Daniel Flanagan is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Mariner since 2025 and previously held roles at Empower Advisory Group, Personal Capital, and Princor Financial. Outside of advisory firms, he spent time working part-time in home making and landscaping in 2017. Mariner serves a diverse client base, including individuals, pensions, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external strategies across equities, fixed income, alternatives, and digital assets, and provides integrated tax and administrative family office services uncommon in firms of its size.

Gerald Nackers is a financial advisor with Osaic Advisory Services, LLC based in Atlanta, GA, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include positions at Triad Advisors, Inc., Oarsman Capital Inc., and his own firm, Nackers & Associates, Inc. He is also a notary public and offers insurance products through an independent business. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, retirement plans, corporations, charitable entities, and sovereign wealth funds. The firm offers various investment programs and planning services, utilizing a range of strategies and partnerships to provide institutional-level access and platform integrations.

Marcus Roper is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and based in Atlanta, GA. He has been with Goldman Sachs & Co. LLC since 2026 and has prior experience in business advisory and marketing roles. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and a range of fee arrangements while leveraging Goldman Sachs's extensive financial ecosystem.

Sophia Burbara is a financial advisor at PNC Wealth Management with Series 63 and 66 credentials and one year of industry experience. Prior to joining PNC Investments LLC, she held roles in various businesses, including Masamadre and Emerald Jewelry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm uses algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

John Mastrogianakis is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Truist Investment Services, Cetera Investment Services, Regions Bank, and SunTrust Advisory Services. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver comprehensive investment solutions.

Craig Ames is a Series 66-licensed financial advisor with First Command Advisory Services, based in Alpharetta, GA. He has two years of industry experience following a 20-year career in the United States Air Force. Ames is also the owner of C R Ames Financial LLC, a separate business through which he conducts his activities with First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jesse Allen is a CFP® with 18 years of industry experience, currently serving at Integrity Alliance, LLC. His career includes roles at Vinings Corporation, Concurrent Holdco LLC, KW Commercial/KW City View, Lockton Financial Advisors, and other firms. Integrity Alliance is a large advisor network providing advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets and offers portfolio management, financial planning, and third-party manager referrals through various investment platforms.

Brooke Mcleod is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. She has previously worked with firms including Lumature Wealth Partners, LLC and Raymond James Financial Services, Inc. Mcleod also serves as a Relationship Manager at Lumature Wealth Partners. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan services through customized, primarily long-term portfolios that include ETFs, mutual funds, and alternative investments.

Antwone Harris is a CFP® and Series 66-licensed advisor with 23 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Hybrid Solutions, Charles Schwab Bank, Charles Schwab, and Equitable Advisors. Outside of his advisory work, he is the CEO of Platinum Bridge Wealth Strategies, a business that sells retirement planning books and digital products, and he founded The New Greenwood Ave, which provides investment education. Osaic Advisory Services, LLC is an enterprise SEC-registered advisory firm serving a broad 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 range of services including representative-managed programs, third-party manager and wrap programs, retirement plan consulting, financial planning, and access to alternative investments, distinguished by its platform integrations and institutional client access.

James Watt is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent 12 years at CIBC World Markets Corp. 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 wide range of programs and advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

James Gnefkow is a financial advisor at Guardian Life with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Park Avenue Securities, LLC since 2018. His prior roles include positions at Jackson National Life Distributors and Guardian Life Insurance Co of America. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

John Shevlin is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has worked at Guardian Life since 1999 and also at Peachtree Planning Corporation since 1990. He serves on the board of the Cowart YMCA. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and insurance products.

Paul Scaglione is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include multiple positions at Wells Fargo Clearing and Truist Investment Services dating back to 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate resources, to deliver its investment solutions.

Lauren Lingle is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, she worked at ProForce Personnel Group Inc. and has spent significant time in full-time education. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individuals, executives, plan sponsors, and institutions. The firm’s advisory teams tailor strategies using proprietary allocation models and manager selections, with access to a broad array of affiliated resources across the Goldman Sachs ecosystem.

Ray Avrett is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at firms including New York Life, Northwestern Mutual, and National Life before joining Principal in 2019. Avrett also maintains an agent role for fixed insurance products such as fixed life, long-term care, disability insurance, annuities, and group health. 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 stationed abroad. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Dara Davis is a Series 66-licensed financial advisor with six years of industry experience, currently with Guardian Life and Park Avenue Securities. She has held roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, as well as prior experience at Mercedes-Benz USA LLC. Outside of her advisory work, she serves on the board of The Black Girls Breathing Foundation as Treasurer/CFO and participates on the advisory board for Cyber Safety Architects. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions, including advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory platforms.

Henry Mclarty Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Gratus Capital LLC and Morgan Stanley DW Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting 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.

William Coffey is a financial advisor at Guardian Life with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Life and its affiliates since 1984. Outside of his advisory role, he is involved in pension marketing activities. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Curtis Hearn is a CFP® professional with 14 years of industry experience. He is currently with NewEdge Advisors, having joined in 2023, and previously worked at Gratus Capital and JPH Advisory Group. Outside of advisory work, he oversees operations for a short-term rental property through Rivertree Hospitality LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence, along with technology tools to support advisors and clients.

Michael Jacobs is a CFP®-certified financial advisor with six years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2022, following six years at Homrich Berg. Jacobs holds Series 63 and Series 65 licenses and is based in Alpharetta, GA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies and integrates a range of affiliated non-investment businesses such as legal, trust, and recordkeeping services.