Michael Sontag is a financial advisor at OpenArc Corporate Advisory, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion in assets. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and a range of public and private market strategies, while also offering governance-oriented services for plan sponsors and nonprofit clients.

Carolyn Larocco is a CFP® with 24 years of experience in financial advising, currently serving at LCP Institutional, LLC since 2003. She previously worked at Cardea Capital Group, Inc. and Cardea Capital Advisors, LLC from 2021 to 2023, and at Lakeview Capital Partners, LLC from 2015 to 2022. She is a member of the Chestnut Hill College Investment Committee. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes long-term allocations using ETFs, mutual funds, and stocks, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final trade approval.

Pamela Alexander is a financial advisor at United Capital Financial Advisors with over 13 years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at French Wolf & Farr for 12 years before joining United Capital. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports independent advisors through its technology platform, FinLife Partners.

Cuong Vu is a Series 65-licensed financial advisor with one year of experience, currently with Encompass More Asset Management LLC. Prior to joining Encompass More, he worked at USAA and KPMG. Outside of financial advising, he serves as CEO of Diamond Care Management LLC, a home healthcare business. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm combines proprietary and third-party models using a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset exposures.

Ilana Bloch is a financial advisor at Jefferies Investment Advisers LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors and Berkeley Capital. Ilana is currently affiliated with OSAIC alongside her role at Jefferies. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, employing a customized, collaborative planning process supported by third-party software and scenario analysis.

William Debutts III is a financial advisor at NewEdge Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edge Capital Group, LLC and Edge Advisors. He serves on the board and chairs the Investment Committee of Buckhead Christian Ministry, where he assists with organizational strategy and investment policy. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures.

Kevin Higginbotham is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. 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 across public and private markets, combining institutional research with manager due diligence and offers specialized advisory solutions for plan sponsors and nonprofit clients.

Jason Moore is a financial advisor with Strategic Wealth Investment Group, LLC in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior work includes roles at firms such as Avantax Investment Services, Legacy Capital Advisors, and LPL Financial. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, applying fundamental, technical, cyclical, and charting analysis methods, and offers access to private placements for accredited investors.

Franklin Chambers III is a financial advisor at Main Street Financial Solutions, LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley Smith Barney LLC. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individual securities, tailoring portfolios to clients’ objectives and risk profiles.

Richie Pinnock is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Signature FD. He also worked at the University of Georgia for five years before entering the financial advisory field. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion and employs a diversified investment approach incorporating both public and private markets, along with specialized services for plan sponsors and nonprofit clients.

Hayden Sullivan is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds a Series 65 designation and began his industry career in 2024. His work history includes roles at Holcombe Financial and PEACHTREE Planning. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research with diversified investment strategies across public and private markets and serves high-net-worth clients, plan sponsors, and nonprofit organizations.

Joshua Williams is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at Blacktower Financial Management (US) LLC and W1 Investment Group. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Gregory Hanft is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Brightworth LLC and Mass Mutual Investors Services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, along with a formal Subscription Advisory Services program and a focus on client education through seminars and conferences.

Matthew Pesci is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 credential with 14 years of industry experience. He previously worked at Bank of America, N.A. for 10 years and Merrill for 14 years, overlapping roles throughout his career. 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 in discretionary assets, combining institutional research and manager due diligence to implement diversified strategies across public and private markets.

Kirk Licata is a CFP®-certified financial advisor with 14 years of industry experience, currently working at RFG Advisory, LLC since 2025. Prior to joining RFG Advisory, he spent 13 years at LongView Wealth Management and 10 years affiliated with Cambridge Investment Research, Inc. Licata is also the owner and founder of Licata Financial Design, operating as a DBA for insurance and advisory services. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and municipal entities. The firm’s investment approach is primarily discretionary, utilizing model portfolios, third-party platforms, and participant-facing retirement technologies, with a notable role as sub-adviser for multiple Bluemonte ETFs and a distinct focus on insurance product integration.

Veronica Fulton is a CFA® charterholder with seven years at GLOBALT Investments and two years of industry experience. Her prior roles include positions at GreenSky, KPMG, and the Georgia Institute of Technology. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other advisers, utilizing a team-based approach with quantitative, technical, and fundamental analysis. The firm focuses on portfolio management through separately managed accounts, wrap fee programs, and model portfolios, employing ETFs as primary implementation vehicles.

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.

Charlotte Legrand Allen is a financial advisor at RiverFront Investment Group, LLC with five years of industry experience. She holds a Series 66 designation and has worked in various roles at RiverFront Investment Group and ALPS Distributors, Inc. Allen serves as a Regional Director for RiverFront’s South Central region. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a valuation framework combined with tactical asset allocation and risk management across global fixed income and equities, implementing strategies through various model delivery platforms and custom portfolio solutions.

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.