Lauren Lewis is a financial advisor at Merit Financial Advisors with 21 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Oppenheimer, Morgan Stanley, and E*TRADE. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Maximillian Stewart is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Hampton Bluff Capital Partners and Florida Financial Advisors, where he also engaged in fixed insurance sales. Elevation Point Wealth Partners is an SEC-registered multi-team investment adviser managing approximately $8.29 billion in assets and serving individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm utilizes tactical asset allocation in model portfolios and integrates insurance distribution and annuity servicing within its advisory services.

Mikhail Harmon is a financial advisor at BIP Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Inc. and operated Harmon Financial Advisors. Outside of his advisory role, he has partial ownership in a gym, from which he does not receive compensation. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages customized, diversified portfolios emphasizing low-cost mutual funds and ETFs, supplemented by individual securities, and is noted for its involvement in private market investing through affiliated entities.

Dennis Booker Jr. is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 credential and bringing 24 years of industry experience. He has been with BIP Wealth since 2010. 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 using customized portfolios that emphasize diversified, low-cost mutual funds and ETFs, supplemented by individual bonds, stocks, and options.

Hans Hamann is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential and one year of industry experience. Prior to joining OpenArc Corporate Advisory, he worked at Apogee Electronics and Apple. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and specialized retirement plan services, utilizing a wide range of investment strategies and emphasizing institutional research and governance for plan sponsors.

Erin Jones is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., Ameriprise Financial Services, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, serving over 13,000 clients with approximately $15.7 billion in assets under management.

Tobin Anderson is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at multiple firms including IFG Advisory, LLC, Arista Advisory Group, LLC, Edward Jones, Pacific Select Distributors Inc., and Pacific Life Insurance Co. Outside of his role at LPL Financial, he provides investment advisory services through IFG Advisory, LLC, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, combining large-scale advisory operations with additional product offerings such as insurance and annuities.

Edison Lambeth is a financial advisor at Equity Investment Corporation with 25 years of industry experience. He holds a Series 66 designation and has been with Equity Investment Corporation since 2016, with prior experience at Foreside Funds Distributors LLC and JFB Holdings Corp. He also serves as Senior Director at Equity Investment Corporation, focusing on client service and sales related to institutional separately managed accounts. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on in-house valuation models, low turnover, and tax-aware execution, managing a large number of client relationships per advisor across multiple channels.

Ryan Merriman is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His previous roles include positions at J.P. Morgan Securities, Goldman Sachs & Co. LLC, and Cox Communications. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across 3,100 client relationships with a multi-advisor team. The firm offers customized household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, with additional strategies including private market investments and separately managed buy-write approaches.

Rachael Kelly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Bank of America, Merrill, WestRock, and Coldwell Banker. She maintains a part-time real estate referral license with Coldwell Banker for personal and family use. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides both discretionary and non-discretionary models and utilizes a broad range of investment tools, including private markets and digital assets, with a notable focus on institutional retirement plans.

Derrick Friedman is a financial advisor with Capital Analysts in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1997. Outside of his advisory role, he founded a national placement company that matches financial advisors with broker-dealers based on their business needs and manages a group life insurance program sponsored by a school district. Capital Analysts serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team. The firm operates with a fiduciary model, providing various advisory options and allowing independent advisors to pursue outside business activities alongside their advisory services.

Chad Edwards is a financial advisor at BIP Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc. Edwards is also an agent involved in fixed insurance sales. BIP Wealth, LLC offers 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, focusing on customized, diversified portfolios using low-cost mutual funds, ETFs, individual securities, and private market opportunities.

Elizabeth Kunzler is a financial advisor at Beacon Global Advisor Network, LLC with over a year of experience. She holds the Series 65 designation and previously worked at Raymond James Investment Services Ltd. for 12 years. Kunzler is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized asset management and financial planning services, with a notable focus on pension-transfer capabilities for U.K. nationals and a network of independent advisory representatives providing layered service arrangements.

Zachary Williams is a Series 65-licensed advisor with Simplicity Wealth in Atlanta, GA, with two years of industry experience. He has worked at firms including Brookstone Capital Management and Vontier, and has prior experience in various corporate roles at Honeywell and Cancer Treatment Centers of America. He is also co-owner of Fairway Financial Partners, where he is involved in insurance and annuity sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, providing financial planning, portfolio management, and managed account services. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers technology and operational support to other advisors through a private-labelable asset management platform and a third-party model manager program.

Adrian Vassallo is a financial advisor at Forvis Mazars Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at Dixon Hughes Goodman LLP and its wealth advisory affiliates. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets with an investment approach that incorporates committee-approved portfolios and integrates tax and accounting services through its affiliation with a national professional services parent.

Brian Frey is a CFP® with 15 years of experience in financial advising, currently with SignatureFD, LLC since 2018. His prior roles include positions at JOYN Advisors, Inc., Minnesota Life Insurance Company, and Gv Financial Advisors. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, and charitable organizations, offering wealth management, retirement plan services, and consulting. The firm employs discretionary portfolio management with a range of investment vehicles and maintains affiliations with an accounting firm and private investment funds.

Kimberly Woody is a financial advisor at GLOBALT Investments with 12 years of industry experience. She holds a Series 65 designation and has been associated with GLOBALT Investments and its predecessor entities since 1997. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including high-net-worth individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

Yesenia Burgos is a financial advisor at Principal Advised Services with three years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of her advisory role, she coaches youth volleyball at A5 Volleyball Club in Alpharetta, Georgia. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, utilizing a combination of third-party tools and proprietary models, and benefits from its integration within the Principal Financial Group family.

John Weindler is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2002 to 2025. He serves as a board member of the Global Equity Organization, a business group focused on education, networking, and collaboration among professionals. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a broad range of investment strategies that include private markets and digital assets, alongside a notable institutional retirement practice.

Thomas Joerres is a financial advisor at OpenArc Corporate Advisory, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Northern Trust Hedge Fund Services. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines discretionary and non-discretionary approaches and utilizes a wide range of investment options, with a notable focus on institutional retirement plans and private markets.