Jeffrey Weronick is a financial advisor with Fifth Third Securities, Inc. in Kennesaw, GA, holding a ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at firms including LPL Financial, Cetera Investment Services, SunTrust Investment Services, and MassMutual. Outside of his advisory work, he is a co-owner and sitter for a pet sitting service. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a large bank affiliation, providing multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Kevin Saylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and LPL Financial. 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 consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Colin Clarkson is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Inc. Clarkson has also been affiliated with Lumature Wealth Partners. Concurrent Investment Advisors is an SEC-registered, multi-team 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 advisory services, utilizing primarily long-term, customized portfolios with ETFs, mutual funds, and various other investment options.

Terry Ford is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory since 2016. He has been associated with Kestra Investment Services, LLC since 2003. In addition to his advisory role, Ford is the president of a local office condo association and is involved in a life settlement advisory business where he assists clients with evaluating the sale of life insurance policies. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Andrew Matthieson is a financial advisor with Primerica Advisors in Alpharetta, GA, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, Matthieson serves on the Board of Governors for The Manor Golf and Country Club and occasionally writes guest articles on topics including football, golf, finance, and menswear. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and provides a range of investment strategies and account-level services.

Kipp Reck is a CFA® charterholder with 16 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc., where he has worked since 2026. His prior experience includes roles at Foreside Fund Services, Willis Towers Watson, Newport Group Securities, and Morgan Stanley DW Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

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.

Frank Smith Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for J.P. Morgan Chase Bank and J.P. Morgan Securities LLC for 12 years. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Perry Neuman is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Hightower Securities, LLC and Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and customized indexing.

Anupama Singh is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, Singh is involved as an associate agent with Redfin Corporation, focusing on real estate activities such as showing houses and attending inspections. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Ralph Watson III is a CFP® professional with 27 years of experience in the financial industry. He is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Goldman Sachs, Raymond James Financial Services, and United Capital Financial Advisers. He serves as a finance and investment committee member for the nonprofit Pinewood Preparatory. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and integrated platform solutions.

Roland Castle is a CFP® with 28 years of industry experience, currently serving with NewEdge Advisors since 2023. His prior roles include positions at LPL Financial, Independent Advisor Alliance, and Stephens Inc. He serves on the advisory board of Ascension Sacred Heart Hospital, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services through a network of independent advisers, emphasizing centralized due diligence and the use of technology to support client and advisor needs.

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.

Andrew Hill is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Hightower Advisors. He has held roles at HighTower Securities, SunTrust Advisory Services, and Suntrust Investment Services, with nearly two decades at the latter. Outside of his advisory practice, he is involved in the periodic maintenance of a personal second home. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Jeremy Toothman is a financial advisor with CWM, LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior firms include Morgan Stanley, Woodbury Financial Services, Main Street Financial Group, Cetera Wealth Services, and Carson Wealth. He also holds operational roles at CWM and Main Street Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement-plan services alongside other investment and advisory options.

Michael Palmer is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in behavioral coaching through his own firm, MGP Coaching, LLC, and serves on nonprofit boards. Park Avenue Securities LLC, d/b/a Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, retirement consulting, and advisory services using both proprietary and third-party investment strategies.

Bonnie Sukenik is a Series 65-licensed financial advisor with NewEdge Advisors. She has one year of experience with NewEdge Advisors and nine years at Fort Harris Consulting. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Jon Keever is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hornor, Townsend & Kent since 2019. In addition to his advisory role, Keever is involved in insurance brokerage activities, including multi-line insurance sales with Penn Mutual Life Insurance Company and property/casualty insurance through APEX Insurance Advisors, LLC. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through both advisory and broker-dealer platforms, combining custody, execution, and investment advice with a range of third-party asset management options.

Therese Stockenberg is a financial advisor with Transamerica Retirement Advisors, LLC in Roswell, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of managed advice programs and investment education services, utilizing proprietary software and model portfolios from Morningstar Investment Management to tailor asset allocation and retirement guidance.

Joel Allen is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features services such as direct indexing and a tax-overlay service.