Daniel Frazier is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA. He holds the ChFC® designation and Series 63 license, and has 27 years of industry experience. Frazier has been with Eagle Strategies and affiliated entities since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products.

April Sheldon is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and Raymond James Financial Services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Robert Jones III is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2018. His prior experience includes tenure at LPL Financial, INVEST Financial Corporation, Raymond James Financial Services, and Wells Fargo Clearing. Outside of his advisory role, he is an owner of Fairmont Woods Unit Owners Association Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a range of advisory programs. The firm operates a fiduciary-based model that incorporates technology platforms and diverse investment strategies while utilizing third-party managers and turnkey asset management programs.

Richard Sargent II is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has three years of industry experience and has been associated with various Truist entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decisions.

Carl Kennedy is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience operating Kennedy & Associates since 1995. Kennedy is also involved with a rental business, Kennedy Rental, since 2007. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Tze Hong Yeh is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Empower Advisory Group, he worked in various roles including at DXC Technology and Allstate. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Reginald Chandler is a financial advisor with Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Transamerica Financial Advisors since 2016. He also has concurrent experience with Wfgia since 2012. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Theresa Kunkeli is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Bankers Life and its affiliates since 2013 and serves as a branch sales manager and insurance agent, recruiting and training new agents for non-variable insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, employing a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Joyce Ghu is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She serves as managing partner of Best Accounting & Tax Solutions LLC and is involved as treasurer for the nonprofit Virtues of Aging Professionals Inc. Additionally, she is associated with Netlaw.com, an online legal service provider. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, combining proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Cary Lucas is a financial advisor with TLG Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. His career includes roles at The Leaders Group Inc. and Wells Fargo Clearing. Outside of financial advising, Lucas serves as CFO and General Counsel for UOG Howard Center for Women's Health and works as an independent insurance agent, mortgage broker, and real estate salesperson. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, employing a manager selection and monitoring process based on fundamental analysis and Modern Portfolio Theory.

David Leathers is a financial advisor with J. W. Cole Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining J. W. Cole Advisors, he worked at Cetera Advisors LLC, Investors Capital Corp., and LPL Financial, among others. Outside his advisory work, Leathers serves as treasurer and board member of the 2nd Reconnaissance Battalion Association, chairs the board of the Cumming Development Authority, and is a volunteer board member and treasurer for Amazing Grace Church, Inc. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement services for individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies, including model and manager-based approaches, and offers both discretionary and non-discretionary account management.

Stephan Barton is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 registrations and has 30 years of industry experience. His work history includes roles at IFP Securities, LLC, LPL Financial, and Physicians Financial Services, LLC, which he continues to be involved with outside of his work at Independent Financial Partners. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad range of clients with customizable investment strategies and notable expertise in retirement-plan advisory and pension consulting.

Joshua Hamrick is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo, LPL Financial, and Merrill. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Todd Smith is a CFP® with 35 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2018. His prior roles include positions at Fidelity Brokerage Services, E*TRADE Capital Management, and HarrisDirect. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds, combining quantitative and qualitative analysis to implement customized investment strategies.

Jonathan Safko is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Cetera, and E*TRADE. Safko was also employed by Uber Technologies from 2016 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

William Burke is a financial advisor with Valic Financial Advisors in Duluth, GA, holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. He has worked at Valic Financial Advisors since 2013 and previously operated Burke-Leslie Professional Asset Management, LLC. Outside of his advisory role, he is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs through a large network of advisors. The firm uses discretionary unified managed accounts with a focus on scalable, technology-driven solutions.

Tamekia Fallin is a financial advisor with Transamerica Financial Advisors. She holds Series 63 and Series 65 designations and has been in the financial services industry since 2018, with prior experience at Eminent Financial Services and Solutions, LLC, and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Sean Flynn is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Charles Schwab & Co., Raymond James Financial Services Advisors, and Boston Harbor Wealth Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, focusing on client goals and risk tolerance without exercising discretionary trading authority.

Tanni Gibson is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 15 years of industry experience. Her career includes roles at J.P. Morgan Securities and JP Morgan Chase prior to joining Transamerica. She is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with a regulatory AUM of approximately $1.7 billion.

Joseph Ridling is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Transamerica since 2012. In addition to his advisory role, he is involved with Virtual Properties.biz, a business focused on buying, selling, and showing real estate. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model portfolios and third-party managers with discretionary and non-discretionary program options.