Joshua Rodriguez is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 credential. He has recently entered the industry, beginning his advisory career in 2026. Prior to joining Bison Wealth, he worked at Country Oaks Farm and Pet Supply and Camp Timberlake. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advice, and a turnkey asset management platform for unaffiliated advisers, utilizing a combination of tactical and strategic allocations across various asset types.

Franklin Cochran is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory and Kestra Investment Services. Outside of advisory work, he is involved in insurance sales and consulting through Level Four Insurance and Veracor, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios, wrap platforms, and sub-advisors.

Carlton Forrester is a financial advisor at Stephens with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, and UBS Financial Services. Based in Atlanta, GA, he has been with Stephens since 2025. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Patrick Farren is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and other roles including sales representation for Vector Marketing. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management, financial planning, and retirement plan services. The firm offers discretionary and non-discretionary portfolio management with capabilities across traditional and alternative investments, including private markets and digital assets, and maintains a notable institutional retirement practice.

Lizeth Kishel is a CFP® professional with four years of industry experience, currently advising at Modera Wealth Management, LLC in Atlanta, GA. Her prior roles include positions at Homrich Berg Wealth Management, Ameris Bank, Wells Fargo Private Bank, and SunTrust Banks. Kishel serves as the Public Relations Director on the Board of Directors for the Financial Planning Association, where she manages the chapter’s social media and website. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs diversified asset allocation based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services, supporting a broad range of client needs.

John Doverspike Jr. is a financial advisor with Capital Investment Advisors, LLC in Atlanta, holding a Series 65 designation and one year of industry experience. Prior to joining Capital Investment Advisors, he worked at the Georgia Center for Opportunity and spent several years with Ronald Blue Trust and Ronald Blue & Co. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm employs a centralized investment platform featuring standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

Kevin Walker is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at Buckhead Home Loans for six years and Element Funding for one year before joining BIP Wealth in 2022. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing over $5 billion across more than 3,000 client relationships. The firm offers customized, household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, alongside individual securities, and maintains a notable role in private market investing through affiliated private funds.

Nirvanna Silva Novelo is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Nicholas Hoffman & Company, LLC since 2022. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers customized Financial Profiles and Investment Plans implemented through a range of investment vehicles and is notable for its use of performance-based fee arrangements and its role as lead investment sub-advisor to an affiliated private equity fund.

Andere Casanova Fuente is a CFA® charterholder affiliated with Beacon Global Advisor Network, LLC and has four years of industry experience. Prior to joining the firm, she worked at Cameron James, Ltd., the Central Bank of Spain, and Dubai World. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, and maintains a specialized advisory capability for U.K. expatriates.

Mark Ronsini is a financial advisor with Capital Analysts in Kennesaw, GA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Lincoln Investment since 2013. Outside of his advisory role, he is involved as an investor in horse breeding and racing partnerships and operates an entity dedicated to racing, breeding, and selling thoroughbred racehorses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are supported by an in-house research team and a proprietary mutual fund screening process.

Taylor Holley is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining OpenArc in 2025, Holley worked at Bank of America and Merrill. Before entering the financial industry, Taylor spent five years at The Cheesecake Factory. OpenArc Corporate Advisory serves individual and institutional clients ranging from non-high-net-worth individuals to nonprofit endowments and retirement plans. The firm provides tailored wealth management and retirement plan services, employing a broad investment toolkit and emphasizing institutional research and manager due diligence in its substantial retirement practice.

John Ray is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. He has been with BIP Wealth since 2014. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, along with individual bonds, stocks, and options, and is notable for its involvement in private market investing through affiliated private funds.

Emile Babin is a CFP® and Series 63 licensed advisor with five years of industry experience. He is currently with Gibbs Wealth Management, LLC and has prior experience at Eagle Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Additionally, he operates Babin & Associates, LLC, an insurance business he has owned since 1998. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by a combination of analytical approaches. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Jonathan Christiansen is a CFA® charterholder and Series 63 licensed financial advisor with Crawford Investment Counsel Inc in Atlanta, GA. He has six years of industry experience, all with Crawford Investment Counsel since 2013. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach with a focus on income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Thomas Villalobos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equity Services Inc and National Life Group, as well as diverse experiences outside finance such as working at Bath & Body Works and involvement with educational institutions. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, and business entities. The firm uses third-party software to generate written financial plans that advisors review and present, supporting a technology-assisted service model with a high client-to-advisor ratio.

Kendall Matrisian is a financial advisor at SEIA with a Series 66 designation and one year of industry experience. Prior to joining SEIA, Matrisian worked at several firms, including Cambridge Investment Research, Inc., The Ameriflex Group, and Voyant Financial Services. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm manages approximately $22.5 billion in assets through a variety of managed account programs and financial planning offerings, using a client-driven investment process supported by in-house research and an Investment Committee.

David Paulukaitis is a financial advisor with Advisory Services Network who holds a Series 65 designation and has 16 years of industry experience. He has been with Advisory Services Network since 2007 and is also the owner and consultant of Mainstay Capital Markets Consultants, Inc., a role he has held since 2005. 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, overseeing approximately $8.6 billion in client assets.

Matthew Kinser is a financial advisor at 49 Financial based in Atlanta, GA. He holds a Series 65 designation and joined 49 Financial in 2026. Prior to entering the financial industry, he has experience from roles in education spanning several years. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services. The firm employs a disciplined, long-term, diversified asset allocation approach using proprietary and platform model portfolios, mutual funds, ETFs, and selected third-party managers.

Jeremy Hermida is a financial advisor with BIP Wealth, LLC based in Alpharetta, GA. He holds the Series 65 designation and has one year of industry experience. Prior to joining BIP Wealth, Jeremy had a career gap from 2015 to 2023. BIP Wealth, LLC serves individuals, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing over $5 billion in assets across a multi-advisor team. The firm offers customized portfolio management and comprehensive financial planning, focusing on diversified, low-cost investments and private market opportunities.

Scott Barnas is a CFP® and ChFC® with 28 years of experience in financial advisory roles. He has worked at Aprio Wealth Management, LLC since 2021 and previously held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with dollar-cost averaging, technical analysis, and trading strategies, and offers coordinated referrals with an affiliated CPA firm while maintaining separate accounting and advisory arrangements.