Edwin Martinez is a financial advisor at Bankers Life Advisory Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked with the Bankers Life group since 2016. In addition to his advisory role, he serves as an Agency Director managing a team of agents responsible for hiring and training within the insurance sector. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Nicholas Ruggiero is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and has worked within various divisions of Truist as well as Regions Bank and Bankers Life. His previous experience includes roles outside of finance in construction 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 manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, and integrates inter-affiliate services including a broker-dealer and banking affiliates.

Kevin Ullery is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at USA Financial Securities and Pacific Select Distributors. Outside of financial advising, Ullery has worked as an independent mystery shopper and as a delivery driver for Spark and Uber. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Mitchell Mann is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank prior to joining Truist. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Garrett Holcombe is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 16 years of industry experience. He has worked at LPL Financial for 10 years and has been with Independent Financial Partners since 2016. Outside of his advisory role, he serves on several nonprofit boards, including a foster care support organization, and is an ordained minister. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. 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.

Sophia Burbara is a financial advisor at PNC Wealth Management with Series 63 and 66 credentials and one year of industry experience. Prior to joining PNC Investments LLC, she held roles in various businesses, including Masamadre and Emerald Jewelry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm uses algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

Paul Scaglione is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Rhonda Lamb is a Series 66 credentialed advisor at Hightower Advisors with 29 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of her advisory role, she serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Scott Bechely is a CFP® professional with 22 years of industry experience, currently with Independent Financial Partners since 2016. He previously worked at LPL Financial from 2011 to 2019. Bechely is also involved with Horizon Planning Group, Inc., an insurance business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors nationwide. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting.

Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.

Stephen Poston is a financial advisor at VOYA Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with VOYA since 2014. In addition to his advisory role, he operates as an independent insurance agent and is owner and president of Poston & Associates. VOYA Financial Advisors serves a diverse range of clients, including individual investors, institutional clients, and retirement plan sponsors. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations and utilizing multiple program structures including wrap programs and third-party money manager access.

Allison Baines is a CFP® professional with nine years of industry experience, currently serving at Kestra Advisory since 2016. She also holds roles with oXYGen Financial and provides financial dashboard services through Oxygen Financial as an independent contractor. Her work includes advising on insurance solutions such as life, disability, and long-term care coverage for families and business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment management services supported by due diligence and access to multiple management platforms and third-party solutions.

Robert Smith is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and specialized private market programs.

Jennifer Pierce is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2010. Pierce serves as a co-trustee for her uncle’s trust in a role unrelated to her trading activities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing multiple investment strategies managed internally and by third parties.

Chad Curtis is a financial advisor at Independent Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Gradient Securities, LLC, Regulus, LLC, and Park Avenue Securities. Outside of his advisory work, Curtis co-owns a vending machine business serving local restaurants and businesses. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm uses both firm- and third-party investment models and combines strategic asset allocation with multi-manager portfolios across passive and active strategies.

Brian Hackett is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Target and Wfgia. Hackett is based in Woodstock, GA, and has been with Transamerica Financial Advisors since 2012. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers through various program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Chitra Patel is a CFP® with over 22 years of experience in the financial services industry. She is currently with NewEdge Advisors, where she has worked since 2022, having previously been employed at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of her advisory role, Patel serves on the boards of TiE Atlanta, a nonprofit organization for entrepreneurs, and South Asian Working Moms, a nonprofit that organizes events for South Asian working mothers. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing both in-house and model-based investment strategies supported by technology and centralized due diligence.

Daniel Dinkins is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at WFGIA, Transamerica Financial Advisors, Truist Advisory Services, and Cambridge Investment Research Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invite-only digital discretionary model account that uses algorithm-driven risk assessment and executes investments via approved model strategies managed by PNC or third-party strategists.

Melissa Mitchell is a Series 66 credentialed financial advisor with four years of industry experience, currently associated with CWM, LLC. Her prior roles include positions at Carson Wealth, Cetera Wealth Services, Woodbury Financial Services, and Main Street FG. She has also worked with Forsyth County Parks & Recreation. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement plan solutions, employing discretionary account management with model portfolios and a blend of fundamental and technical analysis.

Samuel Lee is a financial advisor with Primerica Advisors in Cartersville, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at Primerica Advisors since 1999 and Peachtree Planning Corporation and Guardian Life Insurance Co. of America since 1989. Outside of his advisory work, he serves as an executor for family estates and is involved with managing an office building where his business operates. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm employs proprietary and third-party investment strategies and supports a variety of account-level services such as lending solutions and donor-advised fund options.