William Rumble is a ChFC® credentialed financial advisor with 17 years of industry experience. He has been with Kovack Advisors, Inc. since 2014. Outside of his advisory role, he is involved in revenue reclamation services for medical facilities, working with medical center CFOs on billing and insurance claims. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, with additional options including individual equities, fixed income, derivatives, and alternative investments.

John Robb is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

Steven Pluhar is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior work includes over two decades at Fidelity Brokerage Services Inc and Fidelity Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jason Pope is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked with firms including Primerica Financial Services, WFGIA, Transamerica Financial Advisors, Inc., and Transamerica Investors Securities, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach incorporates proprietary portfolio construction and ongoing oversight from Morningstar Investment Management and focuses on asset allocation, contribution guidance, and retirement planning.

Samantha Mayfield is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Voya Investment Management and Cambridge Investment Research. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and a focus on retirement plan services rather than high-net-worth or standalone financial planning.

Joshua Podczervinski is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. He previously operated his own CPA practice, Joshua J. Podczervinski, CPA, PC, focusing on accounting and bookkeeping services, and has held roles at Capital Directions, LLC and Siok, Podczervinski, Williams and Associates. Savant Wealth Management serves a wide range of clients including individuals, families, pension plans, charitable organizations, and high-net-worth clients. The firm offers comprehensive wealth management and integrates evidence-based, model-driven asset allocation with actively managed strategies, supported by its scale and affiliated accounting, legal, and trust services.

Vernon Purcell Jr. is a ChFC®-designated financial advisor with 25 years of industry experience, currently affiliated with Primerica Advisors. He has held positions at Park Avenue Securities since 2000 and is the sole owner of Ashford Advisors Inc., a general agency of The Guardian Life Insurance Company of America. Purcell also serves on the Board of Governors for the Dunwoody Country Club. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage, fee-based advisory relationships, and various financial planning and consulting services, implementing investment strategies through proprietary and third-party model portfolios.

Pratt Phillips IV is a CFP® with 26 years of industry experience, currently advising at Truist Advisory Services in Alpharetta, GA. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment offerings.

Shaun Aycock is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, Bank of America Corporation, and Wells Fargo Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized portfolios under a fiduciary standard.

Melanie Fitzgerald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. She previously worked at Resource Planning Group and Ronald Blue & Co., LLC, and was involved with Women Renewed, Inc. from 2018 to 2022. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Craig Mackenzie Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Sandy Springs, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equity Services since 2007. Outside of financial advising, Mackenzie is involved in insurance sales and serves as a board member of the National Association of Insurance & Financial Advisors (NAIFA) Atlanta chapter. He also performs as a freelance professional singer for events including weddings and funerals. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Kimberly Scouller is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 credentials and has 28 years of industry experience. She has worked with multiple firms, including WealthWave Media, LLC and Plan Choice, Inc., and serves as an attorney through her own practice, Jade Law Offices of Kim Scouller. Additionally, she is a board member of the Atlanta Neuroscience Institute and is involved in financial literacy education through How Money Works, LLC and WealthWave Media, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, with regulatory assets under management of approximately $1.7 billion.

Anthony Criscuolo is a CFP® professional with 14 years of industry experience. He has worked at Palisades Hudson Asset Management, L.P. for 16 years before joining Hightower Advisors in 2024. He is currently based in Alpharetta, GA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and registered and private pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, offering portfolio management, financial planning, and retirement consulting through a network of Advisor Practices.

Steven Miller is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. His work history includes roles at WealthWave, Assurant Health, and other financial services firms. Miller is also president of his own non-investment related business, Steven A Miller LLC. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program choices.

Seda Ly is a financial advisor with Eagle Strategies (NY Life) based in Atlanta, GA, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked with Eagle Strategies since 2021 and has been associated with New York Life and its affiliates since 2017. Outside of her advisory role, Seda owns a photography business. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis.

Michael Collins is a CFP® professional with 17 years of industry experience, currently serving at Bankers Life Advisory Services, Inc. since 2016. His background includes work with affiliated entities such as Bankers Life Securities and Bankers Life & Casualty. He also works as an insurance agent and utilizes life insurance products for legacy planning with high-net-worth clients. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers both wrap and non-wrap investment programs.

Fritz Dlabik is a financial advisor at TIAA-CREF based in Atlanta, GA, holding a Series 66 designation with 14 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

Shawn Maloney is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Retire Wise, LLC, Financial & Tax Architects, LLC, Alfa Insurance, and Nice Actimize. He is the author of the book "The Priority of Retirement" and is involved in financial literacy education through associations such as the Association of Financial Consultants and the Association of Financial Educators. 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 utilizes discretionary model portfolios with various analytical approaches and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Tana Gildea is a CFP® and Series 65 registered advisor with 19 years of industry experience. She has been with Homrich Berg since 2018 and previously worked at Compass Financial Consulting, LLC for 12 years. In addition to her advisory role, she owns Graduate's Guide, a business focused on writing, speaking, and training on financial literacy, and serves on the board of the Georgia Neurodiversity Chamber of Commerce. She also teaches classes in Kennesaw State University’s CFP program. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm utilizes a combination of quantitative and qualitative due diligence across a wide range of public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Michael Miller is a financial advisor with Primerica Advisors, holding a Series 66 designation and nine years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he assists with marketing for his wife’s family business and contributes as a freelance writer for Successful Farming Publication. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.