Reagan Wolfe is a Chartered Financial Consultant (ChFC®) with 14 years of industry experience. He has worked at Guardian Life and its wholly owned subsidiary, Park Avenue Securities, since 2010. Outside of his advisory role, he serves as the immediate past chairman of the McCallie Atlanta Alumni and is a board member of NAIFA Atlanta. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual and institutional clients by providing brokerage services, financial planning, and retirement plan consulting, utilizing both proprietary and third-party investment advisory programs.

Phillip Battle is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Fidelity Investments, JP Morgan Chase, Bank of America, Merrill, and Nordstrom. Outside of his advisory role, he serves as a Coaches Coordinator for the Mountain View Athletic Association. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm delivers investment recommendations based on Schwab’s research tools and asset allocation models, with clients retaining final trading decisions, and conducts at least annual account reviews.

Richard Cooney is a financial advisor at Stratos Wealth Partners, Ltd with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Stratos Wealth Partners in 2019, he worked for Lincoln National Life Insurance Co and Lincoln Financial Advisors Corporation from 1998 to 2019. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Gregory Herbert is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He has worked at Homrich Berg since 2015 and is based in Atlanta, GA. 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, investment management, and financial planning services, with an investment process that includes both quantitative and qualitative due diligence across a broad range of public and private strategies.

Darrien Deese is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC and E*TRADE Securities LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, including those with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Thomas Gandolfi Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has held positions at multiple firms including Three Bridges Financial Group, where he serves as president and owner, in addition to his advisory roles. Gandolfi is also an author and a classroom instructor for financial planning through the American Financial Education Alliance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a variety of investment strategies, managing assets on a large scale primarily through standardized model and platform services.

Craig Hemenway is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Polaris Investment Partners, Inc, Apollon Wealth Management, LLC, and Bison Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset types.

Jason Connolly is a financial advisor at Prime Capital Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sugarloaf Wealth Management, LLC, Triad Advisors, Inc., OSAIC, and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a variety of investment strategies and providing tax and financial administration services through an affiliated accounting subsidiary.

Nicholas Campbell is a CFP® and PFS™ with 14 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. He previously worked at Ameriprise Financial Services, Inc. before joining Mercer. Outside of his advisory role, he is a managing member of Fairhope Property Investors, LLC, a real estate investment entity. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate accounts, and private funds, while also offering specialized retirement plan consulting and charitable advisory services.

Laura Helms is a CFP® professional affiliated with Commonwealth Financial Network, based in Alpharetta, GA, with two years of industry experience. She has worked at both North Point Wealth Management and Commonwealth Financial Network since 2022. Prior to her financial advisory career, she spent sixteen years at Southwire Company. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a wide range of adviser-support services, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Edward Dunphy is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 credential and has 25 years of industry experience, including 21 years with The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs. Outside of finance, he owns and operates Dunphy Racing LLC, an automobile racing and parts shop, and is involved as an actor and purchaser of car parts for a racing-related reality TV show. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates strategic and tactical investment models with access to various specialized programs and affiliated Goldman Sachs entities to serve client objectives through multiple platforms and fee arrangements.

Noelle Kim is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at multiple firms including Mpowering America, Netlaw, Elleon Consulting LLC, WealthWave, and Assurant Health. Outside of her advisory role, she serves as president of Elleon Consulting LLC, an insurance business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide client base including individuals, trusts, and employer-sponsored plans. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms such as Transamerica ONE and TFA365.

Matthew Reed is a CFP® certificant with seven years of experience in financial advisory roles. He is currently with Truist Advisory Services and its affiliated entities, having previously worked at Edward Jones Investments and SunTrust-related firms. Reed is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools alongside traditional research to support its investment recommendations.

Matthew Dunckley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary management approaches supported by third-party platforms and an AI-enabled research team.

Jonathan Fanning is a financial advisor with Truist Advisory Services in Norcross, GA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with SunTrust Advisory Services and SunTrust Investment Services from 2007 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, 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 asset allocation, fiduciary support, and manager selection programs.

Chip Busbey Jr. is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 63 designation and over 40 years of industry experience. He worked with Primerica Advisors for 24 years before joining Park Avenue Securities and Guardian Life Insurance Company, where he currently serves. He is also involved in the sale of insurance products on a brokerage basis. Park Avenue Securities serves a broad retail client base, offering transaction-based brokerage and fee-based advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, and supports various account-level services such as lending solutions and donor-advised funds.

Ebony Dozier is a financial advisor at Equity Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with nine years of industry experience. Her prior roles include positions at Transamerica Financial Advisors and World Financial Group. Outside of finance, she owns a commercial cleaning company and works part-time as a flight attendant. 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 that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Isaac Haugen is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has experience working at Goldman Sachs & Co. LLC and JP Morgan Private Bank. His background includes roles in education and storytelling prior to entering the financial industry. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies, leveraging proprietary research, alternative investments, and integrated capabilities across the Goldman Sachs network.

Patrick Curran is a financial advisor at Savant Wealth Management in Atlanta, GA, with nine years of industry experience. He has previously worked at Capital Directions, Unified Trust / American Trust, Northwestern Mutual Wealth Management Company, and Roger Vandermus. Outside of his advisory role, he owns and manages a rental property through an LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by centralized resources and affiliated accounting, legal, and trust services.

Brady Gockel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Northwestern Mutual. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies, leveraging proprietary research and a broad range of affiliated resources across the Goldman Sachs network.