Bonnie Sukenik is a Series 65-licensed financial advisor with NewEdge Advisors. She has one year of experience with NewEdge Advisors and nine years at 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 investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Therese Stockenberg is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 25 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services, utilizing proprietary technology and third-party expertise to deliver personalized asset allocation and retirement guidance.

Kary Brownlee is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with LPL Financial since 2012 and Independent Financial Partners from 2012 to 2019. Outside of his advisory work, Brownlee has served as a youth soccer referee for local clubs. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by technology platforms and operates a network model with connections to LPL Financial and third-party estate-planning resources.

Gary Holcombe is a CFP®-certified financial advisor with 42 years of industry experience, currently affiliated with Independent Financial Partners. He has previously worked with LPL Financial and IFP Securities, LLC. Holcombe serves on the board of a local office park association and is involved in non-variable insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a focus on retirement-plan consulting and compliance with Department of Labor rollover guidance.

Simone Jones is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Steward Partners in 2023. Steward Partners Investment Advisory is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions.

Lekesha Hall is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Investment Services. Hall is also a member of Hall2Hall, LLC, an investment-related business based in Atlanta, GA. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and financial wellness tools.

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.

Jerry Milam Jr. is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, working with Park Avenue Securities since 2007 and Guardian Life Insurance Company of America since 2005. Milam serves as a Planning Commissioner for the City of Cartersville and is involved with the Exchange Club, a nonprofit organization focused on youth and child abuse prevention. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Mark Ronsini is a financial advisor with Lincoln Investment in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Lincoln Investment since 2013 and previously at Lucia Capital Group and Raymond J. Lucia Companies, Inc. Outside of his advisory role, Ronsini is involved as an investor in horse breeding and racing partnerships and operates a horse racing and sales entity. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed portfolios, employing strategic and tactical investment approaches overseen by an Investment Management & Research team.

Brooke Harrison is a Series 66-credentialed financial advisor with Principal Financial Services in Roswell, GA, where she has worked since 2016. She has 19 years of industry experience, including a longstanding role at Principal Life Insurance Company since 2006. Outside of her advisory work, Harrison serves as a board member of the Penn State Alumni Association Atlanta Chapter, helping to coordinate community and fundraising events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jordan Arave is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He holds Series 63 and Series 66 licenses and is based in Canton, 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 corporate plans. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Edwin Pinigis III is a financial advisor with Truist Advisory Services in Marietta, GA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BB&T Securities, PNC Investments, and Davenport & Company LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Maria Vazquez is a financial advisor with Truist Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment management, leveraging third-party platform relationships and AI-enabled equity research to support manager selection and portfolio oversight.

Andrea Lewis is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 23 years of industry experience and has previously worked at firms including Cetera, Summit Financial Group, Principal Securities, and Metlife Securities. Lewis is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Chad Gough is a financial advisor with Brookstone Capital Management LLC in Canton, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include working at FMG Distributors Inc, Divergent Financial Group Corp, and TruChoice. Outside of advising, he is the head soccer coach for Georgia/Cherokee Impact Soccer Club. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as a sub-advisor to other advisory programs.

Edward Bradley Jr. is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Money Concepts Capital Corp since 2014 and is currently employed at Winter Construction Company. Outside of his advisory role, he serves as president of Rhema Financial Group, a business focused on income tax preparation and insurance services, and volunteers as a teacher at the Governor's School of North Carolina. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory to manage assets.

Travis Mitchell is a financial advisor with Cetera Planning Partners in Marietta, GA, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. He has worked at various Cetera entities since 2015 and held positions at Avantax firms and PNC Wealth Management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management, including Social Security optimization and retirement advice, supported by ancillary services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Brian Levitan is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials. He has 17 years of industry experience and has held roles at multiple firms including Home Town Mortgage and Transformation Financial Inc. Outside of advising, he is a mortgage continuing education instructor and operates a handyman services business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Brian Huffman is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWFS Equities, Inc. since 2014. 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 delivers services through an integrated model connected to Empower’s administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.

Miriam Falaki is a CFP® and holds a Series 66 license with 13 years of industry experience. She currently works at Savant Wealth Management and has previously held roles at Capital Directions LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Savant Wealth Management provides comprehensive wealth management, financial planning, portfolio management, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.