Carol Harris is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. She has been with the firm since 1997. Outside of advising, she serves as a treasurer providing consulting and coaching services for financial professionals. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Stephen Mink is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Valic Financial Advisors since 2012, with a brief period of unemployment in 2017, and has also been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Crystal Brown is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. Her prior work includes roles at Bank of America and Merrill. She is also an insurance agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Robert Mason is a Series 65-licensed advisor with Allworth Financial, L.P., based in Kennesaw, GA. He has 13 years of experience in the financial industry and has been with Allworth Financial since 2020. In addition to his advisory role, Mason is a pilot for Delta Airlines. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

James Garman is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, and Scottrade. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

David Young is a financial advisor with Money Concepts Capital Corp in Kennesaw, GA, holding a Series 66 designation and 11 years of industry experience. His prior experience includes six years at Edward Jones and a 20-year tenure with the Army National Guard. Outside of his advisory role, he serves as a director for the Georgia Military Institute Alumni Association and is involved in teaching and coaching through Untamed Media Group. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, adviser-designed portfolios, and third-party sub-advisers.

George Beck is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and also maintains a long-term affiliation with Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in life insurance brokerage and recruitment through Strategic Planning Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a mix of discretionary and non-discretionary account options.

Robert Schuckmann III is a CFP® professional with nine years of experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Travis Scarbrough is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Morgan Stanley and its affiliated entities from 2013 to 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Wenyi Wei is a financial advisor with VALIC Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wei has been with VALIC since 2000 and also works part-time as an accountant at a local CPA firm. Additionally, Wei serves as a registered agent for a family rental property and is involved with Agia as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Edmund Fortier is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently an advisor with Kestra Advisory and has held roles at Kestra Investment Services, MassMutual Life Insurance Company, and Principal Financial Services among others. Outside of his advisory work, Fortier provides consulting services using the Value Builder System for business owners, serves as a trustee for a testamentary trust, and participates on the stewardship team of his local church. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides comprehensive fiduciary services and access to multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Jennifer Marsh is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. She previously worked at Morgan Stanley between 2009 and 2016, returned there from 2020 to 2022, and spent four years outside the industry. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services including securities transactions, variable insurance products, and investment banking.

Bryan Wulz is a financial advisor with Eagle Strategies (NY Life) based in Marietta, GA. He holds the ChFC® designation and has 41 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance Company since 1984. His other business activities include insurance brokering with various outside carriers. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with institutional plan sponsors.

Joshua Hunter is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2024. His prior roles include positions at Gratus Capital, LLC, Wells Fargo Clearing, and Cetera Advisors LLC. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, focusing on long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies and access to private funds and third-party managers.

Patricia Mack is a financial advisor with Truist Advisory Services in Hiram, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at PNC Wealth Management and has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and extensive inter-affiliate integration.

Eryk Watson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and with four years of industry experience. Prior to his current role, he has worked at Northwestern Mutual Wealth Management and related entities. Outside of finance, he owns and manages E33 Eagles, a sports coaching and development business. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, corporate, and nonprofit clients with brokerage and advisory services, combining advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.

Jill Pivato is a CFP®, ChFC®, and Series 65-licensed financial advisor with 19 years of industry experience. She currently works at Creative Planning and previously held roles at Allworth Financial, L.P. and Retirement Advisors of America. Jill is also a Certified Divorce Financial Analyst and provides financial analysis and mediation services for divorcing couples through her separate business, Parting Ways Financial Solutions, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages roughly $295.6 billion in client assets and uses a financial-planning-led investment approach that emphasizes low-cost indexing and long-term strategies, supported by a range of specialized services and affiliated professional resources.

Joseph Campbell is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at SunTrust Advisory Services and related SunTrust entities since 2014. Campbell serves as co-trustee and co-executor for the estate of Joel Katz, working alongside Katz’s daughters on trust and estate matters. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by an Equity Research team that uses AI-enabled tools and maintains inter-affiliate integration with affiliated broker-dealer and bank services.

Lynn Carter is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support client investment decisions.

Anthony Ritter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include 17 years at American Portfolios and earlier positions at Morgan Stanley. Outside of advisory work, he is involved in insurance sales activities, focusing on life and long-term care insurance through various agencies and his ownership of The Legendary Group, Inc. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple strategies and platform integrations to support institutional and individual clients.