Thomas Gordon Jr. is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Bank of America, Merrill, TD Ameritrade, Scottrade, and J.P. Morgan. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a fiduciary framework.

Charles Davidson Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Lumature Wealth Partners, Raymond James Financial Services, SunTrust Private Wealth, and Merrill. He serves as Treasurer and board member for the Holy Innocents Touchdown Club, a nonprofit booster organization. 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 portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and platform integrations.

Patrick Mcardle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in other ventures including online legal services with Net Law and real estate referral through the Dinsmore Group. Additionally, he serves on the finance committee at Our Lady of the Mountains Roman Catholic Church. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm operates through a large advisor network using model portfolios and third-party managers, delivering services via multiple program platforms including Transamerica ONE and TFA365.

Alexis Maafoh is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, Alexis worked at Buckingham Strategic Wealth, Nova Wealth Management Group, and Genspring/Sun Trust Private Wealth. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Robert Harris is a Series 65 licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors and previously operated Fort Harris Consulting, Inc., doing business as Harris Consulting. He serves as Vice President of Fort Harris Consulting while providing advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services, combining in-house manager selection with third-party models and advisory discretion, supported by centralized due diligence and technology tools.

James Morris is a Series 66 licensed advisor at First Command Advisory Services with 10 years of industry experience. He has been with First Command and its affiliated entities since 2016. Outside of his advisory role, he owns and manages a business unrelated to investments, Atlanta District Advisor Associates LLC. First Command Advisory Services is an SEC-registered 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 multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and approved third-party managers.

Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.

Palmer Curry is a Series 66–licensed financial advisor with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, and Ashford Advisors. Outside of his advisory duties, he serves as co-executor on his mother’s trust. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

Arash Assadzadeh is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2014, including SunTrust Advisory Services prior to its transition to Truist. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client portfolios.

Stephen Poston is a financial advisor with VOYA Financial Advisors, Inc. in Milton, GA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with VOYA Financial Advisors since 2014 and was previously with Voya Financial Partners, LLC from 2003 to 2011. Outside of his advisory role, Poston is an independent insurance agent focusing on fixed insurance products and serves as owner and president of Poston & Associates. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of representatives.

Audrey Watson Atkinson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services and SunTrust Advisory Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies with oversight from an Equity Research team utilizing AI-enabled tools.

Kaiya Burton is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 credential and has one year of industry experience. Prior to her current role, she worked at NFM Lending dba Element Funding for seven years. In addition to her advisory work, she is an insurance agent educating clients on supplemental Medicare health insurance options. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.

Fiji George is a financial advisor with Transamerica Financial Advisors and holds Series 65 and Series 63 licenses, with six years of industry experience. In addition to her advisory role since 2020, she has been involved with World Financial Group since 2017 and works as a pharmacist at Eastside Medical Center. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party investment models with various program options tailored to client needs.

Tyler Weyenberg is a CFP® with four years of industry experience, currently with Guardian Life and Park Avenue Securities. His prior work includes roles at Ashford Advisors, RAM Partners LLC, and University of Georgia's Terry Business College. Outside of financial advising, he provides private baseball lessons on a one-on-one basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm delivers advisor-led discretionary management combined with model-based strategies through proprietary and third-party platforms, and provides a range of financial planning and consulting services.

Christopher Britt is a CFP® with 23 years of industry experience and is currently with Truist Advisory Services. He has been with various entities under the Truist and BB&T brands since 2003. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program administered through third-party platforms and enhanced by AI-enabled research tools.

Ivan Johnson is a financial advisor with Stratos Wealth Partners, Ltd. based in Atlanta, GA. He holds a Series 66 designation and has 21 years of industry experience. His prior positions include roles at LPL Financial, MassMutual Investors Services, METLIFE Securities, and Ameriprise. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, and offers a range of financial planning and portfolio management services through an open-architecture platform.

Erin Jones is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has prior experience at firms including Ameriprise Financial Services, Raymond James Financial Services, and United Capital Financial Advisors. Jones is also involved with Lumature Wealth Partners, LLC in an employee and administrative role. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a platform of approximately 286 advisors serving over 13,000 clients.

Andrew Mc Arthur is a financial advisor at TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 designations with four years of industry experience. His prior firms include J.P. Morgan Securities, Morgan Stanley, E*Trade Securities, Thrivent, and Bank of America. 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 a range of advisory services, including model portfolio management and customized portfolios, and serves as adviser to the TIAA Donor Advised Fund.

Robert Smith is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific Investment Profiles, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions for qualified clients.

Jennifer Pierce is a financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Wells Fargo Clearing, UBS Financial Services, and A. G. Edwards & Sons, Inc. She serves as a co-trustee for a family trust. 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. The firm offers a range of advisory programs and combines proprietary strategies with third-party model portfolios to deliver discretionary and non-discretionary managed solutions.