Carson Wells is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and no prior industry experience. His work history includes roles at Wells Financial Services, Publix Supermarket, and Locust Grove High School. Outside of his advisory role, he is involved with Wells Financial Services, performing client-related research and administrative duties. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, employing a variety of managed programs and investment strategies.

Cody Carpenter is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with multiple firms, including Virginia Retirement Services Inc., BMS Financial, Insurance & Tax Services, RetireMax, LLC, and Financial U LLC dba ABC Educational Services. Outside of his advisory role, Carpenter is involved in financial services education through Financial U LLC and software design and marketing for financial advisors via RetireMax, LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through a strategic asset allocation framework and risk-based mutual fund portfolios. The firm also offers education and support services to plan sponsors and participants.

Scott Hollowell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Independent Advisor Alliance since 2019 and previously with LPL Financial and Independent Financial Partners. Outside of advising, Hollowell serves as a member of the Fayette County, GA Board of Education and has participated as a film and television extra. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary management approaches and utilizes various analytical techniques and technology platforms to support client portfolios and planning.

Michael Green is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wells Fargo Clearing, SunTrust Advisory Services, and Truist Investment Services. Outside of advising, he is a partner in Hairrox Pro, a company specializing in professional hair care products for textured and multicultural hair. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enhanced research tools and inter-affiliate integration to support its investment and fiduciary services.

April Jackson is a financial advisor with Lincoln Investment in Atlanta, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1996 and has additional long-term experience with Northern Life Insurance Co, Great Southern Life Insurance Co, and Investors Life Insurance Co. Jackson is a co-owner and CFO of an insurance agency and serves as Immediate Past National President of the National Women of Achievement, Incorporated. She also owns a tax preparation business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and uses a layered delivery model combining independent advisors and third-party managers.

Dale Conlan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2014. Outside of his advisory role, Conlan serves as a tour guide for Water Tower Tours, leading tours of TV and movie filming locations in Senoia, Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a blend of discretionary and non-discretionary solutions supported by third-party platforms and AI-enhanced research tools.

Jennifer Kross is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked at Parliament Wealth since 2026. Prior to that, she was affiliated with Commonwealth Financial Network and Dunlap & Associates Wealth Management from 2013 to 2026. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, with discretionary portfolio management and a variety of program structures designed to meet diverse client needs.

Byron Gonzalez is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Delta Community Credit Union, Morgan Stanley, and Wells Fargo. Outside of his advisory work, Byron is involved in music as a DJ with Grupo Sentimiento and owns a leathercraft business, Saya Goods. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and a variety of implementation options.

Bryan Johnson is a financial advisor with Commonwealth Financial Network in Peachtree City, GA, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Morgan Stanley Private Bank, Wells Fargo Clearing, and Dunlap & Associates Wealth Management. Outside of advisory work, he is the owner of Augusta Dream Homes, LLC, a real estate management company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Telisha Murray is a financial advisor at Empower Advisory Group with a Series 66 designation and over 11 years of industry experience, including a prior role at Wells Fargo. She has been with Empower since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Ryan Herbin is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2017, including a prior role at Edward Jones from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios managed by PNC or third-party strategists.

Torrey Thompson is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. Thompson has been with Brookstone since 2025 and has prior experience at AmeriLife and AAOK Bail Bonding of Gwinnett. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Alyson Mcghee is a financial advisor with PNC Wealth Management in Newnan, GA, holding a Series 66 designation and 13 years of industry experience. She has worked with PNC Investments since 2013 and spent four years at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed model strategies.

David Justice is a financial advisor at Guardian Life with 29 years of industry experience and holds Series 63 and Series 65 credentials. He has worked with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he is involved in selling AFLAC worksite voluntary benefits under a broker sales contract. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement plan consulting. The firm offers a variety of advisory programs, including discretionary and non-discretionary portfolios managed internally and by third parties.

Michael Heath is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Steward Partners and Raymond James, among others. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both Steward Partners-branded solutions and third-party money managers.

Eric Berry is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Prudential, Fidelity, and TIAA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

William Mcgough is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Prime Capital Financial and has held roles at Stadion Money Management and Benetic, Inc. He is also involved with Evolve Analytics, a consulting practice focused on capital markets and asset management strategy. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing a mix of discretionary and non-discretionary investment strategies.

Travis Wells is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 2016. Outside of his advisory role, he teaches free resume and LinkedIn classes for job seekers at a local church and serves as secretary of the Fayetteville Rotary Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines model portfolios, internally designed strategies, and third-party sub-advisers to manage approximately $3.33 billion for around 14,700 clients.

Chad Kishel is a CFP® professional with 24 years of experience in financial services. He is currently with Planmember Securities Corporation and has previously operated Kishel Financial LLC and Financial U since 2014, along with experience at Summit Capital Solutions. Outside of his advisory roles, he is involved in fixed annuity sales and works as an agent for Financial Reserve Services. 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 approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Richard Baldwin is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He has experience at First Command in advisory, insurance, and brokerage roles since 2026, and has worked in real estate and printing and design ventures. Baldwin also served five years in the United States Marine Corps and worked with USDA Rural Development. First Command Advisory Services, Inc. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers selected from approved lists.