Meghan Hogan is a CFP® with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2024. Her prior experience includes roles at Gratus Capital, Cetera Advisor Networks, The Olivier Group, and The Vanguard Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Colin Fitzpatrick is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. He has worked at multiple firms, including Brookstone Wealth Advisors, Hoffman Financial Group, and Three Bridges Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a variety of investment strategies and serves over 127,000 clients through a platform-focused approach.

William Burke is a financial advisor at Valic Financial Advisors with 28 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Valic Financial Advisors since 2013. In addition to his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages portfolios through discretionary unified managed accounts and offers financial planning and consulting services across a large network of advisors.

Michael Mahoney is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Aegis Capital Corp, Investacorp Inc, and Ohio National Life Insurance Company. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading and specialized instruments.

Miriam Falaki is a CFP® and holds a Series 66 license with 13 years of industry experience. She currently works at Savant Wealth Management and has previously held roles at Capital Directions LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Savant Wealth Management provides comprehensive wealth management, financial planning, portfolio management, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Gavron Campbell is a CFP® professional with four years of experience at HB Wealth Management, LLC. Prior to his advisory role, he spent time in educational settings and served at Bigwood Boards. Outside of his financial advisory work, he operates Montico, LLC, an office building cleaning service. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across various investment strategies and offers discretionary portfolio management aligned with clients’ objectives.

Karen Wintering is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked within the Truist organization and its predecessors since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary management through third-party relationships.

Alton Meadows Jr. is a CFP® certificant with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC, having joined in 2024 after nine years at Gratus Capital LLC. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of services including investment management, financial counseling, family office and practice-integrated wealth services, and fiduciary retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture with fundamental and quantitative analysis, third-party managers, and a broad mix of investment strategies.

Serina Shyu is a CFP® with 13 years of industry experience, currently serving at Schwab Wealth Advisory. She has worked at multiple firms including Charles Schwab, Delta Community Credit Union, LPL Financial, Jon Baker Financial Group, and Woodbury Financial Services. Outside of her advisory role, she is involved in managing real estate as a landlord. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

Logan Pethel is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Schwab in 2025, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2025, as well as at E*TRADE, Morgan Stanley, Fidelity, and Edward Jones in various roles. Outside of finance, he operates a small online guitar string retail business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services including annual financial reviews, retirement and planning discussions, and investment recommendations. The firm utilizes Schwab’s asset allocation models and research tools, with advisors making recommendations while clients retain final trading decisions.

Tamekia Fallin is a financial advisor with Transamerica Financial Advisors. She holds Series 63 and Series 65 designations and has been in the financial services industry since 2018, with prior experience at Eminent Financial Services and Solutions, LLC, and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Jeffrey Schultz is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a CFP® designation and over 33 years of industry experience. He joined Janney in 2019 after six years at Raymond James & Associates. Outside of his advisory role, he serves on the advisory board of the Atlanta Food Bank and participates on committees for the Atlanta Women's Foundation and the ACG Fast 40 nonprofit. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients through a combination of in-house and third-party portfolio management across multiple wrap programs and advisory platforms.

Curt Spinney is a CFP®-designated financial advisor with Equity Services, Inc., bringing 15 years of industry experience. He has worked with National Life of Vermont and National Financial Services Group since 2010. Outside of his advisory role, Spinney is involved as a crew leader maintaining trails and providing historical information for the Kennesaw Mountain Trail Club and serves as a board member for the Wallis Farm Community Association. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Aaron Bowring is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within the Schwab organization since 2016, including roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses standardized asset allocation models and research tools, with advisors recommending investments while clients retain final control over trading decisions.

Tanni Gibson is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 15 years of industry experience. Her career includes roles at J.P. Morgan Securities and JP Morgan Chase prior to joining Transamerica. She is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with a regulatory AUM of approximately $1.7 billion.

James Underwood is a CFP® professional with 11 years of experience in financial advising. He currently works at Focus Partners Wealth, LLC and has previously been affiliated with Buckingham Strategic Wealth, LLC and NOVA Wealth Management Group, LLC. Outside of his advisory role, Mr. Underwood reviews estate plan documents as part of an associate position with Underwood Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with access to a broad range of investment products and affiliated service companies.

Ramon Brown is a financial advisor at Guardian Life with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, US Consulting Group, Inc., and AGI Inc. Outside of advising, he is involved in real property appraisal and rental property investment. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios from in-house and third-party managers, along with a hybrid digital advisory solution.

Wei Jian is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Bolt Insurance Agency, Dayone Enterprise, Atlantic Plus Inc, and Fortune Four Holdings LLC. Outside of his advisory role, Jian manages office operations for World Financial Group through Dayone Enterprise, Inc., and is involved in health insurance sales with Kaiser Permanente. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and affiliated product offerings.

Natalie Perdomo is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternatives.

Brooks Gregory is a ChFC® with 27 years of industry experience, currently affiliated with Primerica Advisors and Peachtree Planning Corporation. He has been associated with Guardian Life Insurance Company since 1993. Gregory serves as a trustee for family wills and trusts and participates as a voluntary board member of YMCA Camp High Harbour. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, including discretionary and non-discretionary management strategies, supported by a range of financial planning and consulting solutions.