Evan Goldfuss is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Savant Wealth Management and previously was with Capital Directions, LLC and New York Life Insurance Company. He also has a background working at the University of Alabama. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Andrew Matthieson is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he writes guest articles on topics including football, golf, finance, and menswear, and serves on the Board of Governors for The Manor Golf and Country Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment solutions through both advisor-led discretionary management and model-based strategies, with access to proprietary and third-party programs.

Kipp Reck is a CFA® charterholder with Series 66 and Series 63 licenses and has 16 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, where he has worked since 2026. His previous roles include positions at Foreside Fund Services, Willis Towers Watson, Newport Group Securities, and Morgan Stanley. 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 account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Glenn Guthrie is a ChFC® credentialed financial advisor with 42 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2003. Outside of his advisory role, he is involved in insurance brokerage and sales through his Strategic Planning Group, focusing on life, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, brokerage services, and access to third-party asset managers.

Frank Smith Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for J.P. Morgan Chase Bank and J.P. Morgan Securities LLC for 12 years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Perry Neuman is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Hightower Securities, LLC and Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and customized indexing.

Anupama Singh is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing five years of industry experience. She has worked at Redfin Corporation since 2022 and is involved in estate planning services through LSPN Pro, LLC and Legacy Shield Solutions Inc. Singh also participates as an independent agent with Redfin, assisting with real estate activities. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party model portfolios, providing both discretionary and non-discretionary program options.

Ralph Watson III is a CFP® professional with 27 years of experience in the financial industry. He is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Goldman Sachs, Raymond James Financial Services, and United Capital Financial Advisers. He serves as a finance and investment committee member for the nonprofit Pinewood Preparatory. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and integrated platform solutions.

Roland Castle is a CFP® with 28 years of industry experience, currently serving with NewEdge Advisors since 2023. His prior roles include positions at LPL Financial, Independent Advisor Alliance, and Stephens Inc. He serves on the advisory board of Ascension Sacred Heart Hospital, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services through a network of independent advisers, emphasizing centralized due diligence and the use of technology to support client and advisor needs.

James Greenwell is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and multiple securities licenses (Series 63, 65, 66) with 40 years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2003. Outside of advisory work, he is involved in insurance sales through a brokerage business focusing on multiple carriers, including Penn Mutual. 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, providing tailored investment strategies through third-party asset manager relationships and a dual SEC-registered adviser and FINRA-member broker-dealer structure.

Andrew Hill is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Hightower Advisors. He has held roles at HighTower Securities, SunTrust Advisory Services, and Suntrust Investment Services, with nearly two decades at the latter. Outside of his advisory practice, he is involved in the periodic maintenance of a personal second home. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Victor Martinez is a Series 66-licensed financial advisor with six years of industry experience, currently with Empower Advisory Group. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Bank, Merrill, Ally Financial, and Fidelity Bank. Outside of his advisory work, he drives as an independent contractor for Uber. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Jeremy Toothman is a financial advisor with Carson Wealth in Milton, GA. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at Morgan Stanley and Woodbury Financial Services. CWM, LLC, where he also holds operational roles, is an SEC-registered investment adviser managing over $50 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and integrating technology partnerships with major custodians.

Michael Palmer is a financial advisor with Guardian Life, holding a Series 66 designation and nine years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Palmer serves on nonprofit and industry boards and is involved in behavioral coaching through his own firm, MGP Coaching, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and access to proprietary and third-party investment solutions.

Matthew Childs is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with Kestra Advisory and has been involved with Kestra Investment Services since 2008 as well as managing his own firm, Childs Company, since 2001. Outside of his advisory roles, he serves on advisory boards and nonprofit boards, including The Intersect Group and Corners Outreach. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving large institutional clients including sovereign wealth funds.

Bonnie Sukenik is a Series 65-licensed financial advisor with NewEdge Advisors. She has one year of experience with NewEdge Advisors and nine years at Fort Harris Consulting. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Jon Keever is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hornor, Townsend & Kent since 2019. In addition to his advisory role, Keever is involved in insurance brokerage activities, including multi-line insurance sales with Penn Mutual Life Insurance Company and property/casualty insurance through APEX Insurance Advisors, LLC. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through both advisory and broker-dealer platforms, combining custody, execution, and investment advice with a range of third-party asset management options.

Therese Stockenberg is a financial advisor at Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses with 25 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney LLC and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs that focus on asset allocation, contribution guidance, and retirement planning using proprietary software and model portfolios developed with Morningstar Investment Management.

Joel Allen is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features services such as direct indexing and a tax-overlay service.

Carl Kennedy is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience operating Kennedy & Associates since 1995. Kennedy is also involved with a rental business, Kennedy Rental, since 2007. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.