Ryan Herbin is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2017, including a prior role at Edward Jones from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios managed by PNC or third-party strategists.

Torrey Thompson is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. Thompson has been with Brookstone since 2025 and has prior experience at AmeriLife and AAOK Bail Bonding of Gwinnett. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Donna Brown is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2018, following five years at LPL Financial. 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 third-party platform and manager arrangements, to implement its investment advice.

Robin Marx is a CFP® and CFA® with six years of industry experience currently serving as an advisor at Truist Advisory Services since 2022. Prior to joining Truist, Marx worked at SignatureFD and SunTrust Bank. 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 integrates third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Daniel Bergan is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial, Paradigm Gilbert, The Ayco Company, and Lincoln Financial Distributors. Outside of advising, he works as a functional performance trainer. Integrity Alliance provides advisory and brokerage services to a wide client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers, delivering investment advice through discretionary accounts, model portfolios, and sub-advisers.

Sierra Ordonez is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Truist Investment Services in 2018, she worked at E*TRADE Securities LLC and AT&T Digital Life. Outside of her advisory role, she is the owner of Cici Cherie Hair LLC, a business providing hair products. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a blend of discretionary and non-discretionary management, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Christian Beyers is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and with 20 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services for two decades and has been associated with SunTrust Bank since 1988. 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 multi-affiliate structure.

Tamika Reid is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wachovia Bank. Outside of her advisory role, she owns and operates a balloon service business through Latice Designs, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Lorena Kanani is a Series 66-credentialed financial advisor with two years of industry experience. She currently works at Truist Advisory Services and Truist Investment Services, having previously been with Merrill and Sequent Planning. Kanani is the owner of Infinity M Consulting LLC, an entity established for real estate purchases, although no transactions have yet occurred. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs. The firm uses a combination of discretionary and non-discretionary approaches and integrates affiliate services through broker-dealer and banking relationships.

Paige Allen is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2022. 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 inter-affiliate integration to deliver its AMC Advantage manager-selection program.

Matthew Weatherly is a CFA® charterholder and holds a Series 65 license, with 17 years of industry experience. He has worked at Truist Advisory Services since 2020 and previously held roles at SunTrust Advisory Services and SunTrust Bank from 2012 to 2020. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements, to deliver services including asset allocation, fiduciary support, and manager selection programs.

Thomas Toman is a financial advisor with Truist Advisory Services, holding a Series 65 designation and eight years of industry experience. He previously worked at LCG Associated, Inc. from 2011 to 2017 before joining Suntrust Advisory Services, Inc. in 2017. 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, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Pamela Middleton is a financial advisor at Lincoln Investment with over 43 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and Series 65. Pamela has been with Lincoln Investment Planning, Inc. since 1996 and also has a longstanding association with Banks, Jackson & Middleton Inc. Outside of advising, she provides income tax preparation services and serves as a trustee and guardian in family estate matters. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment management programs that combine in-house and third-party strategies overseen by an Investment Management & Research team.

Velena Berny is a CFP® certificant with Series 63 registration, currently serving as a financial advisor at Truist Advisory Services. She has over one year of experience in the financial industry and has been affiliated with Truist Bank since 1997. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting and employs AI-enabled tools and inter-affiliate resources to support its manager selection and oversight processes.

Mary Murtaugh is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has been with Truist in various capacities since 2016. 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 equity research and inter-affiliate integration across Truist’s financial entities.

Julian Foster is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience with the University of Florida and the Heavener School of Business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies supported by AI-enabled research tools and inter-affiliate integration.

Ivory Johnson is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Bank. Johnson has been with Truist since 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers various services including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Sharon Grannum is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and having 23 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2001. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment process.

Jeni Cobbs is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including GenSpring Family Offices and Regions Investment Management prior to joining Truist. Based in Atlanta, GA, she has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to assist clients with asset allocation, investment policy, and manager selection.

Eric Michalski is a Certified Financial Planner® with 21 years of industry experience. He is currently an advisor at Farther and has held prior roles at Carson Wealth and Woodbury Financial. Michalski is also the owner of Michalski, LLC, a holding entity for partnership shares in Carson Group Holdings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform complemented by direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.