Davon Smith is a financial advisor at Mariner with four years of industry experience and holds a Series 66 designation. He previously worked at The Vanguard Group, WealthSpire Advisors, and has experience outside finance at CVS and Virginia Polytechnic Institute and State University. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by both in-house research and third-party managers, and maintains integrated tax and accounting services uncommon among large advisory enterprises.

Barnabas White is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Outside of his financial advisory role, he occasionally works as an on-call extra and background actor for movies, TV shows, and commercials through Central Casting. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolios and investment education through various advice programs. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized asset allocation and retirement guidance at scale.

Margaret Remeika is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Allworth Financial, L.P. with two years of industry experience. Her prior roles include positions at Henssler Financial and LPL Financial, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model allocations and specialized approaches, while utilizing third-party sub-advisers and technology to manage a broad range of investments.

Anna Long is a financial advisor with NewEdge Advisors, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at Castle Wealth Partners and various companies in the Marietta, GA area. 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 advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, combining in-house manager selection with third-party models and advisor discretion.

James Smith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank NA. Outside of his advisory work, he is involved in a land partnership for recreational purposes. 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, to deliver its services.

John Mcmillen is a CFP® and CFA® credentialed financial advisor with 22 years of industry experience. He has worked at Savant Wealth Management since 2023, following an 18-year tenure at Capital Directions, LLC. Mcmillen is based in Atlanta, GA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach featuring evidence-based asset allocation alongside actively managed strategies, supported by in-house legal, accounting, and trust service affiliates.

Jeffrey Weronick is a financial advisor with Fifth Third Securities, Inc. in Kennesaw, GA, holding a ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at firms including LPL Financial, Cetera Investment Services, SunTrust Investment Services, and MassMutual. Outside of his advisory work, he is a co-owner and sitter for a pet sitting service. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a large bank affiliation, providing multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Kevin Saylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Terry Ford is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory since 2016. He has been associated with Kestra Investment Services, LLC since 2003. In addition to his advisory role, Ford is the president of a local office condo association and is involved in a life settlement advisory business where he assists clients with evaluating the sale of life insurance policies. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Tyler Mc Afee is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work experience includes positions at Vonage Communications, Deferit, OxBlue, and self-employment. Centaurus Financial, Inc. provides advisory and brokerage services to a broad mix of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Evan Goldfuss is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Savant Wealth Management and previously was with Capital Directions, LLC and New York Life Insurance Company. He also has a background working at the University of Alabama. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Kipp Reck is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at Foreside Fund Services, LLC and Willis Towers Watson. 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 retail brokerage account holders. The firm’s integrated model and scale allow it to deliver financial planning and managed account solutions closely tied to Empower’s recordkeeping and administrative platforms.

Glenn Guthrie is a ChFC® credentialed financial advisor with 42 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2003. Outside of his advisory role, he is involved in insurance brokerage and sales through his Strategic Planning Group, focusing on life, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, brokerage services, and access to third-party asset managers.

Frank Smith Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for J.P. Morgan Chase Bank and J.P. Morgan Securities LLC for 12 years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

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.

Roland Castle is a CFP® with 28 years of industry experience, currently serving with NewEdge Advisors since 2023. His prior roles include positions at LPL Financial, Independent Advisor Alliance, and Stephens Inc. He serves on the advisory board of Ascension Sacred Heart Hospital, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services through a network of independent advisers, emphasizing centralized due diligence and the use of technology to support client and advisor needs.

James Greenwell is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and multiple securities licenses (Series 63, 65, 66) with 40 years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2003. Outside of advisory work, he is involved in insurance sales through a brokerage business focusing on multiple carriers, including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing tailored investment strategies through third-party asset manager relationships and a dual SEC-registered adviser and FINRA-member broker-dealer structure.

Victor Martinez is a Series 66-licensed financial advisor with six years of industry experience, currently with Empower Advisory Group. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Bank, Merrill, Ally Financial, and Fidelity Bank. Outside of his advisory work, he drives as an independent contractor for Uber. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

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.