Matthew Childs is a CFP® professional with 17 years of experience, currently serving with Kestra Advisory. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC since 2008. Childs is the managing member of Childs Company, LLC, which he founded in 2001. He serves on the advisory board of The Intersect Group and holds board positions with several nonprofit organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Jon Keever is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hornor, Townsend & Kent since 2019. In addition to his advisory role, Keever is involved in insurance brokerage activities, including multi-line insurance sales with Penn Mutual Life Insurance Company and property/casualty insurance through APEX Insurance Advisors, LLC. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through both advisory and broker-dealer platforms, combining custody, execution, and investment advice with a range of third-party asset management options.

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.

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.

Chris Park is a financial advisor with First Command Advisory Services in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. He has worked across multiple First Command entities since 2022 and is the owner of Park Financial, an investment-related business. First Command Advisory Services is an SEC-registered 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 various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Tze Hong Yeh is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at Empower Financial Services, DXC Technology, and Allstate, among other positions. 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 services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She serves as managing partner at Best Accounting & Tax Solutions LLC and holds board positions including treasurer of Virtues of Aging Professionals Inc and member of the Highcroft Homeowners Association Board. Transamerica Financial Advisors serves a broad 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 investment 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 licenses and has 29 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously at LPL Financial. Barton is also involved with Physicians Financial Services, LLC, which offers financial advisory and brokerage services along with fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. 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.

Joshua Hamrick is a financial advisor at PNC Wealth Management in Cumming, GA, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at TVA Federal Credit Union, LPL Financial, Wells Fargo Bank NA, Wells Fargo Clearing Services, U.S. Xpress, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Sueann Lin is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance, Rising Sun Solutions LLC, and Holiday Media. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm delivers tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities in its work with retirement investors.

Todd Smith is a CFP® professional with 35 years of industry experience. He has worked at Allworth Financial, L.P. since 2021 and previously held roles at Fidelity Brokerage Services LLC and E*TRADE Capital Management LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, comprehensive financial planning, and specialized investment approaches, including defined-outcome ETFs and options-based overlays, and is notable for its ownership structure and airline industry division.

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 at Valic Financial Advisors with 28 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Valic Financial Advisors since 2013. In addition to his advisory role, he is an agent involved in non-securities insurance products. 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 portfolios through discretionary unified managed accounts and offers financial planning and consulting services across a large network of advisors.

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 who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has previously worked at Charles Schwab, Raymond James Financial Services Advisors, and Boston Harbor Wealth Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.