James Greenwell is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and multiple securities licenses (Series 63, 65, 66) with 40 years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2003. Outside of advisory work, he is involved in insurance sales through a brokerage business focusing on multiple carriers, including Penn Mutual. 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, providing tailored investment strategies through third-party asset manager relationships and a dual SEC-registered adviser and FINRA-member broker-dealer structure.

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.

Michael Walls is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2012. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and utilizes an in-house Investment Management & Research team alongside third-party managers.

Andrew Hill is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Hightower Advisors. He has held roles at HighTower Securities, SunTrust Advisory Services, and Suntrust Investment Services, with nearly two decades at the latter. Outside of his advisory practice, he is involved in the periodic maintenance of a personal second home. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Dillon Pollack is a financial advisor at TIAA-CREF in Atlanta, GA, holding Series 66 and Series 63 licenses with seven years of industry experience. He previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank, N.A. for seven years. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, applying a fiduciary standard to its registered investment adviser services.

Victor Martinez is a Series 66-licensed financial advisor with six years of industry experience, currently with Empower Advisory Group. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Bank, Merrill, Ally Financial, and Fidelity Bank. Outside of his advisory work, he drives as an independent contractor for Uber. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

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.

Jeremy Toothman is a financial advisor with Carson Wealth in Milton, GA. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at Morgan Stanley and Woodbury Financial Services. CWM, LLC, where he also holds operational roles, is an SEC-registered investment adviser managing over $50 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and integrating technology partnerships with major custodians.

Dylan Schefske is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2024. His prior work includes roles at MassMutual Life Insurance and Mass Mutual Investors Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, with an emphasis on inter-affiliate integration and oversight.

Michael Palmer is a financial advisor with Guardian Life, holding a Series 66 designation and nine years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Palmer serves on nonprofit and industry boards and is involved in behavioral coaching through his own firm, MGP Coaching, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and access to proprietary and third-party investment solutions.

Catherine Gordon is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2021. Her prior experience includes positions at The Ayco Company, L.P./Mercer Allied, DiSalle Real Estate Company, and involvement with Swig Restaurant and Catering. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, executives, and institutional clients. The firm offers tailored investment solutions supported by specialized advisory teams and integrates resources across the Goldman Sachs ecosystem to deliver a broad range of wealth management services.

Darrie Schlesinger is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Sandy Springs, GA, holding Series 65 and Series 63 credentials and having 22 years of industry experience. Her prior firms include National Life Group and Equitable Advisors. She is also involved in APOGEE Financial Partners, a business focused on insurance and investment-related activities. 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, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Bonnie Sukenik is a Series 65-licensed financial advisor with NewEdge Advisors. She has one year of experience with NewEdge Advisors and nine years at Fort Harris Consulting. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Lemond Ponton is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Merrill Lynch, AXA Advisors, Northwestern Mutual, MassMutual Life Insurance, and MML Investors Services. He is also co-founder and owner of Cardinal Mays Advisors & Associates LLC, a financial services firm. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages assets at scale and utilizes centralized technology and model solutions as part of its investment approach.

Jon Keever is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hornor, Townsend & Kent since 2019. In addition to his advisory role, Keever is involved in insurance brokerage activities, including multi-line insurance sales with Penn Mutual Life Insurance Company and property/casualty insurance through APEX Insurance Advisors, LLC. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through both advisory and broker-dealer platforms, combining custody, execution, and investment advice with a range of third-party asset management options.

Therese Stockenberg is a financial advisor at Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses with 25 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney LLC and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs that focus on asset allocation, contribution guidance, and retirement planning using proprietary software and model portfolios developed with Morningstar Investment Management.

Maryam Haddad Salleg is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held roles at Georgia Tech, including work with the Office of Minority Educational Development and the College of Computing. She also has experience in entrepreneurial ventures, having been involved with Lunatica Pajamas Co. from 2017 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a variety of implementation options, while leveraging affiliated Goldman Sachs entities to offer a broad range of services and specialized programs.

Joel Allen is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features services such as direct indexing and a tax-overlay service.

Keith Eason is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently with Valic Financial Advisors in Atlanta, GA, where he has worked since 2014, and also holds a role with Agia involving non-securities insurance products. Prior to Valic, he was associated with Pro Labor Services starting in 2013. 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 to construct client portfolios.