Patrick Connolly is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked at multiple firms including JPMorgan Chase and Voya Investment Management. Outside of his advisory role, Connolly is an investor in a turf business and owns a business focused on capital strategy. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management along with financial planning and consulting services through Steward Partners-branded solutions and third-party money managers.

Francesca Mc Comb is a financial advisor with Empower Advisory Group in Acworth, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at Empower Financial Services, Allstate, Melaleuca, Excel Real Estate, and ItWorks! Global. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services focus on integrated financial planning and managed account solutions delivered through Empower’s recordkeeping and administrative platforms.

Laura Helms is a CFP® professional with two years of industry experience, currently affiliated with Commonwealth Financial Network in Alpharetta, GA. Prior to her advisory role, she worked for Southwire Company for 16 years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a wide range of managed-account programs, third-party asset manager access, retirement consulting, and custodial services, combining internally managed model portfolios with outsourced solutions.

Matthew Dunckley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary management approaches supported by third-party platforms and an AI-enabled research team.

Patrick Curran is a financial advisor at Savant Wealth Management in Atlanta, GA, with nine years of industry experience. He has previously worked at Capital Directions, Unified Trust / American Trust, Northwestern Mutual Wealth Management Company, and Roger Vandermus. Outside of his advisory role, he owns and manages a rental property through an LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by centralized resources and affiliated accounting, legal, and trust services.

Tomas Parks is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. In addition to his advisory work, Parks serves as an assistant professor at Kennesaw State University, where he teaches investment-related courses, and is actively involved in multi-line insurance brokerage ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, supporting a range of account types and third-party asset management relationships, with discretionary assets under management totaling over $8 billion.

Daniel Futral is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at OneAmerica Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he served in law enforcement with the Sandy Springs and Woodstock Police Departments and was a member of the Army National Guard. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with standardized model and platform services across its network of advisors.

Christopher Phillips is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Voya, Mutual of Omaha, and Cuna Mutual Group. Outside of finance, he is a co-owner and partner in Mosquito Shield of NW Atlanta, a residential pest suppression franchise. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party resources.

Jackson Sackman is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Home Depot, The UPS Store, Georgia All-Stars Gymnastics, and the Cherokee County school system. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals by providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple asset classes with periodic rebalancing and performance reviews.

Jason Kiddoo is a financial advisor at Mariner with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and E*TRADE Capital Management. Mariner serves a wide range of clients, including individuals, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm’s investment approach features customized discretionary portfolios supported by an internal management team and third-party managers, with integrated tax and accounting capabilities and operational CFO services.

Joseph McGuire is a CFP® with 22 years of industry experience. He is currently with CWM, LLC and previously worked at American Portfolios Financial Services Inc. and FSC Securities Corporation. Outside of his advisory role, he has a 50% ownership in a fixed insurance business unrelated to securities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Steven Petcovic is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at The Leaders Group Inc and LPL Financial, LLC before joining Wealth Enhancement in 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach 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.

Stephen Derengowski is a financial advisor with Lincoln Investment in Canton, GA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His career includes roles at SCF Investment Advisors, Primerica Financial Services, FSC Securities Corporation, and SunTrust Investment Services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches through in-house and third-party strategies.

Deann Stevens is a CFP® with two years of industry experience, currently advising at Savant Wealth Management in Atlanta, GA. Prior to joining Savant, she worked at TrainingPros and the American College of Cardiology. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Michael Hostetler is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Allworth Financial, L.P. in Marietta, GA. His prior experience includes 15 years at Financial Services dba Capital Insight Group. Outside of his advisory role, he coaches a travel baseball team. Allworth Financial is a fee-based SEC-registered advisory firm that serves a broad client base including high-net-worth individuals, trusts, retirement plans, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary engagements, supported by technology to manage held-away accounts.

Sulay Ringwala is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of his advisory role, he is the owner of Ringwala Ventures LLC. Robert W. Baird & Co.’s DDK Group, where Mr. Ringwala works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and technology-driven investment approaches.

Susan Curry is a financial advisor with LPL Financial who holds a Series 66 designation and has 23 years of industry experience. Her prior work includes roles at SunTrust Advisory Services and Suntrust Investment Services, where she spent over a decade combined. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nicholas Frederick is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Gabriel Willis is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he operated a window treatment business, EG Willis, Inc., from 2021 to 2024, which he has since turned over to his spouse. Before that, he worked at American States Utility Services, Inc. for ten years. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Michael Jones is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 66 and Series 63 registrations. His career includes roles at Wachovia Bank, N.A. since 2009 and Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.