Tyler Mc Afee is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work experience includes positions at Vonage Communications, Deferit, OxBlue, and self-employment. Centaurus Financial, Inc. provides advisory and brokerage services to a broad mix of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

William Levine is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining HB Wealth in 2023, he worked at SunTrust Advisory Services and related SunTrust entities from 2015 to 2023. Levine serves on the boards of several community organizations, including the Atlanta Board of Councilors for the America Jewish Committee and the Board of Trustees for The Westminster Schools. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and offers outsourced chief investment officer and advisory services, employing a disciplined investment process that integrates quantitative and qualitative analysis across multiple asset classes.

Camryn Norman is a CFP® with one year of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. Prior to this role, Camryn held positions at Ronald Blue Trust and Cannon Financial Strategists, Inc., and has also been involved with the ASPIRE Clinic at the University of Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, and provides specialized services including retirement plan consulting and charitable advisory.

Wen Hui Ma is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. Ma holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2018. Outside of financial advising, Ma is a manager of network services at Sage Software, where they have worked since 2002. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment model portfolios with discretionary and non-discretionary management options.

Evan Goldfuss is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Savant Wealth Management and previously was with Capital Directions, LLC and New York Life Insurance Company. He also has a background working at the University of Alabama. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Andrew Matthieson is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he writes guest articles on topics including football, golf, finance, and menswear, and serves on the Board of Governors for The Manor Golf and Country Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment solutions through both advisor-led discretionary management and model-based strategies, with access to proprietary and third-party programs.

Samuel Drake is a financial advisor at Oppenheimer with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. 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 and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Michael Athanas is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Robert Jones III is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2018. His prior experience includes tenure at LPL Financial, INVEST Financial Corporation, Raymond James Financial Services, and Wells Fargo Clearing. Outside of his advisory role, he is an owner of Fairmont Woods Unit Owners Association Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a range of advisory programs. The firm operates a fiduciary-based model that incorporates technology platforms and diverse investment strategies while utilizing third-party managers and turnkey asset management programs.

Perry Neuman is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Hightower Securities, LLC and Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and customized indexing.

Nicole Caron is a CFP® professional with three years of industry experience, currently advising at Focus Partners Wealth, LLC. Her previous roles include positions at Gratus Capital, Mercer Advisors, and Atlanta Financial Associates. Outside of financial advising, she owns and operates a business selling sewing products and is also an author of children’s books. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Anupama Singh is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing five years of industry experience. She has worked at Redfin Corporation since 2022 and is involved in estate planning services through LSPN Pro, LLC and Legacy Shield Solutions Inc. Singh also participates as an independent agent with Redfin, assisting with real estate activities. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party model portfolios, providing both discretionary and non-discretionary program options.

Carolyn Burgin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Sandy Springs, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has previously worked at TruOak Financial Partners LLC, Apogee Financial Partners, MML Investors Services LLC, MassMutual Life Insurance Co, and AXA Advisors LLC. Outside of advising, she is involved with CRT Legacy Treasures LLC, a venture focused on locating unclaimed assets in Georgia and surrounding states. 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, frequently employs third-party asset managers and model portfolios, and features both discretionary and non-discretionary client programs.

Ralph Watson III is a CFP® professional with 27 years of experience in the financial industry. He is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Goldman Sachs, Raymond James Financial Services, and United Capital Financial Advisers. He serves as a finance and investment committee member for the nonprofit Pinewood Preparatory. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and integrated platform solutions.

Joshua Loud is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates. Outside of his advisory work, he serves as an assistant golf coach at The Lovett School, chairs the Cobb Young Professionals committee, and is a board member of The Extension, a nonprofit supporting adults overcoming addiction. 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, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs, with investment advice delivered through both in-house and third-party managers.

Kisha Madison is a financial advisor with Stratos Wealth Partners, Ltd. and holds a Series 66 designation. She has 19 years of industry experience, including roles at LPL Financial LLC, Invest Financial Corporation, and Waddell & Reed. In addition to her advisory work, Madison is employed as a registered respiratory therapist at Emory. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an IAR-driven model that offers discretionary and non-discretionary portfolio management with an open-architecture approach integrating multiple third-party platforms and managers.

Cardell Porter is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Wells Fargo and Suntrust Investment Services. Outside of finance, he owns PORTER WAY LLC, a business focused on photography, sneaker reselling, and travel vlogging. 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 inter-affiliate integration and AI-enabled research tools.

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.