Jeremy Toothman is a financial advisor with CWM, LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior firms include Morgan Stanley, Woodbury Financial Services, Main Street Financial Group, Cetera Wealth Services, and Carson Wealth. He also holds operational roles at CWM and Main Street Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement-plan services alongside other investment and advisory options.

William Mckinney is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Gratus Capital, RSM US Wealth Management, Cetera Advisor Networks, and Carroll Financial Associates. He also serves as a FINRA arbitrator. HB Wealth Management 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 combines quantitative and qualitative due diligence across public and private investment strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Michael Palmer is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in behavioral coaching through his own firm, MGP Coaching, LLC, and serves on nonprofit boards. Park Avenue Securities LLC, d/b/a Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, retirement consulting, and advisory services using both proprietary and third-party investment strategies.

Matthew Childs is a CFP® professional with 17 years of experience, currently serving with Kestra Advisory. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC since 2008. Childs is the managing member of Childs Company, LLC, which he founded in 2001. He serves on the advisory board of The Intersect Group and holds board positions with several nonprofit organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Mark Bendinelli is a CFA® charterholder and holds a Series 66 license, with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, having joined the firm following seven years at Merrill. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of advisory and family office services.

Catherine Gordon is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at The Ayco Company, L.P./Mercer Allied, DiSalle Real Estate Company, Swig Restaurant and Catering, and Miami University of Ohio. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models and offers services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Darrie Schlesinger is a financial advisor at Equity Services, Inc. with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including National Life Group, Equitable Advisors, and Axa Advisors. Schlesinger is also involved with Apogee Financial Partners, a business focused on insurance and investment-related activities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Jon Keever is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hornor, Townsend & Kent since 2019. In addition to his advisory role, Keever is involved in insurance brokerage activities, including multi-line insurance sales with Penn Mutual Life Insurance Company and property/casualty insurance through APEX Insurance Advisors, LLC. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through both advisory and broker-dealer platforms, combining custody, execution, and investment advice with a range of third-party asset management options.

Therese Stockenberg is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 25 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services, utilizing proprietary technology and third-party expertise to deliver personalized asset allocation and retirement guidance.

Ross Bramwell is a CFA® charterholder with 13 years at HB Wealth Management and 8 years of overall industry experience. He is based in Atlanta, GA, and holds the Series 65 license. 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 discretionary portfolio management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

William Bolen is a CFP® professional with eight years of industry experience. He has been with Homrich Berg since 2009 and is based in Atlanta, GA. 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, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative investment process across public and private strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Maryam Haddad Salleg is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held roles at Georgia Tech, including work with the Office of Minority Educational Development and the College of Computing. She also has experience in entrepreneurial ventures, having been involved with Lunatica Pajamas Co. from 2017 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a variety of implementation options, while leveraging affiliated Goldman Sachs entities to offer a broad range of services and specialized programs.

Richard Sargent II is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has three years of industry experience and has been associated with various Truist entities since 2015. 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 investment decisions.

Joel Allen is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features services such as direct indexing and a tax-overlay service.

James Trimble Jr. is a CFP® with 12 years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He previously worked at Nease Lagana Eden & Culley and M Holdings Securities, Inc. from 2014 to 2019. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients, offering discretionary portfolio management and a combination of quantitative and qualitative investment analysis across a range of public and private strategies.

Kristen Plowman is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Johnson is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Oakwood Capital Securities, 49 Wealth Management, and PKS Investments. Outside of finance, he works as a delivery driver for Uber on a part-time basis. HB Wealth Management is a registered investment adviser offering wealth and investment management as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a disciplined investment process across public and private strategies and provides outsourced CIO and advisory services.

Stacey Mcculley is a financial advisor at Oppenheimer with 18 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Ameriprise Financial Services Inc and Kalos Capital. Oppenheimer provides investment advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management and financial planning programs tailored to various client needs.

Carl Kennedy is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience operating Kennedy & Associates since 1995. Kennedy is also involved with a rental business, Kennedy Rental, since 2007. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Roland Deliniere is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He has been with Benjamin F. Edwards since 2010 and holds Series 63 and Series 65 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, supported by several hundred advisors and tens of billions in assets under management.