Andy Sukhai is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banks Jackson & Middleton and Lincoln Investment since 2017, as well as VOYA Financial Advisors from 2014 to 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Creston Maxey is a CFP® professional with nine years of industry experience, currently affiliated with IFG Advisory, LLC in Atlanta, GA. His prior work includes roles at Lloyd Advisory Services, LLC and The Lloyd Group, Inc., and he is also connected with Highland Trust Partners. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs various management strategies, including in-house and third-party managers, to align clients’ assets with their objectives.

Daniel Arnstein is a financial advisor at Howard Capital Management, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior experience in various roles across education and service industries. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, and provides discretionary portfolio management and other advisory services.

Eric Nyquist is a financial advisor at Howard Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including Northern Lights Distributors and Davey Tree Experts. Howard Capital Management serves a diverse client base encompassing individuals, institutions, trusts, and charitable organizations. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to provide discretionary portfolio management and related services.

Robert Warnock IV is a Series 66-credentialed advisor at Arkadios Wealth Advisors with one year of industry experience. Prior to joining Arkadios, he spent four years at the University of Alabama and fourteen years with the Vestavia Hills School System. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various account types and employs a combination of fundamental, technical, and cyclical investment analysis.

James Kaufman is a Series 66 licensed financial advisor with 27 years of industry experience. He is currently with OpenArc Corporate Advisory, LLC, where he has practiced since 2025. Prior to joining OpenArc, he worked at Bank of America, N.A. for 14 years and Merrill for 27 years. He serves as a trustee for the Boys & Girls Clubs of America, focusing on development and mentoring for underprivileged youth. 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 on a discretionary basis and employs a comprehensive investment approach that includes institutional research, manager due diligence, diversified public and private market strategies, and governance-oriented services for plan sponsors and nonprofit clients.

Byron Preuss is a financial advisor with Howard Capital Management, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Howard Capital Management since 2009. Outside of his advisory role, he is engaged as a plan writer for asset allocation and serves as an outside sales agent for the firm’s advisory money management programs. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm employs proprietary technical indicators to guide tactical investment strategies across client accounts and manages both mutual funds and ETFs while offering web-based retirement planning tools and private wealth services.

Joe Patrick is a financial advisor with Advisory Services Network, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Fidelity Investments. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Perry Williams is a financial advisor with Capital Analysts based in Dunwoody, GA, holding a Series 63 designation and 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1999 and has additional experience with Novacare Occupational Health Services. Williams is also the owner and president of Williams & Williams Financial Services, Inc., a business used for tax and accounting purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

David Vogel is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has worked at several firms including Virtue Capital Management and Brookstone Capital Management, and he is also principal of Vogel Retirement Solutions, where he is involved in fixed insurance sales. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach featuring ETFs, mutual funds, and individual securities, and offers advisory services as well as a managed account platform (TAMP) with various model portfolios and additional features such as tax optimization and independent manager due diligence.

Laura Bishop is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 15 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2011 to 2025. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, offering wealth management, financial planning, and investment management with a multi-team approach. The firm manages approximately $10.1 billion and utilizes a diversified investment process including public and private markets, alternative assets, and digital exposures, along with governance-focused services for plan sponsors and nonprofit clients.

Dane Bower is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to his current role, he has held various positions in education and automotive industries, including at the University of Georgia and Phil Hughes Automotive. Outside of his advisory work, he participates in a nonprofit contractor role with 25 Giving, referring charities to develop charitable plans for donors. 49 Financial serves individual and institutional clients by providing financial and advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services alongside third-party manager access.

Gary Alpert is a CFP® professional with 26 years of industry experience, currently serving at IFG Advisory, LLC since 2014. He is also registered with LPL Financial and acts as a non-public arbitrator with FINRA. 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 multifaceted investment process combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Olivia Templeton is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Merrill, Ernst & Young LLP, and ClifftonLarsonAllen, along with involvement at Kennesaw State University in both academic and sports and recreation departments. 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 that integrates institutional research, manager due diligence, and access to public and private markets, serving a wide range of clients including high-net-worth individuals and nonprofit organizations.

Caroline Caldwell is a financial advisor at Balentine with Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at Bank of America, Merrill, and other firms, along with experience outside finance at organizations such as SPANX and the Georgia Institute of Technology. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, offering wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that combines active and passive strategies within a risk-based asset allocation framework and manages private pooled investment vehicles through an affiliated general partner.

Joseph Copeland is a financial advisor at The Strategic Financial Alliance, Inc. based in Atlanta, GA. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Timbrel Capital, LLC and Johnson Outdoors. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house and third-party asset managers to implement client strategies, serving a diverse client base with a range of investment programs.

Aaqib Anwar is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding a Series 65 designation and five years of industry experience. His work history includes roles at Renascence & Partners LLC, C&J Renascence Shanghai Co. Ltd, and RGI Finance. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts by providing asset management, financial planning, retirement consulting, and dedicated pension-advice services for U.K. expatriates. The firm customizes portfolios using a variety of managed models, mutual funds, ETFs, equities, and fixed income, often managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Maryjane Lecroy is a CFP® professional with 17 years of industry experience, currently serving at Linscomb Wealth, Inc. since 2019. Her prior roles include positions at Wealth And Pension Services Group Inc., Triad Advisors, Inc., and Hammond Investment Planning. She serves as a board member of Stonehaven Trust Company LLC, an independent institutional trustee for employee stock ownership plans, a role she fulfills without compensation. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a customized investment approach with discretionary portfolio management, blending active and passive strategies across diversified asset classes.

Aaron Foresman is a CFA® charterholder with seven years of industry experience. He has been with Crawford Investment Counsel Inc in Atlanta, GA since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality equities and credit-diversified fixed income strategies.

Mark Parker is a financial advisor at BIP Wealth, LLC with five years of industry experience. He holds a Series 65 credential and has been a managing member of SDG Advisors, LLC since 2006, where he reviews due diligence and asset management for commercial real estate investments. Outside of his advisory role, he serves as a game day assistant for college and professional football games, working with organizations such as the National Football League, FOX Sports, and CBS Sports. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management with tailored asset allocations, and it provides private-market investment options and specialized strategies including advisory services for private pooled vehicles and covered-call SMA strategies.