Temp Davis IV is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and over 24 years of industry experience. He has been with IFG Advisory since 2015 and has prior experience at LPL Financial and HINCEY & ASSOCIATES Financial Services. Davis teaches continuing education courses on Social Security, Medicare, retirement planning, and financial planning at Clayton State University and the University of West Georgia. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies and analytical approaches, utilizing sub-advisors and third-party managers, and offers both discretionary and non-discretionary portfolio management along with specialized real estate planning services.

Daria Macarie is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Bank of America and Merrill. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, offering wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion and employs a diversified investment approach across public and private markets, including alternative and digital asset exposures.

Michael Curran Jr. is a financial advisor with Advisory Services Network in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at Advocacy Wealth Management, Wells Fargo Advisors, and Wells Fargo Clearing. Advisory Services Network supports a large network of independent investment adviser representatives serving individuals, families, corporations, and retirement plans with a range of advisory and financial planning services. The firm employs diverse investment strategies tailored to client objectives and risk tolerances, offering flexible engagement models and access to third-party managers.

Jonathan Willis is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 credential and four years of industry experience. He has worked with Hoxton Capital Management USA and FZE, where he provides advisory services including financial planning and retirement strategies primarily for UK clients through Future Start Independent Financial Planning. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts, with a focus on customized portfolios using various managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and coordinates with U.K. trustees and platforms to meet regulatory requirements.

Amy Rubin is a financial advisor with The Strategic Financial Alliance, Inc. in Alpharetta, GA. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Ms. Rubin has worked at Carlyle Wealth Planning, Inc. and The Strategic Financial Alliance since 2016. Outside her advisory work, she is president of Rubin Financial Services, managing commissions and business expenses, and she also refers clients to a Medicare insurance agency for complex Medicare questions. The Strategic Financial Alliance serves individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm offers portfolio management, third-party manager selection, financial planning, and advisory services, employing customized strategies through co-advisory relationships and use of diversified investment products.

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 with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America, Merrill, and other firms. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and employs a diversified investment approach across public and private markets, including alternative and digital asset exposures.

William Tucker is a financial advisor with Sequent Planning, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Catalyst Wealth Management, Retirement Wealth Advisors, Inc., and Asset Management Strategies Inc. He is also the owner of The Woodville Group, LLC, where he sells life insurance, long-term care, and annuity products. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services through a network of independent advisors. The firm employs a structured risk framework, diversified investment exposures, and tax-aware strategies, and provides clients with ongoing investment communications and detailed operational disclosures.

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.