Joshua Hamrick is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo, LPL Financial, and Merrill. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

William Howard is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent a decade at Kays Financial Advisory Corp. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles, strategic factor tilts, and tax management.

Sueann Lin is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 65 designations and two years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance, Rising Sun Solutions LLC, and Holiday Media. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and is notable for managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brooke Harrison is a Series 66-credentialed financial advisor with Principal Financial Services in Roswell, GA, where she has worked since 2016. She has 19 years of industry experience, including a longstanding role at Principal Life Insurance Company since 2006. Outside of her advisory work, Harrison serves as a board member of the Penn State Alumni Association Atlanta Chapter, helping to coordinate community and fundraising events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Todd Smith is a CFP® professional with 35 years of industry experience. He has worked at Allworth Financial, L.P. since 2021 and previously held roles at Fidelity Brokerage Services LLC and E*TRADE Capital Management LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, comprehensive financial planning, and specialized investment approaches, including defined-outcome ETFs and options-based overlays, and is notable for its ownership structure and airline industry division.

Andrea Lewis is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 23 years of industry experience and has previously worked at firms including Cetera, Summit Financial Group, Principal Securities, and Metlife Securities. Lewis is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Chukwubuikem Nwaesei is a financial advisor at TIAA-CREF with a Series 65 credential and one year of industry experience. Prior to joining TIAA-CREF, he held positions at Columbia University, Commonfund, BlackRock, Northern Trust Wealth Management, and TD Asset Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates standalone planning services from ongoing discretionary portfolio management and offers both model-based and customized investment approaches.

Edward Bradley Jr. is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Money Concepts Capital Corp since 2014 and is currently employed at Winter Construction Company. Outside of his advisory role, he serves as president of Rhema Financial Group, a business focused on income tax preparation and insurance services, and volunteers as a teacher at the Governor's School of North Carolina. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory to manage assets.

Brady Hood is a financial advisor with First Command Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he spent seven years with the Warren County Sheriff's Office. He also serves as a guest speaker for Mental Health America of Northern Kentucky & Southwest Ohio, providing compliance-approved financial education. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers comprehensive financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team.

Brian Levitan is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials. He has 17 years of industry experience and has held roles at multiple firms including Home Town Mortgage and Transformation Financial Inc. Outside of advising, he is a mortgage continuing education instructor and operates a handyman services business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Finley Charlery is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 credentials. Charlery has experience with firms including NaTech and MilVets, and served in the U.S. military until 2019. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Jones is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a variety of investment vehicles and specialized programs.

Cameron Holt is a CFP® professional with experience at Mercer Global Advisors Inc. since 2021, as well as prior roles at WCM Global Wealth and Morgan Stanley. His background also includes positions in education and other sectors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options and related financial planning services.

Amber Eldorrado is a financial advisor at Kestra Advisory with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Sagepoint Financial and Edward Jones. She is based in Atlanta, GA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports various management platforms and third-party solutions.

Jonathan Safko is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Cetera, and E*TRADE. Safko was also employed by Uber Technologies from 2016 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Colin Fitzpatrick is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. He has worked at multiple firms, including Brookstone Wealth Advisors, Hoffman Financial Group, and Three Bridges Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a variety of investment strategies and serves over 127,000 clients through a platform-focused approach.

William Burke is a financial advisor with Valic Financial Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Burke-Leslie Professional Asset Management and Agia, where he also serves as an agent for non-securities insurance products. Valic Financial Advisors primarily 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 discretionary unified managed accounts through a large network of investment advisor representatives, leveraging technology and model solutions at scale.

Michael Mahoney is a financial advisor with Equity Services, Inc. in Alpharetta, GA. He holds a Series 66 designation and has 13 years of industry experience. His prior positions include roles at Aegis Capital Corp, Investacorp Inc, THE O.N. Equity Sales Company, Ohio National Life Insurance Company, and Edward Jones. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Miriam Falaki is a CFP® and holds a Series 66 license with 13 years of industry experience. She currently works at Savant Wealth Management and has previously held roles at Capital Directions LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Savant Wealth Management provides comprehensive wealth management, financial planning, portfolio management, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Alan Jotkoff is a CFP® and PFS™ with 39 years of experience in financial services. He is currently with Osaic Advisory Services, LLC and has prior experience at Triad Advisors, Inc. and Triad Hybrid Solutions. Jotkoff also serves on the board of directors for Plaza Health Network, a nonprofit organization providing rehabilitation and skilled nursing services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various program models, utilizing proprietary and third-party platforms.