Kisha Madison is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 license. She has 18 years of industry experience, including prior roles at LPL Financial and Invest Financial Corporation. In addition to her advisory work, she is employed as a registered respiratory therapist at Emory. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charities, corporations, and retirement plans through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Paul Dean is a financial advisor at Equity Services, Inc. with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Equity Services, he worked at TruOak Financial Partners LLC, Apogee Financial Partners, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, Dean serves as the music director for the Pleasant Hill Presbyterian Church choir in Duluth, GA. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Michael Walls is a financial advisor with Lincoln Investment in Dunwoody, GA. He holds a Series 66 designation and has 14 years of industry experience, all with Lincoln Investment Planning, Inc. since 2012. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs, managing approximately $22.9 billion in advisory assets.

Andrew Hill is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Hightower Advisors. He has held roles at HighTower Securities, SunTrust Advisory Services, and Suntrust Investment Services, with nearly two decades at the latter. Outside of his advisory practice, he is involved in the periodic maintenance of a personal second home. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Dillon Pollack is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 66 and Series 63 licenses and having seven years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2019 to 2026. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, employing model portfolios or customized strategies managed by dedicated portfolio managers.

Victor Martinez is a Series 66 licensed financial advisor at Empower Advisory Group with six years of industry experience. Before joining Empower Advisory Group, he worked at J.P. Morgan Securities and JPMorgan Chase Bank for four years. Outside of his advisory role, he also works as an independent contractor driver for a rideshare service. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

Jeremy Toothman is a financial advisor with CWM, LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior firms include Morgan Stanley, Woodbury Financial Services, Main Street Financial Group, Cetera Wealth Services, and Carson Wealth. He also holds operational roles at CWM and Main Street Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement-plan services alongside other investment and advisory options.

Michael Palmer is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in behavioral coaching through his own firm, MGP Coaching, LLC, and serves on nonprofit boards. Park Avenue Securities LLC, d/b/a Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, retirement consulting, and advisory services using both proprietary and third-party investment strategies.

Matthew Childs is a CFP® professional with 17 years of experience, currently serving with Kestra Advisory. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC since 2008. Childs is the managing member of Childs Company, LLC, which he founded in 2001. He serves on the advisory board of The Intersect Group and holds board positions with several nonprofit organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Darrie Schlesinger is a financial advisor at Equity Services, Inc. with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including National Life Group, Equitable Advisors, and Axa Advisors. Schlesinger is also involved with Apogee Financial Partners, a business focused on insurance and investment-related activities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Jon Keever is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hornor, Townsend & Kent since 2019. In addition to his advisory role, Keever is involved in insurance brokerage activities, including multi-line insurance sales with Penn Mutual Life Insurance Company and property/casualty insurance through APEX Insurance Advisors, LLC. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through both advisory and broker-dealer platforms, combining custody, execution, and investment advice with a range of third-party asset management options.

Therese Stockenberg is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 25 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services, utilizing proprietary technology and third-party expertise to deliver personalized asset allocation and retirement guidance.

Richard Sargent II is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has three years of industry experience and has been associated with various Truist entities since 2015. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decisions.

Joel Allen is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features services such as direct indexing and a tax-overlay service.

Carl Kennedy is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience operating Kennedy & Associates since 1995. Kennedy is also involved with a rental business, Kennedy Rental, since 2007. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Roland Deliniere is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He has been with Benjamin F. Edwards since 2010 and holds Series 63 and Series 65 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, supported by several hundred advisors and tens of billions in assets under management.

Chris Park is a financial advisor with First Command Advisory Services in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. He has worked across multiple First Command entities since 2022 and is the owner of Park Financial, an investment-related business. 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 provides financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Tze Hong Yeh is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at Empower Financial Services, DXC Technology, and Allstate, among other positions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Reginald Chandler is a financial advisor with Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Transamerica Financial Advisors since 2016. He also has concurrent experience with Wfgia since 2012. 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 through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Matthew Keiss is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Apogee Financial Partners, where he also served as managing director and insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.