Christopher Corcoran is a financial advisor at Donaldson Capital Management LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Donaldson Capital Management in 2024, he worked at Costco Wholesale Corporation and Dunnhumby Limited. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and insurance companies.

Justin Davidson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 credential and 27 years of industry experience. He has been with IFG Advisory and LPL Financial since 2014. 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 offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

Chad Pigg Fife is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include long-term positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. He serves on the Troy University Sorrell College of Business Advisory Council and volunteers with the Investment Management Consultants Association on CIMA exam development. OpenArc Corporate Advisory serves both individual and institutional clients with comprehensive wealth management, financial planning, and retirement plan services. The firm combines institutional retirement expertise with private markets and digital assets capabilities, offering tailored portfolios and operational integration with advanced third-party platforms.

James Malatos is a CFP® professional with 14 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC and has previously worked at UBS Financial Services, Bank of America, N.A., and Merrill. He serves as a Pro Bono Director for the Financial Planning Association of Georgia. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets, serving individuals, retirement plans, trusts, estates, corporations, and other entities. The firm employs a model portfolio approach featuring tactical asset allocation and incorporates third-party managers, while also integrating insurance distribution and annuity servicing within its advisory services.

David Bockel is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Crawford Investment Counsel Inc, where he has worked since 2022. His prior experience includes roles at Resource Planning Group, Ltd., Old Ivy Asset Management, LLC, Alps Distributors, Inc., and Caldwell & Orkin, Inc. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, charitable organizations, municipalities, and other entities. The firm employs a bottom-up, value-oriented investment approach focusing on dividend-paying equities and income-producing fixed income securities, managing portfolios primarily on a discretionary basis.

Jacob Shelton is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Morgan Stanley Wealth Management. Shelton is based in Atlanta, GA. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm customizes portfolios with a mix of third-party models, mutual funds, ETFs, individual equities, and fixed income, typically managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Christopher Armstrong is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior experience includes roles at St. John & Associates, Northwestern Mutual Investment Services LLC, and Invesco Ltd. Outside of his advisory work, Armstrong is the owner of CK Properties LLC, where he is involved in real estate investing. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable investment sleeves, supported by a central Investment Management team and an Investment Committee.

Daniel Miller is a financial advisor with IFG Advisory, LLC and holds the Series 63, Series 65, and Series 66 licenses. He has 26 years of industry experience and has been with IFG Advisory and LPL Financial since 2016. Outside of his advisory work, he owns Unique Atlanta Homes, Inc., a real estate renovation and flipping business. IFG Advisory, LLC provides advisory services to individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to manage client assets through various strategies and third-party managers.

Robert Bethards II is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at WOODBURY FINANCIAL SERVICES INC and Quay Financial Group, Inc. Outside of his advisory work, he is in the early stages of starting a home-based shirt company. 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 offers comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Patrick Connolly is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include work with Arkadios Capital, Afterburner Inc, and a short tenure at Top Dawg Moving. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies that incorporate fundamental, technical, and cyclical analysis.

David Elder is a financial advisor at Merit Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Merit Financial Advisors since 2009, with prior experience at LPL Financial and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by an Investment Committee.

James Breen is a Series 65-licensed financial advisor with 22 years of industry experience. He has worked at Merit Financial Advisors since 2025, following eight years at AMP Wealth Management and two years at Horizon Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by a central Investment Management team and an Investment Committee.

Blake Floyd is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Kestra Advisory and Foresters Financial Services. He also works with Strive Financial Solutions, where he advises clients on financial planning strategies and asset allocation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans based on client risk profiles using a combination of fundamental, technical, and cyclical analysis across various managed account solutions.

David Wilke is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Capital Investment Advisory Services, LLC since 2018. His prior experience includes 13 years at Princor Financial Services Corp and Principal Life Insurance Co. In addition to his advisory role, Wilke is also an insurance agent with Capital Insurance Affiliates. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and charitable institutions. The firm offers tailored investment strategies primarily managed on a discretionary basis, utilizing fundamental, technical, and charting analysis methods across a range of asset types.

Adrian Flambard is a financial advisor at Beacon Global Advisor Network, LLC with 11 years of industry experience. He holds the Series 65 designation and has worked at Brite Advisors USA, Inc., Brite Investments USA, LLC, and Brite Advisors Ltd. since 2015. Beacon Global Advisor Network, LLC 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 about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored client portfolios using a blend of mutual funds, ETFs, individual equities, and fixed income.

Glenn Keen is a CFP® with 40 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2003. He also owns and operates KEEN & COMPANY, an accounting and tax preparation practice for small businesses and individuals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers through multiple portfolio programs and a subscription-style wealth planning service.

Chiao Chan is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Cambridge Investment Research. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm employs both discretionary and non-discretionary engagement models and offers a wide range of investment options, including private markets and digital assets, alongside a substantial institutional retirement practice.

Andrew Prehmus is a financial advisor at BIP Wealth, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc. In addition to his advisory role, he is a partner in Prehmus Financial Partners, providing fixed insurance services. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm offers customized household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, along with estate, tax, retirement, and charitable gifting planning.

Zachary Stout is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Howard Capital Management since 2017, including previous roles at Beaumont Capital Management, LLC and Beaumont Financial Partners, LLC. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers, offering discretionary portfolio management and other investment services. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Cynthia Yepez is a financial advisor at OpenArc Corporate Advisory, LLC with 2 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining OpenArc in 2025. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and institutional retirement plan services, utilizing a wide range of investment strategies and emphasizing operational integration and fiduciary governance.