Janet Baskinger is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses. She has one year of industry experience, including prior roles at Netlaw and the Heartland Institute of Financial Education, and previously spent 23 years at Siemens Corporation. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Keith Morgan is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the Steward Partners network since 2010, including Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both proprietary and third-party portfolio management solutions.

Brian Long is an advisor at Eagle Strategies (NY Life) based in Alpharetta, GA. He holds Series 65 and Series 63 licenses and has been in the financial services industry since 2025. Prior to joining Eagle Strategies, he spent 14 years at Classic Cadillac/Subaru. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

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 CFP®-certified financial advisor with 21 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, where she has worked since 2010. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing both proprietary strategies and third-party model portfolios.

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.

Jeremy Newton is a financial advisor with First Command Advisory Services in Roswell, GA. He holds a Series 66 designation and has 20 years of industry experience, including prior roles with Raymond James, LPL Enterprise, Triad Advisors, Securities America Advisors, and Natcity Investments. Newton also operated a business called Giddyup Gear for ten years. 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 offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Wesley Turner is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and UCFA, a Goldman Sachs Company. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term investment portfolios supported by a broad network of approximately 286 advisors.

Brian Neff is a Series 66-licensed financial advisor at Truist Advisory Services with 20 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party research and technology.

Matthew Bond is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and nine years of industry experience. He has worked at several firms including Fisher Investments and JP Morgan Chase Bank prior to joining Empower Advisory Group in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

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 with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes a year at Alexander Almand & Bangs, LLP, and roles at Tech Gear USA, Inc. and World Financial Group, Inc. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios.

Sagar Shah is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 66 and Series 63 licenses with six years of industry experience. He has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2019 and 2020, respectively, and operates Shah Wealth Strategies LLC since 2026. Outside of his advisory career, Shah is a passive owner of several fast casual restaurant businesses including Moe's Southwest Grill and The Great Greek. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides a range of advisory services encompassing financial planning, investment management, and retirement-plan consulting, delivering tailored recommendations primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Christina Mumpower is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 11 years of industry experience. Her career includes roles at Veracity Capital LLC, Wealth Enhancement Group, Securian Financial Services, JOYN Advisors, Kestra Financial Services, and Oxygen Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that integrate in-house and third-party manager strategies supported by technology and centralized due diligence.

Stanley Helm is a financial advisor with Guardian Life in Roswell, GA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at Guardian Life and its affiliates since 1994 and is also associated with Peachtree Planning Corporation since 1998. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as Park Avenue® Wealth Management, providing brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with a range of financial planning and consulting services.

Brian Killory is a CFP® and CFA® with eight years of experience in the financial industry. He has worked at Truist Financial Corp since 2020 and previously spent eight years at SunTrust Bank Inc. He is based in Gainesville, GA, and holds the Series 66 license. 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 approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and perform ongoing due diligence.

Robert Tudor III is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at LPL Financial, Concorde Asset Management, and Scottrade. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to manage mostly non-discretionary client accounts.