Roberto Arteaga Ascencio is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Merrill, Fidelity Investments, and J.P. Morgan Securities LLC. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, with a focus on customized portfolios that utilize a range of investment tools such as individual equities, bonds, alternative investments, and digital assets.

Michael Pearson is a financial advisor at Balentine with 25 years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust Advisory Services LLC and GFO Advisory Services, LLC. In addition to his advisory role, he serves as a public arbitrator for FINRA, acting as a neutral member on arbitration panels resolving industry-related disputes. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment approach using a mix of active and passive strategies, manager due diligence, and a model-driven Global Tactical Asset Allocation program.

Tyler Knapp is a CFP® professional with six years of industry experience, currently serving as an advisor at Merit Financial Advisors in Alpharetta, GA. His prior experience includes roles at Purshe Kaplan Sterling Investments, Morgan Stanley, and The Vanguard Group, among others. He holds Series 63 and Series 65 licenses and provides both investment and fixed insurance advice. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios managed through centrally overseen models and customized by advisors.

Charles Crowley IV is a CFP® professional with 16 years of industry experience, currently serving at BIP Wealth, LLC. His prior roles include positions at Veracity Capital LLC, Mercer Global Advisors Inc., Commonwealth Financial Network, and Atlanta Financial Associates. He holds life, health, and sickness insurance licenses but is not actively selling fixed insurance products. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm manages discretionary and non-discretionary accounts, advises pooled investment vehicles and private funds, and employs tailored asset allocations including mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies.

Glen Carpenter III is a CFA® charterholder and financial advisor at ZWJ Investment Counsel Inc in Atlanta, GA, with 16 years of industry experience. He has been with ZWJ Investment Counsel since 2007. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach emphasizes discretionary equity, fixed income, and balanced portfolios tailored to each client through written investment policy statements and incorporates fundamental and financial analysis with both long- and short-term holdings.

Matthew Johnson is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding a Series 66 designation and two years of experience at Synovus following prior roles at Ameriprise Financial. His background includes five years in full-time education before entering the financial services industry. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services across multiple programs and utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform.

Michael Love is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates and Ten Cent Investments 5. Beacon Global Advisor Network, LLC provides investment advisory and planning services 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 portfolios using mutual funds, ETFs, individual equities, and fixed income.

Steven Cross is a financial advisor with Lifemark Securities Corp. in Marietta, GA, holding a Series 63 designation and bringing 39 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity Services, Inc. and has been an independent insurance agent since 1985, specializing in life, health, disability income, and long-term care insurance. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and emphasizes suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Jeffrey Jones is a CFP® professional with 28 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2015. He has also worked with LPL Financial since 2013. Outside of his advisory roles, Jones is a silent investor in a family-owned e-commerce coffee distributorship. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and combines behavioral economics with fundamental and technical analysis to construct long-term portfolios.

Anthony Welch II is a CFP®, CFA®, and holds a Series 65 license, with 13 years of industry experience. He has been with SignatureFD, LLC since 2018 and previously worked at Ned Davis Research Group for ten years. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing 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 accounting firm and affiliated private investment funds.

Hugh Singletary IV is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior experience includes roles at LPL Financial, Trinity Wealth Securities, and Florida Financial Advisors, along with five years teaching at Georgia Southern University. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach using proprietary software and a behavioral economics framework, combining passive and active investment strategies with dynamic rebalancing.

Ella Young is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with two years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2023 and has prior experience in the hospitality and education sectors. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and utilizes LPL platform programs and technology to deliver advisory services to a high client load.

Kris Joslyn is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience and holds a Series 66 designation. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill for a combined 13 years. Outside of his advisory role, he serves as the music director for Beach United Methodist Church and is involved with Wilbur Ministries, a charitable organization, where he writes, arranges, and records music and performs both domestically and internationally. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management and consulting services. The firm combines institutional retirement solutions with private markets and digital asset capabilities, operating through both discretionary and non-discretionary models.

Dominic Di Maccio is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Liquid Strategies, LLC, Advanced Drainage Systems, and Annie’s Wine Cottage. Dominic is based in Atlanta, GA. Bison Wealth serves a range of clients including individuals, high net worth clients, family offices, and retirement plans, providing financial planning, portfolio management, and access to third-party managers. The firm employs outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Kevin Murphy is a CFP® professional with 18 years of experience in the financial services industry. He has worked at The Strategic Financial Alliance, Inc. since 2014, following roles at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, Murphy is also an associate of North Georgia Wealth Advisors, a financial services and fixed insurance business. The Strategic Financial Alliance serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and financial planning services through various programs and third-party manager relationships, with a primary focus on non-discretionary and co-advisory investment strategies.

Steven Bell is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA. He holds a Series 65 designation and has six years of experience at Wealthcare, following 13 years with Fitness Together Franchise, LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a goals-based approach supported by patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide investment decisions.

Sydney Wiggins is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eleven years. Located in Atlanta, GA, Wiggins has been with OpenArc since 2025. OpenArc serves individual and institutional clients across a range of segments including trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services utilizing various investment vehicles including private markets and digital assets, with a notable institutional retirement practice and integrated operational platforms.

Joseph Powell is a financial advisor at Core Planning with a Series 65 designation. He has been with Core Planning since 2026 and has prior experience at Bubble Rock Advisors, Windham Brannon PC, Brady Ware, and Schell & Hogan. Core Planning provides fee-only financial planning, ongoing wealth management, and portfolio management primarily for individual and high-net-worth clients. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Benjamin Subasic is a financial advisor at IFG Advisory, LLC with Series 66 registration and no prior industry experience. His background includes positions outside the financial sector, such as roles at Mary Mac's Tea Room and Southern Soccer Academy. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, and coordinates held-away assets to align with clients’ objectives.

Philip Beatty is a CFP® with 18 years of experience in the financial services industry. He has been with SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. 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 offers affiliated private investment funds and insurance products through its licensed agency.