Angela Mario is a financial advisor with Voya Financial Advisors, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with Voya Financial Advisors since 2018 and previously worked at GWFS Equities, Inc./Great-West Life & Annuity Insurance Company from 2014 to 2018. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutional clients, retirement plan sponsors and participants, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on non-discretionary, recommendation-based advice delivered through multiple program structures.

Marvin Gayle is a Series 66-licensed advisor with 13 years of industry experience. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having worked previously at Guardian Life Insurance Company. Outside of his advisory role, Marvin provides photography, graphic, and web design services through MNG Designs and also works as a rideshare driver. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies using proprietary and third-party model portfolios and supports various account-level services, including securities-based lending and tax-harvesting.

Felicia Jackson is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Her prior roles include positions at Agia and VALIC Financial Advisors. Voya Financial Advisors, Inc. serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting through various program structures, with a preference for non-discretionary, recommendation-based advice.

Andrew Jordan is a CFP® professional with eight years of industry experience. He is affiliated with CWM, LLC and has prior experience at Cetera Wealth Services, LLC and Allgood Financial Advisory. Jordan is also involved in selling fixed insurance products and provides client referrals for app-based banking services. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Paige Simmons is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. She has worked at Truist Investment Services, BB&T Securities, and Raymond James & Associates. Outside of her advisory role, she co-manages a rental property business with her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

William Oliver is a financial advisor with TLG Advisors, Inc. in Monroe, GA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at The Leaders Group Inc since 2019 and previously spent 11 years with Nationwide Securities, LLC. Oliver also serves as president of Oliver Insurance & Financial Services, managing an agency that sells and services property, casualty, and life insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Carlas Allgood is an investment advisor at CWM, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LPL Financial, and operates Allgood Financial Advisory. He is also an insurance agent specializing in life, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services using model portfolios overseen by an internal Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Bezawit Mezretab is a financial advisor with Empower Advisory Group in Lawrenceville, GA. She holds a Series 66 designation and has recently started her career in the industry. Prior to her current role, she worked at Morgan Stanley and held positions at Oglethorpe University and Georgia State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.

Daniel Frazier is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA. He holds the ChFC® designation and Series 63 license, and has 27 years of industry experience. Frazier has been with Eagle Strategies and affiliated entities since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products.

Tze Hong Yeh is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at Empower Financial Services, DXC Technology, and Allstate, among other positions. 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 certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Reginald Chandler is a financial advisor with Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Transamerica Financial Advisors since 2016. He also has concurrent experience with Wfgia since 2012. 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 through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

William Brand is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Triad Advisors since 2010. In addition to his advisory role, he owns a compliance consulting firm, Willful Compliance Partners, Inc., providing regulatory guidance to registered entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services through multiple program structures, emphasizing centralized due diligence and the integration of technology such as algorithmic model portfolios and held-away account platforms.

Richard Cooney is a financial advisor at Stratos Wealth Partners, Ltd with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Stratos Wealth Partners in 2019, he worked for Lincoln National Life Insurance Co and Lincoln Financial Advisors Corporation from 1998 to 2019. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Jason Norton is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His career includes roles at LPL Financial and IFG Advisory, LLC. Norton is based in Watkinsville, GA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services.

Christopher Turner is a financial advisor with Eagle Strategies (NY Life) in Lawrenceville, GA, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Reveal Wealth and NYLIFE Securities LLC, among other New York Life affiliates. Turner is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types to tailor recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.

Sarah Brown is a financial advisor at Edward Jones in Monroe, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Georgia College & State University and the Walton County School District. She also has experience with Peachy Keen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Lindsey is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and previously worked in roles at Kelly Products, Inc. and Athens Dental Associates. Lindsey serves as Treasurer and Board Member for two nonprofit organizations focused on entrepreneurship and community activities in Georgia. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and employer advisory services.

Jackson Harris is a financial advisor with Edward Jones in Grayson, GA. He holds a Series 66 designation and has experience working since 2017 across several firms, including The Hardy Group and Reeves Young. Harris joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Timothy Conway is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked with Cetera Advisors LLC and Green Financial Resources, LLC. Outside of his advisory work, he is involved with Rich Music Inc, a communication conduit based in Miami. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Judson Doherty is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include over a decade at Stadion Money Management, LLC. Doherty also serves on the Board of Athens Country Club, where he participates on the finance committee and will serve as Board President in his third year. Charles Schwab & Co., Inc. provides wealth advisory and related financial services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary and discretionary investment management with integrated brokerage and custody solutions.