Edward Bradley Jr. is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Money Concepts Capital Corp since 2014 and is currently employed at Winter Construction Company. Outside of his advisory role, he serves as president of Rhema Financial Group, a business focused on income tax preparation and insurance services, and volunteers as a teacher at the Governor's School of North Carolina. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory to manage assets.

Brady Hood is a financial advisor with First Command Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he spent seven years with the Warren County Sheriff's Office. He also serves as a guest speaker for Mental Health America of Northern Kentucky & Southwest Ohio, providing compliance-approved financial education. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers comprehensive financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team.

Travis Mitchell is a financial advisor with Cetera Planning Partners, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked at several firms including Avantax Planning Partners, PNC Wealth Management, and multiple Cetera-affiliated entities. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s investment process emphasizes diversified mutual fund and ETF portfolios aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Brian Levitan is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials. He has 17 years of industry experience and has held roles at multiple firms including Home Town Mortgage and Transformation Financial Inc. Outside of advising, he is a mortgage continuing education instructor and operates a handyman services business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Finley Charlery is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining First Command, he served in the U.S. military and has held roles in companies including MilVets and V2X. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team using preapproved third-party managers and model portfolios.

Ryan Jones is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a variety of investment vehicles and specialized programs.

Brian Huffman is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWFS Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.

Cameron Holt is a CFP® professional with one year of industry experience, currently affiliated with Mercer Global Advisors Inc. He has held various roles within Mercer Global Advisors and has prior experience at WCM Global Wealth and Morgan Stanley. 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 is based on Modern Portfolio Theory, emphasizing globally diversified and risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and private funds.

Amber Eldorrado is a financial advisor at Kestra Advisory with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Sagepoint Financial and Edward Jones. She is based in Atlanta, GA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports various management platforms and third-party solutions.

Jonathan Safko is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Cetera, and E*TRADE. Safko was also employed by Uber Technologies from 2016 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Colin Fitzpatrick is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. He has worked at multiple firms, including Brookstone Wealth Advisors, Hoffman Financial Group, and Three Bridges Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a variety of investment strategies and serves over 127,000 clients through a platform-focused approach.

William Burke is a financial advisor with Valic Financial Advisors in Duluth, GA, holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. He has worked at Valic Financial Advisors since 2013 and previously operated Burke-Leslie Professional Asset Management, LLC. Outside of his advisory role, he is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs through a large network of advisors. The firm uses discretionary unified managed accounts with a focus on scalable, technology-driven solutions.

Michael Mahoney is a financial advisor with Equity Services, Inc. in Alpharetta, GA. He holds a Series 66 designation and has 13 years of industry experience. His prior positions include roles at Aegis Capital Corp, Investacorp Inc, THE O.N. Equity Sales Company, Ohio National Life Insurance Company, and Edward Jones. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Miriam Falaki is a CFP® and holds a Series 66 license with 13 years of industry experience. She currently works at Savant Wealth Management and has previously held roles at Capital Directions LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Savant Wealth Management provides comprehensive wealth management, financial planning, portfolio management, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Alan Jotkoff is a CFP® and PFS™ credentialed financial advisor with 39 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Advisors, Inc. and operated his own financial services and CPA firms for several decades. He serves on the board of Plaza Health Network, a not-for-profit rehabilitation and skilled nursing organization. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment management programs and financial planning services, employing both fundamental and technical approaches while leveraging platform relationships and third-party managers.

Manuel Carvallo is a financial advisor with Money Concepts Capital Corp who holds a Series 66 designation and has 17 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and also serves as CEO of Hispanic Wealth, LLC, where he creates culturally-competent educational content and provides actuarial consulting. Carvallo is a board member of the New Generations Foundation and is involved in actuarial consulting and education through Retire Friday, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios and third-party sub-advisers to manage approximately $3.33 billion across 14,700 clients.

Karen Wintering is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked within the Truist organization and its predecessors since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary management through third-party relationships.

Latorya Brown Bailey is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. She previously served in the United States Army from 2009 to 2022 before joining First Command in 2022. Brown Bailey is also the owner of Brown-Bailey LLC, which she uses to manage her First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to select and monitor portfolios and third-party managers.

Crysten Parker is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Carson Wealth and CWM, LLC and previously worked at Manning & Napier Investor Services, Inc. and Manning & Napier Advisors, LLC. Outside of her advisory role, she serves as the treasurer on the board of Room to Move, a nonprofit organization, and provides accounting and financial consulting services. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios while providing tailored investment solutions and integrated custodial and technology support.

Justin Bradford is a CFP® professional with 23 years of industry experience. He currently serves as an advisor at NewEdge Advisors and has previously worked at LPL Financial, Independent Advisor Alliance, and Robert W. Baird & Co. Outside of his advisory role, he is involved in managing Castle Wealth Partners, a registered investment advisor DBA for his LPL business. 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 wide range of portfolio management and consulting services, utilizing various program structures and technology tools to support advisor and client needs.