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.

Matthew Kreisler is a CFP® with 13 years of industry experience, currently serving with Steward Partners Investment Advisory, LLC since 2025. His prior experience includes roles at Raymond James & Associates and UBS Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

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.

Andrew Stevenson is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and has worked at various BB&T entities since 2008 before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

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.

Genesis Santos Pichardo is a financial advisor at Truist Advisory Services with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Truist Investment Services in 2023, he held positions at several firms including Randstad and Estee Lauder Companies Beauty LLC. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its services.

Patrick Kenney Jr. is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Transamerica and Voya. Outside of finance, he is employed as a pizza delivery driver for Domino's Pizza. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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.

John Withers is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with World Financial Group and Awareness Concepts. He is engaged in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model portfolios alongside third-party money managers, with discretionary and non-discretionary program options.

Andrea Tallent is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of her advisory work, she is involved as a member and manager of The Tallent Group LLC, a logistics and transportation business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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.

Maxwell Goldstein is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for two years. His background includes roles with Overtime Elite and collegiate basketball programs at Georgia Tech and the University of Arizona. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and investment strategies.

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.

Nashica Mc Rath is a CFP® professional with seven years of industry experience currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at LeasePlan US for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

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.

Camden Costa is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley, his work history includes roles outside the financial industry as well as periods as a student. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.

Randy Aufleger is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and advisory services delivered through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.

Kelvin Pettaway is a financial advisor at Ameriprise with 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank over a nine-year period. Pettaway serves on the board of the Atlanta Jazz Festival and co-leads a financial education group at his church focused on budgeting and investment basics. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Matthew Moore is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley in Alpharetta, GA, having joined the firm in 2023 after roles at E*Trade Capital Management, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.