Taeook Kwon is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes a year at Alexander Almand & Bangs, LLP, and roles at Tech Gear USA, Inc. and World Financial Group, Inc. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios.

Sagar Shah is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 66 and Series 63 licenses with six years of industry experience. He has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2019 and 2020, respectively, and operates Shah Wealth Strategies LLC since 2026. Outside of his advisory career, Shah is a passive owner of several fast casual restaurant businesses including Moe's Southwest Grill and The Great Greek. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides a range of advisory services encompassing financial planning, investment management, and retirement-plan consulting, delivering tailored recommendations primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Christina Mumpower is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 11 years of industry experience. Her career includes roles at Veracity Capital LLC, Wealth Enhancement Group, Securian Financial Services, JOYN Advisors, Kestra Financial Services, and Oxygen Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that integrate in-house and third-party manager strategies supported by technology and centralized due diligence.

Elizabeth Thompson is a financial advisor with Savant Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at AssetMark Financial Holdings, AssetMark Brokerage, RCH Securities, Wells Fargo Clearing Services, TIAA-CREF, and Truliant Federal Credit Union. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Stanley Helm is a financial advisor with Guardian Life in Roswell, GA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at Guardian Life and its affiliates since 1994 and is also associated with Peachtree Planning Corporation since 1998. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as Park Avenue® Wealth Management, providing brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with a range of financial planning and consulting services.

Kenneth Trinklein is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2004, alongside self-employment since 1999. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of fiduciary and plan-level services supported by due diligence and multiple management platforms. The firm serves large investors, including sovereign wealth funds, and provides access to complex products within a supervisory framework.

John Williams is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds a Series 65 designation and has worked at firms including Capital Directions, Wealthguard Advisory Group, and his own practice, John L. Williams III, P.C. Since 1998, he has also engaged in independent insurance sales. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Brian Huey is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Creative Planning since 2022, following prior roles at Wipfli Financial Advisors and Redwood Wealth Management. Brian 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, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies.

Sylvia Crow is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked with Truist entities since 2022 and previously spent 17 years at BB&T. 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 consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program.

Harvey Varnadoe Jr. is a financial advisor at Money Concepts Capital Corp with 14 years of industry experience. He holds the Series 66 designation and has worked at Money Concepts since 2018, following prior roles at National Life Group, National Financial Services Group, and Equity Services Inc. Outside of his advisory role, he is active in local community organizations, including serving on the investment committee of an American Legion post and participating in various business networking groups. He is also involved in woodworking as a co-owner of a craft business and works as a DJ in the Marietta, GA area. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs utilizing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Dung Huynh is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Arete Wealth Advisors, Wealth Enhancement Group, E*TRADE, Morgan Stanley, and Citigroup Global Markets. 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’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

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.

Carol Harris is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. She has been with the firm since 1997. Outside of advising, she serves as a treasurer providing consulting and coaching services for financial professionals. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

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.

Robert Mason is a Series 65-licensed advisor with Allworth Financial, L.P., based in Kennesaw, GA. He has 13 years of experience in the financial industry and has been with Allworth Financial since 2020. In addition to his advisory role, Mason is a pilot for Delta Airlines. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

David Young is a financial advisor with Money Concepts Capital Corp in Kennesaw, GA, holding a Series 66 designation and 11 years of industry experience. His prior experience includes six years at Edward Jones and a 20-year tenure with the Army National Guard. Outside of his advisory role, he serves as a director for the Georgia Military Institute Alumni Association and is involved in teaching and coaching through Untamed Media Group. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, adviser-designed portfolios, and third-party sub-advisers.

George Beck is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and also maintains a long-term affiliation with Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in life insurance brokerage and recruitment through Strategic Planning Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a mix of discretionary and non-discretionary account options.

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.

Edmund Fortier is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently an advisor with Kestra Advisory and has held roles at Kestra Investment Services, MassMutual Life Insurance Company, and Principal Financial Services among others. Outside of his advisory work, Fortier provides consulting services using the Value Builder System for business owners, serves as a trustee for a testamentary trust, and participates on the stewardship team of his local church. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides comprehensive fiduciary services and access to multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Bryan Wulz is a financial advisor with Eagle Strategies (NY Life) based in Marietta, GA. He holds the ChFC® designation and has 41 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance Company since 1984. His other business activities include insurance brokering with various outside carriers. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with institutional plan sponsors.