Aaqib Anwar is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including Renascence & Partners LLC, C&J Renascence Shanghai Co. Ltd, RGI Finance, and St James’ Place Wealth Management. Beacon Global Advisor Network serves a range of clients including individuals, businesses, pension and profit-sharing plans, and trusts. The firm’s investment approach typically involves customized portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with a distinctive focus on pension-transfer services for U.K. nationals.

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 six years of industry experience, currently serving at Crawford Investment Counsel Inc. He has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth 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 a credit-focused strategy for fixed income.

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.

Timothy Herndon is a financial advisor with 2 years of industry experience, currently with 49 Financial in Atlanta, GA. He holds the Series 63 and Series 65 designations and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and the Alabama Securities Commission. Outside of his advisory role, he is involved with a Kia vehicle dealership where he performs window tinting and also contracts with a nonprofit referral service called 25 Giving. 49 Financial serves a broad client base including individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm uses a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory and employs a combination of proprietary and third-party model portfolios.

Christian Nallenweg is a CFP® professional with 11 years of industry experience, currently serving at Oxford Financial Group, Ltd. since 2022. His prior roles include positions at Nallenweg Financial, LLC, Schwab Private Client Investment Advisory, Charles Schwab, and Angie's List. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach and dedicated investment teams.

Keith Watson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Fifth Third Wealth Advisors LLC since 2021 and previously spent six years at Fifth Third Securities. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios across equities, fixed income, alternatives, and derivatives on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies supported by its Investment Committee.

Kevin Murdock is a financial advisor at Balentine with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, Scottrade, and OSAIC Wealth. Outside of his advisory role, he authors and self-publishes fiction novels in his personal time. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment process using a mix of active and passive strategies, third-party managers, and global tactical asset allocation, with a focus on tailored portfolios and planning.

Christopher Facka is a CFP® professional with 25 years of experience in financial advisory. He currently serves at Level Four Advisory Services and Level Four Financial, where he has worked since 2018 and 2020 respectively. His prior experience includes roles at SunTrust Advisory Services and GenSpring Family Offices. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a blend of firm-sponsored and third-party platforms.

Steven Manfredonia is a financial advisor at BIP Wealth, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Wells Fargo Clearing, Allworth Financial, AW Securities, and TD Ameritrade. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled vehicles and private-market offerings.

Cooley Fales is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Jefferies-related firms since 2009. Outside of his advisory role, he serves as a member at large of the Knox Hall Condominium Association board, a membership chair and board member at Druid Hills Golf Club, and an advisory board member of the Westminster School Alumni Association. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm employs a customized planning process that includes comprehensive financial reviews and uses third-party software and scenario analyses to support its recommendations.

Samuel Borland is a financial advisor at Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 66 designations with 23 years of industry experience. He has worked at Equity Investment Corporation since 2016 and concurrently holds roles at Foreside Funds Distributors LLC and Sentinel Financial Services Company. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover, tax-aware execution, and ESG integration, serving a diverse client base including insurance companies and state entities.

John Giesler is a Series 65-licensed advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2024, following six years at the Georgia Institute of Technology and four years at Walton High School. 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, and is notable for advising private pooled vehicles and managing private-market offerings.

Heather Robertson Fortner is a financial advisor with SignatureFD, LLC in Atlanta, GA, holding a Series 65 designation and 18 years of industry experience. She has been with SignatureFD since 2003. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs discretionary portfolio management using mutual funds, ETFs, and independent managers, supplemented by ongoing financial planning and periodic reviews.

Juwon Hill is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Balentine, where he has worked since 2023, following roles at Ensemble Capital Management and GHP Investment Advisors. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients through comprehensive wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment process, combining active and passive strategies within a model-driven Global Tactical Asset Allocation program, and is notable for its advisory role in pooled investment vehicles and private funds.

Ian Edwards is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, bringing four years of industry experience. He has worked with Austen Morris Associates North America, Inc. and Carrick Wealth, among other firms. Outside of advising, he holds a 100% ownership interest in a residential property management business based in South Africa. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with tailored client portfolios that often incorporate mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Casey Flanagan is a CFA® charterholder with four years of industry experience. He has worked at ZWJ Investment Counsel since 2020 and previously spent eight years at Westwood Holdings Group. 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 focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client through written investment policy statements, using fundamental and financial analysis with both long- and short-term holdings.

Carol Lindberg is a financial advisor at Van Clemens Wealth Management, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Cetera, Park Avenue Securities, and New York Life. Outside of advisory work, she is involved as a consultant and hobbyist in the scrapbooking industry and serves as an Associate Lead Ambassador for a digital memory-keeping platform. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolio management using a variety of third-party managers and an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Michael Fazylov is a financial advisor at OpenArc Corporate Advisory, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement plan services, utilizing a wide range of investment strategies and maintaining a significant institutional retirement practice alongside private markets and digital-asset capabilities.

Christopher Griffin is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Blacktower Financial Management and deVere Acuma. Griffin is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering services such as asset management, financial planning, and retirement consulting. The firm specializes in customized portfolios that often involve discretionary management via unified managed account platforms and has a formal pension-transfer service tailored for U.K. expatriates.