Daniel Caldwell is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at VALIC Financial Advisors since 2016 and currently serves as President of Harbor Ministries, Inc., a nonprofit organization. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes centralized technology and model-driven solutions.

Samuel Drake is a financial advisor at Oppenheimer with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation along with manager selection and portfolio monitoring.

Michael Athanas is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

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.

Angus McRae is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Principal, he operated Angus McRae Insurance Brokerage Services, Inc., focused on group medical insurance, and has held roles at Principal Life Insurance Company and Principal Securities Inc. He also has experience in the insurance sector, including sales of fixed annuities and various insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Samia Rizk is a financial advisor with First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes over a decade at SunTrust Bank and its affiliated investment services before joining First Citizens in 2026. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through advisory and brokerage services. The firm utilizes IAR-led financial assessments and a range of investment strategies including portfolio management, wrap programs, and automated Guided Investing, managing predominantly non-discretionary client assets.

Nicole Caron is a CFP® professional with three years of industry experience, currently advising at Focus Partners Wealth, LLC. Her previous roles include positions at Gratus Capital, Mercer Advisors, and Atlanta Financial Associates. Outside of financial advising, she owns and operates a business selling sewing products and is also an author of children’s books. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Sharon Snyder is a CFP® with 14 years of industry experience, currently serving as a financial advisor at HB Wealth Management since 2015. She holds the Series 63 designation and is based in Atlanta, GA. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a disciplined investment process that incorporates both quantitative and qualitative due diligence across a range of public and private investment strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Carolyn Burgin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Sandy Springs, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has previously worked at TruOak Financial Partners LLC, Apogee Financial Partners, MML Investors Services LLC, MassMutual Life Insurance Co, and AXA Advisors LLC. Outside of advising, she is involved with CRT Legacy Treasures LLC, a venture focused on locating unclaimed assets in Georgia and surrounding states. Equity Services, Inc. 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, frequently employs third-party asset managers and model portfolios, and features both discretionary and non-discretionary client programs.

Michael Waiters is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Walgreens, Target, CME Group, Amazon, and FSU Campus Recreation. 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 affiliated service arrangements.

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.

Blake Winters is a CFP® and CFA® with 17 years of experience in the financial industry. He is currently with Truist Advisory Services and has held various roles within the Truist organization since 1996. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Joshua Loud is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Raymond James and Associates for five years before joining Janney Montgomery Scott. Outside of his advisory role, Loud serves as an assistant golf coach at The Lovett School, chairs the Cobb Young Professionals group within the Cobb County Chamber of Commerce, and is a board member of The Extension, an organization helping adults recovering from addiction. 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house portfolio management and third-party managers across multiple wrap programs and model portfolios.

Cardell Porter is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Wells Fargo and Suntrust Investment Services. Outside of finance, he owns PORTER WAY LLC, a business focused on photography, sneaker reselling, and travel vlogging. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by inter-affiliate integration and AI-enabled research tools.

Julian Koeneman is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at The Ayco Company, L.P./Mercer Allied, Bank of America Merrill Lynch, and Core States Inc. He also has experience in academic roles at the University of South Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, leveraging extensive resources within the broader Goldman Sachs network.

Paul Dean is a financial advisor at Equity Services, Inc. with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Equity Services, he worked at TruOak Financial Partners LLC, Apogee Financial Partners, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, Dean serves as the music director for the Pleasant Hill Presbyterian Church choir in Duluth, GA. Equity Services, Inc., also known 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 and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Stacy Lewis is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to joining Creative Planning, she worked at Truewealth, LLC (FNA Windham Brannon) from 2014 to 2020. She is a board member of Catholic Education of North Georgia, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other techniques, and offers integrated retirement plan services and affiliated legal and trust businesses.

Neil Holmes is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Rockefeller Financial LLC and Rockefeller & Co LLC since 2019 and previously at SunTrust Robinson Humphrey from 2016 to 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

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.