Edward Baldwin Sr.

Jerry Goodson is a CFP® professional with 21 years of experience in financial advising. He has worked at Advisor Financial Group, Inc. since 1999 as its sole advisor. Advisor Financial Group provides wealth management and investment advisory services to individuals, professionals, executives, businesses, trusts, estates, and charitable organizations. The firm uses a consultative process with a focus on multi-asset class, multi-manager, long-term portfolio strategies, managing assets on a non-discretionary basis without taking custody or exercising discretionary trading authority.

Paul Vahle is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021, and previously with Bb&T Securities and BBTIS from 2011 to 2021. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by proprietary research and third-party platforms.

Jacob Traylor is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower, he worked at Wells Fargo Bank and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Isaiah Hileman is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Primerica Advisors, Valic Financial Advisors, and Agia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services that combine proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Tuyet Nguyen is a Series 66-licensed financial advisor with LPL Financial, bringing seven years of industry experience. Prior to joining LPL Financial in 2021, she worked at BBVA Wealth Solutions Inc., BBVA Securities Inc., Compass Bank, and ProEquities, Inc. Outside of her advisory role, she operates a nail salon business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Stephen Sink is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.