Darlene Van Beek is a Series 66-credentialed advisor with 13 years of industry experience, currently with Money Concepts Capital Corp since 2014. She previously worked at Equitable Advisors and Edward Jones during the same year. Van Beek is the owner of Van Beek Advisors, LLC and serves as a board member of the East Cobb Business Association. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, managing approximately $4.07 billion in assets through a large network of advisors and multiple portfolio programs.

Alyce Phinney is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Triad Advisors, Triad Hybrid Solutions, and Argent Bridge Advisors. Outside of her advisory practice, she is involved in divorce education as a speaker and educator and operates a pet sitting business. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services such as representative-managed programs, third-party manager solutions, financial planning, and access to alternative investments, leveraging a combination of analytical approaches and platform integrations.

Michael Shoemaker is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with Bankers Life and its related entities since 2005, including roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty Co. Additionally, Shoemaker is involved in insurance sales and training as a unit sales manager and insurance agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create customized portfolios aligned with clients' goals and risk tolerances, utilizing both wrap and non-wrap programs with a focus on equities, fixed income, mutual funds, ETFs, and other securities.

Richard Kidwell is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Atlanta, GA. His career includes over a decade with BB&T and its affiliated entities before joining First Citizens, where he has worked since 2020. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a range of investment approaches, including portfolio management, model portfolios, and automated platforms, focusing on IAR-led assessments to determine client needs and risk tolerance.

Todd Schoonover is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2014. Schoonover serves as a board member of the NAIFA Georgia Chapter. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Max Rabin is a Series 66-licensed financial advisor with Principal Financial Services in Atlanta, GA, with one year of industry experience. He has previously been associated with firms including Cambridge Investment Research Advisors and Principal Life Insurance Company. Outside of finance, he has experience working in the hospitality sector, including roles at Mazzy's Sports Bar and Grill and Outback Steakhouse. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joseph Radack is a financial advisor with T. Rowe Price Advisory Services, Inc., holding the CFP® designation and Series 63 license, with 15 years of industry experience. His prior work includes roles at Alight Solutions, FEMA, Pure Financial Advisors, and Alight-Hodges Mace. Outside of advising, he is the sole shareholder of Atlantacare Inc., a health insurance brokerage, and operates Big Cattle Advisors, a residential handyman service; he also works as a ride-share driver. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs.

Eric Jackson is a financial advisor with Eagle Strategies (NY Life) based in Austell, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2010 and has affiliations with NYLIFE Securities Inc. and New York Life Insurance Company dating back to 2003. Jackson serves on the Advisory Board of the Tyrone Adam Burroughs School of Business & Entrepreneurship at Benedict College, providing guidance on academic and business programs. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non‑discretionary basis.

Robert New is a CFP® professional based in Atlanta, GA, with 14 years of industry experience. He has been with Rockefeller Financial LLC since 2022, having previously worked at Morgan Stanley in various capacities from 2011 to 2022. Outside of his advisory role, he is involved in estate administration activities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Edward Jeter is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Rock & Co LLC, and Rockefeller Financial LLC. He is based in Atlanta, GA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering variable insurance products, placement, and investment banking services.

Vallon Mills is a financial advisor at Truist Advisory Services in Atlanta, GA, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Morgan Stanley and Suntrust Advisory Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches. The firm integrates inter-affiliate resources and employs AI-enabled tools as part of its manager selection and oversight processes.

Eric Ashburn is a CFP® with 12 years of industry experience, currently serving as a financial advisor with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Outside of his primary advisory work, he is involved with Argent Bridge Advisors as a wealth advisor and partner, and he owns Argent Bridge 2 Business Acceleration, providing consulting services for business owners. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing both fundamental and technical analysis, and provides access to alternative investments and specialized advisory solutions through platform partnerships and affiliated managers.

Ayten Asik Elizondo is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She previously worked at BNY Mellon Securities Corporation and Bank of America, N.A. Outside of her advisory role, she serves as a director for several nonprofit organizations, including Children’s Healthcare of Atlanta and Ian’s Friends Foundation, which focuses on pediatric brain tumor research. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Charles Reeves is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and experience spanning several roles since 2014, including positions at USAA Trust Services and Charles Schwab & Co., Inc. He is based in Dallas, GA, and began his current role in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes asset allocation guidance and investment selection using Charles Schwab’s proprietary models and research tools, with a focus on annual reviews and recommendations tailored to client goals and risk tolerance.

Brian Lusink is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Lusink has been with Rockefeller Financial LLC since 2020 and with Rockefeller Capital Management since 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Alexander Paslay is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Kestra Advisory and has prior experience at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory work, Paslay serves as a volunteer board member for Once Lost Disciples, providing guidance to a counseling center. 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 such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets under management.

Ryan Soule is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC for seven years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Megan Rauch is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked at Valic Financial Advisors since 2014, including its predecessor entities, and also spent time with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Valic Financial Advisors primarily serves 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, employing Envestnet-developed UMA models for portfolio construction and management.

Bonnie Hamilton is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley Smith Barney for 11 years, as well as at Rock & Co LLC and Rockefeller Financial LLC prior to her current role. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Hezekiah Ross is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Principal Financial Services in Atlanta, GA. His prior experience includes roles at Cambridge Investment Research Advisors, Securities America Advisors, and Investacorp Inc. Outside of his advisory work, Ross is involved with CIRA as an advisory representative. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.