Joseph Mcguire is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Carson Wealth. His prior experience includes roles at American Portfolios Financial Services Inc. and FSC Securities Corporation. Outside of his advisory work, he holds a 50% ownership in a fixed insurance business. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors diversified model portfolios.

Jason Clark is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Steven Petcovic is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at LPL Financial, LLC and The Leaders Group Inc, spanning over 20 years. He is based in Alpharetta, GA. 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 assets and employs a diversified investment approach overseen by an internal Investment Committee, offering multiple program options and affiliated services.

Genesis Santos Pichardo is a financial advisor with Truist Advisory Services holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Truist Investment Services in 2023, Genesis held roles at Randstad, Thump Local, Estee Lauder Companies Beauty LLC, Macy's Inc., and 24Seven. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm integrates discretionary and non-discretionary investment approaches and employs AI-enabled tools within its research and oversight processes.

Patrick Kenney Jr. is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Creative Planning, he worked at Voya and Transamerica in various capacities. Outside of his advisory role, he works as a pizza delivery driver for Domino's Pizza. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various active and passive investment options.

John Withers is a financial advisor at Transamerica Financial Advisors with credentials including Series 63 and Series 65 licenses and four years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and previously spent eight years with World Financial Group, Inc., along with 14 years at Awareness Concepts, Inc. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 with a variety of fee-based wrap programs, model portfolios, and access to third-party money managers, operating as both a registered broker-dealer and registered investment adviser.

Pierre Bourg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2008. Outside of his advisory role, Bourg serves as a team manager for the North Atlanta Soccer Association. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through Guardian Life.

Andrea Tallent is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of her advisory work, she is involved as a member and manager of The Tallent Group LLC, a logistics and transportation business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Joseph Okoronta is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also involved in several business ventures, including roles as president and part owner in companies focused on accounting and tax services, real estate, and childcare services. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers for investment implementation, offering integrated retirement plan services and affiliated product distribution.

Craig Belisle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 24 years with Minnesota Life and Securian Financial Services, and has been with Wealth Enhancement since 2020. In addition to his advisory role, he serves as a trustee of a life insurance trust for a family member. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that combines passive and active strategies with quantitative, momentum, and fundamental analysis.

Deann Stevens is a CFP® with two years of industry experience, currently advising at Savant Wealth Management in Atlanta, GA. Prior to joining Savant, she worked at TrainingPros and the American College of Cardiology. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, and financial planning 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.

Christopher Turner is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2014 and currently operates under the DBA name Reveal Wealth to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types and primarily manages assets on a non-discretionary basis, with a focus on meeting client objectives and plan sponsor requirements.

Stephen Carmody is a financial advisor with Equity Services, Inc. in Sandy Springs, GA, holding a Series 66 designation and 22 years of industry experience. He has worked at Equity Services since 2010 and has prior experience with National Life Group and National Financial Services Group. Outside of his advisory role, he serves as co-trustee of a family irrevocable trust. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a combination of long-term strategies and specialized instruments, with a mix of discretionary and non-discretionary client programs.

Karen Martin is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 65 and Series 63 licenses. Her prior roles include positions at Empower Financial Services, Creative Planning, SUNTRUST INVESTMENT SERVICES, and SunTrust Bank (now Truist). Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage accounts. The firm uses an integrated approach aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Jordan Brown is a Series 65-licensed financial advisor with Primerica Advisors in Duluth, GA, bringing 15 years of industry experience. He has been with Primerica Financial Services since 2011. Brown is involved in the management and operations of investment-related products outside of his advisory role. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, delivering advisory services through model recommendations created by unaffiliated asset managers.

Sulay Ringwala is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of his advisory role, he is the owner of Ringwala Ventures LLC. Robert W. Baird & Co.’s DDK Group, where Mr. Ringwala works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and technology-driven investment approaches.

Stephen Dunbar III is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2010, following a period with AXA Advisors, LLC. Outside of advising, he writes a monthly financial column for Kiplinger and is involved in a family-owned baking business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs, utilizing both proprietary and third-party advisory models.

Garrett Futch is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. His prior work history includes roles at SFI Advisors, LLC, Dooley's, and various other organizations. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and custodians, supporting both discretionary and non-discretionary management.

Harris Green is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. in 2015-2017. Outside of his advisory role, he is involved in insurance-related activities, including serving as an agent for dental and group disability income products and as president of H.S. Green Enterprises, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements and various programs including educational seminars, with a focus on recommending investment strategies rather than specific products.