Lee Harman is a Series 65-licensed advisor with one year of industry experience, currently affiliated with Beacon Global Advisor Network, LLC. He previously worked at Altor Wealth Management LLP and Saunderson House. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pensions, and trusts, offering customized portfolios primarily managed on a discretionary basis. The firm is notable for its specialized pension-transfer services for U.K. nationals and its network structure that supports layered service arrangements.

Bethany Wheeler is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with five years of industry experience. She previously worked at Advocacy Wealth Management, LLC for eleven years. In addition to her advisory role, she owns Fiduciary Management Solutions, LLC, a consulting firm focused on investment planning. Bison Wealth serves a diverse client base including individuals, family offices, trusts, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across various asset classes and alternatives.

I’ve served as a personal financial planner for a quarter century. I’ve worked in multiple roles, including leadership positions, but I’ve always served as a client relationship advisor. I’ve worked for very large firms, and I’ve co-owned a startup which developed into a leading multi-state firm. Today, I own and operate a boutique firm designed to offer concierge family office services and trusted financial guidance to select individuals and families. Wood Family Wealth Advisory, LLC is a Registered Investment Advisor. We offer comprehensive, fee-only, financial planning and investment management. Russ Wood is a CERTIFIED FINANCIAL PLANNER® practitioner who holds a Master of Science degree in Financial Planning and a diploma in Executive Coaching. Russ is also a former engineer and a veteran of the U.S. Navy.

Dustin Casebolt is an advisor at Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at Tarkenton Financial, 3-Mentors/Gameplan, and Ameriprise. He is also involved in fixed annuity and insurance sales through Dominion Financial Solutions. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, model portfolios, third-party manager access, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Ryan Daly is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with 10 years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill, where he spent nine and ten years respectively. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm manages approximately $10.1 billion in discretionary assets and employs a diversified investment approach that includes institutional research, manager due diligence, and a range of public and private market strategies.

Sebastian Castano is a financial advisor at John Hancock Personal Financial Services, LLC with five years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked at firms including Morgan Stanley and First Command Brokerage Services Inc. Outside of his advisory work, he is involved with Florida Financial Advisors, where he acts as a financial consultant. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm uses technology-assisted tools to deliver written financial plans and offers an Emergency Savings program, serving a broad client base through a scaled service model.

Spencer Bowman is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Fidelity Brokerage Services LLC. His background includes roles outside finance, such as with Habitat for Humanity Restore and Oklahoma State University. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and a range of investment strategies including multi-manager model portfolios and access to third-party managers, along with services for other advisers through its Turnkey Asset Management Platform.

Charles Ratliff Jr. is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as J.P. Morgan 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 using a combination of fundamental, technical, and cyclical analysis, implemented through various managed account and third-party manager programs.

David Olson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at firms such as Merrill, Regions Bank, Cetera, and Fifth Third Securities before joining Fifth Third Wealth Advisors. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm employs household-level Investment Policy Statements and leverages both in-house and third-party management to construct and rebalance portfolios, benefiting from its integration with Fifth Third Bank and affiliated entities.

Keith Telesca is a CFP® with 25 years of industry experience and has been with Equity Investment Corporation since 2016. His prior roles include positions at Foreside Funds Distributors LLC, JFB Holdings Corp, Compass Efficient Model Portfolios, LLC, and PGIM Investments LLC. He serves on the Board of Directors and as Assistant Commissioner for the Lower Merion Little League. Equity Investment Corporation provides discretionary equity portfolio management to institutional and private investors using a fundamental, absolute value investment process. The firm serves a diverse client base including high-net-worth individuals, trusts, retirement plans, and corporate entities, and acts as a sub-adviser to wrap account and UMA program sponsors.

Paul Konopacki is a CFA® charterholder with five years of industry experience. He has worked at SignatureFD, LLC since 2021 and previously held roles at Voya Investment Management and OTR Capital. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Mark Willoughby is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He has been with Modera Wealth Management, LLC since 2011, following prior roles within the same firm dating back to 2002. Modera Wealth Management, LLC offers wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

John Crawford IV is a CFA® charterholder with 23 years of industry experience, currently serving at Crawford Investment Counsel Inc in Atlanta, GA. He has been with Crawford Investment Counsel in various capacities for over three decades. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, high-quality equities and a credit-focused strategy for fixed-income portfolios.

Spencer Dean is a financial advisor at First Citizens Asset Management, Inc. based in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with First Citizens Asset Management and affiliated entities since 2016. Outside of his advisory role, he owns and manages rental properties. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, institutions, and municipalities. The firm emphasizes strategic asset allocation through global multi-asset class model portfolios, combining fundamental, quantitative, and technical analysis.

Richard Anderson is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with 20 years of industry experience. He previously worked at Bank of America, NA for 16 years and Merrill for 19 years. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs an investment approach combining institutional research, manager due diligence, and diversified implementation across public and private markets.

Edwin Rodriguez is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. He previously worked at Purshe Kaplan Sterling, MML Investors Services, LLC, MassMutual Life Insurance Co, and Woodbury Financial Services, Inc. Outside of his advisory role, Rodriguez is also licensed as an insurance broker, focusing on life, disability, and long-term care insurance. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal team and committee, and supports both discretionary and non-discretionary accounts, with a notable model that integrates insurance, brokerage, and affiliated services.

John Morgan is a Series 65-licensed advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International, providing financial and investment advice. Beacon Global Advisor Network, LLC offers investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages discretionary portfolios using a mix of mutual funds, ETFs, equities, and fixed income, with specialized advisory services for U.K. expatriates.

Glen Barber is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked previously at Cape Securities Inc and Barber Lackey Financial Group, where he continues involvement through fixed insurance sales and financial planning. Barber is also a member of the Berry College Planned Giving Counsel, providing advice on planned gifts to the college. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of over 120 advisors. The firm combines project-based financial planning with ongoing asset management, offering a range of services including discretionary portfolio management and retirement-plan fiduciary services.

Allen White is a Series 66 licensed financial advisor at Equity Investment Corp with 13 years of industry experience. He previously worked at Raymond James & Associates, Inc. for seven years, as well as Great Lakes Advisors, LLC and Wintrust Investments, LLC. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private clients, using a fundamental absolute value investment process focused on All‑Cap, Large‑Cap, and Mid‑Cap value strategies alongside an ESG variant. The firm serves a variety of client types including high-net-worth individuals, trusts, retirement plans, corporate entities, and several institutional clients such as insurance companies and government entities.

Michael Tarrant is a CFP® professional with 32 years of industry experience, currently serving at IFG Advisory, LLC since 2015. He has also been associated with LPL Financial during the same period. Outside of his advisory role, he works as an insurance agent presenting policies for third-party agencies. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting using a combination of fundamental, technical, and cyclical analysis, and offers specialized services such as real estate planning and business valuation.