Perry Neuman is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Hightower Securities, LLC and Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and customized indexing.

Anupama Singh is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and five years of industry experience. She has been associated with Transamerica since 2020 and has worked at Redfin Corporation since 2022. Outside of her advisory role, she is involved in estate planning services and wills and trusts through separate business activities. 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, delivering advice through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Andrew Hill is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Hightower Advisors. He has held roles at HighTower Securities, SunTrust Advisory Services, and Suntrust Investment Services, with nearly two decades at the latter. Outside of his advisory practice, he is involved in the periodic maintenance of a personal second home. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Jeremy Toothman is a financial advisor with CWM, LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior firms include Morgan Stanley, Woodbury Financial Services, Main Street Financial Group, Cetera Wealth Services, and Carson Wealth. He also holds operational roles at CWM and Main Street Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement-plan services alongside other investment and advisory options.

Michael Palmer is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in behavioral coaching through his own firm, MGP Coaching, LLC, and serves on nonprofit boards. Park Avenue Securities LLC, d/b/a Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, retirement consulting, and advisory services using both proprietary and third-party investment strategies.

Jon Keever is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hornor, Townsend & Kent since 2019. In addition to his advisory role, Keever is involved in insurance brokerage activities, including multi-line insurance sales with Penn Mutual Life Insurance Company and property/casualty insurance through APEX Insurance Advisors, LLC. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through both advisory and broker-dealer platforms, combining custody, execution, and investment advice with a range of third-party asset management options.

Joel Allen is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features services such as direct indexing and a tax-overlay service.

Carl Kennedy is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience operating Kennedy & Associates since 1995. Kennedy is also involved with a rental business, Kennedy Rental, since 2007. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Roland Deliniere is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He has been with Benjamin F. Edwards since 2010 and holds Series 63 and Series 65 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, supported by several hundred advisors and tens of billions in assets under management.

Chris Park is a financial advisor with First Command Advisory Services in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. He has worked across multiple First Command entities since 2022 and is the owner of Park Financial, an investment-related business. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Isaac Cockfield III is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Private Advisor Group, LLC and has held roles at LPL Financial, LLC since 2015. He also serves as a financial counselor to military service members through Zeiders Enterprises. Private Advisor Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm offers a variety of advisory programs and access to third-party asset managers and separately managed account platforms, supported by multiple analytical approaches and client-directed investment options.

Theresa Kunkeli is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Bankers Life and its affiliates since 2013 and serves as a branch sales manager and insurance agent, recruiting and training new agents for non-variable insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, employing a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Joyce Ghu is a financial advisor with Transamerica Financial Advisors, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She serves as managing partner at Best Accounting & Tax Solutions LLC and holds board positions including treasurer of Virtues of Aging Professionals Inc and member of the Highcroft Homeowners Association Board. Transamerica Financial Advisors serves a broad 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 through proprietary and third-party model portfolios, with discretionary and non-discretionary investment program options.

Cary Lucas is a financial advisor at TLG Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at The Leaders Group Inc. since 2016. Outside of his advisory role, he serves as CFO and General Counsel for the UOG Howard Center for Women's Health and operates as an independent insurance agent and mortgage broker. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Michael Breed is a financial advisor with Truist Advisory Services based in Alpharetta, GA. He holds a Series 63 designation and has 34 years of industry experience. His career includes over a decade at SunTrust Advisory Services and SunTrust Investment Services, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Austin Downum is a CFP® with four years of industry experience, currently affiliated with AE Wealth Management, LLC. He has previously worked at several firms, including Three Bridges Wealth Management and Incompass Financial Partner, LLC. Downum is also involved with Three Bridges Financial Group, where he advises clients on personal finance and insurance-related matters. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting services.

David Leathers is a financial advisor at J. W. Cole Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC and Investors Capital Corporation prior to joining J.W. Cole. Outside of his advisory role, he serves as treasurer and board member of the 2nd Reconnaissance Battalion Association, chairs the board of the Cumming Development Authority, and volunteers as a board member and treasurer for Amazing Grace Church, Inc. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on either a discretionary or non-discretionary basis.

George Lewis III is a CFP® with 24 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC and has held prior roles at Woodbury Financial Services and other affiliated firms. Outside of his advisory work, he serves as co-sponsorship chair for the nonprofit Shamrockin' for a Cure and owns a limousine transportation business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary management using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement-plan fiduciary services and comprehensive client reporting.

Joshua Hamrick is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo, LPL Financial, and TVA Federal Credit Union. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio service that uses algorithmic risk assessments and executes investments via approved model strategies managed by PNC or third-party strategists.

Sueann Lin is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance, Rising Sun Solutions LLC, and Holiday Media. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm delivers tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities in its work with retirement investors.