Shawn Meade is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Redwood Wealth Management, LLC and Wipfli Financial Advisors, LLC. He is involved with the Cherokee County Educational Foundation as Treasurer and a member of the Executive Committee. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Joseph Ferraro is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Truist Advisory Services since 2021, following roles at Bb&T Investment Services and Bb&T Securities dating back to 2001. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that integrates discretionary and non-discretionary management through multiple platform and manager arrangements.

Matthew Gaude is a financial advisor at CWM, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at Carson Wealth, American Portfolios Financial Services Inc., and Live Oak Wealth Management, LLC. He also operates a sole proprietorship providing insurance services and products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management and retirement-plan solutions.

Rachel Wilder is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding the CFP® and ChFC® designations with 27 years of industry experience. She has worked with New York Life and its affiliated firms since 2005 and currently operates Wilder Wealth Strategies, LLC. Wilder also serves as a member and group leader of ProVisors, a national professional networking organization. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages assets predominantly on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Debasish Hajra is a CFP® professional with 34 years of experience in the financial services industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party managed strategies across a range of asset classes.

Janet Baskinger is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials. She joined Transamerica in 2026 and previously worked for Siemens Corporation for 23 years. Outside of Transamerica, she is involved with the Heartland Institute of Financial Education and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with a combination of discretionary and non-discretionary program options.

Diane Maldonado is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at SunTrust Investment Services from 2006 to 2021 and continued service with Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across investment and custody services.

Monnye Furr is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2010 and holds a Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both proprietary and third-party managed strategies across various asset classes.

William Tadio is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016 and Kestra Investment Services since 2015. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Melissa Reynolds is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management and E*TRADE Securities. Outside of her advisory role, Reynolds is a self-published author of poetry books available on Amazon Kindle. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Emanuel Jones II is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at New York Life Insurance Co., NYLIFE Securities LLC, and Allstate Insurance Company. Outside of his advisory work, Jones is involved in real estate through ownership of several real estate-related entities and consults on digital products for Legacy Ford. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dennis Kim is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. Before entering the financial services field, he worked for 17 years at AHII Corporation dba Badcock Home Furniture & More. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Bond is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Fisher Investments and JP Morgan Chase Bank, N.A. He was also the principal of The Bond Advisory Group. 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 emphasize long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

Christopher Pierce is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and its predecessor SunTrust Advisory Services since 2015. 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.

Taeook Kwon is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Alexander Almand & Bangs, LLP and Tech Gear USA, Inc. Kwon is also involved in the sales of insurance and non-insurance products affiliated with his firm. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Sagar Shah is a financial advisor with Eagle Strategies (New York Life) based in Alpharetta, GA, holding Series 66 and Series 63 credentials. He has six years of industry experience and currently operates Shah Wealth Strategies LLC. Outside of his advisory role, he is the owner of several fast-casual restaurant businesses, including Moe’s Southwest Grill, Subway, and The Great Greek, though he does not actively manage these ventures. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stanley Helm is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Primerica Advisors since 1999 and concurrently at Peachtree Planning Corporation and The Guardian Life Insurance Company since the late 1990s and mid-1990s, respectively. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting, managing approximately $15 billion in regulatory assets under management.

Robert Tudor III is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 credentials and has 14 years of industry experience. His prior experience includes roles at LPL Financial, Concorde Asset Management, and Scottrade. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and third-party money manager access, with a focus on recommendation-based advisory relationships.

Brian Huey is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Creative Planning since 2022, following prior roles at Wipfli Financial Advisors and Redwood Wealth Management. Brian is based in Alpharetta, GA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies.

Sylvia Crow is a financial advisor at Truist Advisory Services in Alpharetta, GA, with three years of industry experience. She holds the Series 66 and Series 63 designations and previously spent 17 years with BB&T before its integration into Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.