Mark Peterson is a Series 65-licensed financial advisor with Steward Partners Investment Advisory, LLC, bringing 13 years of industry experience. He previously worked at Advisory Services Network, LLC and Precision Capital Management. Outside of his advisory role, he spends time managing a farm, Thistle Creek Farm Partners, where he is involved in land and animal care. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party solutions.

Su Yu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Humana and the Heartland Institute of Financial Education, along with involvement in nonprofit work through the Flying Bear Foundation. He is also engaged in managing multiple rental properties. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers to implement its investment strategies.

Andrew Stevenson is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and has worked at various BB&T entities since 2008 before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Jason Clark is a financial advisor at Empower Advisory Group with 8 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab and Fidelity Investments. 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 account holders. The firm uses an integrated service model aligned with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

April Crews is a Series 65-licensed advisor with 16 years of industry experience. She has worked at Brookstone Capital Management since 2018 and concurrently serves as CEO of Reed Financial Group, where she provides life insurance, long-term care insurance, and fixed indexed annuity advice and sales. Prior to Brookstone, she was with Precision Capital Management from 2015 to 2019. Brookstone Capital Management is an SEC-registered firm offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering primarily discretionary investment management via model portfolios and separately managed accounts.

John Withers is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with World Financial Group and Awareness Concepts. He is engaged in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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, utilizing proprietary model portfolios alongside third-party money managers, with discretionary and non-discretionary program options.

Andrea Tallent is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of her advisory work, she is involved as a member and manager of The Tallent Group LLC, a logistics and transportation business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Joseph Okoronta is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also involved in several business ventures, including roles as president and part owner in companies focused on accounting and tax services, real estate, and childcare services. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers for investment implementation, offering integrated retirement plan services and affiliated product distribution.

Rebecca Pryor is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Reed Financial Group and Ameriprise. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Christopher Turner is a financial advisor with Eagle Strategies (NY Life) in Lawrenceville, GA, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Reveal Wealth and NYLIFE Securities LLC, among other New York Life affiliates. Turner is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types to tailor recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.

Karen Martin is a financial advisor with Empower Advisory Group in Lilburn, GA, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Creative Planning, LLC, Empower Retirement, SunTrust Investment Services, and SunTrust Bank. 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 integrated model ties services to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Jordan Brown is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 65 designation and 14 years of industry experience. He has been with Primerica Financial Services since 2011. His other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Garrett Futch is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at SFI Advisors, LLC, Dooley's, and several other companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Harris Green is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. in 2015-2017. Outside of his advisory role, he is involved in insurance-related activities, including serving as an agent for dental and group disability income products and as president of H.S. Green Enterprises, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements and various programs including educational seminars, with a focus on recommending investment strategies rather than specific products.

Maxwell Goldstein is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for two years. His background includes roles with Overtime Elite and collegiate basketball programs at Georgia Tech and the University of Arizona. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and investment strategies.

Nhi Doan is a financial advisor at Ameriprise in Duluth, GA, with three years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James and Bank of America N.A. among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors and uses proprietary investment research and third-party data within a defined investment universe influenced by its affiliated product ecosystem.

Nashica Mc Rath is a CFP® professional with seven years of industry experience currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at LeasePlan US for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Frances Hamrick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she has ownership in Snowden Place, LLC, a family home holding entity. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan-level investment management.

Camden Costa is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley, his work history includes roles outside the financial industry as well as periods as a student. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.