James Kaufman is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and spent the early part of his career at Merrill. Kaufman serves as a trustee for the Boys & Girls Clubs of America, focusing on development and mentoring for underprivileged youth. OpenArc Corporate Advisory serves individual and institutional clients across a range of wealth levels, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides tailored investment solutions through discretionary and non-discretionary models, leveraging a broad array of asset classes and emphasizing institutional research and fiduciary governance for retirement plans.

Irwin Hyman is a financial advisor at Level Four Advisory Services with 28 years of industry experience. He holds a Series 63 designation and previously worked at Kestra Advisory and Kestra Investment Services. Outside of his advisory role, Hyman serves as president of The Hyman Foundation and is a trustee for the Kennesaw State University Foundation; he also sits on the advisory board for Fifth Third Bank. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm utilizes model portfolios and a combination of in-house wrap platforms and unaffiliated sub-advisors to implement client mandates, offering a range of services including financial planning, asset management, and fiduciary consulting.

Byron Preuss is a financial advisor with Howard Capital Management, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Howard Capital Management since 2009. Outside of his advisory role, he is engaged as a plan writer for asset allocation and serves as an outside sales agent for the firm’s advisory money management programs. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm employs proprietary technical indicators to guide tactical investment strategies across client accounts and manages both mutual funds and ETFs while offering web-based retirement planning tools and private wealth services.

Joe Patrick is a financial advisor with Advisory Services Network, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Fidelity Investments. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Perry Williams is a financial advisor with Capital Analysts, holding a Series 63 license and bringing 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1999 and is also involved with Novacare Occupational Health Services. Additionally, Williams is the owner and president of Williams & Williams Financial Services, Inc., a business focused on tax and accounting purposes, and he acts as an agent selling life insurance and fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team that uses proprietary tools to support investment decisions.

David Vogel is a financial advisor at Simplicity Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Simplicity Wealth since 2019. Prior to this, he was associated with Virtue Capital Management and Brookstone Capital Management, and he also serves as Principal at Vogel Retirement Solutions, where he is involved in fixed insurance sales. Simplicity Wealth provides advisory services to a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a managed account platform with a range of advisory, technology, and operational solutions for advisers.

Cole Kliphouse is a financial advisor at Nicholas Hoffman & Company, LLC with one year of industry experience. He holds a Series 65 designation and has held various roles including positions at Clemson University and University of North Georgia. Outside of his advisory work, he was involved with Dock Boys of Lake Keowee. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers tailored financial profiles and investment plans, utilizing mutual funds, ETFs, separate accounts, and selected private investments, and serves as lead investment sub-advisor to a lower-middle-market private equity fund.

Laura Bishop is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Bank of America, N.A. and Merrill for 14 years before joining OpenArc in 2025. Based in Atlanta, GA, she is part of a firm that serves a diverse client base, including individual and institutional investors. OpenArc Corporate Advisory offers wealth management, financial planning, portfolio management, and specialized retirement plan services, utilizing a broad range of investment strategies such as individual equities and bonds, alternative and private market investments, digital assets, and direct indexing. The firm is notable for its substantial institutional retirement practice and integration with third-party platforms that support operational scale.

Dane Bower is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at the University of Georgia and Phil Hughes Automotive. He is also involved with 25 Giving, a nonprofit contractor that assists charitable organizations with donor planning. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Gary Alpert is a CFP® professional with 26 years of industry experience, currently serving at IFG Advisory, LLC since 2014. He is also registered with LPL Financial and acts as a non-public arbitrator with FINRA. 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 employs a multifaceted investment process combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Olivia Templeton is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 65 designation and has one year of experience in the industry. Prior to joining OpenArc, she worked at Merrill and Ernst & Young LLP. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management and retirement plan services, offering both discretionary and non-discretionary portfolio management. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets.

James Williams is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Park Avenue Securities and Guardian Life Insurance Co of America. Outside of finance, Williams leads fitness classes as an instructor at CrossFit South Atlanta and narrates and produces audiobooks through Williams Audio. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, and operates through a multi-affiliate platform offering discretionary portfolio management and consulting services.

James Yost is a CFP® professional with seven years of industry experience. He has worked at SignatureFD, LLC since 2019 and previously at Balentine from 2016 to 2019. Based in Atlanta, GA, he provides financial advisory services within a multi-team firm structure. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering 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 affiliated accounting firm and private investment funds.

Caroline Caldwell is a financial advisor at Balentine with Series 63 and Series 65 credentials and three years of industry experience. She has held prior roles at Merrill, Bank of America, and a variety of other firms across different sectors. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment approach is risk-based, utilizing both active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Martina Jimenez Sperry is a financial advisor at Kovack Advisors, Inc. with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Prudential Financial. Outside of her advisory role, she owns Sanvean Financial Solutions, LLC and Centurio Wealth LLC, and serves as a board member for Mercy Care Foundation. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal entities, utilizing a combination of internally developed models and third-party managers to construct and monitor portfolios.

Joseph Copeland is a financial advisor at The Strategic Financial Alliance, Inc. based in Atlanta, GA. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Timbrel Capital, LLC and Johnson Outdoors. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house and third-party asset managers to implement client strategies, serving a diverse client base with a range of investment programs.

Carey Blakley is a CFA® charterholder with four years of industry experience, currently serving at Nicholas Hoffman & Company, LLC since 2014. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, and is notable for its use of performance-based fee arrangements for certain private fund investors.

Aaqib Anwar 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 firms including Renascence & Partners LLC, C&J Renascence Shanghai Co. Ltd, RGI Finance, and St James’ Place Wealth Management. Beacon Global Advisor Network serves a range of clients including individuals, businesses, pension and profit-sharing plans, and trusts. The firm’s investment approach typically involves customized portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with a distinctive focus on pension-transfer services for U.K. nationals.

Maryjane Lecroy is a CFP® professional with 17 years of industry experience, currently serving at Linscomb Wealth, Inc. since 2019. Her prior roles include positions at Wealth And Pension Services Group Inc., Triad Advisors, Inc., and Hammond Investment Planning. She serves as a board member of Stonehaven Trust Company LLC, an independent institutional trustee for employee stock ownership plans, a role she fulfills without compensation. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a customized investment approach with discretionary portfolio management, blending active and passive strategies across diversified asset classes.

Aaron Foresman is a CFA® charterholder with six years of industry experience, currently serving at Crawford Investment Counsel Inc. He has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and registered investment companies. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying, higher-quality equities and a credit-focused strategy for fixed income.