Charles Davidson Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Lumature Wealth Partners, Raymond James Financial Services, SunTrust Private Wealth, and Merrill. He serves as Treasurer and board member for the Holy Innocents Touchdown Club, a nonprofit booster organization. Concurrent Investment Advisors is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and platform integrations.

Michael Gaddis Jr. is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has been with Janney since 2019. Outside of his advisory role, he co-founded a travel website, Untrodden, Inc., where he remains a silent partner with an equity stake. Janney Montgomery Scott is a large, dual-registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a range of managed account programs.

Patrick Mcardle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in other ventures including online legal services with Net Law and real estate referral through the Dinsmore Group. Additionally, he serves on the finance committee at Our Lady of the Mountains Roman Catholic Church. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm operates through a large advisor network using model portfolios and third-party managers, delivering services via multiple program platforms including Transamerica ONE and TFA365.

Alexis Maafoh is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, Alexis worked at Buckingham Strategic Wealth, Nova Wealth Management Group, and Genspring/Sun Trust Private Wealth. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Robert Harris is a Series 65 licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors and previously operated Fort Harris Consulting, Inc., doing business as Harris Consulting. He serves as Vice President of Fort Harris Consulting while providing advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services, combining in-house manager selection with third-party models and advisory discretion, supported by centralized due diligence and technology tools.

Kelly Dennis is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2022 before joining Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Philip Clinkscales III is a CFP®, CFA®, and PFS™ credentialed advisor at HB Wealth with 19 years of industry experience. He previously worked at Soundriver Advisors, LLC before joining HB Wealth Management, LLC in 2019. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

William Unrue is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Rock & Co LLC, Bank of America, N.A., and Merrill. 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and offers a consolidated investment platform with access to equities, fixed income, alternatives, and various managed account solutions.

James Thompkins is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and as a self-employed advisor. He serves as a board member of the Valdosta State University Foundation's Alumni Advisory Board for the business school. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process combining passive and active strategies, supported by an internal Investment Committee and a broad range of implementation tools and affiliated services.

Brian Sullivan is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with 38 years of industry experience. He has been with Mercer Global Advisors in various roles since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Jack Bell is a CFP® with 14 years of industry experience and is currently with Schwab Wealth Advisory in Atlanta, GA. His prior experience includes roles at FPF Advisors LLC, Truist Investment Services, BB&T, Bank of America, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Deborah Barber is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Financial since 2021, following a 16-year tenure at UBS Financial Services. 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 portfolio management, financial planning, and consulting, operating as both an investment adviser and a registered broker-dealer with integrated trust, insurance, and asset management services.

Matthew Roher is a CFP® with two years of industry experience, currently serving as a financial advisor at HB Wealth. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Soliant. Roher has also assisted lead advisors in developing financial plans and preparing client meeting agendas. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and manages accounts primarily on a discretionary basis.

Ethan Glickfield is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has four years of industry experience. His prior roles include positions at Ayco Goldman Sachs and Creative Financial Partners, as well as a four-year period at Emory University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models, manager selections, and a variety of implementation approaches, with access to specialized programs and alternative investments.

Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.

Lisa Brown is a CFP® professional with 20 years of experience in financial advising. She has worked with Ci Brightworth Private Wealth for 18 years before joining Corient and its related entities in 2022. Outside of her advisory role, she serves on the board and mentors students for the Dolphin Green and Gold Fund, owns MoneyAnswerKey LLC where she writes and speaks about personal finance, and is Treasurer on the board of Project Street Vet, a nonprofit providing veterinary care to pets of homeless individuals. Corient offers investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, incorporating risk management and alternative investments when appropriate, and provides specialized offerings through affiliated private funds and trust services.

Palmer Curry is a Series 66–licensed financial advisor with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, and Ashford Advisors. Outside of his advisory duties, he serves as co-executor on his mother’s trust. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

Adam Foster is a CFP® professional with 18 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been employed since 2024. Prior to this, he spent nine years at TIAA-CREF. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, offering tailored guidance on asset allocation and investment selection with client-authorized trade execution. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools and serves a large client base with a focus on separately managed accounts and structured compliance measures.

Arash Assadzadeh is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2014, including SunTrust Advisory Services prior to its transition to Truist. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client portfolios.

Stephen Poston is a financial advisor with VOYA Financial Advisors, Inc. in Milton, GA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with VOYA Financial Advisors since 2014 and was previously with Voya Financial Partners, LLC from 2003 to 2011. Outside of his advisory role, Poston is an independent insurance agent focusing on fixed insurance products and serves as owner and president of Poston & Associates. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of representatives.