Kristen Plowman is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Truist and its predecessor firms since 2011. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Roland Deliniere is a financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with Benjamin F. Edwards & Company since 2010, and previously worked at 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 over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services, utilizing both proprietary strategies and third-party models.

Chris Park is a financial advisor with First Command Advisory Services in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. He has worked across multiple First Command entities since 2022 and is the owner of Park Financial, an investment-related business. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Tze Hong Yeh is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Empower Advisory Group, he worked in various roles including at DXC Technology and Allstate. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

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.

Isaac Cockfield III is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is affiliated with Private Advisor Group, LLC and has worked at LPL Financial, LLC since 2015. In addition to his advisory roles, he serves as a financial counselor to military service members through Zeiders Enterprises. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, utilizing technology platforms and third-party managers to address client goals and risk tolerances.

Jesse Astorga is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Fifth Third Securities since 2012 and concurrently with Fifth Third Bank since 2011. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options and includes features such as direct indexing and tax-overlay services.

Michael Breed is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 34 years of industry experience. He has worked with various Truist entities since 2003, including Truist Advisory Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supplemented by AI-enabled research tools.

Norman Plotkin is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2000. Outside of his advisory role, he volunteers as a financial planner for Holocaust Survivor Services through Jewish Family & Children Services of Atlanta and is active in local sailing organizations, serving as Vice Commodore of the Barefoot Sailing Club and participating on the audit committee for America’s Boating Club in Atlanta. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, ongoing consulting, and access to proprietary and third-party investment solutions.

Austin Ehlinger is a financial advisor with Guardian Life and Park Avenue Securities in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has been associated with Guardian Life and Park Avenue Securities since 2014 and 2015, respectively. Outside of his advisory role, he serves as an executor of his parent's estate and occasionally offers insurance products beyond those provided by Guardian to meet client needs. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, supporting client relationships through tailored financial planning, consulting, and access to proprietary and third-party investment programs.

Austin Downum is a CFP® with four years of industry experience, currently affiliated with AE Wealth Management, LLC. He has previously worked at several firms, including Three Bridges Wealth Management and Incompass Financial Partner, LLC. Downum is also involved with Three Bridges Financial Group, where he advises clients on personal finance and insurance-related matters. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Ashley Weeks is a financial advisor at TD Private Client Wealth LLC in Atlanta, GA, holding a Series 66 designation with five years of industry experience. She has worked at TD Private Client Wealth LLC since 2021 and has been with TD Bank, N.A. since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investment options from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Lance Miller is a CFP® and Series 66-licensed financial advisor at Cerity Partners LLC with five years of industry experience. Before joining Cerity Partners in 2026, he worked at Compass Wealth Management, LLC for six years, and has also been employed at Emmanuel University and Edward Jones. Cerity Partners advises a diverse client base that includes individuals, families, trusts, estates, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services focused on client-specific investment profiles, with capabilities in alternative and private market solutions, as well as affiliated businesses that expand its service offerings.

George Lewis III is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Carson Wealth and CWM, LLC, where he serves as a senior wealth advisor. His prior experience includes ten years at Woodbury Financial Services, Inc. Outside of advisory roles, Lewis is the owner of a transportation business providing limousine services and serves as co-sponsorship chair for a fundraising event called Shamrockin' for a Cure. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and delivering tailored investment solutions.

Sueann Lin is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 65 designations and two years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance, Rising Sun Solutions LLC, and Holiday Media. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and is notable for managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrea Lewis is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 23 years of industry experience and has previously worked at firms including Cetera, Summit Financial Group, Principal Securities, and Metlife Securities. Lewis is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Brian Levitan is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials. He has 17 years of industry experience and has held roles at multiple firms including Home Town Mortgage and Transformation Financial Inc. Outside of advising, he is a mortgage continuing education instructor and operates a handyman services business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Colin Fitzpatrick is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. He has worked at multiple firms, including Brookstone Wealth Advisors, Hoffman Financial Group, and Three Bridges Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a variety of investment strategies and serves over 127,000 clients through a platform-focused approach.

William Burke is a financial advisor with Valic Financial Advisors in Duluth, GA, holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. He has worked at Valic Financial Advisors since 2013 and previously operated Burke-Leslie Professional Asset Management, LLC. Outside of his advisory role, he is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs through a large network of advisors. The firm uses discretionary unified managed accounts with a focus on scalable, technology-driven solutions.

Michael Mahoney is a financial advisor with Equity Services, Inc. in Alpharetta, GA. He holds a Series 66 designation and has 13 years of industry experience. His prior positions include roles at Aegis Capital Corp, Investacorp Inc, THE O.N. Equity Sales Company, Ohio National Life Insurance Company, and Edward Jones. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.