Mark Wyrobek is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Bank since 2018, following four years at B.C. Ziegler and Company. Outside of his advisory role, he is the owner of a vacation rental business in Dahlonega, Georgia. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines bank affiliation with municipal-advisor registration and provides access to multiple managed-account programs, including direct indexing and tax-overlay services.

Clayton Pond is a Series 66-credentialed financial advisor with over 11 years of industry experience. He has been with Kestra Advisory since 2016 and is also involved with oXYGen Financial, where he works as a Wealth Plan Design Specialist. Pond serves as the Treasurer on the board of a homeowners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting for plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, employee education, and manages assets for large institutional investors, including sovereign wealth funds.

William Brand is a financial advisor with NewEdge Advisors who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He previously worked at Triad Advisors for 12 years before joining NewEdge Advisors in 2022. Outside of his advisory role, Brand owns and operates Willful Compliance Partners, a compliance consulting firm that provides regulatory guidance to registered entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, utilizing a range of program structures that combine in-house manager selection with third-party models and advisor discretion, supported by technology and centralized manager due diligence.

James Galloway is a financial advisor at PNC Wealth Management in Roswell, GA, holding Series 63 and Series 65 licenses with 21 years of industry experience. His career includes tenures at Wells Fargo Clearing, Legend Financial Marketing, and Morgan Stanley, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven investment strategies managed by PNC or third-party strategists.

Michelle Fernandez is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners, she worked at Gratus Capital, LLC and Elwood & Goetz Wealth Advisory Group, LLC. She is also a part-time lecturer in the financial planning program at the University of Georgia and contributes as a writer and editor for the CFP Board and National Underwriter publications. Additionally, she consults for DataPoints, updating risk tolerance assessment models. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Eric Lapai is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses with seven years of industry experience. He has worked at Fifth Third Securities since 2018 and has been affiliated with Fifth Third Bank since 2017. He also has previous work experience at Southern New Hampshire University. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, utilizing various portfolio managers and strategies tailored to clients' risk profiles.

Donette Corley is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at UBS Financial Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Wallace Baker is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Truist entities, including Truist Bank and SunTrust Insurance Group, throughout his career. 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 and non-discretionary consulting, supported by AI-enabled research tools and a comprehensive supervisory oversight structure.

William Eudy is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Focus Partners Wealth in 2026, he worked at Equitable Advisors LLC from 2023 to 2026. Before entering the financial industry, his work history includes various roles outside finance, including positions at Papa Johns Pizza, tree care companies, and North Greenville University. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using both active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Richard Phelan is a CFP® professional with 29 years of industry experience, currently with Janney Montgomery Scott since 2021. He previously worked at Morgan Stanley and its Private Bank divisions from 2011 to 2021. Phelan serves on the boards of the Gwinnett Hospital Foundation and The Community Foundation of Northeast Georgia, where he is Chair overseeing the Board CEO. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering financial planning, consulting, brokerage services, and multiple advisory programs.

Standar Hammonds is a financial advisor with Empower Advisory Group in Alpharetta, GA, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Fidelity, The Prudential Insurance Company of America, PRUCO Securities, Ameriprise Financial Services, and Scottrade. He serves as a trustee for the Reginald C. Powers Trust, overseeing the distribution of his step-father’s estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and client savings rates.

Andrew Medders is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Kays Financial Advisory Corp., Strategic Advisers, Inc., and Fidelity Brokerage Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a range of investment vehicles and strategies.

Jonathan Miles is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with SunTrust Investment Services since 2016. Outside of his advisory role, he is a Stewardship Education Coach at Milestones Wealth & Wellness Institute LLC, a faith-based financial literacy organization focused on educating underserved and minority communities about stewardship and financial decision-making. He is also authoring a book on stewardship, faith, and empowerment. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non‑discretionary manager relationships supported by third‑party platforms and AI-enabled research tools.

Reagan Wolfe is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at Guardian Life in Atlanta, GA. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Wolfe is involved in several community organizations, including serving as Immediate Past Chairman of the McCallie Atlanta Alumni and as a board member of NAIFA Atlanta. Guardian Life, through its Park Avenue® Wealth Management subsidiary, provides brokerage and investment advisory services to a diverse client base including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party advisory solutions.

Phillip Battle is a Series 66-licensed financial advisor at Schwab Wealth Advisory with seven years of industry experience. He has worked at Charles Schwab & Co., Fidelity Investments, JP Morgan Chase, and Bank of America. 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 and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referrals. The firm’s approach is based on Schwab’s asset-allocation models and internal research, offering personalized recommendations with client authorization for trades.

Richard Cooney is a ChFC® credentialed financial advisor affiliated with Stratos Wealth Partners, Ltd, with 42 years of industry experience. He has previously worked at Lincoln National Life Insurance Co and Lincoln Financial Advisors Corporation for 21 years before joining Stratos Wealth Partners and LPL Financial in 2019. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs an IAR-driven model with an open-architecture approach that integrates multiple third-party platforms and managers, offering discretionary and non-discretionary portfolio management along with specialized planning services.

Gregory Herbert is a CFP® professional with 12 years of industry experience, currently with HB Wealth in Atlanta, GA. He previously worked at Homrich Berg from 2015 to 2021 and Ameriprise from 2012 to 2015. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning to a broad range of clients including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a discretionary investment approach that integrates quantitative and qualitative due diligence across public and private strategies, and offers services such as outsourced chief investment officer (OCIO) and institutional advisory.

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.

Cory Jobe is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work experience includes roles at The Horace Mann Companies and Protolabs, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team.