Jeffrey Juday is a CFP® and Series 66-registered advisor at Creative Planning with 22 years of industry experience. He has been with Creative Planning since 2014. Outside of his advisory work, he performs as a paid actor and singer in theatre productions and concerts. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm utilizes a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Meredith Moore is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. Her career includes leadership roles at Artisan Financial Strategies, LLC and Moore and Associates Wealth Management. Moore is active in public speaking, sharing her personal story through keynote engagements, and contributes articles to publications such as Medium, Forbes, and Harvard Business Review. She serves on investment committees for Leadership Atlanta and the Atlanta Women’s Foundation and holds a board position with the latter. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Stewart is a Series 65 licensed advisor at AE Wealth Management, LLC with two years of industry experience. He has previously worked at Brookstone Wealth Advisors, Hoffman Financial Group, and Three Bridges Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a range of investment strategies supported by regular performance reporting and operates on a large scale with a platform-focused approach.

David Ward is a CFP® professional with 30 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and North Point Wealth Management, where he has worked since 2009. His activities include selling fixed insurance products and participation in the management of North Point Management LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, along with operational, trading, technology, compliance, and practice-management support.

Justin Stevenson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the financial services industry since 2024. Prior to joining Fifth Third, he worked in mortgage and automotive sectors and served at Brookdale Senior Living. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform and is a wholly owned subsidiary of Fifth Third Bank.

Richard Cardin is a Series 63-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, and has 36 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management consulting. The firm employs a range of investment strategies managed internally and by third parties, with oversight from an Investment Strategy Committee.

Barnabas White is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Outside of his financial advisory role, he occasionally works as an on-call extra and background actor for movies, TV shows, and commercials through Central Casting. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolios and investment education through various advice programs. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized asset allocation and retirement guidance at scale.

James Smith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank NA. Outside of his advisory work, he is involved in a land partnership for recreational purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its services.

Kevin Saylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Terry Ford is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory since 2016. He has been associated with Kestra Investment Services, LLC since 2003. In addition to his advisory role, Ford is the president of a local office condo association and is involved in a life settlement advisory business where he assists clients with evaluating the sale of life insurance policies. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Kipp Reck is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at Foreside Fund Services, LLC and Willis Towers Watson. 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 retail brokerage account holders. The firm’s integrated model and scale allow it to deliver financial planning and managed account solutions closely tied to Empower’s recordkeeping and administrative platforms.

Glenn Guthrie is a ChFC® credentialed financial advisor with 42 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2003. Outside of his advisory role, he is involved in insurance brokerage and sales through his Strategic Planning Group, focusing on life, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, brokerage services, and access to third-party asset managers.

Perry Neuman is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Hightower Securities, LLC and Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and customized indexing.

Anupama Singh is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and five years of industry experience. She has been associated with Transamerica since 2020 and has worked at Redfin Corporation since 2022. Outside of her advisory role, she is involved in estate planning services and wills and trusts through separate business activities. 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, delivering advice through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

James Greenwell is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and multiple securities licenses (Series 63, 65, 66) with 40 years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2003. Outside of advisory work, he is involved in insurance sales through a brokerage business focusing on multiple carriers, including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing tailored investment strategies through third-party asset manager relationships and a dual SEC-registered adviser and FINRA-member broker-dealer structure.

Jeremy Toothman is a financial advisor with CWM, LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior firms include Morgan Stanley, Woodbury Financial Services, Main Street Financial Group, Cetera Wealth Services, and Carson Wealth. He also holds operational roles at CWM and Main Street Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement-plan services alongside other investment and advisory options.

Michael Palmer is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in behavioral coaching through his own firm, MGP Coaching, LLC, and serves on nonprofit boards. Park Avenue Securities LLC, d/b/a Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, retirement consulting, and advisory services using both proprietary and third-party investment strategies.

Joel Allen is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features services such as direct indexing and a tax-overlay service.

Roland Deliniere is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He has been with Benjamin F. Edwards since 2010 and holds Series 63 and Series 65 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, supported by several hundred advisors and tens of billions in assets under management.

Isaac Cockfield III is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, where he has worked since 2015. He is also a financial counselor to military service members through Zeiders Enterprises. 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 various advisory programs. The firm uses a fiduciary-based model that incorporates client risk tolerances and goals, offering services via proprietary platforms, third-party managers, and a range of investment strategies.