Jeffrey Irle is a financial advisor with Kestra Advisory in Marietta, GA, holding a Series 63 designation and over 30 years of industry experience. He has worked with Kestra Advisory since 2016 and previously with Kestra Investment Services and Standard Equity Agency, where he serves as President. Irle is also a general member and manager of CSI Capital Fund LLC. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Anthony Owen is a CFP® professional with 12 years of industry experience, currently associated with Schwab Wealth Advisory. His prior experience includes roles at Invesco and Truist Advisory Services. He is based in Atlanta, GA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support investment recommendations, while clients retain final trading decisions. The firm operates within the Schwab ecosystem and is compensated through a cost-and-expense arrangement with Charles Schwab & Co. rather than directly billing clients.

Robert Bacon is a financial advisor at Goldman Sachs Wealth Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 21-year tenure at The Ayco Company, L.P./Mercer Allied. Based in Atlanta, GA, he provides advisory services within a large enterprise firm. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions, leveraging its integrated financial group structure and affiliated entities.

David Preuss is a financial advisor with Transamerica Retirement Advisors, LLC in Marietta, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 24 years of industry experience. His career includes over a decade at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm employs proprietary portfolio construction tools developed with Morningstar Investment Management and manages a high volume of clients primarily through non-discretionary asset management.

Carolyn Robin is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies, and also acts as adviser to a donor-advised fund.

Cecelia Nelson is a financial advisor with Guardian Life, holding Series 65 and Series 63 credentials and one year of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025 and previously was associated with Equity Services Inc and National Life Group. Nelson is involved with CZN Acquisitions LLC, an investment-related business generating more than 10% of her annual compensation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves a range of clients, including high-net-worth individuals and corporate plans, offering brokerage, financial planning, retirement consulting, and advisory programs that utilize both proprietary and third-party portfolios.

Jacquelyn Csonka is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and has eight years of industry experience. Her prior roles include positions at Agia, Park Avenue Securities, Guardian Life Insurance, Mutual of Omaha, and Carat USA. She is also an agent for Agia, providing non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes the use of centralized technology and model solutions.

Ian Garrett is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Valic, he worked at Florida Financial Advisors under the DBA Georgia Financial Advisors and briefly at John Hancock Retirement. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and relies on technology and model solutions to support a high client count per advisor.

Khaleid Castelle is a CFA® charterholder currently with Focus Partners Wealth, LLC. He has five years of prior experience at Norfolk Southern Company and nine years at Fiduciary Trust International. Castelle joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and separate account managers.

Stephen Patch is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with various Bankers Life entities since 2013 and previously spent two years at ADP. Outside of advisory services, he serves as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Christopher Cosenza is a CFP® professional with 29 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has previously worked at LPL Financial and is president of Brookhaven Wealth Management, Inc., a role he has held since 2014. In addition to his advisory work, he provides consulting services outside the investment field. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and supports a range of investment models, emphasizing primarily non-discretionary asset management.

Frank Waterson III is a CFP® professional with 14 years of industry experience, currently serving at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2004, totaling 22 years of tenure with the firm. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to a broad range of clients, including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across public and private strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Jeremy Newton is a financial advisor at First Command Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James, LPL Enterprise, and Triad Advisors. Newton also co-founded Giddyup Gear, a venture he managed for ten years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers.

Jennifer Storey is a CFP® with 16 years of industry experience. She is currently with HB Wealth in Atlanta, GA, and has held roles at Homrich Berg, Antares Wealth Management, LLC, and Lesesne Capital Management, Inc., DBA Oakbridge Partners, Ltd. HB Wealth Management provides wealth and investment management as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm’s investment approach includes discretionary portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative due diligence across a range of public and private strategies.

Dylan Greer is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Buckingham Strategic Wealth, Manning & Napier, Creative Planning, TrueWealth, Northwestern Mutual, and the University of Georgia. Outside of his advisory work, he serves as a board member for the Wimbledon Place Condominium Association. Focus Partners Wealth serves a diverse client base including individuals, families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with a broad offering that includes investment management, financial counseling, family office services, and fiduciary solutions, supported by an extensive network of affiliated service companies and product relationships.

David Norvell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include a 15-year tenure at TIAA and a position at LPL Financial. Outside of advising, he works as a food delivery person for DoorDash. 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, fiduciary support, and manager-selection services, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Michael Bork is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Capital Directions, LLC and Plante Moran Financial Advisors. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, families, high-net-worth clients, and various organizations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Robert Graham IV is an advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked for 16 years at Teachers College, Columbia University. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm provides comprehensive wealth services and employs a tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, along with access to a wide range of investment strategies and affiliated service companies.

Amy Merrill is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to this, she worked for Truewealth, LLC (Fna Windham Brannon) from 2014 to 2020. She is a passive owner in a film studio through Target Capital PAS, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

William Martin Jr. is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Primerica Advisors since 1999 and also has affiliations with Peachtree Planning Corporation and Guardian Life Insurance Co. of America dating back to 1997. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment programs.