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.

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.

Robert Mason is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He holds a Series 65 designation and has worked at Allworth Financial since 2020. In addition to his advisory role, Mason is a pilot for Delta Airlines, where he has been employed since 1999. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies, including model-based and options-driven approaches, and incorporates technology to manage held-away employer retirement accounts.

Patricia Mack is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with SunTrust entities, including SunTrust Advisory Services and SunTrust Investment Services, since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation analysis, fiduciary support, and a manager-selection program, leveraging a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Dylan Williams is a financial advisor at Allworth Financial, L.P. in Kennesaw, GA, holding a Series 65 designation with two years of industry experience. He worked at Allworth Financial since 2023 and previously was employed at Young Harris College from 2019 to 2023. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies and technology solutions while managing discretionary and non-discretionary asset management and comprehensive financial planning services.

Theophilus Asante is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. He has a background with Truist, having worked across Truist Bank, Truist Investment Services, and Truist Advisory Services since 2016. Outside of his advisory role, he serves as a signer for Lynks Consultium LLC, a hair braiding salon in Villa Rica, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and an Equity Research team using AI-enabled tools.

Brian Adams is a financial advisor with Money Concepts Capital Corp, holding a Series 63 designation and 22 years of industry experience. His prior experience includes roles at Masterplan Retirement Consultants and Fricks and Associates, Inc., each for five years. He has been with Money Concepts Advisory Services since 2019. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors and employs model-driven, asset-allocation approaches with both discretionary and non-discretionary programs.

Che Bailey is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at Capital Benefit Consultants, Personal Capital, Lincoln Financial Advisors, and Massachusetts Mutual Life Insurance Company. Outside of advising, he is involved with Four Sons Enterprises, a spirits branding business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates services with Empower’s recordkeeping and administrative platforms.

B Mackie is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Mariner Wealth Advisors, The Mather Group, Felton & Peel Wealth Management, and Henssler Financial. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies, including defined-outcome ETFs and options-based overlays, and is notable for its private investment vehicle ownership and specialized industry divisions.

Marquis Chachere is a Series 66 credentialed advisor with three years of industry experience, currently affiliated with AE Wealth Management, LLC. His prior experience includes roles at OneAmerica Securities, American Heritage Financial, and New York Life. In addition to his advisory work, Marquis owns Kingdom Realm, LLC, a ministry, and works as an online travel agent with Inteletravel. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a variety of investment strategies. The firm manages assets for over 127,000 clients through a platform-focused approach that emphasizes standardized models and broad distribution.

William Crawford is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Empower, he worked at PNC and J.P. Morgan in various capacities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated model links its advice to recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Richard Oldham is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Creative Planning and has previously worked at Allworth Financial, L.P. and Retirement Advisors of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and selective private market exposure.

Margaret Remeika is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Allworth Financial, L.P. with two years of industry experience. Her prior roles include positions at Henssler Financial and LPL Financial, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model allocations and specialized approaches, while utilizing third-party sub-advisers and technology to manage a broad range of investments.

Jeffrey Weronick is a financial advisor with Fifth Third Securities, Inc. in Kennesaw, GA, holding a ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at firms including LPL Financial, Cetera Investment Services, SunTrust Investment Services, and MassMutual. Outside of his advisory work, he is a co-owner and sitter for a pet sitting service. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a large bank affiliation, providing multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Tosha Alexander is a financial advisor with Empower Advisory Group in Douglasville, GA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Valic Financial Advisors, and New York Life Insurance Company. Outside of advisory work, she owns Victoria's Vintage Design, a business focused on estate sales and design solutions. 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 retail brokerage account holders, delivering services through an integrated platform linked to Empower’s recordkeeping and administrative systems.

Kary Brownlee is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with LPL Financial since 2012 and Independent Financial Partners from 2012 to 2019. Outside of his advisory work, Brownlee has served as a youth soccer referee for local clubs. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by technology platforms and operates a network model with connections to LPL Financial and third-party estate-planning resources.

Michael Dennard is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Cetera Advisor Networks, Amazon.com, Primerica Financial Services, Signator Investors, Transamerica Financial Advisors, and FSC Securities Corporation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and research.

Mark Ronsini is a financial advisor with Lincoln Investment in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Lincoln Investment since 2013 and previously at Lucia Capital Group and Raymond J. Lucia Companies, Inc. Outside of his advisory role, Ronsini is involved as an investor in horse breeding and racing partnerships and operates a horse racing and sales entity. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed portfolios, employing strategic and tactical investment approaches overseen by an Investment Management & Research team.

Maria Vazquez is a financial advisor with Truist Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment management, leveraging third-party platform relationships and AI-enabled equity research to support manager selection and portfolio oversight.