Michael Brocker is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with BIP Wealth, LLC since 2015. Based in Atlanta, GA, he provides financial advisory services as part of a team within a multi-advisor firm. BIP Wealth, LLC serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm employs household-level planning with tailored asset allocations, includes private-market securities for qualified investors, and advises private pooled vehicles alongside managing covered-call strategies.

Jesse Jelle Boot is a financial advisor at BIP Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Mercer Global Advisors Inc., Bank of America, Merrill, and BlackRock. 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 both public and private market strategies tailored to household-level plans.

Robert Childs is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Advisory Services, SunTrust Investment Service, and BB&T Securities. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans and combines fundamental, technical, and cyclical analysis to manage portfolios through various account platforms and third-party managers.

R. Mark Smith is a financial advisor at IFG Advisory, LLC with 31 years of industry experience. He has been with IFG Advisory since 2014 and also operates R.M. Smith & Associates, Inc., a firm he has been associated with since 2003. His credentials include Series 63, Series 65, and Series 66 licenses. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment approaches and third-party managers to tailor portfolios to client objectives, with periodic reviews and management of held-away assets to align with overall financial goals.

Curry Pajcic Jr. is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. He previously worked with Brant Hickey, where he assists in creating structured annuities for personal injury settlements involving minors and incompetent adults. 49 Financial serves a diverse client base including individuals, families, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term approach to diversified asset allocation with model-based strategies supported by proprietary and third-party portfolios.

Gregory Patton is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He has worked at LPL Financial since 2018 and is also affiliated with IFG Advisory, LLC, where he provides investment advisory services through independent registered investment advisor firms. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, including model portfolios and third-party asset management, delivered through a large network of investment adviser representatives.

Jonathan Laws is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he worked at PwC and Cameron James Ltd. In addition to his advisory work in the U.S., he is involved with an international investment advisory firm based in Cyprus. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, specializing in customized portfolio management and a dedicated pension-advice service for U.K. expatriates. The firm’s offerings include asset management, financial planning, retirement consulting, and pension-transfer services coordinated with U.K. trustees and platforms.

Charles Murray is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill. OpenArc Corporate Advisory serves both individual and institutional clients, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm combines institutional retirement expertise with private markets and digital-asset capabilities, offering tailored investment solutions across a broad range of asset classes.

Kirk Schlenke is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior roles include positions at LPL Financial, Equity Services, Inc., and National Financial Services Group. Schlenke is also licensed in real estate brokerage in Georgia. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, utilizing a combination of in-house management, sub-advisors, and third-party managers.

James Mack is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Synovus Securities Inc. and CREATIVE Financial Group. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients with discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed sleeves, and offers specialized resources in estate and tax planning alongside access to private investment solutions and pension consulting services.

Laura Mitts is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining OpenArc in 2025, she worked at Merrill for five years and has held roles with Northwestern Mutual, European Wax Center, and 18|8 Fine Men's Salon. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, portfolio management, and retirement plan services, utilizing a wide range of investment tools and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

Katherine Battey is a financial advisor at Balentine with six years of industry experience. She holds the Series 66 designation and has worked previously at Rockefeller Financial LLC, Bank of America, Merrill, World 50, and The University of North Carolina at Chapel Hill. Outside of financial advising, she manages BWB Interiors LLC, an interior design and home furnishings business based in Atlanta. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office, and business advisory services. The firm employs a risk-based investment process and manages pooled investment vehicles, including private funds.

Todd Smallwood is a financial advisor at Procyon with 27 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including Sugarloaf Wealth Management and Triad Advisors. Procyon serves a diverse client base, including individuals, families, businesses, institutional investors, and private funds. The firm focuses on a long-term, fundamental analysis investment approach and manages a significant portion of assets on a non-discretionary basis, offering services across investment management, financial planning, and retirement-plan advisory.

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 with Capital Investment Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Capital Investment Advisors since 2010 and previously held roles at Wela Strategies, Inc. and Wela Strategies, LLC. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm utilizes a centralized investment platform with standardized asset-allocation models and actively managed sleeves, complemented by specialized in-house resources and access to private investment solutions.

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.