Frank Pittman IV is a CFP® professional with 27 years of experience in financial advisory. He is currently with Truist Advisory Services and has held positions at Truist Investment Services, SunTrust Advisory Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program through third-party relationships. The firm integrates discretionary and non-discretionary investment approaches supported by AI-enabled research tools and inter-affiliate service arrangements.

Edwin Pinigis III is a financial advisor with Truist Advisory Services in Marietta, GA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BB&T Securities, PNC Investments, and Davenport & Company LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Maria Vazquez is a financial advisor with Truist Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment management, leveraging third-party platform relationships and AI-enabled equity research to support manager selection and portfolio oversight.

James Conrod is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Inc., and Bb&T Securities. He is also a non-managing member of Conrod Farms LLC, a family farm in Kansas. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs, with a combination of in-house and third-party portfolio management.

Greer Henderson is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, and E*TRADE Securities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Jasmine Reyes is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and with one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC as well as prior positions in education and at the United States Embassy of Sweden. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management through tailored strategies supported by specialized teams and proprietary research, leveraging the broader Goldman Sachs platform and a variety of advisory services.

Brady Hood is a financial advisor with First Command Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he spent seven years with the Warren County Sheriff's Office. He also serves as a guest speaker for Mental Health America of Northern Kentucky & Southwest Ohio, providing compliance-approved financial education. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers comprehensive financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team.

Travis Mitchell is a financial advisor with Cetera Planning Partners in Marietta, GA, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. He has worked at various Cetera entities since 2015 and held positions at Avantax firms and PNC Wealth Management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management, including Social Security optimization and retirement advice, supported by ancillary services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Kevin Mckane is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior experience includes six years at Raymond James & Associates. He serves on the advisory board of Shepherd Spinal Center and is a member of the Advisor Council for Children's Healthcare of Atlanta, both nonprofit organizations focused on health care. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Matthew Mc Clure is a financial advisor with Brookstone Capital Management LLC in Atlanta, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Brookstone in 2023, he worked at AmeriLife and has a background in broadcast media, including a role as Executive Producer at iHeartMedia. Outside of advising, he co-hosts and produces radio shows and podcasts focused on retirement and financial topics as part of AmeriLife’s Retirement.Radio Network. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management mainly through discretionary model portfolios and managed accounts, supporting a large advisor network with a platform-oriented approach and maintaining ties to the insurance and banking sectors.

Finley Charlery is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. Charlery has less than one year of industry experience and has previously worked with First Command Insurance Services, First Command Brokerage Services, NaTech, MilVets, V2X, CSX, and served in the US Military. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers.

Ryan Jones is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a variety of investment vehicles and specialized programs.

Cameron Holt is a CFP® professional with experience at Mercer Global Advisors Inc. since 2021, as well as prior roles at WCM Global Wealth and Morgan Stanley. His background also includes positions in education and other sectors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options and related financial planning services.

Stephanie Jackson is a CFP® with 14 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Mccormack Financial Planning Inc., and Dempsey Lord Smith, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that blends active and passive strategies alongside access to private funds and third-party managers.

Amber Eldorrado is a financial advisor at Kestra Advisory with 11 years of industry experience and holds a Series 66 designation. Her prior work includes positions at Wells Fargo Advisors, OSAIC, and Sagepoint Financial, Inc. based in Atlanta, GA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Ryan Brady is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2012 to 2023. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines advisory and broker-dealer services, offering discretionary and non-discretionary portfolio management, financial planning, and placement services through its consolidated investment platform.

Lorin Burke is a CFP® with nine years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2025. Previously, he spent ten years at Merrill and has been involved with Boosther Inc. since 2013 as an advisory board member for a nonprofit focused on community engagement. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations supported by Schwab’s research tools, while leaving final trading decisions to clients.

Meghan Hogan is a CFP® professional with six years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital, Cetera Advisor Networks, The Olivier Group, and The Vanguard Group. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs an investment approach combining active and passive strategies under an enhanced open architecture framework that incorporates fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Savannah Dunn is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Global One Financial, a division of Synovus Bank, and JRSV, Inc. prior to joining Rockefeller Capital Management. Based in Atlanta, GA, she holds a background that includes both financial and business roles. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer, with capabilities across equities, fixed income, alternatives, and related trust, insurance, and asset management services.

Carl Merritt is a financial advisor with Empower Advisory Group in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, JPMorgan Securities, and TIAA, and he co-founded Kaizen Travels LLC, a social travel club that organizes annual group trips. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.