Alexx Franklin is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Edward Jones. First Command Advisory Services 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 wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios and third-party managers.

Richard Oldham is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Creative Planning and has previously worked at Allworth Financial, L.P. and Retirement Advisors of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and selective private market exposure.

Margaret Remeika is a CFP® with two years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. She has previously worked at firms including American Financial Advisors, Henssler Financial, and LPL Financial. Allworth Financial serves a diverse client base, offering financial planning, portfolio management, retirement plan consulting, and variable annuity servicing. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies and provides education through newsletters, podcasts, and seminars.

Kishona Williams is an advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this, she worked at Uber Eats and has experience at Fifth Third Bank and Kroger. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base that includes high-net-worth individuals and various business entities.

Frank Smith Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for J.P. Morgan Chase Bank and J.P. Morgan Securities LLC for 12 years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Jameson Spillers is a financial advisor with Empower Advisory Group in Smyrna, GA. He holds Series 63 and Series 65 licenses and has been with Empower since 2026. Prior to joining Empower, he worked with Florida Financial Advisors DBA Georgia Financial Advisors and has varied experience including roles outside the financial industry. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and manages a large participant base relative to its advisor headcount.

Tosha Alexander is a financial advisor with Empower Advisory Group in Douglasville, GA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Valic Financial Advisors, and New York Life Insurance Company. Outside of advisory work, she owns Victoria's Vintage Design, a business focused on estate sales and design solutions. 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 retail brokerage account holders, delivering services through an integrated platform linked to Empower’s recordkeeping and administrative systems.

Kary Brownlee is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with LPL Financial since 2012 and Independent Financial Partners from 2012 to 2019. Outside of his advisory work, Brownlee has served as a youth soccer referee for local clubs. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by technology platforms and operates a network model with connections to LPL Financial and third-party estate-planning resources.

Simone Jones is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing and Morgan Stanley. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs.

Michael Dennard is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Cetera Advisor Networks, Amazon.com, Primerica Financial Services, Signator Investors, Transamerica Financial Advisors, and FSC Securities Corporation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 research.

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.

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 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.

Leana D'aloisio is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with LPL Financial since 2012 and has been with Independent Advisor Alliance since 2019. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing various strategies and technology platforms to support its services.

Patrick Connolly is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked at multiple firms including JPMorgan Chase and Voya Investment Management. Outside of his advisory role, Connolly is an investor in a turf business and owns a business focused on capital strategy. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management along with financial planning and consulting services through Steward Partners-branded solutions and third-party money managers.

Terry Graham is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has held roles at several firms, including Ameritas Investment Corp. and Legacy Builders Wealth Management, where he serves as CEO. Outside of finance, Graham is a pastor at Team Soteria Ministries and leads an IT and audio services company, Focus Vision Communications, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including traditional and active investment strategies.

Jackson Spyke is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, his background includes roles at Wealth Enhancement Group and academic positions at Western Carolina University and Winthrop University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee.

Michael Hostetler is a CFP® with 23 years of industry experience and is currently affiliated with Allworth Financial, L.P. He has previously worked at Merrill and Financial Services dba Capital Insight Group. Outside of his advisory role, he coaches a travel baseball team. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to provide customized portfolio management and financial planning services.

Gabriel Willis is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he operated a window treatment business, EG Willis, Inc., which he has since transferred fully to his spouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.