Manford Laws II is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at LPL Financial, HighTower Advisors and Securities, Wells Fargo Clearing, and Edward Jones. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Adam Simon is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2016. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Noah Reichert is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined in 2023, and previously worked at Delta Community Credit Union, LPL Financial, Mass Mutual Investors Services, and MetLife Securities Inc. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a range of investment vehicles and tax-management strategies.

Kathryn Emling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her career includes roles at Triad Hybrid Solutions, Securities America, and SSN Advisory, among others. Outside of her advisory work, she serves as president of her local homeowners association, organizing community activities such as swim team and tennis committees. 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, and sovereign wealth funds. The firm offers a broad range of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform integrations and affiliated managers.

Roger Ward is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has worked at Creative Planning since 2020 and previously spent six years at Truewealth, LLC (FNA Windham Brannon). He is based in Atlanta, GA. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Jia Tong Li is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has one year of industry experience. Prior to joining Goldman Sachs, Jia Tong Li worked at Emory University and St. George's School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs a range of investment strategies and integrates capabilities across the Goldman Sachs ecosystem to offer a broad suite of wealth management and advisory services.

Chigozie Orieh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has worked with Valic Financial Advisors since 2014 and is also involved with Black Star Equity Group, LLC, Agia, and EXP Realty, LLC. Outside of his advisory role, Orieh is engaged in entrepreneurial activities including co-owning a clothing brand and reselling items on eBay. 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 operating with a large network of advisors.

John Mctyre is a CFP® and Series 65-registered advisor with Focus Partners Wealth, LLC in Atlanta, GA. He has recent experience working at Financial Consultants Group Inc. and Scott Curry State Farm. His background includes time at the University of Georgia and various roles prior to entering the advisory industry. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Kenneth Smart is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and with six years of industry experience. Prior to his career in finance, he operated Smart's Tree Service for 11 years. He is also an insurance agent for Bankers Life and Casualty Company, appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, and many advisors are dually registered as representatives of an affiliated broker-dealer or insurance agents.

Jay Rowley is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2017. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, with a notable emphasis on non-discretionary management and maintaining custody of client assets as a qualified custodian.

Dane Secoy is a financial advisor with Principal Financial Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Dane has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 2000. He also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and trust services. 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 military personnel abroad. 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.

John Wells III is a financial advisor with Guardian Life in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Guardian Life, he worked at Statesboro Law Group for three years. Outside of his advisory work, he performs music in a band for compensation. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, businesses, and organizations, offering tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and third-party solutions.

Tiffany Rosetti is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2020. Prior to this, she held positions at JOYN Advisors, Inc. and Securian Financial Services Inc. Rosetti also serves as Senior Vice President and Financial Advisor with Wealth Enhancement Group, focusing on fixed insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach overseen by an internal Investment Committee.

Zachary Hutchings is a Series 66 licensed advisor with 18 years of industry experience, currently with Goldman Sachs Wealth Services in Atlanta, GA. He has been with Ayco/Goldman Sachs & Co. LLC since 2018 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation, manager selections, and both discretionary and non-discretionary implementations, leveraging proprietary analytics and access to broader Goldman Sachs capabilities.

John Hannah is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Gratus Capital, Wells Fargo, Fidelity Bank, and US Trust. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Christopher Bush is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His career includes positions at PFS Investments Inc and Primerica Financial Services, along with roles at Triad Advisors and Triad Hybrid Solutions. Outside of his advisory work, he owns an LLC used for business operations and tax purposes. 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 funds. The firm offers a variety of investment programs, retirement consulting, and access to alternative investments, utilizing multiple analysis and trading strategies while leveraging platform relationships and affiliated managers.

Melissa Keiss is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, NOVA Wealth Management Group, Cetera ADVISORS LLC, and Stewardship Financial Advisors. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Matthew Gaude is a financial advisor at Carson Wealth with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Live Oak Wealth Management, and FSC Securities Corporation. Outside of his advisory work, he provides insurance services to clients through a sole proprietorship. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, retirement plan services, and tailored investment solutions overseen by an Investment Committee.

Venzon Aromin III is a CFP® professional affiliated with Commonwealth Financial Network, with 28 years of industry experience. He has worked at firms including Lion Street Advisors and Csenge Advisory Group. Aromin also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and back-office support, including investment management, compliance, and technology services. The firm offers multiple program structures and discretionary model portfolios developed by its Investment Management and Research team.

Irma Montes is a Series 66-licensed financial advisor with Guardian Life in Atlanta, GA, with two years of industry experience. Prior to joining Guardian Life, she worked at The Home Depot for six years. Outside of her advisory role, she provides independent laundry services as a contractor. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, businesses, and retirement plan sponsors. The firm delivers tailored investment solutions combining advisor-led discretionary management with model-based strategies and provides access to insurance products and alternative investments.