Sam Wilkerson IV is a CFP® professional with 22 years of industry experience. He is currently an advisor at Farther and has previously worked at Carson Wealth, Jon Baker Financial Group, Woodbury Financial Services, and Securian Financial Services. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and AI tools, primarily investing in ETFs, mutual funds, equities, and fixed income.

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.

Jason Kiddoo is a financial advisor at Mariner with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and E*TRADE Capital Management. Mariner serves a wide range of clients, including individuals, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm’s investment approach features customized discretionary portfolios supported by an internal management team and third-party managers, with integrated tax and accounting capabilities and operational CFO 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.

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.

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.