Chris Park is a financial advisor with First Command Advisory Services in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. He has worked across multiple First Command entities since 2022 and is the owner of Park Financial, an investment-related business. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Jayesh Intwala is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at The Ayco Company, L.P., Mercer Allied, and Goldman Sachs Wealth Services since 2008, currently serving at Goldman Sachs Wealth Services in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Tze Hong Yeh is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at Empower Financial Services, DXC Technology, and Allstate, among other positions. 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’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Reginald Chandler is a financial advisor with Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Transamerica Financial Advisors since 2016. He also has concurrent experience with Wfgia since 2012. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Matthew Keiss is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Apogee Financial Partners, where he also served as managing director and insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Isaac Cockfield III is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Private Advisor Group, LLC and has held roles at LPL Financial, LLC since 2015. He also serves as a financial counselor to military service members through Zeiders Enterprises. Private Advisor Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm offers a variety of advisory programs and access to third-party asset managers and separately managed account platforms, supported by multiple analytical approaches and client-directed investment options.

Sawyer Hyatt is a financial advisor at HB Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Prior to his financial career, he held various roles in the service and catering industries. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to a diverse client base including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management incorporating a capital markets outlook and uses both quantitative and qualitative due diligence across a range of public and private investment strategies.

Jesse Astorga is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Fifth Third Securities since 2012 and concurrently with Fifth Third Bank since 2011. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options and includes features such as direct indexing and tax-overlay services.

Theresa Kunkeli is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Bankers Life and its affiliates since 2013 and serves as a branch sales manager and insurance agent, recruiting and training new agents for non-variable insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, employing a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Joyce Ghu is a financial advisor with Transamerica Financial Advisors, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She serves as managing partner at Best Accounting & Tax Solutions LLC and holds board positions including treasurer of Virtues of Aging Professionals Inc and member of the Highcroft Homeowners Association Board. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary investment program options.

Andrew Shannon is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. His career includes multiple roles within Mercer Global Advisors since 2018 and prior experience at Resource Planning Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, and it offers a range of implementation options such as ETFs, mutual funds, and separate accounts.

Grover Buffington is a CFP® professional with six years of industry experience, currently with Focus Partners Wealth, LLC since 2024. His prior experience includes roles at Gratus Capital, Buckhead Capital Management, and TrueWealth, LLC. Buffington began his career after four years at the University of Georgia. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers comprehensive wealth management services and employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, integrating fundamental and quantitative analysis as well as alternative investment strategies.

Michael Breed is a financial advisor with Truist Advisory Services based in Alpharetta, GA. He holds a Series 63 designation and has 34 years of industry experience. His career includes over a decade at SunTrust Advisory Services and SunTrust Investment Services, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Norman Plotkin is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including over two decades with both firms. Outside of his advisory role, he volunteers as a financial planner assisting Holocaust survivors through Jewish Family & Children Services of Atlanta and serves as Vice Commodore of the Barefoot Sailing Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Jackson Merrick is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Morgan Stanley and its affiliated private bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment processes.

David Thielen is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, where he worked from 2014 to 2023. 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 deliver its investment solutions.

Moosah Dowlatabadi is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab, Charles Schwab Bank, SmartPath, and E*TRADE Securities. Outside of his advisory work, he coaches youth soccer at United Futbol Academy Metro Atlanta. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models.

Austin Ehlinger is a financial advisor at Guardian Life with the designations ChFC®, Series 63, and Series 65 and has 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2014. Outside of his advisory role, he serves as an executor of his parent’s estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients.

Rohan Jani is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to his current role, he held various positions including multiple engagements at the University of Georgia and a legal firm, Wilson Legal, PC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base ranging from individual investors to institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a range of implementation options, backed by proprietary and third-party analytics, and offers integrated services across the broader Goldman Sachs ecosystem.

Jason Moss is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. Outside of his advisory role, he is the sole proprietor of a clothing business called My Sugar Baby. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with inter-affiliate integration.