James Bolton is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked previously at Coastal States Bank and Guardian Life Insurance Company. He serves on the board of The Ivy's Condominium Association in Atlanta. James Bolton is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America that provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside a range of financial planning and consulting services.

Brentley Jones is a CFP® with 28 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021. Prior to that, he spent 15 years with SunTrust Investment Services and 5 years with SunTrust Advisory 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Robert Butler is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors since 2020. His prior roles include positions at Cedar Rowe Partners and Goldman Sachs Wealth Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, and specialized services such as coordinated tax services and Core Family Office solutions. The firm employs a discretionary investment approach supported by in-house research and third-party managers, with capabilities spanning traditional and alternative asset classes as well as integrated tax and administrative services.

Scott Mckenzie is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses with 24 years of industry experience. His career includes roles at Merrill, Wells Fargo Clearing, and SunTrust Advisory Services before joining Truist Advisory Services in 2016. Outside of his advisory work, he is involved in managing a rental property through a Florida-based LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enhanced equity research tools.

David Rogers is a financial advisor with Guardian Life and holds a Series 66 credential. He has 12 years of industry experience, including roles at J.P. Morgan Securities and Morgan Stanley. He serves as the executor and beneficiary of a family trust and is named executor of a family member’s estate. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers advisor-led discretionary management alongside model-based strategies, tailored financial planning, and access to proprietary and third-party investment solutions.

Lowell Russell Jr. is a CFP® professional with 33 years of industry experience, currently serving at Valic Financial Advisors since 1999. He also holds Series 63 and Series 66 designations. In addition to his advisory role, he has an agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves 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 consulting services through a large network of advisors and utilizes discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Catherine St. Dizier is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. She has been with Valic Financial Advisors since 2013 and also serves as an agent with Agia, where she is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services through a large network of over 1,200 advisors.

Stephen Rosseel is a financial advisor at Valic Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2002 and at Agia since 2022. Outside of his advisory role, he has been involved in a private mortgage arrangement related to a property sale. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Logan Blackley is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Trinity Wealth Securities, Florida Financial Advisors, and operated Lilian & Logan Financial Coaching LLC. He is also appointed as an agent to sell non-security insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Janet Baskinger is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses. She has one year of industry experience, including prior roles at Netlaw and the Heartland Institute of Financial Education, and previously spent 23 years at Siemens Corporation. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

John Evans III is a CFP® with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2022. His prior experience includes 16 years with Resource Planning Group and eight years in the Army National Guard. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm employs a Modern Portfolio Theory–based approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and specialized investment programs.

Marcia Seaton is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles at Fidelity Investments and J.P. Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, operating within a platform tied to Empower’s recordkeeping and administrative services.

Kevin Turner is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding a Series 63 designation and 29 years of industry experience. He has worked at Money Concepts Capital Corp since 1997 and founded Peak Level Advisors in 2004, where he provides business financial consulting. Turner also serves as treasurer on the board of directors for The Gratitude Company, overseeing accounting and fiscal management. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, combining proprietary portfolios with third-party management, and operates alongside registered broker-dealer and insurance services.

Brian Long is an advisor at Eagle Strategies (NY Life) based in Alpharetta, GA. He holds Series 65 and Series 63 licenses and has been in the financial services industry since 2025. Prior to joining Eagle Strategies, he spent 14 years at Classic Cadillac/Subaru. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Diane Maldonado is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at SunTrust Investment Services from 2006 to 2021 and continued service with Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across investment and custody services.

Thomas Murphy is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. He has previously worked at Agia and XI Media and serves as Chief Operating Officer of Caribbean Home Sales LLC, a multiple listing service for Caribbean islands. Murphy is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Monnye Furr is a CFP®-certified financial advisor with 21 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, where she has worked since 2010. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing both proprietary strategies and third-party model portfolios.

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.