Robert Strickland is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Hightower Securities since 2018, following prior roles at SunTrust Advisory Services and SunTrust Bank. Outside of his advisory work, he provides consultative advice to the CEO of Advanced Combustion Energy Systems Inc., a company in which he holds an equity interest. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Kevin Arculeo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at Commonwealth and North Point Wealth Management since 2009 and previously spent six years with Ameriprise. Outside of his advisory role, he owns Arculeo’s Action Fly’s & Guide Service, LLC, a fly fishing products and guide service business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Juliana Bilo is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has worked at various Truist entities since 2018, including Truist Bank and Truist Investment Services. Prior to joining Truist, she worked at Macy for two years. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an inter-affiliate operating structure involving Truist’s affiliated broker-dealer and bank.

Jennifer Bachelor is a CFP® with 23 years of industry experience. She is currently with HB Wealth and previously worked at Homrich Berg, Compass Financial Consulting, LLC, and Henssler Financial. 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 employs a combined quantitative and qualitative investment approach across public and private strategies and offers discretionary portfolio management along with outsourced chief investment officer (OCIO) and institutional advisory services.

Jason Gay is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of his advisory work, he is the sole member of a holding company focused on collector car restoration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and oversight.

David Mays is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following previous roles at SunTrust Advisory Services and related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Wayne Moss is a Certified Financial Planner® (CFP®) with 22 years of industry experience. He is currently with HB Wealth in Alpharetta, GA, and previously worked at Homrich Berg for 13 years, Synovus Securities, Inc. for 2 years, and Creative Financial Group Ltd for 5 years. 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 provides wealth management, investment management, and financial planning, employing a combined quantitative and qualitative investment process across a broad range of public and private strategies.

John Bochniak is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He is currently with HB Wealth in Alpharetta, GA, and previously worked for Homrich Berg for three years and Compass Financial Consulting, LLC for seventeen years. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm manages discretionary portfolios using a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.

Yan Liu is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include work with LSPN Pro, LLC and Next Health Plan. Outside of his advisory work, he is involved with Maxicome, Inc., a cultural exchange company coordinating travel and educational arrangements for students and visitors between China and the U.S. 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, catering to a range of investment program preferences.

John Puckett is a CFP® with 16 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and has previously worked at Bank of America, Merrill, Fidelity, and Edward Jones. Puckett is co-owner of LifeTime Asset Management and LifeTime Tax Management, LLC, which provides tax preparation and accounting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a wide range of individual and institutional clients. The firm offers managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Mitchell Mann is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wachovia Bank prior to joining Truist. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, providing asset allocation analysis, fiduciary support, and a manager‑selection program through both discretionary and non‑discretionary approaches.

Mehrnaz Mendoza is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has significant experience in health insurance and financial education. Mendoza also serves as a referral partner for an estate planning software company, directing clients interested in estate planning to online resources. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party managed portfolios.

David Spinks is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at First Citizens Bank for eleven years. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities with advisory and brokerage services. The firm employs a client process focused on financial needs assessment and diversified investment allocation using fundamental, quantitative, and technical analysis.

Edward Freeman is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2018. Freeman also serves in the GA Army National Guard, with a service record spanning over three decades. Outside of advisory work, he has held a position as a service associate at Kroger since 1983. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 tools, to deliver portfolio management and fiduciary support.

Curtis Collins is a financial advisor at Commonwealth Financial Network with 13 years of experience in the industry. He holds a Series 66 designation and has been associated with Commonwealth since 2013. Collins also operates Collins Wealth Management & Tax Strategies, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Kevin Kraus is a CFP® and Series 65 credentialed financial advisor with 25 years of industry experience. He currently works at HB Wealth and previously spent 19 years at Compass Financial Consulting, LLC, followed by three years at Homrich Berg. 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 provides wealth management, investment management, and financial planning, employing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Joel Harris is an investment advisor representative at NewEdge Advisors with 38 years of industry experience. He previously founded and led Harris Consulting and spent 18 years at Securities Services Network. In addition to his advisory role, he serves as President and CEO of Fort Harris Consulting. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

Jacob Godwin is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Eagle Strategies since 2015 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Daniel Flanagan is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Mariner since 2025 and previously held roles at Empower Advisory Group, Personal Capital, and Princor Financial. Outside of advisory firms, he spent time working part-time in home making and landscaping in 2017. Mariner serves a diverse client base, including individuals, pensions, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external strategies across equities, fixed income, alternatives, and digital assets, and provides integrated tax and administrative family office services uncommon in firms of its size.

Craig Ames is a Series 66-licensed financial advisor with First Command Advisory Services, based in Alpharetta, GA. He has two years of industry experience following a 20-year career in the United States Air Force. Ames is also the owner of C R Ames Financial LLC, a separate business through which he conducts his activities with First Command. 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 provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.