John Hardin is a Series 66-licensed financial advisor at Stephens with four years of industry experience. His prior work includes roles at The Capital Corp and Venture South, as well as a position at Orangetheory Fitness. He was also employed by Furman University and in the education sector for six years before entering the financial industry. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside advisory services.

William Daniel is a CFP® with three years of industry experience, currently serving as a financial advisor at Alera Investment Advisors, LLC. Prior to this, he held roles at several firms including Keller Williams Realty First Atlanta as a real estate agent and Arista Advisory Group, LLC. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates its advisory services with insurance and pension consulting platforms.

David Fields is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Waverly Advisors, LLC, where he has worked since 2023, following a 25-year tenure at Gwynn Management Company. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a mix of traditional equity, fixed-income, alternative, and private-markets strategies and offers financial planning, retirement plan consulting, and multi-family office services.

Carolyn Larocco is a CFP® with 24 years of experience in financial advising, currently serving at LCP Institutional, LLC since 2003. She previously worked at Cardea Capital Group, Inc. and Cardea Capital Advisors, LLC from 2021 to 2023, and at Lakeview Capital Partners, LLC from 2015 to 2022. She is a member of the Chestnut Hill College Investment Committee. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes long-term allocations using ETFs, mutual funds, and stocks, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final trade approval.

Noah De Broux is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 license and previously worked with Edgar Arana and ESI of Tennessee. Outside of Gradient Advisors, he owns and operates DeBroux Agency LLC, which provides insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that integrates various analytical approaches to portfolio management.

Ilana Bloch is a financial advisor at Jefferies Investment Advisers LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors and Berkeley Capital. Ilana is currently affiliated with OSAIC alongside her role at Jefferies. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, employing a customized, collaborative planning process supported by third-party software and scenario analysis.

Veronica Fulton is a CFA® charterholder with seven years at GLOBALT Investments and two years of industry experience. Her prior roles include positions at GreenSky, KPMG, and the Georgia Institute of Technology. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other advisers, utilizing a team-based approach with quantitative, technical, and fundamental analysis. The firm focuses on portfolio management through separately managed accounts, wrap fee programs, and model portfolios, employing ETFs as primary implementation vehicles.

Curry Pajcic Jr. is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. He previously worked with Brant Hickey, where he assists in creating structured annuities for personal injury settlements involving minors and incompetent adults. 49 Financial serves a diverse client base including individuals, families, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term approach to diversified asset allocation with model-based strategies supported by proprietary and third-party portfolios.

Todd Smallwood is a financial advisor at Procyon with 27 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Cardone Wealth Advisors, Cove Capital Group, Osaic Wealth, Sugarloaf Wealth Management, Triad Advisors, and Lindner Capital Advisors. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm employs a fundamentally driven investment approach, primarily using mutual funds, ETFs, individual equities, and fixed income, and offers services ranging from investment management and financial planning to retirement plan advisory and institutional consulting.

Philip Mulkey is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Synovus Securities since 2013 and also has a separate role as a tax preparer. Additionally, Mulkey serves as a notary public. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, mutual fund and ETF portfolios, financial planning, and access to alternative investments, with portfolio management supported by the Envestnet platform and a client risk-tolerance process.

Ross Wyatt is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Mass Mutual Investors Services, Piedmont Wealth Partners, and operates Wyatt Financial Group. Outside of advisory work, he is involved in individual life and health insurance sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, and third-party manager access. The firm’s integrated operating model includes a dedicated portfolio team that supports advisors with diverse investment strategies and portfolio management services.

Alyce Phinney is a Series 66-credentialed financial advisor with six years of industry experience, currently working at OSAIC Advisory Services, LLC. She has held roles at Triad Hybrid Solutions and Argent Bridge Advisors since 2019 and previously worked at Neiman Marcus for twelve years. Outside of her advisory work, she is involved in divorce education as a speaker and owns a pet-sitting business. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, and nonprofits. The firm offers investment management, financial planning, and retirement consulting services through multiple program models, utilizing proprietary and third-party platforms.

Robert Moore is a financial advisor with Lincoln Investment in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2000 and concurrently involved with Resurgers Risk Management since 1999. Outside of advisory work, Moore has engaged in coaching football camps and provides tax preparation services. 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 a range of advisory programs, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Michael Shoemaker is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Bankers Life and its affiliated entities since 2005. In addition to his advisory role, Shoemaker works as a unit sales manager and insurance agent, focusing on insurance sales and recruiting within the firm. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.

Richard Kidwell is a CFP® with 21 years of industry experience, currently serving as a financial advisor at First Citizens Investor Services, Inc. in Atlanta, GA. His prior experience includes roles at BB&T and its affiliated entities from 2010 to 2020 before joining First Citizens in 2020. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a client-centered process led by investment advisor representatives that incorporates fundamental, quantitative, and technical analyses to manage portfolios across various asset classes.

Stephen Sergan is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Truist and its predecessor firms since 2014, including ten years at SunTrust Advisory Services. 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, fiduciary support, and a manager‑selection program, implementing advice through both discretionary and non‑discretionary arrangements supported by third‑party platforms and AI-enabled research tools.

Todd Schoonover is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2014. Schoonover serves as a board member of the NAIFA Georgia Chapter. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Cain is a CFA® charterholder with 18 years of industry experience, currently serving at Empower Advisory Group in Atlanta, GA. His career includes roles at GWFS Equities, Inc. and Putnam Investments, where he has worked since 2007. Outside of his advisory work, he serves as Treasurer for a condominium association overseeing budgets for over 100 units. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Max Rabin is a Series 66-licensed financial advisor with Principal Financial Services in Atlanta, GA, with one year of industry experience. He has previously been associated with firms including Cambridge Investment Research Advisors and Principal Life Insurance Company. Outside of finance, he has experience working in the hospitality sector, including roles at Mazzy's Sports Bar and Grill and Outback Steakhouse. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joseph Radack is a financial advisor with T. Rowe Price Advisory Services, Inc., holding the CFP® designation and Series 63 license, with 15 years of industry experience. His prior work includes roles at Alight Solutions, FEMA, Pure Financial Advisors, and Alight-Hodges Mace. Outside of advising, he is the sole shareholder of Atlantacare Inc., a health insurance brokerage, and operates Big Cattle Advisors, a residential handyman service; he also works as a ride-share driver. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs.