Neel Patel is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Elwood and Goetz, as well as operating ABC123 Consulting, a personal S-Corporation used for residual income. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a network of independent advisors, providing portfolio management, financial planning, retirement plan consulting, and educational seminars.

Christopher Scarborough is an investment advisor representative at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Eudaimonia Partners, LLC, M.S. Howells & CO, and Citigroup Global Markets. Outside of finance, he performs as a guitarist and vocalist with the musical group Kinchafoonee Cowboys. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, using an open-architecture platform with various third-party managers and sub-advisors to tailor investment advice to client profiles.

Brian Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and bringing 13 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, and Precision Capital Management. Outside of his advisory work, he is involved in several non-investment business activities including ownership roles in insurance commissions and land ownership ventures. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Joseph Pitt is a Series 65 licensed advisor with Steward Partners Investment Advisory, LLC, where he has worked since 2025. He has a decade of industry experience, including prior roles at Advisory Services Network, LLC, Moore's Wealth Management, and Precision Capital Management. Outside of his advisory work, he is the managing member of THE TRADING PITT LLC, a venture focused on forex market trading. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions supported by a national advisor network.

John Gholson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial and FinTrust Capital Partners, among other firms. Outside of his advisory role, he is involved with GR Productions and has served on the board of The Cancer Foundation of Northeast Georgia. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations using a blend of passive and active managers overseen by an internal Investment Committee.

Marvin Gayle is a financial advisor with Guardian Life and holds a Series 66 designation. He has 14 years of industry experience, including over a decade with Guardian Life and five years at Park Avenue Securities. Outside of his advisory role, he operates MNG Designs, providing photography, graphic, and web design services, and works as a part-time rideshare driver. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Elizabeth Carter is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for seven years. Outside of finance, she managed Beca Designs for 18 years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active managers overseen by an internal Investment Committee.

David Gleeson is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been affiliated with Independent Financial Partners since 2011 and concurrently with IFP Securities, LLC since 2019. Outside of advisory work, he is an agent for Physicians Financial Services, LLC, selling term and non-variable life insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Andrew Jordan is a CFP® certificant with eight years of experience in the financial services industry. He currently works at Farther and has previously held roles at Cetera Wealth Services, CWM, LLC, and Allgood Financial Advisory. His background includes providing portfolio management, financial planning, estate planning, and other advisory services. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm uses an investment approach based on Modern Portfolio Theory, employing proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, individual equities, and fixed income.

Paige Simmons is a financial advisor with Truist Advisory Services in Athens, GA, holding a Series 66 designation and nine years of industry experience. Her prior work includes positions at Truist Investment Services, BB&T Securities, Raymond James & Associates, and two years at the University of Georgia. Outside of financial advising, she co-owns and manages a rental property with her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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 both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

James Treadwell is a CFA® charterholder with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at FinTrust Brokerage Services, LLC and Silver Oak Securities, Inc. He is vice president of The Cancer Foundation of Northeast Georgia, where he provides financial assistance to cancer patients in a 25-county region. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Samuel Madaris Jr. is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC, and has managed his own firm, Madaris Investment Group, since 2012. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal organization, where he participates in monthly meetings and fundraising activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

David Crane is a financial advisor at Centaurus Financial, Inc. with 41 years of industry experience. He has held positions at Centaurus Financial since 2018 and previously worked at Questar Asset Management and Questar Capital Corporation. Outside of his advisory role, he serves as president of the Mulberry Grove Homeowners Association. Centaurus Financial provides advisory and brokerage services to a diverse client base, offering financial planning, portfolio management, and retirement-plan consulting through a combination of discretionary and non-discretionary arrangements.

Andrew Torbert is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He also provides investment advice through WP Financial, an independently owned business name. His prior work includes roles at Level Team Contracting, LLC and Taff Claim Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms to implement diversified strategies.

Richard Gray II is a financial advisor at Independent Advisor Alliance, LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at LPL Financial, LLC, Hamilton Investment Counsel, LLC, and Suntrust Advisory Services. Gray is also involved in a separate fiduciary advisory services business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Teresa Sylvester is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. She previously worked at FinTrust Capital Partners, LLC and FinTrust Capital Advisors, LLC before joining her current firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Lee Brinson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, FinTrust Brokerage Services, and FinTrust Capital Partners, among others. He is based in Athens, GA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management overseen by an internal Investment Committee.

Carlas Allgood is a financial advisor with Carson Wealth, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has worked at firms including Cetera Wealth Services and LPL Financial, and has owned Allgood Financial Advisory since 1997. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that oversees model portfolios and provides tailored investment solutions.

Chung Lieu is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds a Series 63 designation and has previously worked at J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary managed solutions that combine proprietary strategies with third-party model providers.

Roxana Farrar is a Series 66-licensed financial advisor at Schwab Wealth Advisory with 15 years of industry experience. Before joining Schwab in 2025, she worked at Morgan Stanley for four years and Ameriprise Financial Services for 14 years. Outside of her advisory role, she is a co-owner of a family restaurant business with her husband. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client approval.