William Rumble is a financial advisor at Kovack Advisors, Inc. with 18 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining Kovack Advisors in 2014, he worked at Advisory Services Network and Thrivent Investment Management. Outside of his advisory role, he manages a family farm and is involved in a medical revenue reclamation business. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets, serving individuals, institutions, and government clients. The firm offers portfolio management, financial planning, and sub-advisory services, utilizing both internally created models and third-party managers to construct and monitor client portfolios.

Jason Pope is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Primerica Financial Services and other Transamerica affiliates. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing Morningstar Investment Management for portfolio construction and ongoing oversight. The firm operates at scale with a large client base and focuses on asset allocation and retirement guidance without targeting high-net-worth or corporate clients.

Shawn Maloney is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Retire Wise, LLC, Financial & Tax Architects, LLC, Alfa Insurance, and Nice Actimize. He is the author of the book "The Priority of Retirement" and is involved in financial literacy education through associations such as the Association of Financial Consultants and the Association of Financial Educators. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various analytical approaches and supports third-party RIAs through sub-advisory and model-licensing arrangements.

David Vicknair is a financial advisor with NewEdge Advisors holding a Series 66 designation. He has one year of industry experience and previously worked at Morgan Stanley and ZZ & Simones. Outside of finance, he has work history in the restaurant and seafood industries. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Jack Malandra is a Series 66–licensed advisor at Kestra Advisory with one year of industry experience. Prior to joining Kestra, he worked at Deloitte for two years and held various roles including at Druid Hills Country Club and the University of Georgia. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Adam Hextell is a financial advisor with Fifth Third Securities, Inc. based in Duluth, GA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Fifth Third in 2020, he worked at The Prudential Insurance Company of America and Foresters Financial Services. Outside of his advisory role, he has been involved with Hextell Properties LLC since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jeremy Winters is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley, E*TRADE Securities LLC, Valic Financial Advisors, and JPMorgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Angela Mario is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and having 20 years of industry experience. She has worked at Voya Financial Advisors since 2018 and previously was with GWFS Equities, Inc./Great-West Life & Annuity Insurance Company from 2014 to 2018. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan and IRA advisory services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm blends in-house and external strategists with technology-enabled tools to support both discretionary and non-discretionary investment management.

Marvin Gayle is a financial advisor with Guardian Life and holds a Series 66 designation. He has 14 years of industry experience, including over a decade with Guardian Life and five years at Park Avenue Securities. Outside of his advisory role, he operates MNG Designs, providing photography, graphic, and web design services, and works as a part-time rideshare driver. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Michael Robertson is a CFP® with 29 years of industry experience, currently affiliated with SPC and Sigma Financial Corporation since 2003. He serves as treasurer and board member of My Vision for Refugees, a nonprofit organization based in Woodstock, GA. Additionally, he is involved with Robertson Financial Group, offering accounting, tax, and planning services, as well as Robertson Financial Services, Inc. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with a range of discretionary and nondiscretionary options.

Felicia Jackson is a financial advisor with VOYA Financial Advisors, Inc. She holds the Series 63 and Series 66 designations and has 28 years of industry experience. Her previous roles include positions at Agia, VALIC Financial Advisors, Merrill, and several other firms spanning over two decades. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology tools to deliver both discretionary and non-discretionary investment solutions across a broad product shelf.

Liang Yu Taylor is a financial advisor at Truist Advisory Services with 14 years of industry experience. Taylor holds Series 63 and Series 66 designations and has held positions at several firms including Wells Fargo and CoreCap Investments. Outside of financial advisory roles, Taylor was involved with Alpha Zero Waste Solutions, Inc., an entrepreneurial venture. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of services including asset allocation analysis, fiduciary support, and a manager-selection program. The firm integrates discretionary and non-discretionary strategies and utilizes third-party platforms and AI-enabled tools to support investment decisions.

David Gleeson is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been affiliated with Independent Financial Partners since 2011 and concurrently with IFP Securities, LLC since 2019. Outside of advisory work, he is an agent for Physicians Financial Services, LLC, selling term and non-variable life insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

William Thompson is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MetalCraft, Bank of America N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Duluth, GA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Stephen Mimbs is a financial advisor with PNC Wealth Management in Suwanee, GA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with PNC investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessment and invests via approved model strategies implemented with mutual funds and ETFs.

Alexander Rauch is a CFP® with 16 years of experience in the financial services industry. He currently works at Valic Financial Advisors and has previously been affiliated with Lincoln Financial Advisors Corporation and Agia. In addition to his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily 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 and management.

Abby Reed is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2018 and at Reed Financial Group since 2012. In addition to her advisory work, she is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Carter Potts is a financial professional with 23 years of industry experience, currently affiliated with GWN Securities Inc. since 2020. He holds Series 63, 65, and 66 licenses and previously worked at Nationwide Securities and Nationwide Insurance. Outside of his advisory role, he is involved in forming a manufacturing business through a personal investment LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Thomas Arvanites is a CFP® and Series 63 credentialed financial advisor with 46 years of industry experience. He has been with Janney Montgomery Scott, LLC since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jellana Anderson is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and has worked at related Truist entities and predecessor firms since 2016. Outside of her advisory role, she operates an in-home dog daycare, boarding, and grooming service in Tucker, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.