Samuel Madaris Jr. is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC, and has managed his own firm, Madaris Investment Group, since 2012. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal organization, where he participates in monthly meetings and fundraising activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Hsiu Ching Chiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with several firms throughout her career, including World Financial Group and multiple health insurance providers. Her other business activities involve sales of insurance and non-insurance products across various health and travel insurance companies. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

David Crane is a financial advisor at Centaurus Financial, Inc. with 41 years of industry experience. He has held positions at Centaurus Financial since 2018 and previously worked at Questar Asset Management and Questar Capital Corporation. Outside of his advisory role, he serves as president of the Mulberry Grove Homeowners Association. Centaurus Financial provides advisory and brokerage services to a diverse client base, offering financial planning, portfolio management, and retirement-plan consulting through a combination of discretionary and non-discretionary arrangements.

Patrick Mcardle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in other ventures including online legal services with Net Law and real estate referral through the Dinsmore Group. Additionally, he serves on the finance committee at Our Lady of the Mountains Roman Catholic Church. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm operates through a large advisor network using model portfolios and third-party managers, delivering services via multiple program platforms including Transamerica ONE and TFA365.

Steven Smith is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Kaiya Burton is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 credential and has one year of industry experience. Prior to her current role, she worked at NFM Lending dba Element Funding for seven years. In addition to her advisory work, she is an insurance agent educating clients on supplemental Medicare health insurance options. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.

Richard Gray II is a financial advisor at Independent Advisor Alliance, LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at LPL Financial, LLC, Hamilton Investment Counsel, LLC, and Suntrust Advisory Services. Gray is also involved in a separate fiduciary advisory services business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Christopher Britt is a CFP® with 23 years of industry experience and is currently with Truist Advisory Services. He has been with various entities under the Truist and BB&T brands since 2003. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program administered through third-party platforms and enhanced by AI-enabled research tools.

Stacie Nguyen is a financial advisor with Transamerica Financial Advisors in Norcross, GA, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and also operates S. Nguyen Health Insurance Agent, assisting clients with health insurance needs. Additionally, she has been affiliated with World Financial Group since 2010. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Jonathan Holloway is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing for seven years and remains employed at Wells Fargo Bank NA. 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 combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support investment decision-making.

Amy Johnson is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 21 years of industry experience. She previously worked at The Prudential Insurance Company of America and Pruco Securities. 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 offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches with support from third-party platforms and AI-enabled research tools.

Jameel Muhammad is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Keystone Advisors and World Financial Group. In addition to his advisory role, he is involved with WSB Flight Team LLC and has engagement in insurance-related businesses. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services with various fee-based and commission-based investment programs, utilizing proprietary and third-party model portfolios.

Fuxiao Su is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His background includes roles with multiple health insurance providers, including Ambetter, Humana, Kaiser Permanente, and Blue Cross Blue Shield of Georgia. Outside of financial advising, he is involved in real estate through ownership and operation of All Trust Realty Inc. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with options for discretionary and non-discretionary management.

Miguel Martinez is a Certified Financial Planner® (CFP®) with 19 years of industry experience. He currently works at Transamerica Retirement Advisors, LLC and has held roles within the Transamerica organization since 2016, including positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. He also worked at Allstate Insurance Co for one year in 2016. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education. The firm’s approach incorporates portfolio construction and guidance using tools and oversight from Morningstar Investment Management and operates at scale with a large client base focused primarily on non-discretionary assets.

Bryan Linder is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2012. He is also involved with Linder Legacy Group, LLC and provides client referrals for wills, trusts, and estate planning through NewLaw. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, including proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products.

Angela Mccart is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 36 years of industry experience. She has held various roles in media, marketing, and operational management at firms including WealthWave Media, Heart Media, and Netlaw. Her activities include assisting in the creation and editing of financial literacy education and marketing materials. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers for portfolio implementation and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Bezawit Mezretab is a financial advisor with Empower Advisory Group in Lawrenceville, GA. She holds a Series 66 designation and has recently started her career in the industry. Prior to her current role, she worked at Morgan Stanley and held positions at Oglethorpe University and Georgia State University. 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 clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.

Dustin Mcarthur is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. He previously worked at Fidelity Brokerage Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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 implement its investment strategies.

Brittany White is a financial advisor at Empower Advisory Group in Duluth, GA, holding a Series 66 designation with one year of industry experience. Her previous roles include positions at Bankers Life and LPL Financial LLC. 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 annual rebalancing within plan lineups chosen by plan sponsors.

Joshua Byrne is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with BK Tool & Design, a metal fabrication and tooling business. Byrne engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm employs a model portfolio approach with execution and discretionary authority often held by third-party managers, and it operates an integrated retirement plan ecosystem with affiliated entities.