Stephen Mink is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Valic Financial Advisors since 2012, with a brief period of unemployment in 2017, and has also been associated with Agia since 2022, where he is involved in 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, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Craig Gorden is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Atlanta, GA. His prior work experience includes roles at TIAA-CREF, JP Morgan Securities, Merrill Lynch / Bank of America, Morgan Stanley, and E*Trade Securities. Outside of his advisory work, he owns and operates E-Clearance LLC, which engages in wholesale trade and retail resale through Amazon’s FBA platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to recommend investment allocations while allowing clients to retain final trading decisions.

Sarah Holder is a CFP® professional with three years of industry experience, currently serving as a financial advisor at HB Wealth Management. Her prior work includes roles at Oakbridge Partners, SunTrust Robinson Humphrey, and Polay + Clark & Co. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management, combining quantitative and qualitative due diligence across a range of public and private investment strategies, and is notable for advising registered investment companies and launching affiliated private funds.

Crystal Brown is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. Her prior work includes roles at Bank of America and Merrill. She is also an insurance agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Riley Groves is a CFP® professional at HB Wealth with two years of industry experience. He previously worked at Global Financial Atlantic Group and has an academic background that includes time at Boston College and The Lawrenceville School. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, financial planning, and investment management with a disciplined investment process that includes both public and private strategies.

Robert Mason is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He holds a Series 65 designation and has worked at Allworth Financial since 2020. In addition to his advisory role, Mason is a pilot for Delta Airlines, where he has been employed since 1999. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies, including model-based and options-driven approaches, and incorporates technology to manage held-away employer retirement accounts.

James Garman is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, and Scottrade. He is also 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Shane McMahon is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 19 years with The AYCO Company, L.P./Mercer Allied. Based in Atlanta, GA, McMahon’s career spans both advisory and wealth management roles. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources, integrated affiliate services, and tailored programs such as Executive Wealth and Private Family Office support.

David Young is a financial advisor with Money Concepts Capital Corp in Kennesaw, GA, holding a Series 66 designation and 11 years of industry experience. His prior experience includes six years at Edward Jones and a 20-year tenure with the Army National Guard. Outside of his advisory role, he serves as a director for the Georgia Military Institute Alumni Association and is involved in teaching and coaching through Untamed Media Group. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, adviser-designed portfolios, and third-party sub-advisers.

George Beck is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and also maintains a long-term affiliation with Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in life insurance brokerage and recruitment through Strategic Planning Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a mix of discretionary and non-discretionary account options.

Ali Mahbod is a CFP® certificant with 13 years of industry experience, currently serving with Truist Advisory Services. His prior roles include positions at SunTrust Advisory Services and E*Trade Capital Management. Outside of finance, he has been a licensed Grade 07 soccer referee with the United States Soccer Federation since 2004 and volunteers with a nonprofit supporting education through sports. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Thomas Arvanites is a CFP® and Series 63 credentialed financial advisor with 46 years of industry experience. He has been with Janney Montgomery Scott, LLC since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Amanda Lorch is a CFP® professional with 15 years of industry experience, currently with Schwab Wealth Advisory, Inc. in Atlanta, GA. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade. Outside of her financial advisory work, she owns and operates a small business specializing in yard sign sales and installations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final investment decisions to clients.

Eldon Williams Jr. is a financial advisor at Janney Montgomery Scott in Atlanta, GA, holding a ChFC® designation along with Series 66 and 63 licenses. He has seven years of industry experience and has worked at multiple firms, including Northwestern Mutual and Highland Capital Brokerage. Williams also held a role at Outlier AI, indicating involvement with a technology-focused business. 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, consulting, and advisory programs, utilizing both in-house and third-party portfolio management across several wrap programs and model portfolios.

Robert Schuckmann III is a CFP® professional with nine years of experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Bank since 2014. 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 employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Jellana Anderson is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and has worked at related Truist entities and predecessor firms since 2016. Outside of her advisory role, she operates an in-home dog daycare, boarding, and grooming service in Tucker, GA. 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 third-party platforms and AI-enabled research tools.

Jennifer Birchett is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. She has been with Creative Planning since 2020 and previously worked at Truewealth, LLC (FNA Windham Brannon) from 2014 to 2020. She is based in Atlanta, GA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Wenyi Wei is a financial advisor with VALIC Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wei has been with VALIC since 2000 and also works part-time as an accountant at a local CPA firm. Additionally, Wei serves as a registered agent for a family rental property and is involved with Agia as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with 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.

Edmund Fortier is a CFP® with 27 years of experience in the financial services industry, currently serving as an Investment Advisor Representative at Kestra Advisory. He has worked with Kestra and affiliated firms since 2014 and has provided advisory services through his own financial advisory business since 2003. Outside of his advisory roles, Fortier applies the Value Builder System to coach business owners and serves on the stewardship team of Sanctuary Church, contributing to finance, facilities, and personnel oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving some of the largest institutional investors.

Bryan Wulz is a financial advisor with Eagle Strategies (NY Life) based in Marietta, GA. He holds the ChFC® designation and has 41 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance Company since 1984. His other business activities include insurance brokering with various outside carriers. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with institutional plan sponsors.