Carter Nelson is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and Raymond James. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Bryan Johnson is a financial advisor with Commonwealth Financial Network in Peachtree City, GA, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Morgan Stanley Private Bank, Wells Fargo Clearing, and Dunlap & Associates Wealth Management. Outside of advisory work, he is the owner of Augusta Dream Homes, LLC, a real estate management company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Telisha Murray is a financial advisor at Empower Advisory Group with a Series 66 designation and over 11 years of industry experience, including a prior role at Wells Fargo. She has been with Empower since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Ryan Herbin is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2017, including a prior role at Edward Jones from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios managed by PNC or third-party strategists.

Torrey Thompson is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. Thompson has been with Brookstone since 2025 and has prior experience at AmeriLife and AAOK Bail Bonding of Gwinnett. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Daniel Bergan is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial, Paradigm Gilbert, The Ayco Company, and Lincoln Financial Distributors. Outside of advising, he works as a functional performance trainer. Integrity Alliance provides advisory and brokerage services to a wide client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers, delivering investment advice through discretionary accounts, model portfolios, and sub-advisers.

Tamika Reid is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wachovia Bank. Outside of her advisory role, she owns and operates a balloon service business through Latice Designs, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Alyson Mcghee is a financial advisor with PNC Wealth Management in Newnan, GA, holding a Series 66 designation and 13 years of industry experience. She has worked with PNC Investments since 2013 and spent four years at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed model strategies.

David Justice is a financial advisor at Guardian Life with 29 years of industry experience and holds Series 63 and Series 65 credentials. He has worked with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he is involved in selling AFLAC worksite voluntary benefits under a broker sales contract. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement plan consulting. The firm offers a variety of advisory programs, including discretionary and non-discretionary portfolios managed internally and by third parties.

Eric Michalski is a Certified Financial Planner® with 21 years of industry experience. He is currently an advisor at Farther and has held prior roles at Carson Wealth and Woodbury Financial. Michalski is also the owner of Michalski, LLC, a holding entity for partnership shares in Carson Group Holdings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform complemented by direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Alexandra Emma is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and JPMorgan Distribution Services. She also spent four years at the University of Alabama. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Rashad Calhoun is a financial advisor with Empower Advisory Group holding a Series 66 designation and has one year of industry experience. Prior to joining Empower, he held roles at Farmers Insurance, Regions Bank, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach links financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Paul Cimino is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Prudential Investment Management Services, Voya Investment Management, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Michael Heath is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Steward Partners and Raymond James, among others. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both Steward Partners-branded solutions and third-party money managers.

Inka Ashley Lassen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2018, with prior roles at SunTrust Advisory Services and SunTrust Investment Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and focuses primarily on non-discretionary asset management rather than high-net-worth or standalone financial planning.

Mignon Payne is a CFP® and Series 66-registered advisor with 25 years of industry experience. She has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors, LLC serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that include managed portfolios and non-discretionary recommendations. The firm utilizes proprietary software and model asset allocations from Morningstar Investment Management to personalize retirement planning and portfolio construction.

Gregory Hammonds is a financial advisor with Cetera Planning Partners in McDonough, GA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has worked with firms including Avantax Planning Partners and Crescent Financial Group, and serves as CEO of a CPA firm. Hammonds is also a director of First National Bank of Griffin and an elder at McDonough Presbyterian Church, where he contributes to governance and committee work. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified portfolios aligned with client objectives and risk tolerance and integrates additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Eric Berry is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Prudential, Fidelity, and TIAA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

William Mcgough is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Prime Capital Financial and has held roles at Stadion Money Management and Benetic, Inc. He is also involved with Evolve Analytics, a consulting practice focused on capital markets and asset management strategy. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing a mix of discretionary and non-discretionary investment strategies.

Karen Powell is a CFP® with 40 years of experience in the financial industry. She is currently with TLG Advisors, Inc. and has held roles at Orion Financial Associates and Concourse Financial Group Securities Inc. Outside of her advisory work, she manages cash flow strategies and coaches business owners through a separate business venture. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of investment supervisory services, comprehensive planning, and a direct-to-consumer program called Starlight Portfolios.