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 at Merit Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Merit Financial Advisors since 2009, with prior experience at LPL Financial and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by an Investment Committee.

James Breen is a Series 65-licensed financial advisor with 22 years of industry experience. He has worked at Merit Financial Advisors since 2025, following eight years at AMP Wealth Management and two years at Horizon Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by a central Investment Management team and an Investment Committee.

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 at Beacon Global Advisor Network, LLC with 11 years of industry experience. He holds the Series 65 designation and has worked at Brite Advisors USA, Inc., Brite Investments USA, LLC, and Brite Advisors Ltd. since 2015. 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 a focus on tailored client portfolios using a blend of mutual funds, ETFs, individual equities, and fixed income.

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 in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Cambridge Investment Research. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm employs both discretionary and non-discretionary engagement models and offers a wide range of investment options, including private markets and digital assets, alongside a substantial institutional retirement practice.

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.

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 in Atlanta, GA, holding a Series 66 designation with three years of industry experience. She previously spent 11 years at Merrill before joining OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers a range of services such as wealth management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary models with diverse investment options including private markets and digital assets.

Ivan Magalit is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Merrill and Thrivent Financial. Outside of his advisory role, he is the co-founder of The A.U.T Initiative, a nonprofit focused on improving access to mental health services for marginalized communities. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and investment services.

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 with Kovack Advisors, Inc. in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory role, he is the owner and president of Summit Financial Services, Inc., focusing on retail sales of securities, and also leads a fixed insurance business. 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 and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to construct and manage portfolios.

John Hester is a CFP® with six years of industry experience, currently serving as an advisor at BIP Wealth, LLC. He previously worked at Royal Alliance Associates, Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Prior to his financial career, he spent five years with the Seattle Mariners. 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 private-market investment advisory services and covered-call SMA strategies.

Marc Slavny is a financial advisor at Concorde Asset Management, LLC with credentials including Series 63 and Series 65 and over nine years of experience in the industry. His prior roles include positions at Alexander Capital, L.P., Capital Square Realty Advisors, Centaurus Financial INC., and Cetera Investment Advisers. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm constructs personalized portfolios based on client objectives and risk tolerances, utilizing model portfolios and third-party strategies across multiple platforms, and offers ERISA retirement-plan advisory services and variable annuity separate account management.

Jeremy Presley is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding a Series 66 license and with 10 years of industry experience. He has worked with Alexander Capital, L.P. since 2020 and previously with Centaurus Financial, Inc. from 2016 to 2020. Outside of his advisory role, he operates a tax consultation business as a registered Enrolled Agent. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, with a focus on technical and fundamental analysis to guide asset allocation. The firm employs multiple advisory teams and uses discretionary management, sub-advisers, and model portfolios to implement client strategies.

Douglas Liptak is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been with SignatureFD, LLC since 2000. Based in Atlanta, GA, he focuses on wealth management within a multi-team firm environment. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing ongoing 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 private investment funds.

Leslie Hill is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 25 years. 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 retirement plan services using a broad range of investment tools and emphasizes institutional research and governance for its retirement plan sponsors.

Richard Trabue is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds the Series 65 designation and has worked at firms including AE Medicare Solutions and Blue Monarch Financial. Outside of his advisory role, he owns an online retail business, RITR Art and Clothing Company, where he designs custom art and fashion products, and he is an author of financial education books. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion across a network of approximately 89 advisors. The firm employs a range of model portfolio solutions and discretionary management strategies, supported by a broad affiliated-entity ecosystem and third-party operational platforms.