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.

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.

Alexander Paslay is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Kestra Advisory and has prior experience at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory work, Paslay serves as a volunteer board member for Once Lost Disciples, providing guidance to a counseling center. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets under management.

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 financial advisor with 19 years of industry experience. She currently practices at HB Wealth and previously worked at Homrich Berg and Compass Financial Consulting, LLC. Outside of advising, she owns Graduate’s Guide, a financial literacy company focused on writing, speaking, and training, and serves on the board of directors for the Georgia Neurodiversity Chamber of Commerce. She also teaches courses 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 employs a quantitative and qualitative investment process across a range of public and private strategies and manages accounts primarily on a discretionary basis.

Michael Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has 10 years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of advising, he assists with marketing for his family’s company, MollyTommy, and works as a freelance writer for Successful Farming Publication. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management through advisor-led discretionary and model-based strategies, combining proprietary programs with third-party solutions.

Christopher Johnson is a CFP® with 18 years of experience in financial advising. He has worked at Creative Planning since 2017 and previously held roles at USAA Financial Planning Services, USAA Financial Advisors, TIAA-CREF, and Banc of America Investment Services. He is based in Alpharetta, GA. 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 employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Lynn Morris is a financial advisor with Planmember Securities Corporation in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. She has been with Planmember Securities Corporation since 2011 and has operated independently as Lynn Morris since 2010. In addition to her advisory role, she is involved in insurance sales, specifically fixed indexed annuities. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services designed for plan sponsors and participants.

Clifford Hitt is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Kaseya, Impact Partnership Wealth, and Investus Advisers LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes fiduciary RIA services and manages donor-advised funds while utilizing model portfolios and customized strategies.

Shawn Meade is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Redwood Wealth Management, LLC and Wipfli Financial Advisors, LLC. He is involved with the Cherokee County Educational Foundation as Treasurer and a member of the Executive Committee. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

John Bayiha is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 65 designation and previously worked at Bank of America and Wells Fargo. Outside of his advisory role, Bayiha is the owner of a single-family home rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through customized and model-based managed accounts.

Joseph Ready Jr. is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with PNC Investments since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation to employees. The firm utilizes algorithm-driven risk assessment and outsourced implementation of investment models with a focus on mutual funds and ETFs.

Manford Laws II is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at LPL Financial, HighTower Advisors and Securities, Wells Fargo Clearing, and Edward Jones. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Adam Simon is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2016. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Joseph Ferraro is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Truist Advisory Services since 2021, following roles at Bb&T Investment Services and Bb&T Securities dating back to 2001. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that integrates discretionary and non-discretionary management through multiple platform and manager arrangements.