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.

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.

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 at Capital Investment Advisors, LLC in Atlanta, GA, with 22 years of industry experience. He has held positions at Wela Strategies, Inc. and Wela Strategies, LLC prior to his current role. He holds Series 63 and Series 65 licenses. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset-allocation models and provides specialized in-house planning resources alongside access to private investment solutions and formal pension consulting capabilities.

Jeffrey Fleuriot is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at JPMorgan Chase, Merrill, Bank of America, Truist, and Morgan Stanley. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a variety of layered investment solutions, including unified managed accounts and automated ETF portfolios.

Jonathan Galvis Londono is a CFA® charterholder affiliated with SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2018, following five years at Atlantix Global Systems. 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 is affiliated with an accounting firm and private investment funds.

Crystal Epstein is a financial advisor at IFG Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with IFG Advisory and LPL Financial since 2014. Outside of her advisory role, she contributes to journals in a non-investment capacity. 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 combination of fundamental, technical, and cyclical analysis in its investment process and offers comprehensive portfolio management, financial planning, and retirement plan consulting services.

Philip Mulkey is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Synovus Securities since 2013 and also has a separate role as a tax preparer. Additionally, Mulkey serves as a notary public. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, mutual fund and ETF portfolios, financial planning, and access to alternative investments, with portfolio management supported by the Envestnet platform and a client risk-tolerance process.

Charles Lowe is a CFP® with 15 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2017. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services, Inc. He is also part owner and manager of a rental property LLC involved in long-term land lease administration. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm offers a centralized investment platform with customizable asset-allocation models and access to specialized in-house resources and private investment solutions.

Miller Majors is a CFP® with six years of industry experience, currently serving clients at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Safe-Guard Products International, Regions Securities LLC, Regions Bank, KPMG, and PwC. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform combining asset-allocation models, actively managed sleeves, and ETF-based portfolios, alongside in-house estate and tax planning specialists, to deliver coordinated financial services.

William Mcferren is a financial advisor at SignatureFD, LLC based in Atlanta, GA, with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

Heather Hoch is a financial advisor at IFG Advisory, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at IFG Advisory since 2021, following roles at OneWealth Investment Management, LLC, One Wealth, LLC, and Jefferson City Schools. Outside of her advisory work, she is involved in insurance sales and client education for accident and sickness and life insurance products. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

Ross Wyatt is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Mass Mutual Investors Services, Piedmont Wealth Partners, and operates Wyatt Financial Group. Outside of advisory work, he is involved in individual life and health insurance sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, and third-party manager access. The firm’s integrated operating model includes a dedicated portfolio team that supports advisors with diverse investment strategies and portfolio management services.

Thomas Mason is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments, AssuredPartners Investment Advisors, and operated as a self-employed advisor. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Giovanni Scisci is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously was with The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a variety of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Katherine Lidl is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Corient in Atlanta, GA. Her prior experience includes roles at Brightworth and the University of Georgia. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investment options where appropriate.

Camden Ratcliffe is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has four years of industry experience. His career includes roles at Goldman Sachs and Birge and Held, with additional experience at Varsity Properties. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models and a range of implementation platforms while offering access to specialized programs and alternative investments within the broader Goldman Sachs ecosystem.

Donald Stonecipher is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1999. Stonecipher is also involved with Aristoboulos Racing, LLC, a non-investment-related venture. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.

John Robb is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

Alyce Phinney is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has prior experience at Triad Hybrid Solutions, Argent Bridge Advisors, and Neiman Marcus. Outside of her advisory role, she is involved in divorce education as a speaker and educator and operates a pet sitting business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor portfolios.