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.

Thomas Mathews Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 designations and has 39 years of industry experience. In addition to his advisory role, he is an author and manages several business ventures focused on financial education and media, including Wealthwave Media LLC and How Money Works LLC. He has authored the book How Money Works and is involved in creating financial literacy materials. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers, providing discretionary and non-discretionary investment solutions.

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.

Jill Pivato is a CFP®, ChFC®, and Series 65-licensed financial advisor with 19 years of industry experience. She currently works at Creative Planning and previously held roles at Allworth Financial, L.P. and Retirement Advisors of America. Jill is also a Certified Divorce Financial Analyst and provides financial analysis and mediation services for divorcing couples through her separate business, Parting Ways Financial Solutions, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages roughly $295.6 billion in client assets and uses a financial-planning-led investment approach that emphasizes low-cost indexing and long-term strategies, supported by a range of specialized services and affiliated professional resources.

David Wright is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles in insurance and mortgage services, including with Davis Insurance Services and General Mortgage Capital Corporation. Outside of advising, he owns RePlay Arcade, LLC, a pinball arcade business. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services through proprietary model portfolios and third-party managers. The firm operates both as a registered broker-dealer and RIA, providing a range of investment programs and affiliated retirement solutions.

Richard O'Donnell Jr. is a CFP® professional with 13 years of experience in financial advising. He has been with Savant Wealth Management since 2023, following nine years at Capital Directions, LLC. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house legal, accounting, and trust service affiliates.

Lynn Carter is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support client investment decisions.

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.

Terrence Hartigan is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Capital Directions, LLC for ten years and Warren Averett CPAs and Advisors for four years. He is a member of the board of directors for the Clarence E. Harris Foundation, a private philanthropic organization in Atlanta, GA. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a broad range of affiliated professional services.

Derrick Martin is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including Edward Jones, Merrill, Wells Fargo, and Bank of America. Outside of his advisory role, Martin owns two LLCs involved in basketball training and business research. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed with mutual funds and ETFs. The firm’s investment approach relies on algorithmic risk assessment and third-party portfolio implementation.

Dylan Williams is a financial advisor at Allworth Financial, L.P. in Kennesaw, GA, holding a Series 65 credential with two years of industry experience. Prior to joining Allworth Financial in 2023, he worked at Young Harris College from 2019 to 2023. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Daniel Paley is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online discretionary model account that uses approved mutual funds and ETFs with annual rebalancing.

Christina Lane is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist and its predecessor firms since 2013. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm combines discretionary and non-discretionary investment approaches and utilizes affiliated broker-dealer relationships and AI-enabled research tools as part of its integrated advisory platform.

Nicholas Marrano is a financial advisor with Independent Financial Partners in Woodstock, GA, holding a Series 66 designation and nine years of industry experience. He has worked with Independent Financial Partners since 2017 and was previously affiliated with LPL Financial from 2014 to 2019. Marrano is also involved in Horizon Planning Group, a related investment advisory business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with both individualized and centralized investment management options and is noted for its retirement-plan advisory and pension consulting capabilities.

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.

Tomas Parks is a ChFC® with 26 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2010. Outside of his advisory role, Parks serves as a managing partner of multiple multi-line insurance brokerage firms, teaches as an adjunct professor, participates as a trustee of a family foundation, and holds a board officer position with Atlanta Youth Rugby. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

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.

Edwin Martinez is a financial advisor at Bankers Life Advisory Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked with the Bankers Life group since 2016. In addition to his advisory role, he serves as an Agency Director managing a team of agents responsible for hiring and training within the insurance sector. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.