Curtis Collins is a financial advisor at Commonwealth Financial Network with 13 years of experience in the industry. He holds a Series 66 designation and has been associated with Commonwealth since 2013. Collins also operates Collins Wealth Management & Tax Strategies, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Jacob Godwin is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Eagle Strategies since 2015 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Craig Ames is a Series 66-licensed financial advisor with First Command Advisory Services, based in Alpharetta, GA. He has two years of industry experience following a 20-year career in the United States Air Force. Ames is also the owner of C R Ames Financial LLC, a separate business through which he conducts his activities with First Command. 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 provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Charles Gallagher is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been affiliated with Family Wealth Partners and Commonwealth Financial Network since 2009. Outside of his advisory work, he is a 50% owner of D&M Capital, LLC, a real estate holding company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Samuel Madaris Jr. is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC, and has managed his own firm, Madaris Investment Group, since 2012. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal organization, where he participates in monthly meetings and fundraising activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Hsiu Ching Chiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with several firms throughout her career, including World Financial Group and multiple health insurance providers. Her other business activities involve sales of insurance and non-insurance products across various health and travel insurance companies. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

James Mirabile is a financial advisor with Equity Services, Inc. in Gainesville, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Equity Services, he worked at Transamerica Financial Advisors and Blue Cross/Blue Shield of Georgia. Outside of financial advising, he is involved in several entrepreneurial ventures, including ownership roles in sporting goods retail and a service providing cuddling puppies. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Rhonda Lamb is a Series 66 credentialed advisor at Hightower Advisors with 29 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of her advisory role, she serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Patrick Mcardle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in other ventures including online legal services with Net Law and real estate referral through the Dinsmore Group. Additionally, he serves on the finance committee at Our Lady of the Mountains Roman Catholic Church. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm operates through a large advisor network using model portfolios and third-party managers, delivering services via multiple program platforms including Transamerica ONE and TFA365.

Steven Smith is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Kaiya Burton is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 credential and has one year of industry experience. Prior to her current role, she worked at NFM Lending dba Element Funding for seven years. In addition to her advisory work, she is an insurance agent educating clients on supplemental Medicare health insurance options. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.

Fiji George is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2020. In addition to his advisory role, he provides pharmaceutical services as a pharmacist at Eastside Medical Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations, offering a range of fee-based and commission-based investment programs alongside access to third-party money managers.

Jordan Maryanski is a financial advisor with Valic Financial Advisors in Gainesville, GA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior experience includes roles at Corebridge Financial, Fidelity Investments, Robinhood Financial, and E*Trade Securities. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages roughly $29.2 billion across more than 1,200 advisors, offering wrap programs, portfolio management, and financial planning with a focus on discretionary unified managed accounts using Envestnet’s platform and third-party UMA model managers.

Tyler Weyenberg is a CFP® professional with four years of industry experience, currently affiliated with Primerica Advisors. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, Ashford Advisors, and RAM Partners LLC. Outside of financial advising, he provides private baseball lessons on a one-on-one basis. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Richard Gray II is a financial advisor at Independent Advisor Alliance, LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at LPL Financial, LLC, Hamilton Investment Counsel, LLC, and Suntrust Advisory Services. Gray is also involved in a separate fiduciary advisory services business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Christopher Britt is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Truist Advisory Services, having been with various affiliated entities of Truist since 2003. 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 uses a combination of discretionary and non-discretionary strategies and integrates multiple affiliated platforms and managers to deliver its services.

Robert Smith is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and specialized private market programs.

Jennifer Pierce is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2010. Pierce serves as a co-trustee for her uncle’s trust in a role unrelated to her trading activities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing multiple investment strategies managed internally and by third parties.

Jonathan Holloway is a financial advisor with Truist Advisory Services in Cumming, GA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 platform integration.

Melissa Beach is a CFP® professional with 12 years of industry experience. She is currently with Creative Planning and has previously worked at Wiser Wealth Management, Redwood Wealth Management, Modera Wealth Management, and Wipfli Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning-led investment process with a focus on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.