Carol Harris is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. She has been with the firm since 1997. Outside of advising, she serves as a treasurer providing consulting and coaching services for financial professionals. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Carter Potts is a financial professional with 23 years of industry experience, currently affiliated with GWN Securities Inc. since 2020. He holds Series 63, 65, and 66 licenses and previously worked at Nationwide Securities and Nationwide Insurance. Outside of his advisory role, he is involved in forming a manufacturing business through a personal investment LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Margo Bryk is a financial advisor at HB Wealth with Series 63 and Series 65 licenses and eight years of industry experience. She has been with HB Wealth Management, LLC since 2008. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, employing a disciplined investment process that includes both public and private strategies.

Stephen Mink is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Valic Financial Advisors since 2012, with a brief period of unemployment in 2017, and has also been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Crystal Brown is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. Her prior work includes roles at Bank of America and Merrill. She is also an insurance agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

James Garman is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, and Scottrade. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Ali Mahbod is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior experience includes roles at SunTrust Advisory Services, E*Trade Securities, and MAVS. Outside of his advisory work, Mahbod is a licensed Grade 07 soccer referee with the United States Soccer Federation, a position he has held for over two decades, officiating adult and youth games as a hobby. He also volunteers managing books and records for a nonprofit that supports education through sports. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Thomas Arvanites is a CFP® and Series 63 credentialed financial advisor with 46 years of industry experience. He has been with Janney Montgomery Scott, LLC since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Wenyi Wei is a financial advisor with VALIC Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wei has been with VALIC since 2000 and also works part-time as an accountant at a local CPA firm. Additionally, Wei serves as a registered agent for a family rental property and is involved with Agia as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Edmund Fortier is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently an advisor with Kestra Advisory and has held roles at Kestra Investment Services, MassMutual Life Insurance Company, and Principal Financial Services among others. Outside of his advisory work, Fortier provides consulting services using the Value Builder System for business owners, serves as a trustee for a testamentary trust, and participates on the stewardship team of his local church. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides comprehensive fiduciary services and access to multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Thomas Mc Leod is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments. Before entering the financial sector, he spent eight years in physical therapy, working at ERW Physical Therapy and North Fulton Physical Therapy and Sports Medicine. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement services through customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Timothy Gelinas is an advisor at TLG Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Estate Settlement Services Inc. and The Leaders Group, Inc. for over two decades. Outside of his advisory work, he teaches classes about unique sites in Israel at various churches, schools, and senior groups. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Geoffrey Nadler is a CFP® and CFA® with 20 years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc. and previously worked at Bessemer Investor Services, Inc. for nearly a decade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.

Thomas Mathews Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 designations and has 39 years of industry experience. In addition to his advisory role, he is an author and manages several business ventures focused on financial education and media, including Wealthwave Media LLC and How Money Works LLC. He has authored the book How Money Works and is involved in creating financial literacy materials. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers, providing discretionary and non-discretionary investment solutions.

Sean Kelley is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Sargent and Lundy and Aliera Healthcare. Outside of his advisory role, he owns S M Kelley Consulting Group LLC, which provides engineering consulting on technical issues. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, supporting a broad range of client needs including discretionary and non-discretionary investment management.

Alexis Dudley is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with one year of industry experience. Her career has been exclusively with Mercer Global Advisors and includes prior academic experience at Virginia Polytechnic Institute and State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and combines low-cost ETFs, index funds, separate account managers, and other investment vehicles to implement tailored portfolios.

Christopher Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and 13 years of industry experience. Prior to joining Steward Partners, he worked at Advisory Services Network, Precision Capital Management, and operated Moores Wealth Management. He also dedicates significant time as a marketing coach for financial advisors through the Financial Independence Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Katherine Degiorgi is a CFP® professional with six years of industry experience, currently affiliated with Mercer Global Advisors Inc. in Atlanta, GA. Her prior experience includes roles at Atlanta Financial Associates and Northwestern Mutual. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.

David Wright is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles in insurance and mortgage services, including with Davis Insurance Services and General Mortgage Capital Corporation. Outside of advising, he owns RePlay Arcade, LLC, a pinball arcade business. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services through proprietary model portfolios and third-party managers. The firm operates both as a registered broker-dealer and RIA, providing a range of investment programs and affiliated retirement solutions.

Brett Godwin is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked with Ashford Advisors and Park Avenue Securities. Outside of his advisory role, he is involved in private soccer training. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.