Darlene Van Beek is a Series 66-credentialed advisor with 13 years of industry experience, currently with Money Concepts Capital Corp since 2014. She previously worked at Equitable Advisors and Edward Jones during the same year. Van Beek is the owner of Van Beek Advisors, LLC and serves as a board member of the East Cobb Business Association. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, managing approximately $4.07 billion in assets through a large network of advisors and multiple portfolio programs.

John Robb is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

Alyce Phinney is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Triad Advisors, Triad Hybrid Solutions, and Argent Bridge Advisors. Outside of her advisory practice, she is involved in divorce education as a speaker and educator and operates a pet sitting business. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services such as representative-managed programs, third-party manager solutions, financial planning, and access to alternative investments, leveraging a combination of analytical approaches and platform integrations.

Steven Pluhar is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes long tenure at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services tightly with Empower’s recordkeeping and administrative platforms.

Richard Kidwell is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Atlanta, GA. His career includes over a decade with BB&T and its affiliated entities before joining First Citizens, where he has worked since 2020. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a range of investment approaches, including portfolio management, model portfolios, and automated platforms, focusing on IAR-led assessments to determine client needs and risk tolerance.

Todd Schoonover is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2014. Schoonover serves as a board member of the NAIFA Georgia Chapter. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Samantha Mayfield is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Transamerica Retirement Advisors, LLC. Her prior roles include positions at Voya Investments and Cambridge Investment Research, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary portfolio models and third-party expertise to provide tailored asset allocation and retirement guidance to a large client base.

Max Rabin is a Series 66-licensed financial advisor with Principal Financial Services in Atlanta, GA, with one year of industry experience. He has previously been associated with firms including Cambridge Investment Research Advisors and Principal Life Insurance Company. Outside of finance, he has experience working in the hospitality sector, including roles at Mazzy's Sports Bar and Grill and Outback Steakhouse. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Farrell is a financial advisor with Empower Advisory Group, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Empower, he worked in various roles including positions at Bishop O'Connell High School, St Louis Catholic Church, and the Augustine Institute. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base relative to its advisor headcount.

Joseph Radack is a financial advisor with T. Rowe Price Advisory Services, Inc., holding the CFP® designation and Series 63 license, with 15 years of industry experience. His prior work includes roles at Alight Solutions, FEMA, Pure Financial Advisors, and Alight-Hodges Mace. Outside of advising, he is the sole shareholder of Atlantacare Inc., a health insurance brokerage, and operates Big Cattle Advisors, a residential handyman service; he also works as a ride-share driver. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs.

Joshua Podczervinski is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. He previously operated his own CPA practice, Joshua J. Podczervinski, CPA, PC, focusing on accounting and bookkeeping services, and has held roles at Capital Directions, LLC and Siok, Podczervinski, Williams and Associates. Savant Wealth Management serves a wide range of clients including individuals, families, pension plans, charitable organizations, and high-net-worth clients. The firm offers comprehensive wealth management and integrates evidence-based, model-driven asset allocation with actively managed strategies, supported by its scale and affiliated accounting, legal, and trust services.

Vernon Purcell Jr. is a financial advisor at Guardian Life with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Park Avenue Securities since 2000. Purcell is the sole owner of Ashford Advisors Inc., a general agency of The Guardian Life Insurance Company of America, and serves on the Dunwoody Country Club Board of Governors. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing customized client relationships through proprietary and third-party platforms.

Pratt Phillips IV is a CFP® and holds a Series 63 license with 27 years of industry experience. He currently works at Truist Advisory Services and has held positions within affiliated Truist entities since 2016. Prior to that, he worked at Ameriprise from 2003 to 2009. 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 manager selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Vallon Mills is a financial advisor at Truist Advisory Services in Atlanta, GA, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Morgan Stanley and Suntrust Advisory Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches. The firm integrates inter-affiliate resources and employs AI-enabled tools as part of its manager selection and oversight processes.

Eric Ashburn is a CFP® with 12 years of industry experience, currently serving as a financial advisor with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Outside of his primary advisory work, he is involved with Argent Bridge Advisors as a wealth advisor and partner, and he owns Argent Bridge 2 Business Acceleration, providing consulting services for business owners. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing both fundamental and technical analysis, and provides access to alternative investments and specialized advisory solutions through platform partnerships and affiliated managers.

Shaun Aycock is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, Bank of America Corporation, and Wells Fargo Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized portfolios under a fiduciary standard.

Melanie Fitzgerald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. She previously worked at Resource Planning Group and Ronald Blue & Co., LLC, and was involved with Women Renewed, Inc. from 2018 to 2022. 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’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Craig Mackenzie Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Sandy Springs, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equity Services since 2007. Outside of financial advising, Mackenzie is involved in insurance sales and serves as a board member of the National Association of Insurance & Financial Advisors (NAIFA) Atlanta chapter. He also performs as a freelance professional singer for events including weddings and funerals. Equity Services, Inc. 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, frequently uses third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Kimberly Scouller is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 credentials and has 28 years of industry experience. She has worked with multiple firms, including WealthWave Media, LLC and Plan Choice, Inc., and serves as an attorney through her own practice, Jade Law Offices of Kim Scouller. Additionally, she is a board member of the Atlanta Neuroscience Institute and is involved in financial literacy education through How Money Works, LLC and WealthWave Media, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, with regulatory assets under management of approximately $1.7 billion.

Alexander Paslay is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Kestra Advisory and has prior experience at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory work, Paslay serves as a volunteer board member for Once Lost Disciples, providing guidance to a counseling center. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets under management.