Fred Van Dyck is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has worked with Bankers Life and Casualty since 2004, where he also serves as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of analytical approaches to security selection and portfolio management.

Carter Potts is a financial professional with 23 years of industry experience, currently affiliated with GWN Securities Inc. since 2020. He holds Series 63, 65, and 66 licenses and previously worked at Nationwide Securities and Nationwide Insurance. Outside of his advisory role, he is involved in forming a manufacturing business through a personal investment LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Ali Mahbod is a CFP® certificant with 13 years of industry experience, currently serving with Truist Advisory Services. His prior roles include positions at SunTrust Advisory Services and E*Trade Capital Management. Outside of finance, he has been a licensed Grade 07 soccer referee with the United States Soccer Federation since 2004 and volunteers with a nonprofit supporting education through sports. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Thomas Arvanites is a CFP® and Series 63 credentialed financial advisor with 46 years of industry experience. He has been with Janney Montgomery Scott, LLC since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jellana Anderson is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and has worked at related Truist entities and predecessor firms since 2016. Outside of her advisory role, she operates an in-home dog daycare, boarding, and grooming service in Tucker, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Thomas Mathews Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 designations and has 39 years of industry experience. In addition to his advisory role, he is an author and manages several business ventures focused on financial education and media, including Wealthwave Media LLC and How Money Works LLC. He has authored the book How Money Works and is involved in creating financial literacy materials. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers, providing discretionary and non-discretionary investment solutions.

Christopher Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and 13 years of industry experience. Prior to joining Steward Partners, he worked at Advisory Services Network, Precision Capital Management, and operated Moores Wealth Management. He also dedicates significant time as a marketing coach for financial advisors through the Financial Independence Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

David Wright is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at several firms including Davis Insurance Services, General Mortgage Capital Corporation, and Options Mortgage Services. Outside of advising, he owns RePlay Arcade, LLC, a pinball arcade business. Transamerica Financial Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm delivers investment advisory and brokerage services primarily through model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Robert Strickland is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Hightower Securities since 2018, following prior roles at SunTrust Advisory Services and SunTrust Bank. Outside of his advisory work, he provides consultative advice to the CEO of Advanced Combustion Energy Systems Inc., a company in which he holds an equity interest. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Kevin Arculeo is a financial advisor with Commonwealth Financial Network in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth and North Point Wealth Management since 2009. Outside of his advisory work, he owns and operates Arculeo's Action Fly's & Guide Service, LLC, which provides fly fishing products and guide services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Juliana Bilo is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Truist Bank for seven years and at Macy’s for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program supported by third-party platforms and ongoing oversight.

Katherine Lobe is a CFP® and Series 66-licensed advisor with SPC, where she has worked since 2014. She has 17 years of industry experience, including time at Sigma Financial Corporation. She also operates Lobe Financial Services, LLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability through discretionary and nondiscretionary arrangements.

Wan Yin Tan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Tan's work history includes roles at Transamerica Financial Advisors since 2016, as well as involvement with Prime Horizon Enterprises Inc and NARSSA. Outside of financial advising, Tan participates as a certified member of NARSSA, generating Social Security reports for financial planning purposes, and is engaged in skincare product purchasing through a separate business activity. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by multiple program platforms such as Transamerica ONE and TFA365.

Shafi Q Ahmadi is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial, Crowe LLP, and Emory Alliance Credit Union. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with oversight from its Investment Advisory Group and CIO, employing third-party platforms and AI-enabled equity research tools in its investment approach.

Yan Liu is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include work with LSPN Pro, LLC and Next Health Plan. Outside of his advisory work, he is involved with Maxicome, Inc., a cultural exchange company coordinating travel and educational arrangements for students and visitors between China and the U.S. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, catering to a range of investment program preferences.

John Puckett is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and has prior experience at Bank of America, Merrill, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Outside of advising, he is a co-owner of LifeTime Asset Management and LifeTime Tax Management, LLC, which provide tax preparation and accounting services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Daniel Crews is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Crews is also involved in his family’s business, Reed Financial Group, where he assists with client services, prospecting, and business operations. Brookstone Capital Management is an SEC-registered adviser providing 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 RIAs, sovereign wealth funds, and banking institutions.

Mehrnaz Mendoza is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica since 2012. Additionally, she refers clients interested in estate planning to an online platform, Netlaw, and assists clients with health insurance needs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, and charitable organizations. The firm employs a model portfolio approach with third-party managers and offers multiple program platforms such as Transamerica ONE and TFA365.

Jacob Godwin is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Eagle Strategies since 2015 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Craig Ames is a Series 66-licensed financial advisor with First Command Advisory Services, based in Alpharetta, GA. He has two years of industry experience following a 20-year career in the United States Air Force. Ames is also the owner of C R Ames Financial LLC, a separate business through which he conducts his activities with First Command. First Command Advisory Services 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 provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.