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.

Hsiu Ching Chiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with several firms throughout her career, including World Financial Group and multiple health insurance providers. Her other business activities involve sales of insurance and non-insurance products across various health and travel insurance companies. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

Thomas Presley is a financial advisor at Corient in Atlanta, GA, with 13 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. His prior experience includes over a decade at CI Brightworth Private Wealth and roles at CIPW Service Company, LLC, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options tailored to client objectives.

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.

Glen Duggan is a CFP® with 30 years of industry experience, currently affiliated with Janney Montgomery Scott in Atlanta, GA. His prior roles include positions at Merrill for 20 years, BB&T Securities, and Truist Advisory Services. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of services including brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers.

William Puryear is a financial advisor with Rockefeller Financial LLC in Atlanta, GA. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Rockefeller Financial, he worked at Fisher Investments and has experience in education with the University of Georgia and Hall County School Systems. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

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.

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.

John Taylor is a CFP® practitioner with 13 years of experience in the financial advisory industry. He previously worked for 14 years at Homrich Berg before joining HB Wealth, where he currently practices. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm offers wealth management, investment management, and financial planning services, utilizing a combination of quantitative and qualitative due diligence across a broad range of public and private investment strategies.

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.

Thomas Lamb is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Schwab Wealth Advisory, he has held roles within various Charles Schwab entities and worked briefly at Amazon. Outside of his advisory work, he occasionally works as a DoorDash driver. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s recommendations are based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client authorization required for all trades.

Robert Patti is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has held roles at LPL Financial, Zacks Investment Management, FSC Securities Corporation, and Raymond James Financial Services. Patti provides investment advisory services and insurance through Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals—including high-net-worth clients—retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and a range of financial planning and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Rhonda Lamb is a Series 66 credentialed advisor at Hightower Advisors with 29 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of her advisory role, she serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Brittney Brinner is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she works directly with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Brittney provides ongoing advice, adjusting plans as clients' circumstances evolve to help them pursue their personal and family objectives. Her expertise includes assisting clients with a variety of financial priorities, such as purchasing a home, funding education, addressing eldercare considerations, and preparing for healthcare expenses. Brittney holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Grand Valley State University and a Master's Degree from DePaul University.

Michael Dewitt is a CFA® charterholder based in Atlanta, GA, with 23 years of industry experience. He currently works at Corient, where he has been employed since 2022. His prior experience includes roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and ongoing portfolio monitoring.