Peter Truong is a financial advisor at Equity Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and MWA Financial Services Inc. He also serves as a general agent for Apogee Financial Partners. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base, utilizing multiple advisory platforms and third-party asset managers with both discretionary and non-discretionary management options.

Arthur Rosser is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His work history includes roles at L.M. Kohn & Company, Midsouth Capital, Inc., and Edward Jones prior to joining Wealth Enhancement in 2025. He is also involved in insurance sales and servicing fixed insurance and annuity policies. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment process that integrates both passive and active strategies overseen by an internal Investment Committee.

Ryan Rouille is a financial advisor with NewEdge Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked for MassMutual Investors Services and MassMutual Life Insurance Co. for 24 years. Rouille serves on the Golf Committee Advisory Board for the Atlanta Community Food Bank. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers various portfolio management and consulting services and integrates both in-house and third-party investment solutions with ongoing manager due diligence and the use of technology tools.

Avery Rodts is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. His prior positions include roles at Gratus Capital LLC, Morgan Stanley, and Citigroup Global Markets. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and various advisory programs, combining in-house and third-party portfolio management.

Adam Lee is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to joining Mercer, he worked at Kays Financial Advisory Corp and TD Ameritrade, Inc. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, and estate-planning coordination.

Chelsea Nalley is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. She has worked at Creative Planning, Inc. since 2020 and previously spent six years at Truewealth, LLC (FNA Windham Brannon). She is based in Atlanta, GA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and managed account services.

Alexander Herman is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Bank, and Edward Jones. Outside of his advisory work, he is also active as a real estate agent with Virtual Properties Realty.biz. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing employer retirement plan relationships. The firm provides a range of advisory services, including model-based and customized portfolio management, and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Jill Asrael is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Berman Capital Advisors, LLC and Grapevine Partners, LLC. She serves as President of the Epstein Foundation, which supports the Epstein School in Atlanta, GA. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management across various asset classes.

Christopher Kowal is a CFP® professional with 13 years of industry experience, currently serving at HB Wealth in Atlanta, GA. He previously worked for 15 years at Homrich Berg. Outside of his advisory role, Kowal participates in an AICPA Task Force conducting technical reviews of fiduciary handbooks and serves as Board Chair and Trustee of the Cherokee Employee Scholarship Foundation. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers outsourced chief investment officer and institutional advisory services, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Mariana Battista is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Atlanta Financial Associates, LLC, Patton Albertson Miller Group, LLC, and Anthony Smith Advisors, Inc. Mariana also has work experience at the University of Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other strategies, and offers various specialized programs and educational initiatives.

Suzanne Komisar is a financial advisor with Valic Financial Advisors in Decatur, GA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on 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 for portfolio construction.

Ronald Kibbe is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding the CFP®, ChFC®, and Series 66 designations with 27 years of industry experience. He has worked with Mercer and its related firms since 1999. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.

William Brand is a financial advisor with NewEdge Advisors who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He previously worked at Triad Advisors for 12 years before joining NewEdge Advisors in 2022. Outside of his advisory role, Brand owns and operates Willful Compliance Partners, a compliance consulting firm that provides regulatory guidance to registered entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, utilizing a range of program structures that combine in-house manager selection with third-party models and advisor discretion, supported by technology and centralized manager due diligence.

Eric Lapai is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses with seven years of industry experience. He has worked at Fifth Third Securities since 2018 and has been affiliated with Fifth Third Bank since 2017. He also has previous work experience at Southern New Hampshire University. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, utilizing various portfolio managers and strategies tailored to clients' risk profiles.

Richard Phelan is a CFP® professional with 29 years of industry experience, currently with Janney Montgomery Scott since 2021. He previously worked at Morgan Stanley and its Private Bank divisions from 2011 to 2021. Phelan serves on the boards of the Gwinnett Hospital Foundation and The Community Foundation of Northeast Georgia, where he is Chair overseeing the Board CEO. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering financial planning, consulting, brokerage services, and multiple advisory programs.

Andrew Medders is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Kays Financial Advisory Corp., Strategic Advisers, Inc., and Fidelity Brokerage Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a range of investment vehicles and strategies.

Jonathan Miles is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with SunTrust Investment Services since 2016. Outside of his advisory role, he is a Stewardship Education Coach at Milestones Wealth & Wellness Institute LLC, a faith-based financial literacy organization focused on educating underserved and minority communities about stewardship and financial decision-making. He is also authoring a book on stewardship, faith, and empowerment. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non‑discretionary manager relationships supported by third‑party platforms and AI-enabled research tools.

Reagan Wolfe is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at Guardian Life in Atlanta, GA. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Wolfe is involved in several community organizations, including serving as Immediate Past Chairman of the McCallie Atlanta Alumni and as a board member of NAIFA Atlanta. Guardian Life, through its Park Avenue® Wealth Management subsidiary, provides brokerage and investment advisory services to a diverse client base including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party advisory solutions.

Phillip Battle is a Series 66-licensed financial advisor at Schwab Wealth Advisory with seven years of industry experience. He has worked at Charles Schwab & Co., Fidelity Investments, JP Morgan Chase, and Bank of America. Outside of his advisory role, he serves as a coaches coordinator for the Mountain View Athletic Association. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referrals. The firm’s approach is based on Schwab’s asset-allocation models and internal research, offering personalized recommendations with client authorization for trades.

Richard Cooney is a ChFC® credentialed financial advisor affiliated with Stratos Wealth Partners, Ltd, with 42 years of industry experience. He has previously worked at Lincoln National Life Insurance Co and Lincoln Financial Advisors Corporation for 21 years before joining Stratos Wealth Partners and LPL Financial in 2019. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs an IAR-driven model with an open-architecture approach that integrates multiple third-party platforms and managers, offering discretionary and non-discretionary portfolio management along with specialized planning services.