John Wells III is a financial advisor with Guardian Life in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Guardian Life, he worked at Statesboro Law Group for three years. Outside of his advisory work, he performs music in a band for compensation. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, businesses, and organizations, offering tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and third-party solutions.

Tiffany Rosetti is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2020. Prior to this, she held positions at JOYN Advisors, Inc. and Securian Financial Services Inc. Rosetti also serves as Senior Vice President and Financial Advisor with Wealth Enhancement Group, focusing on fixed insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach overseen by an internal Investment Committee.

Matthew Gaude is a financial advisor at Carson Wealth with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Live Oak Wealth Management, and FSC Securities Corporation. Outside of his advisory work, he provides insurance services to clients through a sole proprietorship. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, retirement plan services, and tailored investment solutions overseen by an Investment Committee.

Venzon Aromin III is a CFP® professional affiliated with Commonwealth Financial Network, with 28 years of industry experience. He has worked at firms including Lion Street Advisors and Csenge Advisory Group. Aromin also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and back-office support, including investment management, compliance, and technology services. The firm offers multiple program structures and discretionary model portfolios developed by its Investment Management and Research team.

Michael Carignan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. His prior experience includes roles at Avantax Advisory Services, Avantax Investment Services, Avantax Planning Partners, Paragon Wealth Strategies, and Merrill. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by both in-house research and third-party managers, and offers integrated tax and accounting services uncommon among large advisory enterprises.

David Vicknair is a financial advisor with NewEdge Advisors holding a Series 66 designation. He has one year of industry experience and previously worked at Morgan Stanley and ZZ & Simones. Outside of finance, he has work history in the restaurant and seafood industries. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Rachel Wilder is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding the CFP® and ChFC® designations with 27 years of industry experience. She has worked with New York Life and its affiliated firms since 2005 and currently operates Wilder Wealth Strategies, LLC. Wilder also serves as a member and group leader of ProVisors, a national professional networking organization. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages assets predominantly on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Debasish Hajra is a CFP® professional with 34 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2019. His prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth clients, and corporate entities. The firm offers a range of services such as financial planning, investment management, and retirement plan consulting, utilizing both proprietary strategies and third-party model portfolios.

Jack Malandra is a Series 66–licensed advisor at Kestra Advisory with one year of industry experience. Prior to joining Kestra, he worked at Deloitte for two years and held various roles including at Druid Hills Country Club and the University of Georgia. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Kelly Rodriguez is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Goldman Sachs, and United Capital Financial Advisers. Concurrent Investment Advisors is an SEC-registered, multi-team firm that serves 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 securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Thomas Hall is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent six years at Homrich Berg. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Michael Lamb is a financial advisor at Mercer Global Advisors Inc. based in Roswell, GA, holding a Series 66 designation with 16 years of industry experience. His prior roles include a long tenure at Charles Schwab & Co., Inc. and positions at Cetera and Avantax Investment Services. Outside of his advisory work, he owns a cryotherapy and wellness franchise as well as a short-term rental business. Mercer Global Advisors serves individuals, families, small business owners, and institutional clients, offering comprehensive advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational content and various specialized service lines.

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.

Angela Mario is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and having 20 years of industry experience. She has worked at Voya Financial Advisors since 2018 and previously was with GWFS Equities, Inc./Great-West Life & Annuity Insurance Company from 2014 to 2018. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan and IRA advisory services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm blends in-house and external strategists with technology-enabled tools to support both discretionary and non-discretionary investment management.

Robert Butler is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors since 2020. His prior roles include positions at Cedar Rowe Partners and Goldman Sachs Wealth Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, and specialized services such as coordinated tax services and Core Family Office solutions. The firm employs a discretionary investment approach supported by in-house research and third-party managers, with capabilities spanning traditional and alternative asset classes as well as integrated tax and administrative services.

David Rogers is a financial advisor with Guardian Life and holds a Series 66 credential. He has 12 years of industry experience, including roles at J.P. Morgan Securities and Morgan Stanley. He serves as the executor and beneficiary of a family trust and is named executor of a family member’s estate. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers advisor-led discretionary management alongside model-based strategies, tailored financial planning, and access to proprietary and third-party investment solutions.

Janet Baskinger is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses. She has one year of industry experience, including prior roles at Netlaw and the Heartland Institute of Financial Education, and previously spent 23 years at Siemens Corporation. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Kevin Turner is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding a Series 63 designation and 29 years of industry experience. He has worked at Money Concepts Capital Corp since 1997 and founded Peak Level Advisors in 2004, where he provides business financial consulting. Turner also serves as treasurer on the board of directors for The Gratitude Company, overseeing accounting and fiscal management. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, combining proprietary portfolios with third-party management, and operates alongside registered broker-dealer and insurance services.

Brian Long is an advisor at Eagle Strategies (NY Life) based in Alpharetta, GA. He holds Series 65 and Series 63 licenses and has been in the financial services industry since 2025. Prior to joining Eagle Strategies, he spent 14 years at Classic Cadillac/Subaru. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

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.