Charlotte Legrand Allen is a financial advisor with RiverFront Investment Group, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at ALPS Distributors, Inc., Exane Derivatives, and Exane BNP Paribas. She also serves as Regional Director for the South Central region at RiverFront Investment Group. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, trusts, pension and institutional clients, and serves as a sub-adviser to registered investment companies. The firm employs a multi-advisor platform to deliver its strategies through various account types and uses a "Price Matters" investment approach that integrates strategic and tactical asset allocation with security selection and risk management.

Iain Brackstone is a financial advisor with Arkadios Wealth Advisors in Alpharetta, GA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Southpark Capital and Kalos Management. He is also a member of Alternative Risk Strategies, LLC, where he provides consulting services related to private placement variable insurance contracts. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions, utilizing advisor-managed accounts, third-party money managers, and an internal portfolio team to implement diversified strategies across asset classes.

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 at IFG Advisory, LLC with 31 years of industry experience. He has been with IFG Advisory since 2014 and also operates R.M. Smith & Associates, Inc., a firm he has been associated with since 2003. His credentials include Series 63, Series 65, and Series 66 licenses. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment approaches and third-party managers to tailor portfolios to client objectives, with periodic reviews and management of held-away assets to align with overall financial goals.

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 with Beacon Global Advisor Network, LLC in Atlanta, GA. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he worked at PwC and Cameron James Ltd. In addition to his advisory work in the U.S., he is involved with an international investment advisory firm based in Cyprus. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, specializing in customized portfolio management and a dedicated pension-advice service for U.K. expatriates. The firm’s offerings include asset management, financial planning, retirement consulting, and pension-transfer services coordinated with U.K. trustees and platforms.

Charles Murray is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill. OpenArc Corporate Advisory serves both individual and institutional clients, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm combines institutional retirement expertise with private markets and digital-asset capabilities, offering tailored investment solutions across a broad range of asset classes.

Chrissy Lee is a financial advisor at Merit Financial Advisors with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Kalos Financial, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of advising, Lee serves as COO for several Merit-related entities, including Merit Employment Services, MFG Securities LLC, and Merit Agency. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and an Investment Committee.

Kirk Schlenke is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior roles include positions at LPL Financial, Equity Services, Inc., and National Financial Services Group. Schlenke is also licensed in real estate brokerage in Georgia. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, utilizing a combination of in-house management, sub-advisors, and third-party managers.

James Mack is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Synovus Securities Inc. and CREATIVE Financial Group. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients with discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed sleeves, and offers specialized resources in estate and tax planning alongside access to private investment solutions and pension consulting services.

Laura Mitts is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining OpenArc in 2025, she worked at Merrill for five years and has held roles with Northwestern Mutual, European Wax Center, and 18|8 Fine Men's Salon. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, portfolio management, and retirement plan services, utilizing a wide range of investment tools and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

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 LLC, 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, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office, and business advisory services. The firm employs a risk-based investment process and manages pooled investment vehicles, including private funds.

Patrick Moore is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with OneSeven and has held prior roles at MGO One Seven LLC, Tavco Financial Advisory, The Tavenner Company, and First Heartland Capital Inc. In addition to his advisory work, Moore serves as president of Ironclad Business & Tax Advisors, a tax and business advisory firm. OneSeven provides a range of investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and access to alternative investments and private placements.

Todd Smallwood is a financial advisor at Procyon with 27 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Cardone Wealth Advisors, Cove Capital Group, Osaic Wealth, Sugarloaf Wealth Management, Triad Advisors, and Lindner Capital Advisors. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm employs a fundamentally driven investment approach, primarily using mutual funds, ETFs, individual equities, and fixed income, and offers services ranging from investment management and financial planning to retirement plan advisory and institutional consulting.

Wonyul Sohn is a financial advisor with OpenArc Corporate Advisory, LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, employing both discretionary and non-discretionary models, and integrates institutional retirement solutions with private markets and digital asset capabilities.

Matthew Kennedy is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Jefferies Investment Advisers LLC since 2023 and has worked at Jefferies LLC since 2015. Outside of his advisory role, he serves as a board member for the Metropolitan Ballet Theater, assisting with fundraising and organizational planning. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse range of clients, including individuals, trusts, and charitable organizations. The firm employs a collaborative, goal-oriented planning process using third-party software and scenario analysis, while maintaining a fiduciary role separate from implementation and brokerage services.

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.

Kenneth Albert is a CFP® with 31 years of industry experience, currently serving at Calton & Associates, Inc. since 2004 and also working with Keystone Advisory Group, Inc. since 2018. He is an author of the book "Finding the Right Fit, the Ultimate Guide to College" and owns an independent insurance agency focused on fixed, life, and health insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, providing tailored investment recommendations and multiple program structures including firm-managed wrap programs and third-party managed accounts.

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 with Capital Investment Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Capital Investment Advisors since 2010 and previously held roles at Wela Strategies, Inc. and Wela Strategies, LLC. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm utilizes a centralized investment platform with standardized asset-allocation models and actively managed sleeves, complemented by specialized in-house resources and access to private investment solutions.