Patrick Curran is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Capital Directions, Unified Trust/American Trust, Northwestern Mutual Wealth Management Company, and Wells Fargo Clearing. Outside of his advisory role, he is the sole owner of a rental property business managed through an LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies and related services delivered through affiliated entities.

Gary Davis is a financial advisor at Osaic Advisory Services, LLC with 45 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at American Portfolios Financial Services, Inc., LPL Financial, Raymond James Financial Services, and UBS Financial Services. He serves on the Board of Directors for the Port St Lucie Downtown Lions Club and acts as an independent FINRA arbitrator. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, financial planning, and access to alternative investments, utilizing both fundamental and technical analysis within an integrated platform model.

Justin Garofalo is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Mutual of Omaha and Bank of America. In addition to his advisory role, he manages Wilburbinx, LLC, an investment company involved in active management and trading of various securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Komisar is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, focusing on 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, consulting, and brokerage services through its broker-dealer operations.

Brent Elliott is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. He holds the ChFC® designation and licenses including Series 63 and Series 65. Elliott has worked at firms such as Triad Hybrid Solutions, Kestra Financial Services, and New England Securities. He is also the managing partner of ME Financial LLC, which represents insurance and investment products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, institutional clients, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments, combining fundamental and technical analysis with platform-driven strategies.

Rodger Naugle III is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Valic Financial Advisors since 2022. Outside of his advisory role, he is 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tomas Parks is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. In addition to his advisory work, Parks serves as an assistant professor at Kennesaw State University, where he teaches investment-related courses, and is actively involved in multi-line insurance brokerage ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, supporting a range of account types and third-party asset management relationships, with discretionary assets under management totaling over $8 billion.

Matthew Luckey is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with WealthWave Media, LLC, where he assists in creating and editing financial literacy and marketing materials. Luckey maintains a pass-through entity, M Luckey, Inc., for administrative purposes related to his other business activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and registered investment adviser, providing discretionary and non-discretionary program options.

Xiuhong Du is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Guardian Life in Atlanta, GA. She has been associated with Park Avenue Securities and Guardian Life since 2016. Du holds board positions with the Gwinnett Tech Foundation, NAIFA Georgia Chapter, Gwinnett Chamber of Directors, and the Women's Advisory Council for Northside Hospital Gwinnett System. She is also a MDRT US Chapter Community Leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments through its connection with Guardian Life.

Gary Thrasher is a Series 66 registered advisor with 17 years of industry experience, currently serving at Valic Financial Advisors since 2015. He also holds a position with Agia, where he is involved in non-securities insurance products. Additionally, he owns timberland property in Franklin, Georgia. 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 for portfolio construction.

Hooman Omidpanah is a CFP® professional with 17 years of industry experience. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Lincoln Financial Advisors Corporation for 18 years. Omidpanah is also involved in non-variable insurance activities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture platform and a range of planning and investment solutions.

Kevin Linsey is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. He has 31 years of industry experience, including roles at Park Avenue Securities and Guardian Life dating back to 2003. Linsey is also associated with Kevin J Linsey Associates, Inc., a non-investment related business. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a blend of advisor-led discretionary management, model-based strategies, and digital advisory programs.

Sam Wilkerson IV is a CFP® professional with 22 years of industry experience. He is currently an advisor at Farther and has previously worked at Carson Wealth, Jon Baker Financial Group, Woodbury Financial Services, and Securian Financial Services. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and AI tools, primarily investing in ETFs, mutual funds, equities, and fixed income.

Peter Heidenreich is a CFP® professional with 19 years of industry experience, currently serving at Valic Financial Advisors. He has held roles at Agia, Valic Financial Advisors, Allstate Insurance Company, Verna Hills, LLC, and CWPH Consulting, LLC. He is also an agent at Agia, where he is involved in non-securities insurance products. Valic Financial Advisors, Inc. is a large SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm uses discretionary unified managed accounts with a technology-driven approach to portfolio management and financial planning.

Daniel Futral is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at OneAmerica Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he served in law enforcement with the Sandy Springs and Woodstock Police Departments and was a member of the Army National Guard. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with standardized model and platform services across its network of advisors.

Zhuoqi Yang is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal Securities, Yang held various roles including positions at Epic Systems Corporation and academic appointments at Emory University and the University of Chicago. Yang also has experience working with the American Cancer Society. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Franklin Callaway is a financial advisor with Carson Wealth in Atlanta, GA, holding a Series 65 credential and three years of industry experience. His background includes roles at Carson Wealth, CWM, LLC, and Jon Baker Financial Group, along with earlier work at Lowe's Companies and the University of Georgia. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan management, employing an Investment Committee to construct and monitor model portfolios while integrating technology and custodial relationships to support execution and reporting.

Michael Moore is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies using proprietary programs and third-party platforms.

Christopher Phillips is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at Voya, Mutual of Omaha, and Cuna Mutual Group. Outside of finance, he is a co-owner and administrative partner of a residential mosquito, flea, and tick suppression franchise in Woodstock, GA. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment products and platforms, combining firm-developed and third-party model portfolios, mutual funds, ETFs, and individual securities, supported by a corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

Michael Coats is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at SunTrust Advisory Services and Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research tools and inter-affiliate integration.