Gary Davis is a financial advisor with Osaic Advisory Services, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 45 years of industry experience, including 14 years at American Portfolios Financial Services, Inc. Davis serves on the board of directors for the Port St Lucie Downtown Lions Club and acts as an independent FINRA arbitrator. He also holds a passive ownership interest in a business producing dry soap towels. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services, utilizing multiple program models and a mix of proprietary and third-party platforms.

Stephen Komisar is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily 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, consulting, and brokerage services through its broker-dealer operations.

Brent Elliott is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including roles at Osaic, Triad Hybrid Solutions, Triad Advisors, Kestra Financial Services, and Green Valley Financial. Elliott manages his own financial services business through an LLC and operates as an insurance agent selling fixed insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and nonprofit organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple advisory programs, utilizing a blend of proprietary and third-party platforms.

Rodger Naugle III is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Valic Financial Advisors since 2022. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily 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 for portfolio construction.

Matthew Luckey is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with WealthWave Media, LLC, where he assists in creating and editing financial literacy and marketing materials. Luckey maintains a pass-through entity, M Luckey, Inc., for administrative purposes related to his other business activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and registered investment adviser, providing discretionary and non-discretionary program options.

Xiuhong Du is a CFP® and holds a Series 66 license with 10 years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, where she has worked since 2016. Du serves on multiple boards, including the Gwinnett Tech Foundation, the NAIFA Georgia Chapter, and the Gwinnett Chamber of Commerce, and is a member of the Women's Advisory Council for Northside Hospital Gwinnett System. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients.

Gary Thrasher is a Series 66 registered advisor with 17 years of industry experience, currently serving at Valic Financial Advisors since 2015. He also holds a position with Agia, where he is involved in non-securities insurance products. Additionally, he owns timberland property in Franklin, Georgia. Valic Financial Advisors primarily 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 for portfolio construction.

Hooman Omidpanah is a CFP® professional with 17 years of industry experience. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Lincoln Financial Advisors Corporation for 18 years. Omidpanah is also involved in non-variable insurance activities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture platform and a range of planning and investment solutions.

Kevin Linsey is a financial advisor with Primerica Advisors located in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has been affiliated with Park Avenue Securities and The Guardian Life Insurance Company since 2011. Linsey is also associated with Kevin J Linsey Associates, Inc. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Sam Wilkerson IV is a CFP® professional with 22 years of industry experience. He is currently an advisor at Farther and has previously worked at Carson Wealth, Jon Baker Financial Group, Woodbury Financial Services, and Securian Financial Services. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and AI tools, primarily investing in ETFs, mutual funds, equities, and fixed income.

Peter Heidenreich is a CFP® professional with 19 years of industry experience, currently serving at Valic Financial Advisors. He has held roles at Agia, Valic Financial Advisors, Allstate Insurance Company, Verna Hills, LLC, and CWPH Consulting, LLC. He is also an agent at Agia, where he is involved in non-securities insurance products. Valic Financial Advisors, Inc. is a large SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm uses discretionary unified managed accounts with a technology-driven approach to portfolio management and financial planning.

Franklin Callaway is a financial advisor with CWM, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Carson Wealth and Jon Baker Financial Group, as well as positions outside of finance at Lowe's Companies, Inc., and educational institutions such as the University of Georgia and St. Pius X Catholic School. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a large network of partner offices and advisors. The firm employs discretionary portfolio management using model portfolios guided by an internal Investment Committee and offers a range of services including financial planning and retirement-plan solutions.

Alicia Bain is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Morgan Stanley and E*TRADE Securities LLC. Outside of her advisory role, Alicia owns and operates a non-investment related limousine and black car service in Buford, Georgia. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and clients’ savings rates, delivered through platforms affiliated with Empower’s recordkeeping and administrative services.

Michael Moore is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a combination of proprietary and third-party investment strategies and offers various account-level services such as lending solutions and donor-advised funds.

Mark Peterson is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. He holds a Series 65 credential and has previously worked at Advisory Services Network, LLC, Precision Capital Management, and Horter Investment Management, LLC. Outside of his advisory role, he devotes time to managing Thistle Creek Farm, where he cares for land and animals. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Kelsey Stone is a CFP® professional with eight years of industry experience. He has worked at Homrich Berg for seven years before joining HB Wealth in Alpharetta, GA. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers discretionary portfolio management aligned with clients' objectives and risk tolerance.

Andrew Ramsey is a CFP® professional with 24 years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2023. His prior experience includes roles at Goldman Sachs, Raymond James Financial Services, and Girard Securities, among others. Ramsey is also active in nonprofit and educational committees, including chairing the Fellowship Endowment Committee and participating in fundraising efforts for The Kings Academy. Concurrent Investment Advisors is an SEC-registered multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Madhulika Nemani is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance since 2017. Outside of her advisory role, she serves as the National Youth Director for VT Seva, a nonprofit organization focused on environmental and educational volunteering activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships utilizing model portfolios and digital advisory solutions.

Su Yu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Humana and the Heartland Institute of Financial Education, along with involvement in nonprofit work through the Flying Bear Foundation. He is also engaged in managing multiple rental properties. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers to implement its investment strategies.

Matthew Kreisler is a CFP® with 13 years of industry experience, currently serving with Steward Partners Investment Advisory, LLC since 2025. His prior experience includes roles at Raymond James & Associates and UBS Financial Services. 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, providing a range of investment advisory, financial planning, and managed account services.