Jackson Sackman is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Home Depot, The UPS Store, Georgia All-Stars Gymnastics, and the Cherokee County school system. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals by providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple asset classes with periodic rebalancing and performance reviews.

Matthew Kreisler is a CFP® with 13 years of industry experience, currently serving with Steward Partners Investment Advisory, LLC since 2025. His prior experience includes roles at Raymond James & Associates and UBS Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

Jason Kiddoo is a financial advisor at Mariner with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and E*TRADE Capital Management. Mariner serves a wide range of clients, including individuals, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm’s investment approach features customized discretionary portfolios supported by an internal management team and third-party managers, with integrated tax and accounting capabilities and operational CFO services.

Joseph Mcguire is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Carson Wealth. His prior experience includes roles at American Portfolios Financial Services Inc. and FSC Securities Corporation. Outside of his advisory work, he holds a 50% ownership in a fixed insurance business. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors diversified model portfolios.

Steven Petcovic is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at LPL Financial, LLC and The Leaders Group Inc, spanning over 20 years. He is based in Alpharetta, GA. 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 assets and employs a diversified investment approach overseen by an internal Investment Committee, offering multiple program options and affiliated services.

Genesis Santos Pichardo is a financial advisor with Truist Advisory Services holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Truist Investment Services in 2023, Genesis held roles at Randstad, Thump Local, Estee Lauder Companies Beauty LLC, Macy's Inc., and 24Seven. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm integrates discretionary and non-discretionary investment approaches and employs AI-enabled tools within its research and oversight processes.

John Withers is a financial advisor at Transamerica Financial Advisors with credentials including Series 63 and Series 65 licenses and four years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and previously spent eight years with World Financial Group, Inc., along with 14 years at Awareness Concepts, 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 and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of fee-based wrap programs, model portfolios, and access to third-party money managers, operating as both a registered broker-dealer and registered investment adviser.

Deann Stevens is a CFP® with two years of industry experience, currently advising at Savant Wealth Management in Atlanta, GA. Prior to joining Savant, she worked at TrainingPros and the American College of Cardiology. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, and financial planning 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.

Michael Hostetler is a CFP® with 23 years of industry experience and is currently affiliated with Allworth Financial, L.P. He has previously worked at Merrill and Financial Services dba Capital Insight Group. Outside of his advisory role, he coaches a travel baseball team. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to provide customized portfolio management and financial planning services.

Sulay Ringwala is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of his advisory role, he is the owner of Ringwala Ventures LLC. Robert W. Baird & Co.’s DDK Group, where Mr. Ringwala works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and technology-driven investment approaches.

Harris Green is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. in 2015-2017. Outside of his advisory role, he is involved in insurance-related activities, including serving as an agent for dental and group disability income products and as president of H.S. Green Enterprises, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements and various programs including educational seminars, with a focus on recommending investment strategies rather than specific products.

Susan Curry is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 66 designation and has worked at firms including SunTrust Advisory Services, Wells Fargo Clearing, Truist Investment Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, supported by advanced research tools and a broad platform that includes both advisory and non-advisory financial services.

Nashica Mc Rath is a CFP® professional with seven years of industry experience currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at LeasePlan US for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Nicholas Frederick is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model allocations and includes capabilities in derivatives and commodities.

Gabriel Willis is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he operated a window treatment business, EG Willis, Inc., which he has since transferred fully to his spouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

Camden Costa is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley, his work history includes roles outside the financial industry as well as periods as a student. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.

Eunie Lee is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 17 years of industry experience. She previously worked at MetLife Securities Inc. before joining Mass Mutual and is also involved in insurance sales and brokerage through Cornerstone Insurance Services LLC and Piedmont Insurance Brokerage. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm structures planning engagements as annual collaborative relationships using firm-approved tools to analyze goals and deliver recommendations.

Michael Jones is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 66 and Series 63 licenses and having 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Kelvin Pettaway is a financial advisor at Ameriprise with 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank over a nine-year period. Pettaway serves on the board of the Atlanta Jazz Festival and co-leads a financial education group at his church focused on budgeting and investment basics. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Matthew Moore is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley in Alpharetta, GA, having joined the firm in 2023 after roles at E*Trade Capital Management, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.