Paul Scaglione is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include multiple positions at Wells Fargo Clearing and Truist Investment Services dating back to 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate resources, to deliver its investment solutions.

Rhonda Lamb is a Series 66 credentialed advisor at Hightower Advisors with 29 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of her advisory role, she serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Scott Bechely is a CFP® professional with 22 years of industry experience, currently with Independent Financial Partners since 2016. He previously worked at LPL Financial from 2011 to 2019. Bechely is also involved with Horizon Planning Group, Inc., an insurance business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors nationwide. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting.

Charles Davidson Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Lumature Wealth Partners, Raymond James Financial Services, SunTrust Private Wealth, and Merrill. He serves as Treasurer and board member for the Holy Innocents Touchdown Club, a nonprofit booster organization. Concurrent Investment Advisors is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and platform integrations.

Patrick Mcardle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in other ventures including online legal services with Net Law and real estate referral through the Dinsmore Group. Additionally, he serves on the finance committee at Our Lady of the Mountains Roman Catholic Church. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm operates through a large advisor network using model portfolios and third-party managers, delivering services via multiple program platforms including Transamerica ONE and TFA365.

Robert Harris is a Series 65 licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors and previously operated Fort Harris Consulting, Inc., doing business as Harris Consulting. He serves as Vice President of Fort Harris Consulting while providing advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services, combining in-house manager selection with third-party models and advisory discretion, supported by centralized due diligence and technology tools.

Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.

Arash Assadzadeh is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2014, including SunTrust Advisory Services prior to its transition to Truist. 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 third-party platforms and AI-enabled research tools, to manage client portfolios.

Stephen Poston is a financial advisor with VOYA Financial Advisors, Inc. in Milton, GA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with VOYA Financial Advisors since 2014 and was previously with Voya Financial Partners, LLC from 2003 to 2011. Outside of his advisory role, Poston is an independent insurance agent focusing on fixed insurance products and serves as owner and president of Poston & Associates. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of representatives.

Audrey Watson Atkinson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services and SunTrust Advisory Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies with oversight from an Equity Research team utilizing AI-enabled tools.

Tyler Weyenberg is a CFP® with four years of industry experience, currently with Guardian Life and Park Avenue Securities. His prior work includes roles at Ashford Advisors, RAM Partners LLC, and University of Georgia's Terry Business College. Outside of financial advising, he provides private baseball lessons on a one-on-one basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm delivers advisor-led discretionary management combined with model-based strategies through proprietary and third-party platforms, and provides a range of financial planning and consulting services.

Christopher Britt is a CFP® with 23 years of industry experience and is currently with Truist Advisory Services. He has been with various entities under the Truist and BB&T brands since 2003. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program administered through third-party platforms and enhanced by AI-enabled research tools.

Erin Jones is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has prior experience at firms including Ameriprise Financial Services, Raymond James Financial Services, and United Capital Financial Advisors. Jones is also involved with Lumature Wealth Partners, LLC in an employee and administrative role. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a platform of approximately 286 advisors serving over 13,000 clients.

Robert Smith is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific Investment Profiles, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions for qualified clients.

Jennifer Pierce is a financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Wells Fargo Clearing, UBS Financial Services, and A. G. Edwards & Sons, Inc. She serves as a co-trustee for a family trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs and combines proprietary strategies with third-party model portfolios to deliver discretionary and non-discretionary managed solutions.

Chad Curtis is a financial advisor at Independent Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Gradient Securities, LLC, Regulus, LLC, and Park Avenue Securities. Outside of his advisory work, Curtis co-owns a vending machine business serving local restaurants and businesses. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm uses both firm- and third-party investment models and combines strategic asset allocation with multi-manager portfolios across passive and active strategies.

Anthony Greene is a Series 66-licensed financial advisor with Kestra Advisory, where he has worked since 2016. He has 13 years of industry experience and also holds roles with Kestra Investment Services, LLC and Renaissance Benefit Advisers. Greene serves as a board member of the Joy of Learning Collaborative, providing business advice and assisting with fundraising efforts. 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 ranging from fiduciary consulting and plan design to employee education and pooled plan solutions.

James Pullen II is a CFP® professional at HB Wealth with four years of industry experience. His work history includes roles at Homrich Berg, Atlanta Financial Associates, and Secure Life Benefits. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary wealth management, investment management, and financial planning, employing a combined quantitative and qualitative approach across a broad range of public and private investment strategies.

Chad Cunningham is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding a Series 66 license and nine years of industry experience. He previously spent 27 years at Merrill before joining Truist Advisory Services and Truist Investment Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decisions and manager oversight.

Jonathan Holloway is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing for seven years and remains employed at Wells Fargo Bank NA. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support investment decision-making.