Stacey Mcculley is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services Inc and Kalos Capital. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Kary Brownlee is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with LPL Financial since 2012 and Independent Financial Partners from 2012 to 2019. Outside of his advisory work, Brownlee has served as a youth soccer referee for local clubs. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by technology platforms and operates a network model with connections to LPL Financial and third-party estate-planning resources.

Roland Deliniere is a financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with Benjamin F. Edwards & Company since 2010, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services, utilizing both proprietary strategies and third-party models.

Chris Park is a financial advisor with First Command Advisory Services in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. He has worked across multiple First Command entities since 2022 and is the owner of Park Financial, an investment-related business. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Jayesh Intwala is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at The Ayco Company, L.P., Mercer Allied, and Goldman Sachs Wealth Services since 2008, currently serving at Goldman Sachs Wealth Services in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Matthew Keiss is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Apogee Financial Partners, where he also served as managing director and insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including 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.

Isaac Cockfield III is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is affiliated with Private Advisor Group, LLC and has worked at LPL Financial, LLC since 2015. In addition to his advisory roles, he serves as a financial counselor to military service members through Zeiders Enterprises. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, utilizing technology platforms and third-party managers to address client goals and risk tolerances.

George Bellucci is a CFP® professional with 31 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at American Portfolios Financial Services, Inc., Hartford Equity Sales Company Inc., and Phoenix Home Life. Bellucci also serves as president of Bellucci Insurance Brokerage, a business specializing in casualty and property insurance. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments and donor-advised funds, utilizing various management styles and platform partnerships.

Ariel Gibson is a Series 66-licensed financial advisor with seven years of industry experience currently serving at Valic Financial Advisors. Prior to joining Valic, Gibson worked at Edward Jones and Jason Riner State Farm. Outside of financial advising, Gibson has been a consultant for Pampered Chef, selling kitchenware products. Valic Financial Advisors primarily serves individual investors in the U.S., 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 UMA models for portfolio construction and management.

Andrew Shannon is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. His career includes multiple roles within Mercer Global Advisors since 2018 and prior experience at Resource Planning Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, and it offers a range of implementation options such as ETFs, mutual funds, and separate accounts.

Grover Buffington is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior experience includes roles at Gratus Capital, Buckhead Capital Management, and TrueWealth, LLC. He worked at the University of Georgia for four years before starting his financial advisory career. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Breed is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 34 years of industry experience. He has worked with various Truist entities since 2003, including Truist Advisory Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supplemented by AI-enabled research tools.

Gary Holcombe is a CFP®-certified financial advisor with 42 years of industry experience, currently affiliated with Independent Financial Partners. He has previously worked with LPL Financial and IFP Securities, LLC. Holcombe serves on the board of a local office park association and is involved in non-variable insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a focus on retirement-plan consulting and compliance with Department of Labor rollover guidance.

Norman Plotkin is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2000. Outside of his advisory role, he volunteers as a financial planner for Holocaust Survivor Services through Jewish Family & Children Services of Atlanta and is active in local sailing organizations, serving as Vice Commodore of the Barefoot Sailing Club and participating on the audit committee for America’s Boating Club in Atlanta. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, 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, along with financial planning, ongoing consulting, and access to proprietary and third-party investment solutions.

Cary Sheppard is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia as an agent. Outside of his advisory role, he is involved in managing several rental properties in Florida and Alabama with his wife. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a large client base through its extensive advisor network.

Jackson Merrick is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Morgan Stanley and its affiliated private bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment processes.

David Thielen is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, where he worked from 2014 to 2023. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Austin Ehlinger is a financial advisor with Guardian Life and Park Avenue Securities in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has been associated with Guardian Life and Park Avenue Securities since 2014 and 2015, respectively. Outside of his advisory role, he serves as an executor of his parent's estate and occasionally offers insurance products beyond those provided by Guardian to meet client needs. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, supporting client relationships through tailored financial planning, consulting, and access to proprietary and third-party investment programs.

Rohan Jani is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to his current role, he held various positions including multiple engagements at the University of Georgia and a legal firm, Wilson Legal, PC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base ranging from individual investors to institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a range of implementation options, backed by proprietary and third-party analytics, and offers integrated services across the broader Goldman Sachs ecosystem.

John Ratchford is a CFP® professional with 17 years of experience in financial services. He is currently with First Command Advisory Services and has prior experience at LPL Enterprise LLC, Advocacy Wealth Management, and the Department of Defense. His background includes various roles in wealth management and financial planning. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and offers multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and third-party manager selections.