Joseph Latour is a financial advisor at Sowell Management with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Sowell since 2016. Prior to that, he was with CONCERT Wealth Management, Inc. and Symetra Investment Service, Inc. Latour is also an owner and agent involved in the sales and service of fixed and immediate annuities, as well as various insurance products including life, health, disability, and Medicare-related plans. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management and financial planning. The firm offers a range of investment strategies including strategic and tactical allocation, individual equity selection, and model portfolios, and supports its network of independent advisers with trading, compliance, technology, and back-office services.

Megan Brown is a financial advisor at Ascentis Independent Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Bristal Lane Group, Dempsey Lord Smith, LLC, McCormack Financial Planning Inc., and Cape Investment Advisory, Inc. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary management, third-party managers, and private direct investments, with portfolios actively monitored and rebalanced.

Matthew Kennedy is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Jefferies Investment Advisers LLC since 2023 and has worked at Jefferies LLC since 2015. Outside of his advisory role, he serves as a board member for the Metropolitan Ballet Theater, assisting with fundraising and organizational planning. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse range of clients, including individuals, trusts, and charitable organizations. The firm employs a collaborative, goal-oriented planning process using third-party software and scenario analysis, while maintaining a fiduciary role separate from implementation and brokerage services.

Kenneth Albert is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. since 2004. He previously worked at Keystone Advisory Group, Inc. and Sicor Securities Inc. Outside of his advisory role, he is an author of the book *Finding the Right Fit, the Ultimate Guide to College* and operates an independent insurance agency. Calton & Associates is a multi-team registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to third-party money managers using a combination of analytical approaches, including fundamental and technical analysis.

Paul Busino is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been with Berthel Fisher since 2005. Outside of advising, he serves on board positions for local condominium associations and is involved in business consulting, mortgage lending, and insurance activities. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and other institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 investment adviser representatives.

Brett Baker is a financial advisor at Sound Income Strategies, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., and TVA Community Credit Union. In addition to his advisory role, he is involved in fixed insurance sales and client acquisition at Stearns Retirement Group. Sound Income Strategies manages approximately $4 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers a range of services including discretionary asset management, financial planning, and sub-advisory relationships.

Ellen Rapier is a financial advisor at Kovack Advisors, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors since 2015, following six years at Resource Horizons Investment Advisory, Inc. Outside of her advisory role, she serves as treasurer for the Charis Circle nonprofit organization and is active as a musician, including live performances and studio work. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to construct and monitor client portfolios.

William Rumble is a financial advisor at Kovack Advisors, Inc. with 18 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining Kovack Advisors in 2014, he worked at Advisory Services Network and Thrivent Investment Management. Outside of his advisory role, he manages a family farm and is involved in a medical revenue reclamation business. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets, serving individuals, institutions, and government clients. The firm offers portfolio management, financial planning, and sub-advisory services, utilizing both internally created models and third-party managers to construct and monitor client portfolios.

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.

Darlene Van Beek is a Series 66-credentialed advisor with 13 years of industry experience, currently with Money Concepts Capital Corp since 2014. She previously worked at Equitable Advisors and Edward Jones during the same year. Van Beek is the owner of Van Beek Advisors, LLC and serves as a board member of the East Cobb Business Association. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, managing approximately $4.07 billion in assets through a large network of advisors and multiple portfolio programs.

Steven Pluhar is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes long tenure at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services tightly with Empower’s recordkeeping and administrative platforms.

Samantha Mayfield is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Transamerica Retirement Advisors, LLC. Her prior roles include positions at Voya Investments and Cambridge Investment Research, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary portfolio models and third-party expertise to provide tailored asset allocation and retirement guidance to a large client base.

Ryan Farrell is a financial advisor with Empower Advisory Group, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Empower, he worked in various roles including positions at Bishop O'Connell High School, St Louis Catholic Church, and the Augustine Institute. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base relative to its advisor headcount.

Joshua Podczervinski is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. He previously operated his own CPA practice, Joshua J. Podczervinski, CPA, PC, focusing on accounting and bookkeeping services, and has held roles at Capital Directions, LLC and Siok, Podczervinski, Williams and Associates. Savant Wealth Management serves a wide range of clients including individuals, families, pension plans, charitable organizations, and high-net-worth clients. The firm offers comprehensive wealth management and integrates evidence-based, model-driven asset allocation with actively managed strategies, supported by its scale and affiliated accounting, legal, and trust services.

Pratt Phillips IV is a CFP® and holds a Series 63 license with 27 years of industry experience. He currently works at Truist Advisory Services and has held positions within affiliated Truist entities since 2016. Prior to that, he worked at Ameriprise from 2003 to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Kimberly Scouller is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 credentials and has 28 years of industry experience. She has worked with multiple firms, including WealthWave Media, LLC and Plan Choice, Inc., and serves as an attorney through her own practice, Jade Law Offices of Kim Scouller. Additionally, she is a board member of the Atlanta Neuroscience Institute and is involved in financial literacy education through How Money Works, LLC and WealthWave Media, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, with regulatory assets under management of approximately $1.7 billion.

Alexander Paslay is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Kestra Advisory and has prior experience at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory work, Paslay serves as a volunteer board member for Once Lost Disciples, providing guidance to a counseling center. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets under management.

Anthony Criscuolo is a CFP® professional with 14 years of industry experience. He has worked at Palisades Hudson Asset Management, L.P. for 16 years before joining Hightower Advisors in 2024. He is currently based in Alpharetta, GA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and registered and private pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, offering portfolio management, financial planning, and retirement consulting through a network of Advisor Practices.

Steven Miller is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. His work history includes roles at WealthWave, Assurant Health, and other financial services firms. Miller is also president of his own non-investment related business, Steven A Miller LLC. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program choices.

Tana Gildea is a CFP® and Series 65-registered financial advisor with 19 years of industry experience. She currently practices at HB Wealth and previously worked at Homrich Berg and Compass Financial Consulting, LLC. Outside of advising, she owns Graduate’s Guide, a financial literacy company focused on writing, speaking, and training, and serves on the board of directors for the Georgia Neurodiversity Chamber of Commerce. She also teaches courses in Kennesaw State University's CFP program. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a quantitative and qualitative investment process across a range of public and private strategies and manages accounts primarily on a discretionary basis.