Amanda Gustavsson is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Prudential Investment Management Services LLC and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning and manages a large participant base relative to its advisor headcount.

Blake Kahn is a CFP® professional with 15 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at MAI Capital Management, Empower Advisory Group, Personal Capital Advisors Corporation, Northwestern Mutual, and Morgan Stanley. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a broad advisor network, offering diversified, risk-class based investment solutions that combine passive and active management overseen by an internal Investment Committee.

Joe Friend III is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory services, employing both discretionary and non-discretionary management approaches supported by in-house and external strategists.

Luis Kim is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and FSC Securities Corporation. Luis is based in Buford, GA. 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 and non-discretionary management strategies and integrates third-party platforms and AI-enabled tools to support its investment processes.

Dana Merritt is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has been with SunTrust Advisory Services and affiliated entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and a structured supervisory oversight process.

William Maynard is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Transamerica, he worked at Primerica Financial Services for a decade. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors across multiple programs such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management reported at approximately $1.7 billion.

Stephen Kelly is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Truist Advisory Services and related entities since 2003, with prior experience at Raymond James Financial Services. Outside of advisory work, he is involved in real estate investments focused on cash flow properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, utilizing third-party platforms and manager selection programs to support its clients.

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.

Eric Owens is a financial advisor at SPC with 23 years of industry experience. He holds a Series 66 designation and has worked at SPC and its affiliated Sigma Financial Corporation since 2017. Prior to that, he was with ProEquities, Inc. from 2005 to 2017. Outside of his advisory work, Owens is also an attorney specializing in estate planning, Medicaid planning, and VA benefits, and he volunteers as a Court Appointed Special Advocate for children in foster care. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and maintains strategic partnerships with broker-dealers and insurance agencies.

Alicia Bain is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Empower, she worked at Morgan Stanley and E*TRADE Securities. Outside of financial services, Alicia owns and operates Elevated Opulence Black Car Service, a non-investment related transportation business providing limousine services during evenings and weekends. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes integrated financial planning linked to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Mark Peterson is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. He holds a Series 65 credential and has previously worked at Advisory Services Network, LLC, Precision Capital Management, and Horter Investment Management, LLC. Outside of his advisory role, he devotes time to managing Thistle Creek Farm, where he cares for land and animals. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Andrew Stevenson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked with various entities affiliated with Truist since 2018, including BB&T and Truist Investment Services. 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 and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration across its platform.

Patrick Kenney Jr. is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Creative Planning, he worked at Voya and Transamerica in various capacities. Outside of his advisory role, he works as a pizza delivery driver for Domino's Pizza. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various active and passive investment options.

Andrea Tallent is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of her advisory work, she is involved as a member and manager of The Tallent Group LLC, a logistics and transportation business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Randy Aufleger is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and advisory services delivered through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.

Patrick Ulceus is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Primerica Advisors since 2019 and also has prior experience at PSEG Long Island. Outside of his advisory role, he owns and operates a food truck and catering business, Trick'n Sam LLC, and works as a part-time Lyft driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary portfolio management supported by third-party asset managers and custodians.

Luke Tindall is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, FormulaFolios, and Calvin College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Edward Seay is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2017 and has a background that includes roles at Ameritas Investment Corp. and Capital Choice Financial Services. In addition to his advisory work, he is an independent insurance agent and is involved with his own advisory firm, Federal Pension and Retirement Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm supports multiple management platforms and proprietary model strategies while providing access to third-party advisers and sub-advisors.

Roger Sulhoff is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise since 2019, previously serving at The Strategic Financial Alliance, Inc. and Private Client Advisory, Inc. Outside of his advisory work, he manages a sailboat charter business through a professional management company and is involved in personal estate planning activities. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.