Daniel Kierath Jr. is a financial advisor with MissionSquare Retirement in Atlanta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at MissionSquare Investment Services and MissionSquare Retirement since 2023, with prior roles at Landmark Financial, Primerica Advisors, and other firms. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services that include discretionary Managed Accounts and nondiscretionary Fund Advice. Investment advice and model portfolios are developed by Morningstar Investment Management using quantitative and qualitative methods, providing personalized guidance within MissionSquare-administered accounts.

Samuel Thomas is a financial advisor at Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at The Bank of New York Mellon and Core and Main. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a broad client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm utilizes customized strategic asset allocation frameworks and commonly delegates to third-party managers while leveraging resources shared with its parent company, Fifth Third Bank.

Michel Cowdery is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. He has worked at BIP Wealth since 2018 and previously spent a year at Ameriprise Financial Services. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations including mutual funds, ETFs, fixed income, and options-based covered-call strategies, and provides advisory services for private pooled investment vehicles.

Roberto Arteaga Ascencio is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. His prior roles include positions at Merrill, Fidelity Investments, and J.P. Morgan Securities LLC. He holds the Series 65 and Series 63 designations. OpenArc Corporate Advisory serves a diverse client base that includes individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services using tailored strategies across a broad range of asset types, including private markets and digital assets.

Michael Pearson is a financial advisor at Balentine with 25 years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust Advisory Services LLC and GFO Advisory Services, LLC. In addition to his advisory role, he serves as a public arbitrator for FINRA, acting as a neutral member on arbitration panels resolving industry-related disputes. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment approach using a mix of active and passive strategies, manager due diligence, and a model-driven Global Tactical Asset Allocation program.

Charles Crowley IV is a CFP® professional with 16 years of industry experience, currently serving at BIP Wealth, LLC. His prior roles include positions at Veracity Capital LLC, Mercer Global Advisors Inc., Commonwealth Financial Network, and Atlanta Financial Associates. He holds life, health, and sickness insurance licenses but is not actively selling fixed insurance products. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm manages discretionary and non-discretionary accounts, advises pooled investment vehicles and private funds, and employs tailored asset allocations including mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies.

Glen Carpenter III is a CFA® charterholder and financial advisor at ZWJ Investment Counsel Inc in Atlanta, GA, with 16 years of industry experience. He has been with ZWJ Investment Counsel since 2007. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach emphasizes discretionary equity, fixed income, and balanced portfolios tailored to each client through written investment policy statements and incorporates fundamental and financial analysis with both long- and short-term holdings.

Matthew Johnson is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding a Series 66 designation and two years of experience at Synovus following prior roles at Ameriprise Financial. His background includes five years in full-time education before entering the financial services industry. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services across multiple programs and utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform.

Michael Love is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates and Ten Cent Investments 5. Beacon Global Advisor Network, LLC provides investment advisory and planning services 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 portfolios using mutual funds, ETFs, individual equities, and fixed income.

Steven Cross is a financial advisor with Lifemark Securities Corp. in Marietta, GA, holding a Series 63 designation and bringing 39 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity Services, Inc. and has been an independent insurance agent since 1985, specializing in life, health, disability income, and long-term care insurance. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and emphasizes suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Anthony Welch II is a CFP®, CFA®, and holds a Series 65 license, with 13 years of industry experience. He has been with SignatureFD, LLC since 2018 and previously worked at Ned Davis Research Group for ten years. 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 vertically integrated with an accounting firm and affiliated private investment funds.

Brendan Keelan is a CFA® charterholder with eight years of industry experience. He is currently an advisor at NewEdge Wealth and has held prior roles at Roswell Housing Authority, Keelan Capital L.L.C., Edge Capital Group, LLC, and Edge Advisors. He serves on the board of the Roswell Housing Authority, which oversees affordable and public housing in Roswell, GA. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a range of strategies including proprietary investment solutions and alternative exposures.

Ella Young is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with two years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2023 and has prior experience in the hospitality and education sectors. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and utilizes LPL platform programs and technology to deliver advisory services to a high client load.

Kris Joslyn is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience and holds a Series 66 designation. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill for a combined 13 years. Outside of his advisory role, he serves as the music director for Beach United Methodist Church and is involved with Wilbur Ministries, a charitable organization, where he writes, arranges, and records music and performs both domestically and internationally. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management and consulting services. The firm combines institutional retirement solutions with private markets and digital asset capabilities, operating through both discretionary and non-discretionary models.

Dominic Di Maccio is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Liquid Strategies, LLC, Advanced Drainage Systems, and Annie’s Wine Cottage. Dominic is based in Atlanta, GA. Bison Wealth serves a range of clients including individuals, high net worth clients, family offices, and retirement plans, providing financial planning, portfolio management, and access to third-party managers. The firm employs outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Sydney Wiggins is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eleven years. Located in Atlanta, GA, Wiggins has been with OpenArc since 2025. OpenArc serves individual and institutional clients across a range of segments including trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services utilizing various investment vehicles including private markets and digital assets, with a notable institutional retirement practice and integrated operational platforms.

Benjamin Subasic is a financial advisor at IFG Advisory, LLC with Series 66 registration and no prior industry experience. His background includes positions outside the financial sector, such as roles at Mary Mac's Tea Room and Southern Soccer Academy. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, and coordinates held-away assets to align with clients’ objectives.

Philip Beatty is a CFP® with 18 years of experience in the financial services industry. He has been with SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. 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 offers affiliated private investment funds and insurance products through its licensed agency.

Tyler Reams is a CFP® with 18 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2015. He holds the Series 66 designation and is based in Atlanta, GA. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers integrated financial planning along with access to affiliated private investment funds and insurance products through its licensed agency.

Mark Stancil is a CFA® charterholder with 23 years of industry experience. He has worked at United Capital Financial Advisors since 2019 and previously spent seven years at French Wolf & Farr, Inc. He serves as Treasurer and Chair of the Finance Committee on the Board of Directors for the ALS Association, a nonprofit focused on curing ALS through global research and advocacy. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions, including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.