Felicia Jackson is a financial advisor with VOYA Financial Advisors, Inc. She holds the Series 63 and Series 66 designations and has 28 years of industry experience. Her previous roles include positions at Agia, VALIC Financial Advisors, Merrill, and several other firms spanning over two decades. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology tools to deliver both discretionary and non-discretionary investment solutions across a broad product shelf.

Monnye Furr is a CFP®-certified financial advisor with 21 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, where she has worked since 2010. Her prior roles include 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing both proprietary strategies and third-party model portfolios.

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.

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 with First Command Advisory Services in Roswell, GA. He holds a Series 66 designation and has 20 years of industry experience, including prior roles with Raymond James, LPL Enterprise, Triad Advisors, Securities America Advisors, and Natcity Investments. Newton also operated a business called Giddyup Gear for ten years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by 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 Guardian Life and holds a Series 66 designation. He has five years of industry experience and has previously worked at Apogee Financial Partners and Vente Partners LLC, where he was also the owner of a business consulting services firm. He serves as one of ten elected trustees of The St. Martin in the Fields Trust, a voluntary role with a five-year term. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individual, corporate, and nonprofit clients. The firm provides a range of financial planning and investment solutions, including advisor-led discretionary management, model-based strategies, and proprietary as well as third-party advisory programs.

Wesley Turner is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and UCFA, a Goldman Sachs Company. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term investment portfolios supported by a broad network of approximately 286 advisors.

Liang Yu Taylor is a financial advisor at Truist Advisory Services with 14 years of industry experience. Taylor holds Series 63 and Series 66 designations and has held positions at several firms including Wells Fargo and CoreCap Investments. Outside of financial advisory roles, Taylor was involved with Alpha Zero Waste Solutions, Inc., an entrepreneurial venture. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of services including asset allocation analysis, fiduciary support, and a manager-selection program. The firm integrates discretionary and non-discretionary strategies and utilizes third-party platforms and AI-enabled tools to support investment decisions.

Matthew Bond is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and nine years of industry experience. He has worked at several firms including Fisher Investments and JP Morgan Chase Bank prior to joining Empower Advisory Group in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Sean Foote is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Merrill and Morgan Stanley Wealth Management and Private Bank. Outside of advisory work, he owns music publishing and production ventures and serves on the board of the SUNY New Paltz Foundation, where he contributes to investment oversight. Concurrent Investment Advisors is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services, utilizing primarily long-term portfolios with ETFs, mutual funds, individual securities, and alternative investments.

John Steele is a CFP®, CFA®, and Series 66-certified financial advisor with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2020. Prior to this, he held positions at JOYN Advisors, Inc. and BB&T Investment Services, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and utilizes a diversified investment process that blends passive and active managers, supported by internal portfolio oversight and multiple program options.

Christopher Pierce is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and its predecessor SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Taeook Kwon is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes a year at Alexander Almand & Bangs, LLP, and roles at Tech Gear USA, Inc. and World Financial Group, Inc. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios.

Sagar Shah is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 66 and Series 63 licenses with six years of industry experience. He has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2019 and 2020, respectively, and operates Shah Wealth Strategies LLC since 2026. Outside of his advisory career, Shah is a passive owner of several fast casual restaurant businesses including Moe's Southwest Grill and The Great Greek. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides a range of advisory services encompassing financial planning, investment management, and retirement-plan consulting, delivering tailored recommendations primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Christina Mumpower is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 11 years of industry experience. Her career includes roles at Veracity Capital LLC, Wealth Enhancement Group, Securian Financial Services, JOYN Advisors, Kestra Financial Services, and Oxygen Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that integrate in-house and third-party manager strategies supported by technology and centralized due diligence.

Herman Scriven II is a financial advisor with TIAA-CREF, holding a Series 66 designation and 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and offers managed accounts that include model portfolios and customized portfolio management under fiduciary standards.

Elizabeth Thompson is a financial advisor with Savant Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at AssetMark Financial Holdings, AssetMark Brokerage, RCH Securities, Wells Fargo Clearing Services, TIAA-CREF, and Truliant Federal Credit Union. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.