Michael Breed is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 34 years of industry experience. He has worked with various Truist entities since 2003, including Truist Advisory Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supplemented by AI-enabled research tools.

Gary Holcombe is a CFP®-certified financial advisor with 42 years of industry experience, currently affiliated with Independent Financial Partners. He has previously worked with LPL Financial and IFP Securities, LLC. Holcombe serves on the board of a local office park association and is involved in non-variable insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a focus on retirement-plan consulting and compliance with Department of Labor rollover guidance.

Norman Plotkin is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including over two decades with both firms. Outside of his advisory role, he volunteers as a financial planner assisting Holocaust survivors through Jewish Family & Children Services of Atlanta and serves as Vice Commodore of the Barefoot Sailing Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Austin Ehlinger is a financial advisor at Guardian Life with the designations ChFC®, Series 63, and Series 65 and has 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2014. Outside of his advisory role, he serves as an executor of his parent’s estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients.

John Ratchford is a CFP® professional with 17 years of experience in financial services. He is currently with First Command Advisory Services and has prior experience at LPL Enterprise LLC, Advocacy Wealth Management, and the Department of Defense. His background includes various roles in wealth management and financial planning. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and offers multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and third-party manager selections.

Austin Downum is a CFP® with four years of industry experience, currently affiliated with AE Wealth Management, LLC. He has previously worked at several firms, including Three Bridges Wealth Management and Incompass Financial Partner, LLC. Downum is also involved with Three Bridges Financial Group, where he advises clients on personal finance and insurance-related matters. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Simone Jones is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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 through a range of advisory and portfolio management solutions.

David Leathers is a financial advisor with J. W. Cole Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining J. W. Cole Advisors, he worked at Cetera Advisors LLC, Investors Capital Corp., and LPL Financial, among others. Outside his advisory work, Leathers serves as treasurer and board member of the 2nd Reconnaissance Battalion Association, chairs the board of the Cumming Development Authority, and is a volunteer board member and treasurer for Amazing Grace Church, Inc. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement services for individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies, including model and manager-based approaches, and offers both discretionary and non-discretionary account management.

Lekesha Hall is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Investment Services. Hall is also a member of Hall2Hall, LLC, an investment-related business based in Atlanta, GA. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and financial wellness tools.

George Lewis III is a CFP® with 24 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC and has held prior roles at Woodbury Financial Services and other affiliated firms. Outside of his advisory work, he serves as co-sponsorship chair for the nonprofit Shamrockin' for a Cure and owns a limousine transportation business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary management using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement-plan fiduciary services and comprehensive client reporting.

Joshua Hamrick is a financial advisor at PNC Wealth Management in Cumming, GA, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at TVA Federal Credit Union, LPL Financial, Wells Fargo Bank NA, Wells Fargo Clearing Services, U.S. Xpress, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

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.

Mark Ronsini is a financial advisor with Lincoln Investment in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Lincoln Investment in 2013, he worked at Lucia Capital Group and Raymond J. Lucia Companies. Outside of his advisory role, he is involved as an investor in horse breeding and racing partnerships and operates Huron Racing Ventures, LLC, which engages in racing, breeding, and selling thoroughbred racehorses. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, and retirement plans, with a focus on educator-related programs. The firm employs an in-house investment management and research team that constructs model portfolios and uses third-party managers, supporting both advisor-led and discretionary investment approaches.

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.

Jordan Arave is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He holds Series 63 and Series 66 licenses and is based in Canton, GA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporate plans. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Edwin Pinigis III is a financial advisor with Truist Advisory Services in Marietta, GA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BB&T Securities, PNC Investments, and Davenport & Company LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

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.

Chad Gough is a financial advisor with Brookstone Capital Management LLC in Canton, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include working at FMG Distributors Inc, Divergent Financial Group Corp, and TruChoice. Outside of advising, he is the head soccer coach for Georgia/Cherokee Impact Soccer Club. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as a sub-advisor to other advisory programs.

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.