Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

James Cooper Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Packerland in 2019, he worked at COUNTRY FINANCIAL from 2012 to 2019. Outside of advisory work, he is involved with Foundation Financial, LLC, which focuses on life insurance and property and casualty sales. Packerland Brokerage Services serves individuals, including high-net-worth clients, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and employs due diligence and periodic monitoring of third-party managers.

James Diffly is a financial advisor with BFC Planning, Inc. in Cumming, GA, holding a Series 63 license and bringing 41 years of industry experience. He has worked with BFC Planning and Berthel, Fisher & Company Financial Services since 2016 and previously managed investment and commodities trading through Trendline Trading & Investments, LLC. Outside of finance, Diffly is a certified baseball and softball umpire for Georgia high schools. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets under management, delivering advice through a network of independent investment adviser representatives who utilize a range of program structures and investment strategies.

Gianna Campo is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. She has seven years of industry experience and has worked at firms including Blackridge Asset Management, Verity Asset Management, and Appreciation Financial. Campo is also president of Bulletproof Financial, a fixed insurance sales business. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network model and a range of discretionary and non-discretionary services.

Timothy Eckel is a financial advisor at Blackridge Asset Management, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Dempsey Lord Smith, Arete Wealth Advisors, Center Street Advisors, Center Street Securities, and his own firm, Bales & Eckel Financial Group. Eckel serves as president of the Rural Electric Planning Group, a nonprofit organization related to securities and insurance business for EMC/utilities providers. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms, employing a range of investment strategies including asset allocation, rebalancing, and diversification.

James Cook Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His career includes roles at Capital Investment Group, Inc., Equity Services, Inc., and National Life of Vermont. In addition to advisory work, he is an insurance agent selling risk management products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, foundations, and charitable institutions. The firm offers tailored investment solutions through separately managed accounts, third-party asset managers, and financial planning services, managing the majority of its assets on a discretionary basis.

Ricky Howard is an advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has worked in investment management roles since 2024, including positions at Black Oak Asset Management and Silver Oak Securities. In addition to his advisory work, he is a part-time public school teacher with Forsyth County Schools. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management leveraging model strategies, third-party platforms, and serves as a sub-adviser to multiple ETFs, while providing access to alternative investments and retirement technology solutions.

Kurt Arseneau is a financial advisor at Prosperity Capital Advisors with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Quility Financial Advisors, AE Wealth Management, and Wealth Watch Advisors. Outside of his advisory role, he is involved in insurance services through Arseneau Advisor Group, LLC, and owns businesses providing Medicare supplement insurance and tax preparation services. Prosperity Capital Advisors is an SEC-registered enterprise advisor serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other registered investment advisors. The firm employs model-based, asset-allocation strategies using portfolios from providers such as BlackRock, Dimensional, and Vanguard, and offers managed accounts, retirement plan services, and turnkey asset management programs.

Johnnie Brooks III is a financial advisor with Packerland Brokerage Services, Inc. in Holly Springs, GA. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Country Financial and JP Morgan securities and banking divisions. Brooks is also a member of Foundation Financial, LLC, where he is involved in property and casualty, life insurance, and annuity sales. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors and manages $1.358 billion in assets. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers via a range of advisory programs.

Joseph Latour is a financial advisor at Sowell Management with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Sowell since 2016. Prior to that, he was with CONCERT Wealth Management, Inc. and Symetra Investment Service, Inc. Latour is also an owner and agent involved in the sales and service of fixed and immediate annuities, as well as various insurance products including life, health, disability, and Medicare-related plans. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management and financial planning. The firm offers a range of investment strategies including strategic and tactical allocation, individual equity selection, and model portfolios, and supports its network of independent advisers with trading, compliance, technology, and back-office services.

Ryan Farrell is a financial advisor with Empower Advisory Group, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Empower, he worked in various roles including positions at Bishop O'Connell High School, St Louis Catholic Church, and the Augustine Institute. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base relative to its advisor headcount.

Kimberly Scouller is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 credentials and has 28 years of industry experience. She has worked with multiple firms, including WealthWave Media, LLC and Plan Choice, Inc., and serves as an attorney through her own practice, Jade Law Offices of Kim Scouller. Additionally, she is a board member of the Atlanta Neuroscience Institute and is involved in financial literacy education through How Money Works, LLC and WealthWave Media, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, with regulatory assets under management of approximately $1.7 billion.

Steven Miller is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. His work history includes roles at WealthWave, Assurant Health, and other financial services firms. Miller is also president of his own non-investment related business, Steven A Miller LLC. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program choices.

Joseph Ferraro is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Truist Advisory Services since 2021, following roles at Bb&T Investment Services and Bb&T Securities dating back to 2001. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that integrates discretionary and non-discretionary management through multiple platform and manager arrangements.

Paul Reid is a financial advisor at Transamerica Retirement Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Transamerica Life Insurance Company, LPL Enterprise, and The Prudential Insurance Company of America. Prior to his current role, he spent over a decade with the City of Roswell. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio services, investment education, and both discretionary and non-discretionary advice programs. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base with a focus on scaled asset allocation and retirement guidance.

Janet Baskinger is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses. She has one year of industry experience, including prior roles at Netlaw and the Heartland Institute of Financial Education, and previously spent 23 years at Siemens Corporation. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

William Tadio is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016 and Kestra Investment Services since 2015. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Dennis Kim is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. Before entering the financial services field, he worked for 17 years at AHII Corporation dba Badcock Home Furniture & More. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Taeook Kwon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations and 12 years of industry experience. His prior roles include positions at Alexander Almand & Bangs, LLP, Tech Gear USA, Inc., and World Financial Group, Inc. He is also engaged in 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, featuring proprietary model portfolios, third-party money manager access, and a mix of discretionary and non-discretionary program options.

Gregory Stoia is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 43 years of industry experience. He has been with Commonwealth since 2001 and has operated Stoia Financial since 1985. Stoia serves as the Executive Director of the Anne Embree Charitable Foundation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.