Thomas Jones is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 designation and worked at Gamble Jones Investment Counsel for 24 years prior to joining Cerity Partners in 2023. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.

Alexander Rauch is a CFP® with 16 years of experience in the financial services industry. He currently works at Valic Financial Advisors and has previously been affiliated with Lincoln Financial Advisors Corporation and Agia. In addition to his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Abby Reed is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2018 and at Reed Financial Group since 2012. In addition to her advisory work, she is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Carter Potts is a financial professional with 23 years of industry experience, currently affiliated with GWN Securities Inc. since 2020. He holds Series 63, 65, and 66 licenses and previously worked at Nationwide Securities and Nationwide Insurance. Outside of his advisory role, he is involved in forming a manufacturing business through a personal investment LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Margo Bryk is a financial advisor at HB Wealth with Series 63 and Series 65 licenses and eight years of industry experience. She has been with HB Wealth Management, LLC since 2008. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, employing a disciplined investment process that includes both public and private strategies.

Ali Mahbod is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Truist Advisory Services and Truist Investment Services and has previously worked at SunTrust Advisory Services, E*Trade Capital Management, and other firms. Outside of his advisory work, he has been a licensed Grade 07 soccer referee with the United States Soccer Federation since 2004 and volunteers with a nonprofit focused on education through sports. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a mix of discretionary and non-discretionary approaches, supported by third-party platforms and manager arrangements, with an emphasis on inter-affiliate integration and supervisory oversight.

Thomas Arvanites is a CFP® and Series 63 credentialed financial advisor with 46 years of industry experience. He has been with Janney Montgomery Scott, LLC since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jellana Anderson is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and has worked at related Truist entities and predecessor firms since 2016. Outside of her advisory role, she operates an in-home dog daycare, boarding, and grooming service in Tucker, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Brianna Shealey is a Series 66 credentialed advisor with NewEdge Advisors, bringing four years of industry experience. Her prior roles include positions at Raymond James & Associates and Wells Fargo. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a wide range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive portfolio management and consulting services through a network of independent advisers and utilizes a variety of program structures supported by centralized due diligence and advanced technology tools.

Thomas Mc Leod is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments. Before entering the financial sector, he spent eight years in physical therapy, working at ERW Physical Therapy and North Fulton Physical Therapy and Sports Medicine. Concurrent Investment Advisors, LLC is a multi-team SEC-registered 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 services through customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Sean Kelley is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Sargent and Lundy and Aliera Healthcare. Outside of his advisory role, he owns S M Kelley Consulting Group LLC, which provides engineering consulting on technical issues. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, supporting a broad range of client needs including discretionary and non-discretionary investment management.

Brett Godwin is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has previously worked with Ashford Advisors and Park Avenue Securities. Outside of his advisory role, he conducts private soccer training. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, businesses, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Ryan Meisemann is a financial advisor at AE Wealth Management, LLC with four years of industry experience and a Series 66 designation. His prior experience includes roles at Raymond James & Associates, Merrill Lynch, and Bank of America. Outside of advisory work, he is also involved in the hospitality industry as a bartender at Proper Hop Taphouse. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

Alva O'Neal is a CFP®-certified financial advisor with Valic Financial Advisors in Decatur, GA, bringing 10 years of industry experience. Prior to joining Valic in 2017, O'Neal worked at Regions Bank, Cetera Investment Services, and Allstate Insurance Company. Outside of advisory work, O'Neal serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Christopher Johnson is a financial advisor at Guardian Life and Park Avenue Securities LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Capital. Outside of advisory services, he is involved in insurance sales in the Atlanta area. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions.

Kile Lewis is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds a Series 63 designation and has been with Kestra Advisory since 2016. Lewis is the co-CEO and founder of oXYGen Financial, a firm through which he manages his financial practice. He also serves as Community Service Director and board secretary for the Alpharetta Rotary, participating in local charitable activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan design, compliance testing, fiduciary consulting, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party managed solutions.

Paul Ellington is a financial advisor with Guardian Life in Roswell, GA, holding CFP® and ChFC® designations and having 38 years of industry experience. He has worked at Guardian Life since 1999 and has been involved with Peachtree Planning Corporation and GA International since 1986. Outside of his advisory role, he is involved with the Wealth & Wisdom Educational Center and The Doghouse at Lake Oconee, LLC, a non-investment related business. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment programs.

Robert Strickland is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Hightower Securities since 2018, following prior roles at SunTrust Advisory Services and SunTrust Bank. Outside of his advisory work, he provides consultative advice to the CEO of Advanced Combustion Energy Systems Inc., a company in which he holds an equity interest. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Kevin Arculeo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at Commonwealth and North Point Wealth Management since 2009 and previously spent six years with Ameriprise. Outside of his advisory role, he owns Arculeo’s Action Fly’s & Guide Service, LLC, a fly fishing products and guide service business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Juliana Bilo is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has worked at various Truist entities since 2018, including Truist Bank and Truist Investment Services. Prior to joining Truist, she worked at Macy for two years. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an inter-affiliate operating structure involving Truist’s affiliated broker-dealer and bank.