Miranda Stetson is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Her work history includes roles at Truist Advisory Services Inc., Truist Investment Services Inc., TRUIST Bank, and SunTrust Bank dating back to 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled tools and an Investment Advisory Group for oversight in manager selection and portfolio reviews.

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.

Michael Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has 10 years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of advising, he assists with marketing for his family’s company, MollyTommy, and works as a freelance writer for Successful Farming Publication. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management through advisor-led discretionary and model-based strategies, combining proprietary programs with third-party solutions.

Christopher Johnson is a CFP® with 18 years of experience in financial advising. He has worked at Creative Planning since 2017 and previously held roles at USAA Financial Planning Services, USAA Financial Advisors, TIAA-CREF, and Banc of America Investment Services. He is based in Alpharetta, GA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Lynn Morris is a financial advisor with Planmember Securities Corporation in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. She has been with Planmember Securities Corporation since 2011 and has operated independently as Lynn Morris since 2010. In addition to her advisory role, she is involved in insurance sales, specifically fixed indexed annuities. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services designed for plan sponsors and participants.

Shawn Meade is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Redwood Wealth Management, LLC and Wipfli Financial Advisors, LLC. He is involved with the Cherokee County Educational Foundation as Treasurer and a member of the Executive Committee. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

John Wells III is a financial advisor with Guardian Life in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Guardian Life, he worked at Statesboro Law Group for three years. Outside of his advisory work, he performs music in a band for compensation. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, businesses, and organizations, offering tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and third-party solutions.

Elliott Helm is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at Morgan Stanley, E*TRADE Securities LLC, and Wells Fargo. 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, offering services integrated with Empower’s recordkeeping and administrative platforms.

Matthew Gaude is a financial advisor at Carson Wealth with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Live Oak Wealth Management, and FSC Securities Corporation. Outside of his advisory work, he provides insurance services to clients through a sole proprietorship. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, retirement plan services, and tailored investment solutions overseen by an Investment Committee.

Venzon Aromin III is a CFP® professional affiliated with Commonwealth Financial Network, with 28 years of industry experience. He has worked at firms including Lion Street Advisors and Csenge Advisory Group. Aromin also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and back-office support, including investment management, compliance, and technology services. The firm offers multiple program structures and discretionary model portfolios developed by its Investment Management and Research team.

David Vicknair is a financial advisor with NewEdge Advisors holding a Series 66 designation. He has one year of industry experience and previously worked at Morgan Stanley and ZZ & Simones. Outside of finance, he has work history in the restaurant and seafood industries. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Rachel Wilder is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding the CFP® and ChFC® designations with 27 years of industry experience. She has worked with New York Life and its affiliated firms since 2005 and currently operates Wilder Wealth Strategies, LLC. Wilder also serves as a member and group leader of ProVisors, a national professional networking organization. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages assets predominantly on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Debasish Hajra is a CFP® professional with 34 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2019. His prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth clients, and corporate entities. The firm offers a range of services such as financial planning, investment management, and retirement plan consulting, utilizing both proprietary strategies and third-party model portfolios.

Jack Malandra is a Series 66–licensed advisor at Kestra Advisory with one year of industry experience. Prior to joining Kestra, he worked at Deloitte for two years and held various roles including at Druid Hills Country Club and the University of Georgia. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Kelly Rodriguez is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Goldman Sachs, and United Capital Financial Advisers. Concurrent Investment Advisors is an SEC-registered, multi-team firm that serves 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 securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Adam Hextell is a financial advisor with Fifth Third Securities, Inc. based in Duluth, GA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Fifth Third in 2020, he worked at The Prudential Insurance Company of America and Foresters Financial Services. Outside of his advisory role, he has been involved with Hextell Properties LLC since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jeremy Winters is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley, E*TRADE Securities LLC, Valic Financial Advisors, and JPMorgan Chase Bank. 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 certain retail brokerage 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.

Angela Mario is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and having 20 years of industry experience. She has worked at Voya Financial Advisors since 2018 and previously was with GWFS Equities, Inc./Great-West Life & Annuity Insurance Company from 2014 to 2018. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan and IRA advisory services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm blends in-house and external strategists with technology-enabled tools to support both discretionary and non-discretionary investment management.

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.

Jennifer De Loach is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at multiple firms such as Veracity Capital, Wealth Enhancement Advisory Services, JOYN Advisors, and Robert Baird & Co. She is based in Decatur, GA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.