Xavier Herschberg is a financial advisor at BIP Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has been with BIP Wealth since 2018. Outside of his advisory role, he has an eight-year involvement with the Alpharetta Ambush Soccer Club. 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 discretionary and non-discretionary accounts, with a focus on tailored asset allocations and private-market securities for qualified investors.

Grant Ansley is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and specialized retirement plan services. The firm employs both discretionary and non-discretionary models and utilizes a wide range of investment tools, with a notable emphasis on institutional retirement solutions, private markets, and digital assets.

Robert Ladyman is a CFA® charterholder with seven years of industry experience. He has worked at Equity Investment Corporation since 2017 and was previously with Resolution Capital from 2014 to 2017. He serves as a director of Ladyman Asset Management, his father’s investment management company, in an unpaid, non-discretionary role. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and institutional clients, including insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with low turnover and tax-aware execution, managing a diverse set of client relationships across multiple channels.

Andy Sukhai is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Banks Jackson & Middleton and Lincoln Investment since 2017, with prior experience at VOYA Financial Advisors from 2014 to 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team for model portfolios and proprietary mutual-fund screening.

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.

James Kaufman is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and spent the early part of his career at Merrill. Kaufman serves as a trustee for the Boys & Girls Clubs of America, focusing on development and mentoring for underprivileged youth. OpenArc Corporate Advisory serves individual and institutional clients across a range of wealth levels, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides tailored investment solutions through discretionary and non-discretionary models, leveraging a broad array of asset classes and emphasizing institutional research and fiduciary governance for retirement plans.

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 at Capital Analysts with 27 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 1999. Outside of his advisory role, Williams is an agent selling life insurance and fixed annuities and is the owner and president of Williams & Williams Financial Services, Inc., a tax and accounting services business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary fund screening tools.

David Vogel is a financial advisor with Simplicity Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Simplicity Wealth since 2019, and previously held roles at Virtue Capital Management, Brookstone Capital Management, and has been principal at Vogel Retirement Solutions since 2016, where he is also involved in fixed insurance sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring, tax optimization, and independent manager oversight, alongside technology and operational services tailored for advisors.

Cole Kliphouse is a financial advisor at Nicholas Hoffman & Company, LLC with one year of industry experience. He holds a Series 65 designation and has held various roles including positions at Clemson University and University of North Georgia. Outside of his advisory work, he was involved with Dock Boys of Lake Keowee. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers tailored financial profiles and investment plans, utilizing mutual funds, ETFs, separate accounts, and selected private investments, and serves as lead investment sub-advisor to a lower-middle-market private equity fund.

Laura Bishop is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Bank of America, N.A. and Merrill for 14 years before joining OpenArc in 2025. Based in Atlanta, GA, she is part of a firm that serves a diverse client base, including individual and institutional investors. OpenArc Corporate Advisory offers wealth management, financial planning, portfolio management, and specialized retirement plan services, utilizing a broad range of investment strategies such as individual equities and bonds, alternative and private market investments, digital assets, and direct indexing. The firm is notable for its substantial institutional retirement practice and integration with third-party platforms that support operational scale.

Dane Bower is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at the University of Georgia and Phil Hughes Automotive. He is also involved with 25 Giving, a nonprofit contractor that assists charitable organizations with donor planning. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

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 in Atlanta, GA. She holds a Series 65 designation and has one year of experience in the industry. Prior to joining OpenArc, she worked at Merrill and Ernst & Young LLP. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management and retirement plan services, offering both discretionary and non-discretionary portfolio management. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets.

James Yost is a CFP® professional with seven years of industry experience. He has worked at SignatureFD, LLC since 2019 and previously at Balentine from 2016 to 2019. Based in Atlanta, GA, he provides financial advisory services within a multi-team firm structure. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering 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 affiliated accounting firm and private investment funds.

Caroline Caldwell is a financial advisor at Balentine with Series 63 and Series 65 credentials and three years of industry experience. She has held prior roles at Merrill, Bank of America, and a variety of other firms across different sectors. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment approach is risk-based, utilizing both active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Martina Jimenez Sperry is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds a Series 66 credential and has worked previously at firms including J.P. Morgan Securities LLC and Prudential Financial. Outside of her advisory role, she is a board member of the Mercy Care Foundation and owns businesses focused on fixed group insurance and financial services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing both internally developed models and third-party managers to construct and manage client portfolios.

Aaron Swanier is a financial advisor with Kovack Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and over 21 years of industry experience. He has worked with Kovack Advisors since 2015 and has a long tenure with AG Edwards and Sons, Inc. dating back to 2005. In addition to his advisory role, he serves as a co-administrator for his father's estate. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and municipal clients, employing a risk-based investment process supported by Envestnet and utilizing both internal and third-party models to manage accounts.

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.

Carey Blakley is a CFA® charterholder with four years of industry experience, currently serving at Nicholas Hoffman & Company, LLC since 2014. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, and is notable for its use of performance-based fee arrangements for certain private fund investors.