Jacob Godwin is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Eagle Strategies since 2015 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Daniel Flanagan is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Mariner since 2025 and previously held roles at Empower Advisory Group, Personal Capital, and Princor Financial. Outside of advisory firms, he spent time working part-time in home making and landscaping in 2017. Mariner serves a diverse client base, including individuals, pensions, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external strategies across equities, fixed income, alternatives, and digital assets, and provides integrated tax and administrative family office services uncommon in firms of its size.

Sophia Burbara is a financial advisor at PNC Wealth Management with Series 63 and 66 credentials and one year of industry experience. Prior to joining PNC Investments LLC, she held roles in various businesses, including Masamadre and Emerald Jewelry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm uses algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

Craig Ames is a Series 66-licensed financial advisor with First Command Advisory Services, based in Alpharetta, GA. He has two years of industry experience following a 20-year career in the United States Air Force. Ames is also the owner of C R Ames Financial LLC, a separate business through which he conducts his activities with First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Brooke Mcleod is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. She has previously worked with firms including Lumature Wealth Partners, LLC and Raymond James Financial Services, Inc. Mcleod also serves as a Relationship Manager at Lumature Wealth Partners. 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 offers wealth and investment management, financial planning, and retirement plan services through customized, primarily long-term portfolios that include ETFs, mutual funds, and alternative investments.

Paul Scaglione is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles with Wells Fargo Clearing and Wells Fargo Advisors, as well as multiple positions within Truist-affiliated firms since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Rhonda Lamb is a Series 66 credentialed advisor at Hightower Advisors with 29 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of her advisory role, she serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Scott Bechely is a CFP® professional with 22 years of industry experience, currently with Independent Financial Partners since 2016. He previously worked at LPL Financial from 2011 to 2019. Bechely is also involved with Horizon Planning Group, Inc., an insurance business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors nationwide. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting.

Charles Davidson Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Lumature Wealth Partners, Raymond James Financial Services, SunTrust Private Wealth, and Merrill. He serves as Treasurer and board member for the Holy Innocents Touchdown Club, a nonprofit booster organization. Concurrent Investment Advisors is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and platform integrations.

Robert Harris is a Series 65 licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors and previously operated Fort Harris Consulting, Inc., doing business as Harris Consulting. He serves as Vice President of Fort Harris Consulting while providing advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services, combining in-house manager selection with third-party models and advisory discretion, supported by centralized due diligence and technology tools.

Nooshin Mckinney is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 credentials and 22 years of industry experience. Her prior roles include positions at BNY Mellon Securities Corporation, BNY Mellon, Bank of America, and Merrill. 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 plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory and financial planning services, offering both discretionary and non-discretionary portfolio management solutions.

Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.

Arash Assadzadeh is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2014, including SunTrust Advisory Services prior to its transition to Truist. 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 platforms and AI-enabled research tools, to manage client portfolios.

Stephen Poston is a financial advisor with VOYA Financial Advisors, Inc. in Milton, GA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with VOYA Financial Advisors since 2014 and was previously with Voya Financial Partners, LLC from 2003 to 2011. Outside of his advisory role, Poston is an independent insurance agent focusing on fixed insurance products and serves as owner and president of Poston & Associates. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of representatives.

Audrey Watson Atkinson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services and SunTrust Advisory Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies with oversight from an Equity Research team utilizing AI-enabled tools.

Tyler Weyenberg is a CFP® professional with four years of industry experience, currently affiliated with Primerica Advisors. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, Ashford Advisors, and RAM Partners LLC. Outside of financial advising, he provides private baseball lessons on a one-on-one basis. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Allison Baines is a CFP® professional with nine years of industry experience, currently serving at Kestra Advisory since 2016. She also holds roles with oXYGen Financial and provides financial dashboard services through Oxygen Financial as an independent contractor. Her work includes advising on insurance solutions such as life, disability, and long-term care coverage for families and business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment management services supported by due diligence and access to multiple management platforms and third-party solutions.

Erin Jones is a Series 66-credentialed financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. Her prior roles include positions at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., and Ameriprise Financial Services, Inc. She is also involved with Lumature Wealth Partners as an employee and administrator. 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 emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Robert Smith is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and specialized private market programs.

Jennifer Pierce is a financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Wells Fargo Clearing, UBS Financial Services, and A. G. Edwards & Sons, Inc. She serves as a co-trustee for a family trust. 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 advisory programs and combines proprietary strategies with third-party model portfolios to deliver discretionary and non-discretionary managed solutions.