Cathy Jones is a financial advisor with Synovus Securities, Inc. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her previous work includes roles at SunTrust Investment Services and Synovus bank. Outside of her advisory career, she is an independent beauty consultant and an independent travel agent. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm uses a mix of discretionary and non-discretionary portfolio management programs and provides access to alternative investments through its managed account programs.

James Stevens is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of experience with First Command in various advisory, insurance, and brokerage roles, following prior service in the Georgia Army National Guard. Stevens is also the owner of Blue J Enterprises, LLC, through which he operates his First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs, delivering investment management through centralized teams and approved third-party managers, emphasizing in-person financial coaching and employee ownership.

Edward Machado is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, he worked at Empower Financial Services, Allied Mortgage Group, and Newrez LLC, as well as in the film and video industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, using a model integrated with Empower’s recordkeeping and administrative platforms.

Carson Wells is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and no prior industry experience. His work history includes roles at Wells Financial Services, Publix Supermarket, and Locust Grove High School. Outside of his advisory role, he is involved with Wells Financial Services, performing client-related research and administrative duties. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, employing a variety of managed programs and investment strategies.

Patrick Rivers is a Series 66-licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following prior roles at Raymond James and Associates and State Farm Insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Scott Hollowell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Independent Advisor Alliance since 2019 and previously with LPL Financial and Independent Financial Partners. Outside of advising, Hollowell serves as a member of the Fayette County, GA Board of Education and has participated as a film and television extra. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary management approaches and utilizes various analytical techniques and technology platforms to support client portfolios and planning.

Teresa Fitzgerald is a financial advisor at Lincoln Investment with 16 years of industry experience. She holds Series 66 and Series 63 credentials and has worked at firms including Capital Analysts, Mass Mutual Investors Services, and Penn Mutual Life Insurance Company. Outside of her advisory role, she is the founder of TMF Legacy Enterprises, Inc., providing sales coaching and leadership development, and co-founded the i3Inspire podcast focused on entrepreneurship. She also serves as a trustee for the Italian Sons and Daughters of Italy – Peachtree City Lodge. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a range of model portfolios using both strategic and tactical investment approaches.

Fatima Lopez is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds the Series 66 designation and has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of her advisory role, she manages rental properties in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by AI-enabled equity research and inter-affiliate integration with related entities.

Dale Conlan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2014. Outside of his advisory role, Conlan serves as a tour guide for Water Tower Tours, leading tours of TV and movie filming locations in Senoia, Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a blend of discretionary and non-discretionary solutions supported by third-party platforms and AI-enhanced research tools.

David Griffith is a financial advisor with Principal Financial Services in Newnan, GA, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Principal Securities Inc. and Principal Life Insurance Company since 2019, as well as prior experience with Sterne Agee and his own firm, Griffith Financial Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering direct advisory programs, financial planning, and access to third-party money manager solutions.

Joseph Street is a financial advisor at United Planners Financial Services of America with one year of industry experience. He holds a Series 65 designation and is also the owner of Joe Street Fitness and Nutrition Coaching LLC, a coaching and teaching business. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary basis.

Jennifer Kross is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked at Parliament Wealth since 2026. Prior to that, she was affiliated with Commonwealth Financial Network and Dunlap & Associates Wealth Management from 2013 to 2026. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, with discretionary portfolio management and a variety of program structures designed to meet diverse client needs.

Bryan Johnson is a financial advisor with Commonwealth Financial Network in Peachtree City, GA, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Morgan Stanley Private Bank, Wells Fargo Clearing, and Dunlap & Associates Wealth Management. Outside of advisory work, he is the owner of Augusta Dream Homes, LLC, a real estate management company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Howard Aspacher is a financial advisor with Lincoln Investment holding CFP® and Series 63 designations and has 44 years of industry experience. His prior roles include positions at Capital Analysts, Legend Advisory Corporation, and Legend Equities Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and both advisor-managed and firm-managed model portfolios, utilizing a range of strategic and tactical investment approaches.

Ryan Herbin is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2017, including a prior role at Edward Jones from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios managed by PNC or third-party strategists.

Alyson Mcghee is a financial advisor with PNC Wealth Management in Newnan, GA, holding a Series 66 designation and 13 years of industry experience. She has worked with PNC Investments since 2013 and spent four years at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed model strategies.

Mark Jenkins Sr. is a financial advisor with Principal Financial Services in Newnan, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has operated Jenkins Financial Group since 1999. Outside of his advisory work, he co-owns Nevaeh Properties, Inc., a business managing rental properties, with his wife. 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, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Justice is a financial advisor at Guardian Life with 29 years of industry experience and holds Series 63 and Series 65 credentials. He has worked with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he is involved in selling AFLAC worksite voluntary benefits under a broker sales contract. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement plan consulting. The firm offers a variety of advisory programs, including discretionary and non-discretionary portfolios managed internally and by third parties.

Kristopher Pope is a financial advisor with Commonwealth Financial Network in Newnan, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been co-managing Avery And Pope Wealth Management and affiliated with Commonwealth Financial Network since 2011. Pope is also a co-owner of PAKP LLC, an operating company for his securities and advisory business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, utilizing both internal and outsourced portfolio management options.

Michael Heath is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Steward Partners and Raymond James, among others. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both Steward Partners-branded solutions and third-party money managers.