Andrew Ramsey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Lumature Wealth Partners, Raymond James Financial Services, Goldman Sachs, CETERA Advisor Networks, Girard Securities, and United Capital Financial Advisers. Outside of advisory work, he serves as Chair of a Fellowship Endowment Committee and is involved in fundraising activities for The Kings Academy. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

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 with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill, as well as Signature FD. He also spent five years at the University of Georgia prior to his advisory career. 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, using a range of investment strategies from traditional equities and bonds to alternative and private market investments.

Graham Thomas is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Howard Capital Management, he worked in various roles across hospitality, data processing, and sports media. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including retirement plan support tools, private wealth services, and management of mutual funds and ETFs.

Hayden Sullivan is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 65 designation. He has one year of industry experience and previously worked at Holcombe Financial and PEACHTREE Planning. Outside of finance, his background includes roles at the University of Georgia and Deerfield-Windsor Middle & Upper School. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers wealth management and retirement plan services using both discretionary and non-discretionary models and provides extensive capabilities in private markets and digital assets.

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 with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, including non‑HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, utilizing both discretionary and non-discretionary models, and employs a broad investment toolkit including individual securities, alternative investments, and digital assets.

Kirk Licata is a CFP® professional with 14 years of industry experience, currently serving as an advisor at RFG Advisory, LLC since 2025. Prior to this, he spent 13 years at LongView Wealth Management and 10 years with Cambridge Investment Research Inc. Licata is also the owner and founder of Licata Financial Design. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies within a risk-managed, discretionary portfolio approach, and serves a diverse client base including investment companies, state and municipal clients.

Ryan Dohallow is a CFP® with 21 years of industry experience, currently affiliated with Synovus Securities, Inc. He previously spent 15 years with OSAIC in various roles. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and access to alternative investments through the Envestnet platform.

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 with RiverFront Investment Group, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at ALPS Distributors, Inc., Exane Derivatives, and Exane BNP Paribas. She also serves as Regional Director for the South Central region at RiverFront Investment Group. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, trusts, pension and institutional clients, and serves as a sub-adviser to registered investment companies. The firm employs a multi-advisor platform to deliver its strategies through various account types and uses a "Price Matters" investment approach that integrates strategic and tactical asset allocation with security selection and risk management.

Iain Brackstone is a financial advisor with Arkadios Wealth Advisors in Alpharetta, GA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Southpark Capital and Kalos Management. He is also a member of Alternative Risk Strategies, LLC, where he provides consulting services related to private placement variable insurance contracts. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions, utilizing advisor-managed accounts, third-party money managers, and an internal portfolio team to implement diversified strategies across asset classes.

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.