Kipp Reck is a CFA® charterholder with 16 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc., where he has worked since 2026. His prior experience includes roles at Foreside Fund Services, Willis Towers Watson, Newport Group Securities, and Morgan Stanley DW Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail 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 within plan lineups selected by plan sponsors.

Cary Lucas is a financial advisor with TLG Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. His career includes roles at The Leaders Group Inc. and Wells Fargo Clearing. Outside of financial advising, Lucas serves as CFO and General Counsel for UOG Howard Center for Women's Health and works as an independent insurance agent, mortgage broker, and real estate salesperson. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, employing a manager selection and monitoring process based on fundamental analysis and Modern Portfolio Theory.

David Leathers is a financial advisor with J. W. Cole Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining J. W. Cole Advisors, he worked at Cetera Advisors LLC, Investors Capital Corp., and LPL Financial, among others. Outside his advisory work, Leathers serves as treasurer and board member of the 2nd Reconnaissance Battalion Association, chairs the board of the Cumming Development Authority, and is a volunteer board member and treasurer for Amazing Grace Church, Inc. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement services for individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies, including model and manager-based approaches, and offers both discretionary and non-discretionary account management.

Joshua Hamrick is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo, LPL Financial, and Merrill. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Todd Smith is a CFP® with 35 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2018. His prior roles include positions at Fidelity Brokerage Services, E*TRADE Capital Management, and HarrisDirect. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds, combining quantitative and qualitative analysis to implement customized investment strategies.

Jordan Arave is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He holds Series 63 and Series 66 licenses and is based in Canton, 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 corporate plans. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Chad Gough is a financial advisor with Brookstone Capital Management LLC in Canton, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include working at FMG Distributors Inc, Divergent Financial Group Corp, and TruChoice. Outside of advising, he is the head soccer coach for Georgia/Cherokee Impact Soccer Club. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as a sub-advisor to other advisory programs.

Jonathan Safko is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Cetera, and E*TRADE. Safko was also employed by Uber Technologies from 2016 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Sean Flynn is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Charles Schwab & Co., Raymond James Financial Services Advisors, and Boston Harbor Wealth Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, focusing on client goals and risk tolerance without exercising discretionary trading authority.

Joseph Ridling is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Transamerica since 2012. In addition to his advisory role, he is involved with Virtual Properties.biz, a business focused on buying, selling, and showing real estate. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model portfolios and third-party managers with discretionary and non-discretionary program options.

Ritu Shukla is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Bank for 12 years. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, and operates with a high level of inter-affiliate integration.

Blake Kahn is a CFP® professional with 15 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at MAI Capital Management, Empower Advisory Group, Personal Capital Advisors Corporation, Northwestern Mutual, and Morgan Stanley. 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 assets through a broad advisor network, offering diversified, risk-class based investment solutions that combine passive and active management overseen by an internal Investment Committee.

Susan Moone is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Canton, GA. She has 17 years of industry experience and has been with Commonwealth and Five Talents Wealth Management since 2007. Moone is the sole owner of Five Talents Wealth Management, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services while offering a broad range of discretionary portfolio options and model portfolios through its Investment Management and Research team.

Timothy Duffy is a financial advisor at Lincoln Investment with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017, following a 16-year tenure at Legend Equities Corporation. Based in Dawsonville, GA, he serves a diverse client base through his current firm. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and third-party managers.

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.

Andrew Stevenson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked with various entities affiliated with Truist since 2018, including BB&T and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration across its platform.

Dillon Tierney is a Series 65-licensed financial advisor with Mercer Global Advisors Inc. He began his career in the financial industry in 2022 and has experience at Mercer as well as previous roles outside of finance, including positions at Holloway Electric and Caryn Health. He also worked at Kennesaw State University from 2017 to 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other strategies, and offers specialized services such as retirement plan consulting and charitable advisory.

Patrick Kenney Jr. is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes multiple roles at Transamerica and Voya. Outside of finance, he works as a pizza delivery driver for Domino's Pizza. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active and passive strategies and private market investments.

Andrea Tallent is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of her advisory work, she is involved as a member and manager of The Tallent Group LLC, a logistics and transportation business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Cara Fuller is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 19 years of industry experience. She has been with Fidelity Investments since 2007, including seven years with Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research with quantitative and algorithmic analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is noted for its advisory roles with registered investment companies and its use of AI and algorithmic methods in portfolio construction.