John Evans III is a CFP® with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2022. His prior experience includes 16 years with Resource Planning Group and eight years in the Army National Guard. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm employs a Modern Portfolio Theory–based approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and specialized investment programs.

Marcia Seaton is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles at Fidelity Investments and J.P. Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, operating within a platform tied to Empower’s recordkeeping and administrative services.

Kevin Turner is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding a Series 63 designation and 29 years of industry experience. He has worked at Money Concepts Capital Corp since 1997 and founded Peak Level Advisors in 2004, where he provides business financial consulting. Turner also serves as treasurer on the board of directors for The Gratitude Company, overseeing accounting and fiscal management. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, combining proprietary portfolios with third-party management, and operates alongside registered broker-dealer and insurance services.

Brian Long is an advisor at Eagle Strategies (NY Life) based in Alpharetta, GA. He holds Series 65 and Series 63 licenses and has been in the financial services industry since 2025. Prior to joining Eagle Strategies, he spent 14 years at Classic Cadillac/Subaru. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Martin Grady is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BB&T Securities, Invest Financial Corporation, Midsouth Capital, and UBS Financial Services. He has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Byron Rettig is a CFP® professional with 15 years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has been with Charles Schwab in various roles since 2017 and previously worked at Fidelity Brokerage Services LLC. Based in Atlanta, GA, he holds the Series 66 and Series 63 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm employs asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance, while trades require client authorization.

Diane Maldonado is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at SunTrust Investment Services from 2006 to 2021 and continued service with Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across investment and custody services.

Thomas Murphy is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. He has previously worked at Agia and XI Media and serves as Chief Operating Officer of Caribbean Home Sales LLC, a multiple listing service for Caribbean islands. Murphy is also 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Dalton Roberts is a financial advisor at HB Wealth with a Series 65 designation and eight years of prior experience at Fisher Investments. He has been with HB Wealth since 2026. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning, employing a discretionary investment approach that integrates quantitative and qualitative due diligence across a range of public and private strategies.

Jeffrey Irle is a financial advisor with Kestra Advisory in Marietta, GA, holding a Series 63 designation and over 30 years of industry experience. He has worked with Kestra Advisory since 2016 and previously with Kestra Investment Services and Standard Equity Agency, where he serves as President. Irle is also a general member and manager of CSI Capital Fund LLC. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

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.

Anthony Owen is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Invesco and Truist Advisory Services. He is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Robert Bacon is a financial advisor at Goldman Sachs Wealth Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 21-year tenure at The Ayco Company, L.P./Mercer Allied. Based in Atlanta, GA, he provides advisory services within a large enterprise firm. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions, leveraging its integrated financial group structure and affiliated entities.

Monnye Furr is a CFP®-certified financial advisor with 21 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, where she has worked since 2010. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing both proprietary strategies and third-party model portfolios.

David Preuss is a financial advisor with Transamerica Retirement Advisors, LLC in Marietta, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 24 years of industry experience. His career includes over a decade at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm employs proprietary portfolio construction tools developed with Morningstar Investment Management and manages a high volume of clients primarily through non-discretionary asset management.

Carolyn Robin is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies, and also acts as adviser to a donor-advised fund.

Cecelia Nelson is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has one year of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. She is involved with CZN Acquisitions LLC, an investment-related business generating more than 10% of her annual compensation. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a blend of advisor-led discretionary management and model-based investment strategies, with access to proprietary programs, third-party platforms, insurance products, and alternative investments.

Jacquelyn Csonka is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at several firms, including Agia, Park Avenue Securities, Guardian Life Insurance, Mutual of Omaha, and Carat USA. In addition to her advisory work, she is an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed account programs supported by centralized technology and a large network of advisors.

Mira Gurock is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has been with Goldman Sachs & Co. LLC since 2026. Her prior work history includes roles at CBRE, JLL, and Emory University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide tailored investment strategies, specialized executive wealth programs, and access to alternative investments.

Ian Garrett is a financial advisor at Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Valic in 2026, he worked at Florida Financial Advisors and John Hancock Retirement. Garrett is also involved in fixed insurance sales through Florida Financial Insurance. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts with a strong emphasis on technology and model-based solutions.