Brendan Treanor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Coastal Caroline National Bank and Carrier Enterprise, as well as several positions held during and after his studies at the University of South Carolina. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, investment advisory, financial and tax planning, family office and business management, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Alfred Robertson is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. He has 30 years of industry experience and has worked at firms including Park Avenue Securities and Peachtree Planning Advisors, Inc. He also advises on Multi Life Disability outside of his investment-related activities. Park Avenue® Wealth Management, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering tailored client solutions through a combination of advisor-led and model-based investment strategies.

Audrey Watson Atkinson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services and SunTrust Advisory Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies with oversight from an Equity Research team utilizing AI-enabled tools.

Michael Johnson is a financial advisor with Principal Financial Services in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been associated with Principal-related entities since 2016. He is also the owner of Focused Financial Planning, LLC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Ann Norvell is a financial advisor with Empower Advisory Group in Marietta, GA. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at Fidelity Investments, Brighthouse Financial, and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Adam Rife is a CFP® with three years of industry experience, currently serving as an advisor at Truist Advisory Services in Atlanta, GA. He has held various positions within Truist firms since 2022 and has prior experience at ETrade and multiple other companies. Outside of his advisory work, he is a percussionist who performs locally on weekends. 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, utilizing a combination of discretionary and non-discretionary management supported by third-party platforms and AI-enhanced research.

Emmitt Smith Jr. is a Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with First Citizens Investor Services, Inc. in Atlanta, GA, having held previous roles at Wells Fargo, Fieldpoint Private Bank, LPL Financial, and M&T Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios.

Felipe Rivas is a financial advisor at Principal Financial Services with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at ADP, Inc., Capital Analytics Associates, and The Miami Times. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andrew White is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 66 and Series 63 licenses. He has one year of industry experience and has previously worked at Morgan Stanley and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealer and banking services.

Paul Babaz is a financial advisor at Oppenheimer with 33 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Babaz serves on the boards of several nonprofit organizations, including the National Rifle Association, Safari Club International, and Shikar Safari Club, focusing on advocacy and wildlife conservation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment management and consulting services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary approaches.

Fiji George is a financial advisor with Transamerica Financial Advisors and holds Series 65 and Series 63 licenses, with six years of industry experience. In addition to her advisory role since 2020, she has been involved with World Financial Group since 2017 and works as a pharmacist at Eastside Medical Center. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party investment models with various program options tailored to client needs.

Tyler Weyenberg is a CFP® with four years of industry experience, currently with Guardian Life and Park Avenue Securities. His prior work includes roles at Ashford Advisors, RAM Partners LLC, and University of Georgia's Terry Business College. Outside of financial advising, he provides private baseball lessons on a one-on-one basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm delivers advisor-led discretionary management combined with model-based strategies through proprietary and third-party platforms, and provides a range of financial planning and consulting services.

Sandra Espino is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Jacob Russell is a financial advisor with Valic Financial Advisors in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic, he worked at Revive25 LLC and has experience in roles outside of finance, including at Jimmy Johns and Kennesaw State University. He 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, wrap programs, financial planning, and brokerage services through its broker-dealer operations.

Laura Care is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2023. Her prior experience includes roles at Campbell University, the North Carolina General Assembly, YMCA Henderson, and Northern Vance/Vance County High School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic and tactical allocation models and delivers services through a variety of fee arrangements and platforms, leveraging the broader Goldman Sachs ecosystem.

Erica Dunbar is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Sage Point Financial, Questar Capital Corporation, and Integrity Alliance, LLC. Outside of her advisory work, she serves as a co-leader of a Girl Scouts Junior troop and is secretary of the PTO board at Sandhills Theater Arts & Renaissance School. Osaic Advisory Services is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporations, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, combining fundamental and technical analysis with platform integrations to support a broad set of strategies.

John Hachey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Wells Fargo Clearing, Santander Securities LLC, and LPL Financial. He also operates Hachey Wealth Management, LLC, and occasionally assists clients with fixed life insurance options. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of programs and services utilizing fundamental and technical analysis, tactical trading, and access to alternative investments, supported by platform relationships and affiliated managers.

Garrett Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has 21 years of industry experience, including 19 years at Park Avenue Securities and Guardian Life Insurance Company of America. He occasionally sells insurance products outside of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides 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 offers access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Catherine Miller is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Atlanta Financial Associates. She is also the principal owner of Prosperity Financial Advisors, a passive entity related to a prior firm acquisition. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Ivan Johnson is a financial advisor with Stratos Wealth Partners, Ltd. based in Atlanta, GA. He holds a Series 66 designation and has 21 years of industry experience. His prior positions include roles at LPL Financial, MassMutual Investors Services, METLIFE Securities, and Ameriprise. 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 a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, and offers a range of financial planning and portfolio management services through an open-architecture platform.