Joseph Burrows is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America N.A. and Merrill. Outside of advisory work, he owns and operates a small business specializing in reselling collectibles such as Magic the Gathering cards and sports cards. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofits, and retirement plans, offering a wide range of wealth management and consulting services. The firm combines institutional retirement plan expertise with private markets and digital asset capabilities, utilizing both discretionary and non-discretionary models tailored to client objectives.

Jaylon Ellison is a CFP® professional with 23 years of experience in the financial industry. He has worked at Advisory Services Network since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Atlanta, GA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and risk tolerances, utilizing a variety of investment strategies and flexible engagement models.

Nevan Patel is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. He previously worked at Bennett Thrasher and was employed in various roles at the University of South Carolina and Maileg USA. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management and financial planning services.

Temp Davis IV is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with IFG Advisory since 2015 and has previous experience at LPL Financial and HINCEY & ASSOCIATES Financial Services. Outside of his advisory role, Davis teaches continuing education classes on Social Security, Medicare, retirement planning, and financial planning at Clayton State University and the University of West Georgia. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, utilizing a range of management strategies and third-party models to align client assets with their objectives.

Daria Macarie is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. She has previously worked at Bank of America, Merrill, and several other organizations, including academic roles at the University of Georgia and Georgia State University. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm employs a wide range of investment strategies and emphasizes institutional research, manager due diligence, and operational integration with third-party platforms, supporting both discretionary and non-discretionary engagement models.

Michael Curran Jr. is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He has worked at Advocacy Wealth Management, LLC since 2022 and has been with Advisory Services Network, LLC since 2016. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Shari Santell is a financial advisor at Henssler Financial with 22 years of industry experience. She holds a Series 63 designation and has worked at Citco-Quaker Fund Distributors since 2003 and Henssler G W & Associates Ltd since 2002. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow focused investment process known as the “Ten Year Rule” and offers services including financial planning, portfolio management, and sub-advisory relationships.

Jonathan Willis is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 credential and four years of industry experience. He has worked with Hoxton Capital Management USA and FZE, where he provides advisory services including financial planning and retirement strategies primarily for UK clients through Future Start Independent Financial Planning. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts, with a focus on customized portfolios using various managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and coordinates with U.K. trustees and platforms to meet regulatory requirements.

Thomas Hill is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He has been with SignatureFD, LLC in Atlanta, GA since 2014. 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 client 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.

Amy Rubin is a financial advisor with The Strategic Financial Alliance, Inc. in Alpharetta, GA. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Ms. Rubin has worked at Carlyle Wealth Planning, Inc. and The Strategic Financial Alliance since 2016. Outside her advisory work, she is president of Rubin Financial Services, managing commissions and business expenses, and she also refers clients to a Medicare insurance agency for complex Medicare questions. The Strategic Financial Alliance serves individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm offers portfolio management, third-party manager selection, financial planning, and advisory services, employing customized strategies through co-advisory relationships and use of diversified investment products.

Xavier Herschberg is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at BIP Wealth since 2018 and was involved with the Alpharetta Ambush Soccer Club from 2016 to 2024. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm constructs customized portfolios using diversified, low-cost mutual funds and ETFs, supplemented by individual bonds, stocks, and options, and offers private market investment opportunities to qualified clients.

Grant Ansley is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and specialized retirement plan services. The firm employs both discretionary and non-discretionary models and utilizes a wide range of investment tools, with a notable emphasis on institutional retirement solutions, private markets, and digital assets.

Robert Ladyman is a CFA® charterholder with seven years of industry experience. He has worked at Equity Investment Corporation since 2017 and was previously with Resolution Capital from 2014 to 2017. He serves as a director of Ladyman Asset Management, his father’s investment management company, in an unpaid, non-discretionary role. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and institutional clients, including insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with low turnover and tax-aware execution, managing a diverse set of client relationships across multiple channels.

William Tucker is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Catalyst Wealth Management and Retirement Wealth Advisors, Inc. He is also the owner of The Woodville Group LLC, an insurance sales business focused on life insurance, long-term care, and annuities. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services through a network of approximately 97 advisors. The firm emphasizes a structured risk framework, diversified manager exposures, and provides ongoing investment communications to clients.

Andy Sukhai is a financial advisor at Capital Analysts with 18 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Banks Jackson & Middleton and Lincoln Investment since 2017, as well as VOYA Financial Advisors from 2014 to 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Creston Maxey is a CFP® professional with nine years of industry experience, currently affiliated with IFG Advisory, LLC in Atlanta, GA. His prior work includes roles at Lloyd Advisory Services, LLC and The Lloyd Group, Inc., and he is also connected with Highland Trust Partners. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs various management strategies, including in-house and third-party managers, to align clients’ assets with their objectives.

Daniel Arnstein is a financial advisor at Howard Capital Management, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior experience in various roles across education and service industries. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, and provides discretionary portfolio management and other advisory services.

Eric Nyquist is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Northern Lights Distributors, LLC, Davey Tree Experts, Sungrade Solar, Class Leasing, J.D. Mellberg, and The Piedmont Group of Atlanta. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators in its tactical investment approach and offers a range of participant tools, private wealth services, and sub-advisory support for mutual funds and ETFs.

David Eissman is a financial advisor at Sound Income Strategies, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he serves as president of Eissman Wealth Management, overseeing the sales and service of fixed and index annuities, life insurance, and long-term care. Sound Income Strategies is a fee-based investment adviser serving individuals, high net worth clients, corporations, pension plans, and other registered advisors through asset management, financial planning, and co-/sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios with a combination of fundamental and technical analysis.

Travis Mckenzie is a financial advisor at Henssler Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Henssler Financial since 2013 and has been associated with Alps Distributors, Inc. since 2014. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a "Ten Year Rule" investment approach focused on cash-flow analysis and quality equity allocation, and it offers a range of services from financial planning to portfolio management and sub-advisory relationships.