Jeremy Winters is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley, E*TRADE Securities LLC, Valic Financial Advisors, and JPMorgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

John Poss is a financial advisor with Equity Services, Inc. in Sandy Springs, GA, holding a Series 63 designation and 38 years of industry experience. He has worked at Equity Services and National Life Insurance Co. since 1988. Outside of his advisory role, he serves as president of the Edgewater Homeowners Association. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

Angela Mario is a financial advisor with Voya Financial Advisors, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with Voya Financial Advisors since 2018 and previously worked at GWFS Equities, Inc./Great-West Life & Annuity Insurance Company from 2014 to 2018. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutional clients, retirement plan sponsors and participants, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on non-discretionary, recommendation-based advice delivered through multiple program structures.

Robert Butler is a CFP® with 12 years of industry experience, currently advising at Mariner. His prior roles include positions at Cedar Rowe Partners and The AYCO Company, L.P./Mercer Allied. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services.

Marvin Gayle is a Series 66-licensed advisor with 13 years of industry experience. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having worked previously at Guardian Life Insurance Company. Outside of his advisory role, Marvin provides photography, graphic, and web design services through MNG Designs and also works as a rideshare driver. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies using proprietary and third-party model portfolios and supports various account-level services, including securities-based lending and tax-harvesting.

David Rogers is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously at J.P. Morgan Securities from 2014 to 2017. He serves as executor and beneficiary of a family trust and is also named executor of a family member’s estate. 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 brokerage and advisory services along with financial planning and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies and platforms.

Janet Baskinger is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials. She joined Transamerica in 2026 and previously worked for Siemens Corporation for 23 years. Outside of Transamerica, she is involved with the Heartland Institute of Financial Education and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with a combination of discretionary and non-discretionary program options.

John Evans III is a CFP® with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2022. His prior experience includes 16 years with Resource Planning Group and eight years in the Army National Guard. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm employs a Modern Portfolio Theory–based approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and specialized investment programs.

Diane Maldonado is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at SunTrust Investment Services from 2006 to 2021 and continued service with Truist Investment Services since 2021. 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 inter-affiliate integration across investment and custody services.

Felicia Jackson is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Her prior roles include positions at Agia and VALIC Financial Advisors. Voya Financial Advisors, Inc. serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting through various program structures, with a preference for non-discretionary, recommendation-based advice.

Monnye Furr is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2010 and holds a Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both proprietary and third-party managed strategies across various asset classes.

Carolyn Robin is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies, and also acts as adviser to a donor-advised fund.

Christopher Cosenza is a CFP® professional with 29 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has previously worked at LPL Financial and is president of Brookhaven Wealth Management, Inc., a role he has held since 2014. In addition to his advisory work, he provides consulting services outside the investment field. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and supports a range of investment models, emphasizing primarily non-discretionary asset management.

William Tadio is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016 and Kestra Investment Services since 2015. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Jeremy Newton is a financial advisor at First Command Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James, LPL Enterprise, and Triad Advisors. Newton also co-founded Giddyup Gear, a venture he managed for ten years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Bork is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Capital Directions, LLC and Plante Moran Financial Advisors. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, families, high-net-worth clients, and various organizations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Melissa Reynolds is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management and E*TRADE Securities. Outside of her advisory role, Reynolds is a self-published author of poetry books available on Amazon Kindle. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Emanuel Jones II is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at New York Life Insurance Co., NYLIFE Securities LLC, and Allstate Insurance Company. Outside of his advisory work, Jones is involved in real estate through ownership of several real estate-related entities and consults on digital products for Legacy Ford. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jon Paul Roy is a financial advisor with Primerica Advisors based in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, Apogee Financial Partners, Vente Partners LLC, and Miller Heiman Group. He serves as an elected trustee for The St. Martin in the Fields Trust, a voluntary role with a five-year term. 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 both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various platforms.

Dennis Kim is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. Before entering the financial services field, he worked for 17 years at AHII Corporation dba Badcock Home Furniture & More. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.