Adonis Roberson is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked across several Principal affiliates since 2022 and held prior roles at Amazon, GoHealth, and Wells Fargo. His current responsibilities include providing one-on-one investment advice to retirement plan participants at Principal Advised Services and a sales role at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging proprietary models and third-party tools within the Principal Financial Group family.

Conrad Levesque is a CFP® professional with eight years of industry experience, currently advising at Savvy. He has worked with multiple firms, including C2P Capital Advisory Group and Alison Wealth Management. Outside of his advisory role, he owns Delvr Wealth, LLC, where he provides tax preparation and planning services. Savvy offers investment and financial planning services to individuals, trusts, businesses, and charitable organizations, using a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing. The firm incorporates third-party fintech tools and sub-adviser strategies, along with in-house tax preparation and estate-planning support.

Ivan Magalit is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Merrill and Thrivent Financial. Outside of his advisory role, he is the co-founder of The A.U.T Initiative, a nonprofit focused on improving access to mental health services for marginalized communities. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and investment services.

Andrew Shuford is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at LPL Financial, &Partners, LLC, Wells Fargo Clearing, and Fisher Investments, as well as an academic background from the University of Georgia. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that incorporates proprietary software and behavioral economics, using both passive and active investment strategies supported by quantitative and fundamental analysis.

Caitlin Howerton is a CFP® professional with four years of industry experience. She is currently with Earned Wealth Advisors, LLC and has previously worked at Archer Investment Management, Facet Wealth, and SmartPath. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified investment approach informed by third-party consultants and an internal committee.

Charles Burns is a financial advisor at Ashton Thomas Private Wealth with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Pinnacle Peak Private Client Group and Insight Benefit Counselors. Burns is also president of CRB Financial Inc., a tax entity for independent contracting activities unrelated to investment management. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model that emphasizes access to third-party managers and a range of investment strategies, including mutual funds, ETFs, and specialist managers.

Thomas Stapleton is a financial advisor at Van Clemens Wealth Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Collective Wealth Partners and Principal Life Insurance Company. Stapleton is also the founder of Power of Your Money, LLC, a financial literacy education program where he serves as an author and speaker. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using both discretionary and non-discretionary approaches and utilizes a range of third-party managers alongside an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Sean Newman is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and two years of industry experience. He previously worked at Sagicor Group Jamaica and Invesco before joining Jefferies in 2023. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process that includes goal definition, financial analysis, and periodic reviews, utilizing third-party software and Monte Carlo simulations to support planning outcomes.

Robin Yacovetta is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC since 2021. Prior to this, Yacovetta worked at Creative Planning, Inc. and Trust Company of the South. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also delivers retirement plan services, custom wealth management solutions, and operates with several affiliated entities that provide custody, trustee, and distribution services.

Steven Cross is a financial advisor with Lifemark Securities Corp. in Marietta, GA, holding a Series 63 designation and bringing 39 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity Services, Inc. and has been an independent insurance agent since 1985, specializing in life, health, disability income, and long-term care insurance. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and emphasizes suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Kathline Lerebours is a CFP® professional with 13 years of experience in financial advising. She is currently with Facet and has previously worked at firms including Concentric Private Wealth, Commonwealth Financial Network, TIAA, Longwave Financial, and JSA Sustainable Wealth Management. Facet Wealth provides subscription-based financial planning and discretionary investment management to a wide range of individual clients, utilizing technology-driven processes and model-based asset allocations focused on exchange-traded funds. The firm’s approach includes integration across multiple advisors and offers services such as tax-optimized portfolio implementation and comprehensive financial planning without percentage-of-assets fees.

Ella Young is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with two years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2023 and has prior experience in the hospitality and education sectors. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and utilizes LPL platform programs and technology to deliver advisory services to a high client load.

John Hardin is a financial advisor at Stephens with five years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2021, following prior roles at The Capital Corp, Venture South, and Orangetheory Fitness. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of investment strategies and delivers advice through various sponsored programs and committees, combining bottom-up security selection with top-down fixed-income management.

William Daniel is a CFP® with three years of industry experience, currently serving as a financial advisor at Alera Investment Advisors, LLC. Prior to this, he held roles at several firms including Keller Williams Realty First Atlanta as a real estate agent and Arista Advisory Group, LLC. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates its advisory services with insurance and pension consulting platforms.

Noah De Broux is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. He has prior roles with Edgar Arana and ESI of Tennessee and is also the owner of DeBroux Agency LLC, an insurance services business. Gradient Advisors, LLC provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and combining fundamental, technical, and cyclical analysis in portfolio management.

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.

Charles Reeves is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and over nine years of industry experience. He has previously worked at USAA Trust Services and Charles Schwab & Co., Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations but does not exercise discretionary trading authority.

Marcia Seaton is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds her Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and J.P. Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s approach includes integrated services linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.

Trevor Fandrich is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at Wells Fargo Clearing, Wells Fargo Bank, Trevor Real Estate LLC, the State of Wisconsin, and the UPS Store. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach centers on integrated financial plans and managed account solutions that emphasize long-term portfolio returns, annual rebalancing, and client savings rates.