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.

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.

William Thompson is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MetalCraft, Bank of America N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Duluth, GA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Dung Huynh is a financial advisor with Empower Advisory Group holding a Series 66 credential and has 15 years of industry experience. His prior roles include positions at Arete Wealth Advisors, Wealth Enhancement Group, and E*TRADE Capital Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within an integrated model linked to Empower’s recordkeeping and administrative platforms.

Stephen Mimbs is a financial advisor with PNC Wealth Management in Suwanee, GA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with PNC investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessment and invests via approved model strategies implemented with mutual funds and ETFs.

Thomas Jones is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked at Gamble Jones Investment Counsel for 24 years before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including 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.

Alexander Rauch is a CFP® with 16 years of experience in the financial services industry. He currently works at Valic Financial Advisors and has previously been affiliated with Lincoln Financial Advisors Corporation and Agia. In addition to his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Abby Reed is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2018 and at Reed Financial Group since 2012. In addition to her advisory work, she is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser providing 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 registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Fred Van Dyck is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has worked with Bankers Life and Casualty since 2004, where he also serves as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of analytical approaches to security selection and portfolio management.

Jeremiah Rauwolf is a Series 66-licensed financial advisor at Empower Advisory Group with experience in various business roles since 2015, including positions at Prime Short Term Credit and DCPR, a nonprofit organization. He joined Empower Financial Services, Inc. in 2024. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms.

Carter Potts is a financial professional with 23 years of industry experience, currently affiliated with GWN Securities Inc. since 2020. He holds Series 63, 65, and 66 licenses and previously worked at Nationwide Securities and Nationwide Insurance. Outside of his advisory role, he is involved in forming a manufacturing business through a personal investment LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Margo Bryk is a financial advisor at HB Wealth with Series 63 and Series 65 licenses and eight years of industry experience. She has been with HB Wealth Management, LLC since 2008. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, employing a disciplined investment process that includes both public and private strategies.

Ali Mahbod is a CFP® certificant with 13 years of industry experience, currently serving with Truist Advisory Services. His prior roles include positions at SunTrust Advisory Services and E*Trade Capital Management. Outside of finance, he has been a licensed Grade 07 soccer referee with the United States Soccer Federation since 2004 and volunteers with a nonprofit supporting education through sports. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Thomas Arvanites is a CFP® and Series 63 credentialed financial advisor with 46 years of industry experience. He has been with Janney Montgomery Scott, LLC since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Thomas Mc Leod is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments. Before entering the financial sector, he spent eight years in physical therapy, working at ERW Physical Therapy and North Fulton Physical Therapy and Sports Medicine. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement services through customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Thomas Mathews Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 designations and has 39 years of industry experience. In addition to his advisory role, he is an author and manages several business ventures focused on financial education and media, including Wealthwave Media LLC and How Money Works LLC. He has authored the book How Money Works and is involved in creating financial literacy materials. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers, providing discretionary and non-discretionary investment solutions.

Sean Kelley is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Sargent and Lundy and Aliera Healthcare. Outside of his advisory role, he owns S M Kelley Consulting Group LLC, which provides engineering consulting on technical issues. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, supporting a broad range of client needs including discretionary and non-discretionary investment management.

Christopher Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and 13 years of industry experience. Prior to joining Steward Partners, he worked at Advisory Services Network, Precision Capital Management, and operated Moores Wealth Management. He also dedicates significant time as a marketing coach for financial advisors through the Financial Independence Group. 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 plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.