Christopher Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and 13 years of industry experience. Prior to joining Steward Partners, he worked at Advisory Services Network, Precision Capital Management, and operated Moores Wealth Management. He also dedicates significant time as a marketing coach for financial advisors through the Financial Independence Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Jill Pivato is a CFP®, ChFC®, and Series 65-licensed financial advisor with 19 years of industry experience. She currently works at Creative Planning and previously held roles at Allworth Financial, L.P. and Retirement Advisors of America. Jill is also a Certified Divorce Financial Analyst and provides financial analysis and mediation services for divorcing couples through her separate business, Parting Ways Financial Solutions, LLC. 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 manages roughly $295.6 billion in client assets and uses a financial-planning-led investment approach that emphasizes low-cost indexing and long-term strategies, supported by a range of specialized services and affiliated professional resources.

David Wright is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles in insurance and mortgage services, including with Davis Insurance Services and General Mortgage Capital Corporation. Outside of advising, he owns RePlay Arcade, LLC, a pinball arcade business. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services through proprietary model portfolios and third-party managers. The firm operates both as a registered broker-dealer and RIA, providing a range of investment programs and affiliated retirement solutions.

Ryan Meisemann is a financial advisor at AE Wealth Management, LLC with four years of industry experience and a Series 66 designation. His prior experience includes roles at Raymond James & Associates, Merrill Lynch, and Bank of America. Outside of advisory work, he is also involved in the hospitality industry as a bartender at Proper Hop Taphouse. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

Christina Lane is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist and its predecessor firms since 2013. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm combines discretionary and non-discretionary investment approaches and utilizes affiliated broker-dealer relationships and AI-enabled research tools as part of its integrated advisory platform.

Nicholas Marrano is a financial advisor with Independent Financial Partners in Woodstock, GA, holding a Series 66 designation and nine years of industry experience. He has worked with Independent Financial Partners since 2017 and was previously affiliated with LPL Financial from 2014 to 2019. Marrano is also involved in Horizon Planning Group, a related investment advisory business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with both individualized and centralized investment management options and is noted for its retirement-plan advisory and pension consulting capabilities.

Kile Lewis is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds a Series 63 designation and has been with Kestra Advisory since 2016. Lewis is the co-CEO and founder of oXYGen Financial, a firm through which he manages his financial practice. He also serves as Community Service Director and board secretary for the Alpharetta Rotary, participating in local charitable activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan design, compliance testing, fiduciary consulting, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party managed solutions.

Paul Ellington is a CFP® and ChFC® with 37 years of industry experience. He has been with Primerica Advisors since 1999 and has held roles at Peachtree Planning Corporation and Guardian Life Insurance Company since the late 1980s. He is involved with the Wealth & Wisdom Educational Center, which focuses on topics such as home mortgage details, government debt issues, taxation, and interest rate trends. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform to implement a variety of investment strategies.

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.

Tomas Parks is a ChFC® with 26 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2010. Outside of his advisory role, Parks serves as a managing partner of multiple multi-line insurance brokerage firms, teaches as an adjunct professor, participates as a trustee of a family foundation, and holds a board officer position with Atlanta Youth Rugby. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Kevin Arculeo is a financial advisor with Commonwealth Financial Network in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth and North Point Wealth Management since 2009. Outside of his advisory work, he owns and operates Arculeo's Action Fly's & Guide Service, LLC, which provides fly fishing products and guide services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Edwin Martinez is a financial advisor at Bankers Life Advisory Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked with the Bankers Life group since 2016. In addition to his advisory role, he serves as an Agency Director managing a team of agents responsible for hiring and training within the insurance sector. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Juliana Bilo is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Truist Bank for seven years and at Macy’s for two years. 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, and a manager-selection program supported by third-party platforms and ongoing oversight.

Nicholas Ruggiero is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and has worked within various divisions of Truist as well as Regions Bank and Bankers Life. His previous experience includes roles outside of finance in construction services. 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 third-party platform and manager arrangements, and integrates inter-affiliate services including a broker-dealer and banking affiliates.

Jennifer Bachelor is a CFP® with 23 years of experience in financial advising. She has worked at Homrich Berg since 2018 and previously spent 12 years at Compass Financial Consulting, LLC. She is based in Alpharetta, GA, and holds a Series 63 license. 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 offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across a variety of public and private investment strategies.

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 CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Homrich Berg since 2008. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and offers outsourced chief investment officer and institutional advisory services, employing a combination of quantitative and qualitative due diligence across a variety of public and private investment strategies.

John Bochniak is a CFP® and holds a Series 65 license, with 23 years of experience in the financial services industry. He has worked at Homrich Berg since 2018 and was previously with Compass Financial Consulting, LLC from 2001 to 2018. 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 offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across a broad 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® professional with 15 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and has prior experience at Bank of America, Merrill, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Outside of advising, he is a co-owner of LifeTime Asset Management and LifeTime Tax Management, LLC, which provide tax preparation and accounting services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.