Tomas Parks is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. In addition to his advisory work, Parks serves as an assistant professor at Kennesaw State University, where he teaches investment-related courses, and is actively involved in multi-line insurance brokerage ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, supporting a range of account types and third-party asset management relationships, with discretionary assets under management totaling over $8 billion.

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.

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.

Daniel Futral is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at OneAmerica Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he served in law enforcement with the Sandy Springs and Woodstock Police Departments and was a member of the Army National Guard. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with standardized model and platform services across its network of advisors.

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.

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.

Christopher Phillips is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Voya, Mutual of Omaha, and Cuna Mutual Group. Outside of finance, he is a co-owner and partner in Mosquito Shield of NW Atlanta, a residential pest suppression franchise. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party resources.

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 CERTIFIED FINANCIAL PLANNER™ at HB Wealth with eight years of industry experience. She has been with Homrich Berg since 2014. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm uses a discretionary investment approach incorporating quantitative and qualitative due diligence across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Andrew Ramsey is a CFP® with 24 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. He has prior experience at firms including Purshe Kaplan Sterling Investments, Lumature Wealth Partners, Raymond James Financial Services, Goldman Sachs, and Cetera Advisor Networks. Ramsey serves as Chair of the Fellowship Endowment Committee and is a committee member of the Advancement Committee at The Kings Academy, where he assists with fundraising efforts. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, long-term investment process utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Jackson Sackman is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Home Depot, The UPS Store, Georgia All-Stars Gymnastics, and the Cherokee County school system. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals by providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple asset classes with periodic rebalancing and performance reviews.

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.

Jason Kiddoo is a financial advisor at Mariner with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and E*TRADE Capital Management. Mariner serves a wide range of clients, including individuals, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm’s investment approach features customized discretionary portfolios supported by an internal management team and third-party managers, with integrated tax and accounting capabilities and operational CFO services.

Andrew Stevenson is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and has worked at various BB&T entities since 2008 before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Joseph McGuire is a CFP® with 22 years of industry experience. He is currently with CWM, LLC and previously worked at American Portfolios Financial Services Inc. and FSC Securities Corporation. Outside of his advisory role, he has a 50% ownership in a fixed insurance business unrelated to securities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Steven Petcovic is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at The Leaders Group Inc and LPL Financial, LLC before joining Wealth Enhancement in 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Genesis Santos Pichardo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Truist Investment Services in 2023, Pichardo worked at several firms including Randstad, Thump Local, Estee Lauder Companies Beauty LLC, Macys Inc., and 24Seven. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to offer comprehensive investment solutions.