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. Prior to joining Facet, he worked at Brightside Financial, Kestra Advisory Services, Morgan Stanley, Personal Capital, NYLIFE Securities, New York Life Insurance Company, Northwestern Mutual, and Money Concepts Capital Corp. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs.

Suzanne Durbin is a financial advisor with Level Four Advisory Services, holding a ChFC® designation and multiple securities licenses, and has 29 years of industry experience. Her prior roles include positions at Altera Advisors, Consolidated Planning Corporation, and Gv Financial Advisors. Outside of her advisory work, she serves on the board of Creative Community Services, a nonprofit organization. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm provides comprehensive financial planning, portfolio management, retirement plan consulting, and fiduciary services, utilizing model portfolios, various wrap platforms, and third-party 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 with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Fsc Securities Corporation for 20 years before joining OSAIC in 2023. Jones serves as a board member of the Decatur Alumni Chapter of Kappa Alpha Psi Fraternity, Inc. on a volunteer basis. The Strategic Financial Alliance serves individuals, retirement plans, trusts, and other entities by providing portfolio management, financial planning, and consulting services. The firm offers multiple portfolio programs and supports third-party manager platforms, with a significant portion of assets managed on a non-discretionary basis.

Charles Anglin is a financial advisor with Advisory Services Network, holding CFP®, CFA®, and Series 66 designations and bringing 14 years of industry experience. Prior to joining Advisory Services Network in 2025, he worked at Pierson Wealth Management, Arcus Capital Partners, and Cahaba Wealth Management. He is also the owner of Anglin Partners, a service company unrelated to investment activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing a diverse mix of securities and flexible engagement models.

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.

Benjamin Ezrine is a CFP® professional with 17 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2023. Prior to this, he spent 11 years at E*TRADE Capital Management, LLC. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and offers specialized in-house estate and tax planning resources alongside access to private investment solutions and pension consulting services.

Noah Shorr is a financial advisor at IFG Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked at IFG Advisory, LPL Financial, and Strong Gaddy Lee Wealth Management since 2022. Prior to his advisory career, he worked in education at the University of North Georgia and Veritas Classical Schools, and he maintained a small business in lawn care for seven years. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with client goals.

Richard Havard is a financial advisor at Cyndeo Wealth Partners with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cyndeo Wealth Partners in 2022, he worked at Bank of America and Merrill for over a decade each. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by providing portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm creates customized portfolios through its own models or by allocating to third-party managers and operates a private pooled investment vehicle available to accredited investors.

Ryan Pope is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2017. He previously worked at Raymond James Financial Services Advisors Inc. and Harmon Financial Advisors, Inc. Outside of advising, he was involved in rental real estate from 2014 to 2018. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services such as wealth management, retirement plan consulting, tax preparation, and trust-related services.

Maxwell Mowrer is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and one year of industry experience. He has worked at Oxford Retirement Advisors and Madison Avenue Securities since 2024. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, and pension consulting through a variety of account platforms and investment strategies.

Blake Williams is a CFP® with 12 years of industry experience, currently serving at SignatureFD, LLC since 2013. He holds the Series 66 designation and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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 offers affiliated private investment funds and insurance products through its licensed agency.

Darrin Bearden is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Core Cap Investments, Ameritas Investment Corp., and Capital Choice Financial Services. Bearden is a founding partner of Clear Blue Wealth and its associated insurance agency, where he is involved in insurance sales alongside his advisory work. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a multi-faceted investment process combining fundamental, technical, and cyclical analysis and offers services ranging from portfolio management to retirement plan consulting.

Jonathan Kessler 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 Merrill for 14 years. Kessler serves on the boards of several charitable organizations focused on philanthropy and supporting Jewish students in the Southeastern U.S. OpenArc Corporate Advisory serves a diverse client base including individual, institutional, and nonprofit clients. The firm offers tailored wealth management, portfolio management, and retirement plan services utilizing a wide range of investment strategies and emphasizes institutional research and fiduciary governance.

Joseph Yi is a financial advisor at Aegis Capital Corp. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Equity Services, Inc., Apogee Financial Partners, and Mass Mutual Investors Services. Yi is also involved in providing term life insurance services through a Lincoln Term Life Insurance app. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing discretionary and non-discretionary account options with a focus on individual and corporate business.

Michael Sontag is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Bank of America, N.A. for 16 years and Merrill for 19 years. 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 specialized retirement plan services, using a range of investment options and providing both discretionary and non-discretionary engagement models tailored to client objectives.