James Smith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, he is involved in a land partnership for recreational purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and enhanced by AI tools.

Holly Duncan is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and its predecessor entities since 2003. Holly also serves as a trustee for a family irrevocable trust created to hold life insurance and real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by inter-affiliate resources.

John Mcmillen is a CFP® and CFA® credentialed advisor with 23 years of industry experience. He currently works at Savant Wealth Management and has previously held roles at Capital Directions, Wells Fargo Clearing, and Charles Schwab. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by a robust platform including accounting, legal, and trust services.

Christina Andrzejewski is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2017, following previous roles at SunTrust Advisory Services and SunTrust Investment Services. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.

Daniel Frazier is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA. He holds the ChFC® designation and Series 63 license, and has 27 years of industry experience. Frazier has been with Eagle Strategies and affiliated entities since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products.

Kevin Saylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Felix Gumina Jr. is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Commonwealth, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Felix also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves hundreds of thousands of individual and institutional clients. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

April Sheldon is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates and Raymond James Financial Services. 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 focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Colin Clarkson is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Inc. Clarkson has also been affiliated with Lumature Wealth Partners. Concurrent Investment Advisors is an SEC-registered, multi-team 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 plan advisory services, utilizing primarily long-term, customized portfolios with ETFs, mutual funds, and various other investment options.

Terry Ford is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory since 2016. He has been associated with Kestra Investment Services, LLC since 2003. In addition to his advisory role, Ford is the president of a local office condo association and is involved in a life settlement advisory business where he assists clients with evaluating the sale of life insurance policies. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Rebecca Jones is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Wells Fargo Clearing and Wells Fargo, NA for 14 years. Jones is based in Atlanta, GA, and has been with TIAA-CREF since 2021. 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 TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing portfolio management and serves as adviser to the TIAA Donor Advised Fund within a vertically integrated structure.

Tyler Mc Afee is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work experience includes positions at Vonage Communications, Deferit, OxBlue, and self-employment. Centaurus Financial, Inc. provides advisory and brokerage services to a broad mix of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Wen Hui Ma is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. Ma holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2018. Outside of financial advising, Ma is a manager of network services at Sage Software, where they have worked since 2002. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment model portfolios with discretionary and non-discretionary management options.

Evan Goldfuss is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Savant Wealth Management and previously was with Capital Directions, LLC and New York Life Insurance Company. He also has a background working at the University of Alabama. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Andrew Matthieson is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he writes guest articles on topics including football, golf, finance, and menswear, and serves on the Board of Governors for The Manor Golf and Country Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment solutions through both advisor-led discretionary management and model-based strategies, with access to proprietary and third-party programs.

Kipp Reck is a CFA® charterholder with Series 66 and Series 63 licenses and has 16 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, where he has worked since 2026. His previous roles include positions at Foreside Fund Services, Willis Towers Watson, Newport Group Securities, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Robert Jones III is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2018. His prior experience includes tenure at LPL Financial, INVEST Financial Corporation, Raymond James Financial Services, and Wells Fargo Clearing. Outside of his advisory role, he is an owner of Fairmont Woods Unit Owners Association Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a range of advisory programs. The firm operates a fiduciary-based model that incorporates technology platforms and diverse investment strategies while utilizing third-party managers and turnkey asset management programs.

Perry Neuman is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Hightower Securities, LLC and Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and customized indexing.

Anupama Singh is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing five years of industry experience. She has worked at Redfin Corporation since 2022 and is involved in estate planning services through LSPN Pro, LLC and Legacy Shield Solutions Inc. Singh also participates as an independent agent with Redfin, assisting with real estate activities. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party model portfolios, providing both discretionary and non-discretionary program options.

Ralph Watson III is a CFP® professional with 27 years of experience in the financial industry. He is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Goldman Sachs, Raymond James Financial Services, and United Capital Financial Advisers. He serves as a finance and investment committee member for the nonprofit Pinewood Preparatory. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and integrated platform solutions.