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.

Robert Ladyman is a CFA® charterholder and Series 63 licensee with eight years of industry experience. He has worked at Equity Investment Corporation since 2017 and previously at Resolution Capital from 2014 to 2017. He serves as an unpaid director of his father's investment management company, Ladyman Asset Management, in Australia. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors, trusts, retirement plans, and corporations. The firm employs a fundamental, absolute value investment approach across multiple equity strategies and also offers sub-advisory and separate account services.

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.

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.

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.

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 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.

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 with a Series 65 credential and one year of industry experience. Her prior work includes roles at Merrill, Ernst & Young LLP, and ClifftonLarsonAllen, along with involvement at Kennesaw State University in both academic and sports and recreation departments. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach that integrates institutional research, manager due diligence, and access to public and private markets, serving a wide range of clients including high-net-worth individuals and nonprofit organizations.

James Williams is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Impact Partnership Wealth, LLC and has previously worked at Corestone Asset Management, OSAIC Wealth, Inc., and Park Avenue Securities. Outside of his advisory work, Williams leads fitness classes as an instructor at CrossFit South Atlanta and narrates and produces audiobooks through Williams Audio. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including high-net-worth clients. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, managing approximately $2.96 billion through a network of around 89 investment advisers.

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 licenses and four years of industry experience. Her career includes roles at Bank of America, Merrill, and other firms, along with experience outside finance at organizations such as SPANX and the Georgia Institute of Technology. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, offering wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that combines active and passive strategies within a risk-based asset allocation framework and manages private pooled investment vehicles through an affiliated general partner.

Martina Jimenez Sperry is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC and Prudential Financial. Outside of her advisory role, she owns Sanvean Financial Solutions, LLC and Centurio Wealth LLC, and serves as a board member of the Mercy Care Foundation. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets, serving a diverse clientele that includes individuals, institutions, and government entities, and employs a range of portfolio management strategies supported by an Envestnet workflow.

Aaron Swanier is a financial advisor with Kovack Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and 21 years of industry experience. He has been with Kovack Advisors since 2015 and previously worked at AG Edwards and Sons, Inc. Outside of 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 and profit-sharing plans, charitable organizations, banks, and government clients, employing a risk-tolerance-based approach that combines internal models and third-party managers to construct and monitor portfolios.