Michael Washburne is a financial advisor at Savant Wealth Management in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Savant in 2025, he worked for four years at the University of Georgia and six years at Fellowship Christian School. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm uses an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a wide range of in-house capabilities and centralized resources.

Jennifer Hosch is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience, including roles at Park Avenue Securities and Wells Fargo Advisors. Outside of finance, she is the owner of Freemanville Farms Tree Company, a tree growing and selling business. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies and includes access to proprietary and third-party investment programs.

Jeffrey Juday is a CFP® and Series 66-registered advisor at Creative Planning with 22 years of industry experience. He has been with Creative Planning since 2014. Outside of his advisory work, he performs as a paid actor and singer in theatre productions and concerts. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm utilizes a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

John Buchanan is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 38 years of experience in the industry, including long tenures at SunTrust Advisory Services and Truist Investment Services. His current role at Truist Advisory Services began in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, combining discretionary and non-discretionary strategies with third-party platforms and AI-enabled research tools.

Keith Prybylski is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles at UBS Financial Services, Personal Capital Advisors Corporation, Bank of America, Merrill, TIAA, and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a variety of investment vehicles including low-cost ETFs, separate accounts, and direct indexing.

James Harris is a financial advisor at Money Concepts Capital Corp with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Money Concepts since 2004. Harris is also the president and founder of Financial Practice Management Corp., a consulting and coaching firm for financial professionals, and serves as an officer for the East Cobb Business Association, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers using fundamental and technical analysis along with modern portfolio theory.

Michael Ghioto is a CFP®, ChFC®, and holds a Series 66 license with 21 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2004. His other business activities include the sale of insurance products outside of Guardian on a brokerage basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Wei Li is a financial advisor with Equity Services, Inc. holding a Series 66 designation and 20 years of industry experience. He has worked at Equity Services since 2006 and has been with Apogee Financial Partners since 2019. Outside of his advisory work, Wei Li owns CIMA Farms, which provides self-care equestrian boarding facilities in Georgia. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Kristol Luke is a financial advisor with Truist Advisory Services in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Truist in 2023, he worked at Raymond James & Associates for six years. He is also a commissioned Notary Public in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary relationships, supported by third-party platforms and AI-enhanced research.

Jonathan Cohen is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding Series 63 and 65 licenses with two years of industry experience. Prior to joining Mercer, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also involved in outside insurance sales, focusing on life, disability, long-term care, and fixed annuities. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, and non-profits, offering investment advisory along with financial, tax, retirement, and estate planning services. The firm’s investment approach follows Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and tax-managed strategies implemented through various investment vehicles.

Evan Kuykendall is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with Savant Wealth Management and has prior experience at Capital Directions LLC and RSCHWARTZ INC. He also has a background working in academic roles at the University of Georgia and University of North Georgia. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by its scale and integrated accounting, legal, and trust affiliate services.

Lane Steinberger is a CFP® and CFA® with 20 years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2022. Prior to that, he spent 13 years at Redwood Wealth Management and briefly oversaw the wind down of Wipfli Financial Advisors, a business later acquired by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term objectives, while offering institutional services and access to private markets through a network of over 1,100 advisors.

Britain Pierce is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes over two decades at SunTrust Securities, Inc. and affiliated entities. 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 platform arrangements and AI-enabled research tools, to deliver portfolio management and fiduciary services.

Alicia Sher is a CFP® professional with nine years of industry experience, currently advising at Hightower Advisors since 2021. Her prior roles include positions at Bluerock Wealth Management, Redwood Wealth Management, and Nova Wealth Management Group. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles, offering a range of investment advisory and planning services. The firm employs a multi-manager approach with access to affiliated and third-party managers, utilizing proprietary research and a variety of investment strategies across mutual funds, ETFs, and alternative investments.

Meredith Moore is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has worked at Artisan Financial Strategies, LLC since 2019 and previously led Moore and Associates Wealth Management from 2001 to 2019. Outside of advising, she is involved in public speaking, writing articles for publications such as Forbes and Harvard Business Review, and serves on investment committees for Leadership Atlanta and the Atlanta Women’s Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of programs tailored to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis and integrates advisory services with insurance and annuity products.

Matthew Stewart is a Series 65 licensed advisor at AE Wealth Management, LLC with two years of industry experience. He has previously worked at Brookstone Wealth Advisors, Hoffman Financial Group, and Three Bridges Wealth Management. 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 uses discretionary model portfolios and a range of investment strategies supported by regular performance reporting and operates on a large scale with a platform-focused approach.

Richard Oldham is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Creative Planning and has previously worked at Allworth Financial, L.P. and Retirement Advisors of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and selective private market exposure.

Michael Robinson is a financial advisor at PNC Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Clearing and Principal Financial Services. Robinson is currently based in Lilburn, GA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the Portfolio Solutions Strategist Digital Offering, an employee-only pilot that uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios.

Rheannon Boddie is a CFP® professional with nine years of industry experience, currently affiliated with Commonwealth Financial Network. Her career includes roles at Woodbury Financial Services, Questar Asset Management, and Infinity Financial Partners. She also provides divorce planning services through Beyond Financial, a private entity she owns. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliates and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with access to both internally managed and third-party investment programs.

Brandy Seats is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Avalon Financial and Capital Recovery. Outside of her advisory role, she serves as Senior Vice President at Active Wealth, where she acts as a financial advisor and life insurance specialist. Brookstone Capital Management provides 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.