Joshua Cobb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Guardian Life since 1999 and is based in Atlanta, GA. Outside of his advisory role, he is involved in managing an investment LLC and serves as a trustee of a family trust. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment management solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Jordan Weems is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Truist Securities and JPMorgan Chase & Co. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by inter-affiliate integration and AI-enabled research tools.

David Leathers is a financial advisor with J. W. Cole Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining J. W. Cole Advisors, he worked at Cetera Advisors LLC, Investors Capital Corp., and LPL Financial, among others. Outside his advisory work, Leathers serves as treasurer and board member of the 2nd Reconnaissance Battalion Association, chairs the board of the Cumming Development Authority, and is a volunteer board member and treasurer for Amazing Grace Church, Inc. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement services for individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies, including model and manager-based approaches, and offers both discretionary and non-discretionary account management.

Daniel Head is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His prior roles include positions at Triad Advisors, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is the managing partner of Head Investment Partners LLC and an owner/investor in Shadesavers, a consumer product business. 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 investment programs and consulting services, utilizing a mix of fundamental and technical analysis, tactical trading, and alternative investment access within an integrated platform ecosystem.

Lisa Pastushok is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior roles include positions at Silicon Valley Capital Partners, L.P. and Scharf Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning solutions.

Lekesha Hall is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Investment Services. Hall is also a member of Hall2Hall, LLC, an investment-related business based in Atlanta, GA. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and financial wellness tools.

George Lewis III is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Carson Wealth and CWM, LLC, where he serves as a senior wealth advisor. His prior experience includes ten years at Woodbury Financial Services, Inc. Outside of advisory roles, Lewis is the owner of a transportation business providing limousine services and serves as co-sponsorship chair for a fundraising event called Shamrockin' for a Cure. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and delivering tailored investment solutions.

William Walsh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent for Agia, focusing on non-securities insurance products. 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, using Envestnet-developed UMA models to construct client portfolios.

Byron Griffith III is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds the Series 66 designation and has four years of industry experience. His career includes eight years at Truist prior to joining Truist Investment Services in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and supervisory oversight.

Joseph Okraski is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has worked at Valic Financial Advisors since 2015 and has been affiliated with Agia since 2022, where he is involved in non-securities insurance products. 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.

Joshua Hamrick is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo, LPL Financial, and Merrill. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

William Howard is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent a decade at Kays Financial Advisory Corp. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles, strategic factor tilts, and tax management.

Sueann Lin is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 65 designations and two years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance, Rising Sun Solutions LLC, and Holiday Media. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and is notable for managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brooke Harrison is a Series 66-credentialed financial advisor with Principal Financial Services in Roswell, GA, where she has worked since 2016. She has 19 years of industry experience, including a longstanding role at Principal Life Insurance Company since 2006. Outside of her advisory work, Harrison serves as a board member of the Penn State Alumni Association Atlanta Chapter, helping to coordinate community and fundraising events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Todd Smith is a CFP® with 35 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2018. His prior roles include positions at Fidelity Brokerage Services, E*TRADE Capital Management, and HarrisDirect. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds, combining quantitative and qualitative analysis to implement customized investment strategies.

Isaac Monell is a CFP® with 13 years of experience in financial advisory roles. He currently works at Truist Advisory Services and has previously held positions at SunTrust Investment Services and Northwestern Mutual Investment Management. 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 with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment decisions.

Edwin Pinigis III is a financial advisor with Truist Advisory Services in Marietta, GA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BB&T Securities, PNC Investments, and Davenport & Company LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Maria Vazquez is a financial advisor with Truist Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment management, leveraging third-party platform relationships and AI-enabled equity research to support manager selection and portfolio oversight.

Andrea Lewis is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 23 years of industry experience and has previously worked at firms including Cetera, Summit Financial Group, Principal Securities, and Metlife Securities. Lewis is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Chukwubuikem Nwaesei is a financial advisor at TIAA-CREF with a Series 65 credential and one year of industry experience. Prior to joining TIAA-CREF, he held positions at Columbia University, Commonfund, BlackRock, Northern Trust Wealth Management, and TD Asset Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates standalone planning services from ongoing discretionary portfolio management and offers both model-based and customized investment approaches.