Curtis Turner III is a financial advisor with Lifemark Securities Corp. in Canton, GA, holding a ChFC® designation and Series 63 license. He has 49 years of industry experience, including prior roles at Foresters Equity Services, Inc. and a long tenure as president of Executive Ideas, Inc., where he serves as an independent insurance agent. He is also a volunteer board member of the Cadence Homeowners Association. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering various portfolio management programs and tailored, suitability-driven advice.

Michael Cunningham is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to joining Foundations in 2025, he worked at Your Wealth Advisors, Gradient Securities, Strategic Retirement Solutions, and Bankers Life Securities. Outside of his advisory role, he is involved in insurance sales and provides non-legal estate planning administrative services through Your Wealth Advisors. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, offering financial planning and portfolio management through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and incorporates third-party sub-advisers and custodians in its investment process.

Saverio Paglioni is a financial advisor with JFS Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at JFS Wealth Advisors since 2021 and previously spent 16 years with Integer Wealth Advisors Group LLC. JFS Wealth Advisors is a multi-team registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm combines financial goal planning with portfolio management through its Lifetime Planning Continuum® and employs Modern Portfolio Theory via an internal Investment Committee to guide investment decisions.

Blake Dixon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and three years of industry experience. He previously worked at firms including Gibbs Wealth Management, AE Wealth Management, and NuVenture Financial Group. Outside of advisory services, he provides insurance sales and assists clients with non-legal estate planning administrative support through a separate business. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a variety of analytical approaches and uses model portfolios with an asymmetric rebalancing strategy, supported by a broad network of affiliated offices and third-party sub-advisers.

Justin Stanfill is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Walser Wealth Management and Prudential Insurance Company of America. In addition to his role at Gradient Advisors, he is co-owner and Investment Advisor Representative at Cerrito & Stanfill Wealth Management in Canton, GA. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a non-discretionary model with third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Nicholas Franks is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Liberty Mutual Insurance and the City of Roswell, GA. Outside of his advisory work, he provides financial review and budgeting support to retirement communities as a contractor for Serving Seniors. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis with tailored advice delivered through a large network of affiliated offices and representatives.

Katrina Falke is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and having 40 years of industry experience. Her prior work includes nearly three decades at INVEST Financial Corp, as well as roles at LPL Financial and Fortis Group Advisors. She is also the owner of Denali Wealth Management and engages in writing fixed insurance policies. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Mitchell Ray is a financial advisor with CL Wealth Management LLC in Canton, GA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at CL Wealth Management since 2011 and has additional roles with SRA Advisors and Mitch Ray Title Services, where he conducts title research and analysis. Outside of his advisory work, he owns an independent insurance agency focusing on fixed insurance products. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies to client objectives through fundamental and technical analysis and managing a substantial portion of assets on a non-discretionary basis.

Megan Brown is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Dempsey Lord Smith, LLC for 11 years and has been with Ascentis since 2026, as well as with Bristal Lane Group since 2025. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing a mix of public and private securities and employing discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

Marilynne Shadow is a financial advisor with Empower Advisory Group in Canton, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and Charles Schwab. Outside of her advisory role, she is the sole proprietor of The Barking Crab, an art and culture business based in Centennial, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Jeffrey Gelinas is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Leaders Group, Inc. since 2004. Outside of his advisory role, he owns and operates Gelinas Financial Group Inc., providing life and long-term care insurance services. 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 through a combination of investment supervisory services, financial and estate planning, and ERISA fiduciary services, employing both fundamental analysis and Modern Portfolio Theory in its portfolio construction.

Janet Sacklow is a financial advisor at Cetera Planning Partners with 28 years of industry experience. She holds the Series 66 designation and has previously worked at Avantax Planning Partners, Avantax Investment Services, and 1st Global Advisors. In addition to her advisory role, she is a partner at Sacklow & Acox CPAs LLC, an accounting and tax firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with tax planning, bookkeeping, payroll support, and estate-planning services through third-party providers.

George Beck is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and also maintains a long-term affiliation with Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in life insurance brokerage and recruitment through Strategic Planning Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a mix of discretionary and non-discretionary account options.

Tomas Parks is a ChFC® with 26 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2010. Outside of his advisory role, Parks serves as a managing partner of multiple multi-line insurance brokerage firms, teaches as an adjunct professor, participates as a trustee of a family foundation, and holds a board officer position with Atlanta Youth Rugby. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Kevin Ullery is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at USA Financial Securities and Pacific Select Distributors. Outside of financial advising, Ullery has worked as an independent mystery shopper and as a delivery driver for Spark and Uber. 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 solutions under various advisory and promoter arrangements.

Samuel Lee is a financial advisor with Primerica Advisors in Cartersville, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at Primerica Advisors since 1999 and Peachtree Planning Corporation and Guardian Life Insurance Co. of America since 1989. Outside of his advisory work, he serves as an executor for family estates and is involved with managing an office building where his business operates. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm employs proprietary and third-party investment strategies and supports a variety of account-level services such as lending solutions and donor-advised fund options.

Kipp Reck is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at Foreside Fund Services, LLC and Willis Towers Watson. 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 retail brokerage account holders. The firm’s integrated model and scale allow it to deliver financial planning and managed account solutions closely tied to Empower’s recordkeeping and administrative platforms.

Glenn Guthrie is a ChFC® credentialed financial advisor with 42 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2003. Outside of his advisory role, he is involved in insurance brokerage and sales through his Strategic Planning Group, focusing on life, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, brokerage services, and access to third-party asset managers.

James Greenwell is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and multiple securities licenses (Series 63, 65, 66) with 40 years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2003. Outside of advisory work, he is involved in insurance sales through a brokerage business focusing on multiple carriers, including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing tailored investment strategies through third-party asset manager relationships and a dual SEC-registered adviser and FINRA-member broker-dealer structure.

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.