Jason Connolly is a financial advisor at Prime Capital Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sugarloaf Wealth Management, LLC, Triad Advisors, Inc., OSAIC, and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a variety of investment strategies and providing tax and financial administration services through an affiliated accounting subsidiary.

Nicholas Campbell is a financial advisor at Mercer Global Advisors Inc. with 15 years of industry experience. He holds the CFP®, PFS™, and Series 66 credentials. His prior work includes positions at Ameriprise Financial Services, Inc. and Ernst & Young Investment Advisers LLP. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and employs globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds.

Noelle Kim is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at multiple firms including Mpowering America, Netlaw, Elleon Consulting LLC, WealthWave, and Assurant Health. Outside of her advisory role, she serves as president of Elleon Consulting LLC, an insurance business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide client base including individuals, trusts, and employer-sponsored plans. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms such as Transamerica ONE and TFA365.

Matthew Dunckley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary management approaches supported by third-party platforms and an AI-enabled research team.

Jonathan Fanning is a financial advisor with Truist Advisory Services in Norcross, GA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with SunTrust Advisory Services and SunTrust Investment Services from 2007 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, 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 deliver asset allocation, fiduciary support, and manager selection programs.

Chip Busbey Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 41 years of industry experience. He has worked with Guardian Life since 1999 and joined Park Avenue Securities in 2023. Busbey also engages in the sale of insurance products on a brokerage basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions combining advisor-led discretionary management with model-based strategies.

Patrick Curran is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Capital Directions, Unified Trust/American Trust, Northwestern Mutual Wealth Management Company, and Wells Fargo Clearing. Outside of his advisory role, he is the sole owner of a rental property business managed through an LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies and related services delivered through affiliated entities.

Matthew Luckey is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with WealthWave Media, LLC, where he assists in creating and editing financial literacy and marketing materials. Luckey maintains a pass-through entity, M Luckey, Inc., for administrative purposes related to his other business activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and registered investment adviser, providing discretionary and non-discretionary program options.

Xiuhong Du is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Guardian Life in Atlanta, GA. She has been associated with Park Avenue Securities and Guardian Life since 2016. Du holds board positions with the Gwinnett Tech Foundation, NAIFA Georgia Chapter, Gwinnett Chamber of Directors, and the Women's Advisory Council for Northside Hospital Gwinnett System. She is also a MDRT US Chapter Community Leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments through its connection with Guardian Life.

Franklin Callaway is a financial advisor with Carson Wealth in Atlanta, GA, holding a Series 65 credential and three years of industry experience. His background includes roles at Carson Wealth, CWM, LLC, and Jon Baker Financial Group, along with earlier work at Lowe's Companies and the University of Georgia. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan management, employing an Investment Committee to construct and monitor model portfolios while integrating technology and custodial relationships to support execution and reporting.

Alicia Bain is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Empower, she worked at Morgan Stanley and E*TRADE Securities. Outside of financial services, Alicia owns and operates Elevated Opulence Black Car Service, a non-investment related transportation business providing limousine services during evenings and weekends. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes integrated financial planning linked to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Michael Moore is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies using proprietary programs and third-party platforms.

Mark Peterson is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. He holds a Series 65 credential and has previously worked at Advisory Services Network, LLC, Precision Capital Management, and Horter Investment Management, LLC. Outside of his advisory role, he devotes time to managing Thistle Creek Farm, where he cares for land and animals. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Kelsey Stone is a CFP® professional with eight years of industry experience. He has worked at Homrich Berg for seven years before joining HB Wealth in Alpharetta, GA. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers discretionary portfolio management aligned with clients' objectives and risk tolerance.

Andrew Ramsey is a CFP® professional with 24 years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2023. His prior experience includes roles at Goldman Sachs, Raymond James Financial Services, and Girard Securities, among others. Ramsey is also active in nonprofit and educational committees, including chairing the Fellowship Endowment Committee and participating in fundraising efforts for The Kings Academy. Concurrent Investment Advisors is an SEC-registered multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Madhulika Nemani is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Guardian Life and Park Avenue Securities since 2017. Outside of her advisory work, she serves as the National Youth Director for VT Seva, a nonprofit organization involved in environmental and educational volunteering activities. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Su Yu is a financial advisor with Transamerica Financial Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Su has worked with World Financial Group since 2004 and has been with Transamerica Financial Advisors since 2012. Outside of advising, Su is involved with the Flying Bear Foundation, a nonprofit organization. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, 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 Kreisler is a CFP® with 13 years of industry experience, currently serving with Steward Partners Investment Advisory, LLC since 2025. His prior experience includes roles at Raymond James & Associates and UBS Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

Andrew Stevenson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked with various entities affiliated with Truist since 2018, including BB&T and Truist Investment Services. 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 and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration across its platform.

Ronald Purdy is a CFP®-designated financial advisor with over 33 years of industry experience. He is currently with Equity Services, Inc., where he has worked since 2014, and has prior experience at New England Securities and Avantax Advisory Services. Equity Services, Inc., doing business 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 that combine predominantly long-term strategies with options for shorter-term trading and specialized instruments.