Taeook Kwon is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes a year at Alexander Almand & Bangs, LLP, and roles at Tech Gear USA, Inc. and World Financial Group, 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 plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios.

Sagar Shah is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 66 and Series 63 licenses with six years of industry experience. He has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2019 and 2020, respectively, and operates Shah Wealth Strategies LLC since 2026. Outside of his advisory career, Shah is a passive owner of several fast casual restaurant businesses including Moe's Southwest Grill and The Great Greek. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides a range of advisory services encompassing financial planning, investment management, and retirement-plan consulting, delivering tailored recommendations primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Farkas is a financial advisor at Osaic Advisory Services, LLC with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Osaic in 2024, he spent 21 years at American Portfolios Financial Services, Inc. Farkas owns and operates Baron’s Financial Strategies, Inc., which is involved in insurance and fixed annuity sales, and is also a part-owner of Dont Blink Insurance.net, focusing on life and long-term care insurance. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment and consulting services with access to alternative investments and utilizes platform relationships and affiliated managers to deliver and monitor strategies.

Xavier Felipe is a CFP®-certified financial advisor with 36 years of industry experience. He currently works at Osaic Advisory Services, LLC and has prior experience at American Portfolios Financial Services and Janney Montgomery Scott. Outside of his advisory role, Felipe is involved in several life insurance businesses and leads a solar panel sales venture. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, using diverse strategies and platform integrations to serve both retail and institutional clients.

Christina Mumpower is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 11 years of industry experience. Her career includes roles at Veracity Capital LLC, Wealth Enhancement Group, Securian Financial Services, JOYN Advisors, Kestra Financial Services, and Oxygen Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that integrate in-house and third-party manager strategies supported by technology and centralized due diligence.

Herman Scriven II is a financial advisor with TIAA-CREF, holding a Series 66 designation and 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and offers managed accounts that include model portfolios and customized portfolio management under fiduciary standards.

Terry Dickey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked previously at firms including Triad Advisors, Inc., Triad Hybrid Solutions, LLC, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory role, he serves as president of Empower Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm offers a range of investment solutions such as representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments, employing a mix of fundamental and technical analysis alongside platform integrations for specialized strategies.

Elizabeth Thompson is a financial advisor with Savant Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at AssetMark Financial Holdings, AssetMark Brokerage, RCH Securities, Wells Fargo Clearing Services, TIAA-CREF, and Truliant Federal Credit Union. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Jasmine Thomas is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 66 and Series 63 credentials and four years of industry experience. She previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Instacart, E*Trade Securities LLC, Regions Bank, and Sprint. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Stanley Helm is a financial advisor with Guardian Life in Roswell, GA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at Guardian Life and its affiliates since 1994 and is also associated with Peachtree Planning Corporation since 1998. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as Park Avenue® Wealth Management, providing brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with a range of financial planning and consulting services.

Kenneth Trinklein is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2004, alongside self-employment since 1999. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of fiduciary and plan-level services supported by due diligence and multiple management platforms. The firm serves large investors, including sovereign wealth funds, and provides access to complex products within a supervisory framework.

Keith Dykes is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Guardian Life and its affiliated entities since 1992, with roles spanning over three decades. Outside of his advisory work, he serves as a committee member for a trustee removal/incapacity committee and is involved as an owner in a commercial office building leasing to his operating company, PPC Wealth Management, Inc. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers 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 provides access to proprietary and third-party advisory solutions, including insurance products and alternative investments.

Roberto Perdomo is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including JPMorgan Chase Bank, Edward Jones, and Mass Mutual. Outside of his advisory role, he is the sole proprietor of RVCS Enterprises, a business focused on buying and selling sports cards and collectibles. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.

Christina Ngo is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank for five years before joining TIAA-CREF in 2020. 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 existing relationships through employer retirement plans. The firm also advises the TIAA Donor Advised Fund and separates its planning services from ongoing discretionary management within a vertically integrated structure.

John Williams is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds a Series 65 designation and has worked at firms including Capital Directions, Wealthguard Advisory Group, and his own practice, John L. Williams III, P.C. Since 1998, he has also engaged in independent insurance sales. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Angela Tucker is a CFP® at Mercer Global Advisors Inc. in Atlanta, GA, with over eight years of experience in financial advising. Her career includes multiple roles within Mercer and prior experience at Kays Financial Advisory Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm follows a Modern Portfolio Theory-based approach using diversified portfolios with low-cost ETFs, index funds, separate accounts, and other investment vehicles, alongside specialized programs and client education initiatives.

Brian Huey is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Creative Planning since 2022, following prior roles at Wipfli Financial Advisors and Redwood Wealth Management. Brian is based in Alpharetta, GA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies.

Patrick Moody is a CFP® professional with one year of industry experience, currently advising at Mercer Global Advisors Inc. in Atlanta, GA. His career history includes multiple roles at Mercer Global Advisors and prior experience at CarynHealth, IDM Global Holdings, and positions in education at the University of Georgia and Dawson County High School. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers a range of investment programs and client education initiatives.

Gregory Daniel is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He has been with VALIC Financial Advisors since 2009 and currently holds an agent position at Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors 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 and providing various overlay options to tailor client portfolios.

Emily Pool is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has four years of industry experience, including multiple roles at Park Avenue Securities and Guardian Life. Emily serves on the AssetMark Operations Advisory Board as a volunteer, providing feedback on operational workflows. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and consulting with a combination of advisor-led management and model-based strategies, integrating proprietary programs and third-party platforms.