Anthony Criscuolo is a CFP® professional with 14 years of industry experience. He has worked at Palisades Hudson Asset Management, L.P. for 16 years before joining Hightower Advisors in 2024. He is currently based in Alpharetta, GA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and registered and private pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, offering portfolio management, financial planning, and retirement consulting through a network of Advisor Practices.

Steven Miller is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. His work history includes roles at WealthWave, Assurant Health, and other financial services firms. Miller is also president of his own non-investment related business, Steven A Miller LLC. Transamerica Financial Advisors serves a wide range of clients 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 choices.

Tana Gildea is a CFP® and Series 65 registered advisor with 19 years of industry experience. She has been with Homrich Berg since 2018 and previously worked at Compass Financial Consulting, LLC for 12 years. In addition to her advisory role, she owns Graduate's Guide, a business focused on writing, speaking, and training on financial literacy, and serves on the board of the Georgia Neurodiversity Chamber of Commerce. She also teaches classes in Kennesaw State University’s CFP program. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm utilizes a combination of quantitative and qualitative due diligence across a wide range of public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Christopher Johnson is a CFP® with 18 years of experience in financial advising. He has worked at Creative Planning since 2017 and previously held roles at USAA Financial Planning Services, USAA Financial Advisors, TIAA-CREF, and Banc of America Investment Services. He 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, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Lynn Morris is a financial advisor with Planmember Securities Corporation in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. She has been with Planmember Securities Corporation since 2011 and has operated independently as Lynn Morris since 2010. In addition to her advisory role, she is involved in insurance sales, specifically fixed indexed annuities. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services designed for plan sponsors and participants.

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.

Jeffrey Gelinas is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Leaders Group, Inc. since 2004. Outside of his advisory role, he owns and operates Gelinas Financial Group Inc., providing life and long-term care insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of investment supervisory services, financial and estate planning, and ERISA fiduciary services, employing both fundamental analysis and Modern Portfolio Theory in its portfolio construction.

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.

Kevin Turner is a financial advisor with Money Concepts Capital Corp in Roswell, GA, holding a Series 63 designation and 28 years of industry experience. He has worked with Money Concepts Capital Corp since 1997 and with Peak Level Advisors since 2004, where he is involved in business financial consulting. Turner also serves as Treasurer on the Board of Directors for The Gratitude Company, overseeing accounting and fiscal management. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage and rebalance accounts.

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.

Gary Copeland is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Integrity Alliance in 2020, he worked at Dempsey Lord Smith, LLC for five years. Outside of his advisory role, Copeland is president of Financial Integrity Group, a company he has led since 1984. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

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.