Brittany White is a financial advisor at Empower Advisory Group in Duluth, GA, holding a Series 66 designation with one year of industry experience. Her previous roles include positions at Bankers Life and LPL Financial LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Richard Cardin is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 36 years of industry experience. His prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining Benjamin F. Edwards in 2010. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Joshua Byrne is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with BK Tool & Design, a metal fabrication and tooling business. Byrne engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm employs a model portfolio approach with execution and discretionary authority often held by third-party managers, and it operates an integrated retirement plan ecosystem with affiliated entities.

Holly Duncan is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and its predecessor entities since 2003. Holly also serves as a trustee for a family irrevocable trust created to hold life insurance and real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by inter-affiliate resources.

Christina Andrzejewski is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2017, following previous roles at SunTrust Advisory Services and SunTrust Investment Services. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.

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.

April Sheldon is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and Raymond James Financial Services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Colin Clarkson is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Inc. Clarkson has also been affiliated with Lumature Wealth Partners. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing primarily long-term, customized portfolios with ETFs, mutual funds, and various other investment options.

Wen Hui Ma is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. Ma holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2018. Outside of financial advising, Ma is a manager of network services at Sage Software, where they have worked since 2002. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment model portfolios with discretionary and non-discretionary management options.

Andrew Matthieson is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he writes guest articles on topics including football, golf, finance, and menswear, and serves on the Board of Governors for The Manor Golf and Country Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment solutions through both advisor-led discretionary management and model-based strategies, with access to proprietary and third-party programs.

Robert Jones III is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2018. His prior experience includes tenure at LPL Financial, INVEST Financial Corporation, Raymond James Financial Services, and Wells Fargo Clearing. Outside of his advisory role, he is an owner of Fairmont Woods Unit Owners Association Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a range of advisory programs. The firm operates a fiduciary-based model that incorporates technology platforms and diverse investment strategies while utilizing third-party managers and turnkey asset management programs.

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.

Ralph Watson III is a CFP® professional with 27 years of experience in the financial industry. He is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Goldman Sachs, Raymond James Financial Services, and United Capital Financial Advisers. He serves as a finance and investment committee member for the nonprofit Pinewood Preparatory. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and integrated platform solutions.

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.

Matthew Childs is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with Kestra Advisory and has been involved with Kestra Investment Services since 2008 as well as managing his own firm, Childs Company, since 2001. Outside of his advisory roles, he serves on advisory boards and nonprofit boards, including The Intersect Group and Corners Outreach. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving large institutional clients including sovereign wealth funds.

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.

Richard Sargent II is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has three years of industry experience and has been associated with various Truist entities since 2015. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decisions.

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 with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with Benjamin F. Edwards & Company since 2010, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services, utilizing both proprietary strategies and third-party models.