Bambi Rentschler is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 17 years and Morgan Stanley & Co. LLC for one year. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion in discretionary assets and employs a diversified investment approach across public and private markets, incorporating institutional research and manager due diligence.

Robert Kalaman is a CFA® charterholder with seven years of experience in the financial industry. He currently works at Level Four Advisory Services, where he has been employed for three years. His prior roles include positions at Bank of Montreal, Bank of America, Columbia Management Advisors, and Fleet Investment Advisors. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of wrap platforms and sub-advisors.

Hunter Bailey is a financial advisor at OpenArc Corporate Advisory, LLC with one year of industry experience. He previously worked at Independent Financial Group, LLC for one year and spent ten years at UPS. Hunter holds a Series 66 designation and is based in Atlanta, GA. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm combines institutional research and manager due diligence with diversified portfolio implementation across public and private markets, including alternative and digital asset strategies.

Robert Fezza is a CFP® with 24 years of experience in the financial industry. He is currently with Forum Financial Management, LP and has previously worked at Purshe Kaplan Sterling Investments, Odyssey Personal Financial Advisors, and Cetera. Outside of his advisory role, he serves as an independent insurance agent and co-owns a real estate holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Eleanor Quarles is a financial advisor at Nicholas Hoffman & Company, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with the firm since 2007. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers customized investment solutions and manages both individual portfolios and pooled vehicles, using performance-based fee arrangements for certain private funds.

Brian Ragen is a financial advisor at Concorde Asset Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Concorde Asset Management and Concorde Investment Services since 2018 and previously worked at Triad Advisors, Inc. from 2012 to 2018. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists while offering ERISA retirement-plan advisory services and acting as an overlay manager with discretionary trading and allocation responsibilities.

Brittany Hagy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. She has also been affiliated with Allon Planning Partners since 2020, where she owns and operates an independent insurance agency providing insurance and annuity solutions as well as non-legal estate planning administrative services. Prior to her current roles, she worked at Malia Financial Group from 2015 to 2020. Foundations Investment Advisors LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a variety of investment strategies and utilizes model portfolios with discretionary or non-discretionary authority to its advisers.

Blake Kollin is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion using a multi-asset investment approach that includes public and private markets, alternative securities, and digital assets.

Dexter Pierce is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 credentials and three years of industry experience. He has a background that includes work with Cook Pierce Wealth Management and United Financial Freedom. Outside of advising, he volunteers as a financial management instructor for nonprofit adult financial education organizations and serves on the board of a community action committee. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a network of affiliated offices and advisers to deliver tailored advice and portfolio management services.

Donald Barker is a financial advisor at Henssler Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Henssler Financial since 2006. Outside of his advisory role, he serves as a motorcycle patrol officer with the City of Austell Police Department. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, as well as services including portfolio management, automated ETF strategies, and sub-advisory support.

Linda Dash is a CFP® with 19 years of experience in financial advisory roles. She is currently with The Mather Group, LLC and previously held positions at Charles Schwab and USAA. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm employs an evidence-based investment approach with customizable portfolios and incorporates AI and machine-learning tools under human oversight.

Robert Gustafson is a financial advisor with Realta Investment Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Realta in 2019, he worked at Raymond James Financial and operated Gustafson Financial Services. He is also involved with Hoganas Wealth Advisors. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm focuses on individualized advice, utilizing diversified asset allocation strategies and a combination of in-house and third-party portfolio management.

Gray Long is a financial advisor at Donaldson Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to joining Donaldson Capital Management, his background includes roles outside of finance, such as work at the University of Georgia Golf Course and Vacayzen. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis, serving a diverse client base that includes retirement plans, banking institutions, and municipal sponsors.

Lee Harman is a Series 65-licensed advisor with one year of industry experience, currently affiliated with Beacon Global Advisor Network, LLC. He previously worked at Altor Wealth Management LLP and Saunderson House. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pensions, and trusts, offering customized portfolios primarily managed on a discretionary basis. The firm is notable for its specialized pension-transfer services for U.K. nationals and its network structure that supports layered service arrangements.

Bethany Wheeler is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with five years of industry experience. She previously worked at Advocacy Wealth Management, LLC for eleven years. In addition to her advisory role, she owns Fiduciary Management Solutions, LLC, a consulting firm focused on investment planning. Bison Wealth serves a diverse client base including individuals, family offices, trusts, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across various asset classes and alternatives.

I’ve served as a personal financial planner for a quarter century. I’ve worked in multiple roles, including leadership positions, but I’ve always served as a client relationship advisor. I’ve worked for very large firms, and I’ve co-owned a startup which developed into a leading multi-state firm. Today, I own and operate a boutique firm designed to offer concierge family office services and trusted financial guidance to select individuals and families. Wood Family Wealth Advisory, LLC is a Registered Investment Advisor. We offer comprehensive, fee-only, financial planning and investment management. Russ Wood is a CERTIFIED FINANCIAL PLANNER® practitioner who holds a Master of Science degree in Financial Planning and a diploma in Executive Coaching. Russ is also a former engineer and a veteran of the U.S. Navy.

Dustin Casebolt is an advisor at Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at Tarkenton Financial, 3-Mentors/Gameplan, and Ameriprise. He is also involved in fixed annuity and insurance sales through Dominion Financial Solutions. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, model portfolios, third-party manager access, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Ryan Daly is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with 10 years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill, where he spent nine and ten years respectively. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm manages approximately $10.1 billion in discretionary assets and employs a diversified investment approach that includes institutional research, manager due diligence, and a range of public and private market strategies.

Sebastian Castano is a financial advisor at John Hancock Personal Financial Services, LLC with five years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked at firms including Morgan Stanley and First Command Brokerage Services Inc. Outside of his advisory work, he is involved with Florida Financial Advisors, where he acts as a financial consultant. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm uses technology-assisted tools to deliver written financial plans and offers an Emergency Savings program, serving a broad client base through a scaled service model.

Spencer Bowman is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Fidelity Brokerage Services LLC. His background includes roles outside finance, such as with Habitat for Humanity Restore and Oklahoma State University. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and a range of investment strategies including multi-manager model portfolios and access to third-party managers, along with services for other advisers through its Turnkey Asset Management Platform.