & Hawbaker Real Estate Group, LLC since 2016 and with Hawbaker Financial Services, LLC since 2004. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services, utilizing a multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies.

Robert Yu is a CFP® with 13 years of industry experience and is currently with Apollon Wealth Management, LLC. He has worked previously at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Yu is licensed as an insurance agent for life, health, and annuity products. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing varied investment tools including ESG models, direct indexing, and generative AI.

Alan Lane is a CFP® with 10 years of industry experience currently advising at Crawford Investment Counsel Inc. He has worked at several firms including Tidal Creek Capital Advisors, LPL Financial, and Arvest Wealth Management. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach with emphasis on dividend-paying equities and credit-focused fixed income strategies.

Heath Siebel is a financial advisor at 49 Financial with Series 65 credentials and one year of industry experience. His prior work includes roles at The Land Group Title Company, Cincinnati Reds, Cellular Sales, and co-ownership of DiOrios Pizza and Pub. Siebel is also a licensed fixed insurance agent. 49 Financial serves a range of individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services.

Mitchell Gentry is a CFA® charterholder with six years of industry experience. He is currently with Equity Investment Corporation, where he has worked since 2023. His prior experience includes roles at Reagan Securities, Inc. and Jefferies LLC. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs a fundamental, absolute value investment process across various equity strategies and serves several unique client types such as insurance companies and government entities.

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 and holds a Series 65 credential. He has previously worked at Bison Advisors and Advocacy Wealth Management, and serves as a UH60 Blackhawk pilot in the Georgia Army National Guard. Tornow is also a founding partner of Honeybee Holdings, LLC and Marketing Analysis and Development, LLC, a marketing and educational infographics firm. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused multi-manager model portfolios blending tactical and strategic allocations, with access to third-party managers and specialized options-based strategies.

Robby Preston is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. and Merrill. Outside of advising, he is involved in a family business focused on consulting, hospitality, and contract work. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm manages approximately $10.1 billion using a diversified investment approach that includes institutional research, manager due diligence, and exposure to public and private markets.

Matthew Reiner is a financial advisor at Capital Investment Advisors, LLC with 17 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. His prior roles include positions at Benjamin Technology, Inc., Benjamin, LLC, and Wela Strategies, Inc. Reiner is the author of two books, "Ready to be Rich" and "Dr. Cole Cash Will See You Now," and leads The FutureProof Advisor, a thought leadership initiative for the advisor community. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized, ETF-based model portfolio approach tailored to client needs, alongside specialized services including family-office style offerings, pension consulting, and executive compensation analysis.

Noah Williams is a CFP® professional with experience beginning in 2023 and currently works at Apollon Wealth Management, LLC. His background includes roles in various organizations such as First Coast Service Options and HomePro, Inc., as well as service in the U.S. Navy. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients, offering a range of financial planning and portfolio management services that combine centrally managed strategies with locally managed portfolios and utilize advanced technology tools, including generative AI.

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® and Series 66 professional currently with OpenArc Corporate Advisory, LLC. He has 28 years of experience in the financial services industry, including 16 years at Bank of America and 27 years at Merrill. Based in Atlanta, GA, he joined OpenArc in 2025. 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 offers a diversified investment approach that includes public and private markets, alternative assets, and digital exposure, along with governance-focused solutions for plan sponsors and nonprofit clients.

Isabel Berbert is a financial advisor with SignatureFD, LLC in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. She worked at UBS Financial Services Inc. from 2014 to 2018 before joining SignatureFD. Isabel is a non-active partner in Sandhills Development Company, a partnership that owns an industrial park in West Columbia, SC. 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 affiliated with an accounting firm and several private investment funds.

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.