Daniel Kohler is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at Great-West Financial and the Fund for Equality. Outside of advising, he has worked as an independent Uber driver in the Denver area. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning and manages a large participant base relative to its advisor count.

Richard Baldwin is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He began his advisory career in 2026 and has prior experience working with USDA Rural Development and served five years in the United States Marine Corps. Outside of finance, he is involved with Baldwin Printing and Design Inc. and REAL Broker, LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to manage portfolios with discretionary authority granted by clients.

Carl Merritt is a financial advisor with Empower Advisory Group in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, JPMorgan Securities, and TIAA, and he co-founded Kaizen Travels LLC, a social travel club that organizes annual group trips. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.

Jake Servas is a financial advisor with Empower Advisory Group in Atlanta, GA. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior roles include positions at Empower Financial Services, Geneos Wealth Management, and Janus Henderson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Spencer Wright is a financial advisor with Truist Advisory Services based in Atlanta, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes positions at Truist Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Annie Diekema is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 designations and five years of industry experience. Her prior work includes roles at UBS and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 AI-enabled research tools.

Mitzie Wilson is a financial advisor at Farther with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Merrill Lynch and Wells Fargo Advisors. Outside of her advisory role, she is an author involved in speaking engagements and book signings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm implements a Modern Portfolio Theory-based approach using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

William Whittaker Jr. is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aprio Wealth Management, Aprio Risk Management, Aprio Advisory Group, and John Hancock prior to joining his current firm. Whittaker is also an insurance agent with Aprio Risk Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Matthew Bracewell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Atlanta, GA. He has worked within various units of SunTrust since 2004, including SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting. The firm integrates third-party platforms and manager arrangements to support its AMC Advantage program and incorporates AI-enabled tools in its equity research.

Gabrielle Webster is a financial advisor at Truist Advisory Services with Series 63 and Series 65 licenses and three years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2023 and previously held roles at the University of North Carolina at Chapel Hill and the Grassy Creek Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches while utilizing third-party platforms and AI-assisted research tools.

John Margeson Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and proprietary research tools.

Kwabena Leek is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, U.S. Bancorp Investments, Nationwide Investment Services Corp, and Cambridge Investment Research. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies, offering both discretionary and non-discretionary account management across various investment vehicles.

Amanda Harms is a CFP® designated advisor with Truist Advisory Services in Atlanta, GA. She has been with Truist since 2014, holding various roles within Truist Bank and its related entities. Harms holds the Series 63 license and has one year of advisory experience. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Gabriel Rodriguez is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at PNC Investments and PNC Private Bank/PNC Wealth Management prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Dolores Cadette is a financial advisor with Truist Advisory Services in Atlanta, GA. She holds Series 63 and Series 66 registrations and has 14 years of industry experience. Her work history includes roles at Truist Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enhanced equity research.

Barry Rawls is a financial advisor at Lincoln Investment with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment Planning, Inc. since 2012. He is also the owner of Rawls Financial Advisors, which provides insurance services on a limited basis. Additionally, Rawls serves as a trustee and executor managing personal and estate holdings. 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 advisor-managed and firm-managed investment strategies employing both strategic and dynamic approaches.

Wallace Baker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with various Truist entities, including Truist Bank since 2019 and SunTrust Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Amanda Brotherton Hubbard is a financial advisor with Truist Advisory Services, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. She has been with SunTrust-affiliated entities since 2015, including Truist Advisory Services since 2016. 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 platforms and AI-enabled research tools, to deliver its investment solutions.

James Edwards III is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Truist in various capacities since 2006, including roles at Truist Banks, Truist Investment Services, and Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Samson Orina is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Citigroup and JPMorgan. 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. The firm employs AI-enabled tools alongside traditional research to support investment decisions and maintains a high level of inter-affiliate integration in its client service model.