Mason Bachelor is a CFP® certificant and holds a Series 65 license with four years of industry experience. He is currently with Strategic Blueprint, LLC and has prior experience at Benko Financial Services and Northwestern Mutual. Mason also worked at the University of Georgia and Union Grove High School before entering the financial advisory field. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies alongside financial planning, retirement consulting, and educational seminars through a network of independent advisors.

Seth Waltman is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Eudaimonia Partners, MS Howells & Co., and Harmony Grove Wealth Management. Outside of his advisory work, he coaches triathlons through a non-investment business, TricoachGeorgia, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, offering customized investment solutions through an open-architecture platform that utilizes both affiliated and unaffiliated managers.

William Beckett is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2017. Outside of his advisory work, he is a partner in a small family business, Evolution Pets, LLC, where he occasionally assists with recordkeeping. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a range of third-party money managers and platforms, including Envestnet and Pershing, to deliver tailored investment solutions.

William Florence is a Series 65-licensed advisor at Integrity Advisory Solutions with one year of industry experience. He previously worked at Summit Life Financial, LLC and River Oak Risk, and has held roles with the State of Georgia and the Georgia Department of Insurance. Outside of his advisory work, he assists school system employees with life insurance and annuity products through Summit Life Group. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes multiple asset-allocation strategies along with third-party platforms to tailor investment solutions.

Mark Christenson is a financial advisor at Kingswood Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Raymond James Financial Services and Freedom Street Partners. Outside of advising, he is a partner in Blueprint Wealth Solutions, a financial services business based in Watkinsville, GA. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both discretionary and non-discretionary investment approaches.

Richard Dawkins is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Raymond James Financial Services and Freedom Street Partners, and he is currently a partner in D & R Investment LLP and serves as executor for an estate. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory. The firm utilizes an open-architecture platform with both discretionary and non-discretionary investment approaches, incorporating affiliated and third-party managers and providing services linked to insurance-related accounts.

Rufus Hunley III is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and six years of industry experience. He has worked at Path Financial LLC and ARP Advisors, LLC, and maintains roles outside of finance including a position with Delta Airlines and as an independent insurance agent. He also has longstanding involvement with Advanced Retirement Planning, LLC and Paramount Hospitality. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and custom strategies that incorporate quantitative analysis and tactical asset allocation.

Neel Patel is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Elwood and Goetz, as well as operating ABC123 Consulting, a personal S-Corporation used for residual income. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a network of independent advisors, providing portfolio management, financial planning, retirement plan consulting, and educational seminars.

Christopher Scarborough is an investment advisor representative at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Eudaimonia Partners, LLC, M.S. Howells & CO, and Citigroup Global Markets. Outside of finance, he performs as a guitarist and vocalist with the musical group Kinchafoonee Cowboys. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, using an open-architecture platform with various third-party managers and sub-advisors to tailor investment advice to client profiles.

Brian Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and bringing 13 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, and Precision Capital Management. Outside of his advisory work, he is involved in several non-investment business activities including ownership roles in insurance commissions and land ownership ventures. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Joseph Pitt is a Series 65 licensed advisor with Steward Partners Investment Advisory, LLC, where he has worked since 2025. He has a decade of industry experience, including prior roles at Advisory Services Network, LLC, Moore's Wealth Management, and Precision Capital Management. Outside of his advisory work, he is the managing member of THE TRADING PITT LLC, a venture focused on forex market trading. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions supported by a national advisor network.

John Gholson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial and FinTrust Capital Partners, among other firms. Outside of his advisory role, he is involved with GR Productions and has served on the board of The Cancer Foundation of Northeast Georgia. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations using a blend of passive and active managers overseen by an internal Investment Committee.

Marvin Gayle is a financial advisor with Guardian Life and holds a Series 66 designation. He has 14 years of industry experience, including over a decade with Guardian Life and five years at Park Avenue Securities. Outside of his advisory role, he operates MNG Designs, providing photography, graphic, and web design services, and works as a part-time rideshare driver. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Elizabeth Carter is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for seven years. Outside of finance, she managed Beca Designs for 18 years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active managers overseen by an internal Investment Committee.

Andrew Jordan is a CFP® certificant with eight years of experience in the financial services industry. He currently works at Farther and has previously held roles at Cetera Wealth Services, CWM, LLC, and Allgood Financial Advisory. His background includes providing portfolio management, financial planning, estate planning, and other advisory services. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm uses an investment approach based on Modern Portfolio Theory, employing proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, individual equities, and fixed income.

Paige Simmons is a financial advisor with Truist Advisory Services in Athens, GA, holding a Series 66 designation and nine years of industry experience. Her prior work includes positions at Truist Investment Services, BB&T Securities, Raymond James & Associates, and two years at the University of Georgia. Outside of financial advising, she co-owns and manages a rental property with her husband. 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 approaches supported by third-party platforms and manager relationships.

James Treadwell is a CFA® charterholder with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at FinTrust Brokerage Services, LLC and Silver Oak Securities, Inc. He is vice president of The Cancer Foundation of Northeast Georgia, where he provides financial assistance to cancer patients in a 25-county region. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Andrew Torbert is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He also provides investment advice through WP Financial, an independently owned business name. His prior work includes roles at Level Team Contracting, LLC and Taff Claim Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms to implement diversified strategies.

William Oliver is a financial advisor with TLG Advisors, Inc. in Monroe, GA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at The Leaders Group Inc since 2019 and previously spent 11 years with Nationwide Securities, LLC. Oliver also serves as president of Oliver Insurance & Financial Services, managing an agency that sells and services property, casualty, and life insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Teresa Sylvester is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. She previously worked at FinTrust Capital Partners, LLC and FinTrust Capital Advisors, LLC before joining her current firm. 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 plan consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.