Jesse Jelle Boot is a financial advisor at BIP Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Mercer Global Advisors Inc., Bank of America, Merrill, and BlackRock. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including both public and private market strategies tailored to household-level plans.

Robert Childs is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Advisory Services, SunTrust Investment Service, and BB&T Securities. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans and combines fundamental, technical, and cyclical analysis to manage portfolios through various account platforms and third-party managers.

R. Mark Smith is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked with IFG Advisory since 2014 and has also been associated with LPL Financial and his own firm, R.M. Smith & Associates, Inc., since 2003. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and utilizes sub-advisors and third-party managers to build tailored portfolios while offering services such as retirement plan consulting and real-estate-related planning.

Curry Pajcic Jr. is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. He has previously worked with Brant Hickey, where he assists in creating structured annuities for personal injury clients, including minors and incompetent adults. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, employing a disciplined, long-term diversified asset allocation approach that integrates multiple investment analysis methods. The firm also offers fractional family office services and manages proprietary model portfolios with regular monitoring and rebalancing.

Gregory Patton is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He has worked at LPL Financial since 2018 and is also affiliated with IFG Advisory, LLC, where he provides investment advisory services through independent registered investment advisor firms. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, including model portfolios and third-party asset management, delivered through a large network of investment adviser representatives.

Jonathan Laws is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Blacktower Financial Management (US) LLC and PwC. Laws also serves as an independent financial advisor for Cameron James Ltd., a firm based in Cyprus. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management and financial planning with a focus on U.K. expatriates. The firm provides customized portfolios primarily managed on a discretionary basis and features a formal pension-transfer capability for U.K. nationals.

Charles Murray is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence with diversified portfolio implementation across public and private markets, including alternative and digital assets.

Kirk Schlenke is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at LPL Financial, LLC and Equity Services, Inc., among other firms. Schlenke is also licensed as a real estate broker in Georgia, affiliated with Coldwell Banker Referral Corporation. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and a range of investment instruments, employing sub-advisors and third-party models to tailor portfolios to client objectives.

James Mack is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Capital Investment Advisors, LLC, having previously worked at Synovus Securities Inc. and CREATIVE Financial Group among others. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management using a structured, ETF-based portfolio approach, supported by in-house tax and estate planning specialists and specialized services including pension consulting and executive compensation analysis.

Laura Mitts is a Series 66-registered advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. Prior to joining OpenArc in 2025, she held roles at Merrill for five years, as well as positions at European Wax Center and Northwestern Mutual. Before entering the financial sector, she worked for five years at 18|8 Fine Men's Salon. 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 across public and private markets and offers specialized services for plan sponsors and nonprofit clients.

Katherine Battey is a financial advisor at Balentine with six years of industry experience. She holds the Series 66 designation and has worked previously at Rockefeller Financial, Bank of America, Merrill, World 50, and The University of North Carolina at Chapel Hill. Outside of financial advising, she manages BWB Interiors LLC, an interior design and home furnishings business based in Atlanta. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, and family office services. The firm uses a model-driven investment approach based on a seven-year Capital Markets Forecast and a risk-based asset allocation framework, combining active and passive strategies alongside selected sub-advisers.

Todd Smallwood is a financial advisor at Procyon with 27 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including Sugarloaf Wealth Management and Triad Advisors. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, and government retirement plans. The firm manages approximately $9.2 billion in assets, combining internal portfolio construction with access to independent managers and employing AI tools to support research and monitoring.

Wonyul Sohn is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining OpenArc in 2025, Sohn worked at Bank of America, Merrill, Hanmi Bank, and ESC Academy. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and the use of public and private market securities, with specialized services for plan sponsors and nonprofit clients.

Sabrina Gott Proano is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including prior roles at CoreCap Advisors, Ameritas Investment Corp., and Capital Choice Financial Services. Outside of her advisory work, she is involved with Be Charm'd, a home-based non-investment-related business. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm provides comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis with options for in-house and third-party management.

Michael Abbott is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Sable Wealth for 17 years. Outside the United States, Abbott is involved in the insurance business. Beacon Global Advisor Network serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management, financial planning, and a pension-advice service for U.K. expatriates, utilizing a mix of third-party managed models, mutual funds, ETFs, equities, and fixed income investments.

Curt Klein is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Capital Investment Advisors since 2010 and previously worked at Wela Strategies, Inc. and Wela Strategies, LLC. 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 ETF-based model portfolios and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.

Jeffrey Fleuriot is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at JPMorgan Chase, Merrill, Bank of America, Truist, and Morgan Stanley. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a variety of layered investment solutions, including unified managed accounts and automated ETF portfolios.

Jonathan Galvis Londono is a CFA® charterholder affiliated with SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2018, following five years at Atlantix Global Systems. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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.

Crystal Epstein is a financial advisor at IFG Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with IFG Advisory and LPL Financial since 2014. Outside of her advisory role, she contributes to journals in a non-investment capacity. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers comprehensive portfolio management, financial planning, and retirement plan consulting services.

Philip Mulkey is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Synovus Securities since 2013 and also has a separate role as a tax preparer. Additionally, Mulkey serves as a notary public. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, mutual fund and ETF portfolios, financial planning, and access to alternative investments, with portfolio management supported by the Envestnet platform and a client risk-tolerance process.