Susan Lewis is a CFP® with 29 years of experience in the financial industry. She has worked at Benjamin F. Edwards & Company, Inc. since 2010, following positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Located in Alpharetta, GA, she holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company, Inc. 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 financial planning, investment management, and retirement plan consulting, employing both proprietary and third-party strategies in discretionary and non-discretionary managed solutions.

Roger Shaffer is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Hightower Securities and Hightower Advisors since 2013. Shaffer serves on the Board of Directors at Signature Banks of Georgia. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, with services that include discretionary portfolio management, financial planning, and retirement plan consulting.

Rajen Chokshi is a CFP® professional with 23 years of industry experience. He has worked at Hightower Advisors since 2021 and previously held roles at Bluerock Wealth Management, Redwood Wealth Management, and BlueRock Financial Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment strategies across mutual funds, ETFs, alternatives, and customized indexing.

Robert Szymanski is a CFP® and ChFC® financial advisor with 16 years of industry experience. He is currently with Brookstone Capital Management LLC in Duluth, GA. His prior experience includes roles at Horter Investment Management, Harrisdirect LLC, Cetera Investment Services LLC, and BNY Mellon Advisors, Inc. Outside of advisory work, he is involved in insurance sales and Medicare referral services. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee programs.

Suzanne Komisar is a financial advisor with Valic Financial Advisors in Decatur, GA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on 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 for portfolio construction.

Mark Wyrobek is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Bank since 2018, following four years at B.C. Ziegler and Company. Outside of his advisory role, he is the owner of a vacation rental business in Dahlonega, Georgia. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines bank affiliation with municipal-advisor registration and provides access to multiple managed-account programs, including direct indexing and tax-overlay services.

Clayton Pond is a Series 66-credentialed financial advisor with over 11 years of industry experience. He has been with Kestra Advisory since 2016 and is also involved with oXYGen Financial, where he works as a Wealth Plan Design Specialist. Pond serves as the Treasurer on the board of a homeowners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting for plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, employee education, and manages assets for large institutional investors, including sovereign wealth funds.

William Brand is a financial advisor with NewEdge Advisors who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He previously worked at Triad Advisors for 12 years before joining NewEdge Advisors in 2022. Outside of his advisory role, Brand owns and operates Willful Compliance Partners, a compliance consulting firm that provides regulatory guidance to registered entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, utilizing a range of program structures that combine in-house manager selection with third-party models and advisor discretion, supported by technology and centralized manager due diligence.

James Galloway is a financial advisor at PNC Wealth Management in Roswell, GA, holding Series 63 and Series 65 licenses with 21 years of industry experience. His career includes tenures at Wells Fargo Clearing, Legend Financial Marketing, and Morgan Stanley, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven investment strategies managed by PNC or third-party strategists.

Eric Lapai is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses with seven years of industry experience. He has worked at Fifth Third Securities since 2018 and has been affiliated with Fifth Third Bank since 2017. He also has previous work experience at Southern New Hampshire University. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, utilizing various portfolio managers and strategies tailored to clients' risk profiles.

Donette Corley is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at UBS Financial Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Wallace Baker is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Truist entities, including Truist Bank and SunTrust Insurance Group, throughout his career. 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 and non-discretionary consulting, supported by AI-enabled research tools and a comprehensive supervisory oversight structure.

Standar Hammonds is a financial advisor with Empower Advisory Group in Alpharetta, GA, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Fidelity, The Prudential Insurance Company of America, PRUCO Securities, Ameriprise Financial Services, and Scottrade. He serves as a trustee for the Reginald C. Powers Trust, overseeing the distribution of his step-father’s estate. 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 account holders. The firm employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and client savings rates.

Reagan Wolfe is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at Guardian Life in Atlanta, GA. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Wolfe is involved in several community organizations, including serving as Immediate Past Chairman of the McCallie Atlanta Alumni and as a board member of NAIFA Atlanta. Guardian Life, through its Park Avenue® Wealth Management subsidiary, provides brokerage and investment advisory services to a diverse client base including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party advisory solutions.

Richard Cooney is a ChFC® credentialed financial advisor affiliated with Stratos Wealth Partners, Ltd, with 42 years of industry experience. He has previously worked at Lincoln National Life Insurance Co and Lincoln Financial Advisors Corporation for 21 years before joining Stratos Wealth Partners and LPL Financial in 2019. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs an IAR-driven model with an open-architecture approach that integrates multiple third-party platforms and managers, offering discretionary and non-discretionary portfolio management along with specialized planning services.

Thomas Gandolfi Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has held positions at multiple firms including Three Bridges Financial Group, where he serves as president and owner, in addition to his advisory roles. Gandolfi is also an author and a classroom instructor for financial planning through the American Financial Education Alliance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a variety of investment strategies, managing assets on a large scale primarily through standardized model and platform services.

Jason Connolly is a financial advisor at Prime Capital Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sugarloaf Wealth Management, LLC, Triad Advisors, Inc., OSAIC, and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a variety of investment strategies and providing tax and financial administration services through an affiliated accounting subsidiary.

Matthew Dunckley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary management approaches supported by third-party platforms and an AI-enabled research team.

Jonathan Fanning is a financial advisor with Truist Advisory Services in Norcross, GA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with SunTrust Advisory Services and SunTrust Investment Services from 2007 to 2021. 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, to deliver asset allocation, fiduciary support, and manager selection programs.

Chip Busbey Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 41 years of industry experience. He has worked with Guardian Life since 1999 and joined Park Avenue Securities in 2023. Busbey also engages in the sale of insurance products on a brokerage basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions combining advisor-led discretionary management with model-based strategies.