John Giesler is a Series 65-licensed advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2024, following six years at the Georgia Institute of Technology and four years at Walton High School. 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 discretionary and non-discretionary accounts, and is notable for advising private pooled vehicles and managing private-market offerings.

Heather Robertson Fortner is a financial advisor with SignatureFD, LLC in Atlanta, GA, holding a Series 65 designation and 18 years of industry experience. She has been with SignatureFD since 2003. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs discretionary portfolio management using mutual funds, ETFs, and independent managers, supplemented by ongoing financial planning and periodic reviews.

Juwon Hill is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Balentine, where he has worked since 2023, following roles at Ensemble Capital Management and GHP Investment Advisors. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients through comprehensive wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment process, combining active and passive strategies within a model-driven Global Tactical Asset Allocation program, and is notable for its advisory role in pooled investment vehicles and private funds.

Ian Edwards is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Austen Morris Associates and Carrick Wealth. Outside of his advisory role, he oversees a residential property management business based in South Africa. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management, financial planning, and a specialized pension-transfer service for U.K. expatriates, employing a mix of third-party managed models, mutual funds, ETFs, and individual securities.

Casey Flanagan is a CFA® charterholder with four years of industry experience. He has worked at ZWJ Investment Counsel since 2020 and previously spent eight years at Westwood Holdings Group. 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 focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client through written investment policy statements, using fundamental and financial analysis with both long- and short-term holdings.

Carol Lindberg is a financial advisor at Van Clemens Wealth Management, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Cetera, Park Avenue Securities, and New York Life. Outside of advisory work, she is involved as a consultant and hobbyist in the scrapbooking industry and serves as an Associate Lead Ambassador for a digital memory-keeping platform. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolio management using a variety of third-party managers and an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Michael Fazylov is a financial advisor at OpenArc Corporate Advisory, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement plan services, utilizing a wide range of investment strategies and maintaining a significant institutional retirement practice alongside private markets and digital-asset capabilities.

Christopher Griffin is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Blacktower Financial Management and deVere Acuma. Griffin is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering services such as asset management, financial planning, and retirement consulting. The firm specializes in customized portfolios that often involve discretionary management via unified managed account platforms and has a formal pension-transfer service tailored for U.K. expatriates.

John Hardin is a financial advisor at Stephens with five years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2021, as well as previous roles at The Capital Corp, Venture South, Orangetheory Fitness, and Furman University. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

Matthew West is a CFP® professional at Kestra Private Wealth Services, LLC with 30 years of industry experience. Prior to joining Kestra in 2022, he held roles at Bank of America and Merrill. Outside of his advisory work, he is the managing partner of Canton Wealth Partners, an insurance business. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams serving individual and institutional clients, managing approximately $13.45 billion in client assets. The firm provides a broad range of investment products and platforms, with both discretionary and non-discretionary arrangements, and supports specialized offerings such as annuity subaccount and 529 plan services.

Matthew Lankford is a financial advisor at Merit Financial Advisors with 12 years of industry experience. He previously worked at Cambridge Investment Research Inc. for 10 years and has also been associated with Purshe Kaplan Sterling Investments and LPL Financial. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally developed models and offers services including asset management, financial planning, and retirement plan advice.

Angel Vega is a CFP® with four years of industry experience, currently advising at Facet. He has worked at several firms including Morgan Stanley and Brightside Financial. Vega attended Mercer University and has experience spanning financial planning and advisory roles across multiple organizations. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily through phone, video, and a proprietary web platform. The firm serves a broad range of individual clients and uses technology-driven, model-based asset allocations with a flat subscription fee structure rather than percentage-of-assets fees.

Suzanne Durbin is a ChFC® credentialed financial advisor at Level Four Advisory Services with 30 years of industry experience. She has held roles at several firms, including Gv Financial Advisors, Inc., Minnesota Life Insurance Company, and Altera Advisors, LLC. Outside of her advisory work, she serves on the board of the nonprofit Creative Community Services. 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 comprehensive financial planning, asset management, and fiduciary services, utilizing model portfolios and a range of third-party platforms and sub-advisors.

William Daniel is a CFP® with three years of industry experience, currently serving as a financial advisor at Alera Investment Advisors, LLC. Prior to this, he held roles at several firms including Keller Williams Realty First Atlanta as a real estate agent and Arista Advisory Group, LLC. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates its advisory services with insurance and pension consulting platforms.

David Fields is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Waverly Advisors, LLC, where he has worked since 2023, following a 25-year tenure at Gwynn Management Company. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a mix of traditional equity, fixed-income, alternative, and private-markets strategies and offers financial planning, retirement plan consulting, and multi-family office services.

Kristopher Gilliland is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. He has held positions at Bank of America and Merrill Lynch Pierce, Fenner & Smith, Inc. prior to joining OpenArc. He holds Series 63 and Series 66 licenses. OpenArc Corporate Advisory serves individual and institutional clients, including non-HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services through discretionary and non-discretionary models, utilizing a broad range of investment options and emphasizing institutional research and manager oversight.

Martha Badgett is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2019 to 2025. Prior to her advisory roles, she held positions at Oklahoma City University and Ray's Tax and Accounting. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides wealth management, financial planning, portfolio management, and retirement plan services, utilizing a variety of investment strategies and offering both discretionary and non-discretionary solutions.

Deaderick Jones is a financial advisor at The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 27 years of industry experience. He previously worked at FSC Securities Corporation for 20 years and most recently at OSAIC for one year. Jones serves as a non-compensated board member for the Decatur Alumni Chapter of Kappa Alpha Psi Fraternity, Inc. The Strategic Financial Alliance serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized investment strategies through portfolio management, third-party manager selection, financial planning, and advisory services.

Charles Anglin is a CFP® and CFA® with 15 years of experience in the financial industry. He currently works at Advisory Services Network and previously held roles at Pierson Wealth Management, Arcus Capital Partners, Cahaba Wealth Management, Raymond James & Associates, and Morgan Keegan & Company. Outside of advising, he owns and operates Anglin Partners, a service company for business income and expenses. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and financial planning services with flexible engagement models and utilizes a large platform of advisors managing over $10 billion in assets.

Rick Kent is a CFP® professional with 28 years of industry experience, currently serving at Merit Financial Advisors in Alpharetta, GA. He has worked at firms including LPL Financial, Lifestyle Planning Solutions, Purshe Kaplan Sterling Investments, and MFG Securities. Outside of his advisory role, he is CEO and owner of Mentoro Group, LLC, a holding company, and also owns a holding company for a boat. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, overseen by an internal Investment Management team and committee, while allowing advisors to tailor portfolios on various platforms.