Donald Stonecipher is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1999. Stonecipher is also involved with Aristoboulos Racing, LLC, a non-investment-related venture. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.

Darlene Van Beek is a Series 66-licensed financial advisor with 12 years of experience, currently serving at Money Concepts Capital Corp since 2014. She owns Van Beek Advisors, LLC, a non-investment related business, and serves as a board member of the East Cobb Business Association. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion across about 14,700 clients.

John Robb is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

Alyce Phinney is a Series 66-credentialed financial advisor with six years of industry experience, currently working at OSAIC Advisory Services, LLC. She has held roles at Triad Hybrid Solutions and Argent Bridge Advisors since 2019 and previously worked at Neiman Marcus for twelve years. Outside of her advisory work, she is involved in divorce education as a speaker and owns a pet-sitting business. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, and nonprofits. The firm offers investment management, financial planning, and retirement consulting services through multiple program models, utilizing proprietary and third-party platforms.

Steven Pluhar is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior work includes over two decades at Fidelity Brokerage Services Inc and Fidelity Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Shoemaker is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Bankers Life and its affiliated entities since 2005. In addition to his advisory role, Shoemaker works as a unit sales manager and insurance agent, focusing on insurance sales and recruiting within the firm. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.

Samuel Wishneff is a CFP® and holds a Series 66 license with 12 years of experience in financial advising. He currently works at M. S. Howells & Co and has previously been with LongView Wealth Management and Cambridge Investment Research, Inc. in Atlanta, GA. In addition to his advisory roles, he is involved in insurance sales, dedicating a small portion of his time to that activity. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm manages portfolios on a discretionary basis using a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Hudson Good is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Goldman Sachs, he worked at Cerity Partners and has experience in several other roles outside the financial industry, including positions at Beezer's Gourmet and Fantes Coffee. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary managers within a large integrated financial group.

Brooke Cantrell is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked at Raymond James Financial Services Advisors, Inc. and Signature FD. Her background also includes work outside of finance at Starbucks. 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 uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Timothy Martin is a financial advisor with Eagle Strategies (NY Life) based in Tucker, GA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Mahoney Financial Organization, LLC, and leading his own firms, Tim Martin Wealth Strategies, LLC and Timothy Martin & Associates Wealth Strategies. He serves as President of the DeKalb Library Foundation and holds board roles with the Decatur Rotary Club and Oxford College of Emory University Alumni Board. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of its assets managed on a non-discretionary basis.

Richard Kidwell is a CFP® with 21 years of experience in the financial services industry. He is currently with First Citizens Investor Services, Inc. in Atlanta, GA, where he has worked since 2020. Prior to this, he held various roles at BB&T and its affiliated entities from 2010 to 2020. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset-allocation approaches and offers both discretionary and non-discretionary management, including model portfolios, separately managed accounts, and an automated Guided Investing platform.

Justin Berman is a financial advisor at Cresset Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and previously led Berman Capital Advisors, LLC for 11 years before joining Cresset in 2021. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due diligence program and a range of advisory and family office services.

James Barnes is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, with prior experience in the food service industry. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and both discretionary and non-discretionary implementations, leveraging its integration with various Goldman Sachs affiliates to offer expanded product access and specialized services.

Todd Schoonover is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2014. Schoonover serves as a board member of the NAIFA Georgia Chapter. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jason Pope is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked with firms including Primerica Financial Services, WFGIA, Transamerica Financial Advisors, Inc., and Transamerica Investors Securities, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach incorporates proprietary portfolio construction and ongoing oversight from Morningstar Investment Management and focuses on asset allocation, contribution guidance, and retirement planning.

David Mccollum is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 credential and 15 years of industry experience. His previous roles include positions at Modera Wealth and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools in its investment process.

Samantha Mayfield is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Voya Investment Management and Cambridge Investment Research. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and a focus on retirement plan services rather than high-net-worth or standalone financial planning.

Max Rabin is a Series 66-licensed financial advisor with Principal Financial Services in Atlanta, GA, with one year of industry experience. He has previously been associated with firms including Cambridge Investment Research Advisors and Principal Life Insurance Company. Outside of finance, he has experience working in the hospitality sector, including roles at Mazzy's Sports Bar and Grill and Outback Steakhouse. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Mohr is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. He previously worked at Wilmington Trust from 2009 to 2020. Outside of his advisory role, Mohr chairs the Investment Committee and serves on the Finance and Advisory Council for the Archdiocese of Atlanta, advising on general business and finance matters. Cresset Asset Management manages approximately $71.9 billion in client assets, offering services to a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and conducts structured due diligence across multiple asset classes.

Erika Constantine is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her previous roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Bank of America. She holds the Series 66 designation and is based in Atlanta, GA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm delivers advice using Charles Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.