Carol Harris is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. She has been with the firm since 1997. Outside of advising, she serves as a treasurer providing consulting and coaching services for financial professionals. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Johnathon Cope is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, Invest Financial Corporation, and Merrill. Outside of his advisory work, he is involved in manufacturing sales with a family business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Stephen Mink is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Valic Financial Advisors since 2012, with a brief period of unemployment in 2017, and has also been associated 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, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Craig Gorden is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory in Atlanta, GA. His prior roles include positions at TIAA-CREF, JP Morgan Securities, Merrill Lynch/Bank of America, Morgan Stanley, and E*Trade Securities. Outside of advisory work, he owns E-Clearance LLC, a wholesale trade business utilizing Amazon's FBA platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with investment recommendations tailored to client goals and risk tolerance but executed only with client authorization.

Sarah Holder is a CFP® professional with three years of industry experience, currently serving as a financial advisor at HB Wealth Management. Her prior work includes roles at Oakbridge Partners, SunTrust Robinson Humphrey, and Polay + Clark & Co. 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, institutional clients, and investment companies. The firm offers discretionary portfolio management, combining quantitative and qualitative due diligence across a range of public and private investment strategies, and is notable for advising registered investment companies and launching affiliated private funds.

Crystal Brown is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. Her prior work includes roles at Bank of America and Merrill. She is also an insurance agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Riley Groves is a CFP® professional at HB Wealth with two years of industry experience. He previously worked at Global Financial Atlantic Group and has an academic background that includes time at Boston College and The Lawrenceville School. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, financial planning, and investment management with a disciplined investment process that includes both public and private strategies.

Michael Stone Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Truist affiliated firms since 2022. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and investment oversight.

Robert Mason is a Series 65-licensed advisor with Allworth Financial, L.P., based in Kennesaw, GA. He has 13 years of experience in the financial industry and has been with Allworth Financial since 2020. In addition to his advisory role, Mason is a pilot for Delta Airlines. Allworth Financial serves a diverse client base including 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 education services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

James Garman is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, and Scottrade. 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Roger Perry is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds a Series 66 designation and has previously worked at FSC Securities Corporation and SunTrust Investment Services. Perry is based in Atlanta, GA. 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 offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Shane McMahon is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 19 years with The AYCO Company, L.P./Mercer Allied. Based in Atlanta, GA, McMahon’s career spans both advisory and wealth management roles. Goldman Sachs Wealth Services provides 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 leverages centralized investment resources, integrated affiliate services, and tailored programs such as Executive Wealth and Private Family Office support.

David Young is a financial advisor with Money Concepts Capital Corp in Kennesaw, GA, holding a Series 66 designation and 11 years of industry experience. His prior experience includes six years at Edward Jones and a 20-year tenure with the Army National Guard. Outside of his advisory role, he serves as a director for the Georgia Military Institute Alumni Association and is involved in teaching and coaching through Untamed Media Group. 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 employs a range of managed programs and investment strategies, combining model portfolios, adviser-designed portfolios, and third-party sub-advisers.

George Beck is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and also maintains a long-term affiliation with Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in life insurance brokerage and recruitment through Strategic Planning Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a mix of discretionary and non-discretionary account options.

Jared Sanders is a financial advisor with Truist Advisory Services in Atlanta, holding a Series 65 designation. He has one year of industry experience and has previously worked at BlueTrust, Fidelis Wealth Partners, and Wealth Enhancement Group. Prior to his advisory career, he spent several years as a student and worked at Maggie Valley Nursing & Rehab. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enhanced research to support manager selection and investment oversight.

Javonda Lightner is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. Her career includes tenure at SunTrust Banks and Suntrust Investment Services prior to joining Truist. Outside of finance, she owns a custom interior painting business and is involved in life coaching focused on empowering women and young girls. 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 combines discretionary and non-discretionary investment approaches and integrates third-party manager and platform arrangements, supported by AI-enabled research tools and inter-affiliate service structures.

Amanda Lorch is a CFP® professional with 16 years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, Inc., having previously been employed by Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade. Outside of her advisory work, she owns and operates a small business specializing in the sale and installation of yard signs near her home. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Eldon Williams Jr. is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior work includes roles at firms such as Northwestern Mutual and Highland Capital Brokerage, as well as involvement with Outlier AI. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm offers a range of services including brokerage, financial planning, and advisory programs through both in-house and third-party portfolio management.

Robert Schuckmann III is a CFP® professional with nine years of experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Bank since 2014. 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 employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Travis Scarbrough is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Morgan Stanley and its affiliated entities from 2013 to 2022. 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 both discretionary and non-discretionary portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.