Scotty Hendricks Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co., and Eagle Strategies LLC. Outside of his advisory work, he is involved in community activities such as serving on multiple nonprofit boards, coaching youth sports, authoring a financial education book, and participating as a Germantown Board of Education commissioner. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified portfolio management through various program platforms, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by affiliated broker-dealer and insurance entities.

Sara Piekutowski is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she held positions at Truist Investment Services, SpotOn, DISYS/Wells Fargo, and JPMorgan Chase. 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, supported by third-party platform partnerships and AI-enabled research tools.

Sean McPherson is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 16 years of industry experience, including roles at Wells Fargo Clearing, SunTrust Advisory Services, and E*Trade Securities. McPherson is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary manager relationships with non-discretionary consulting and employing AI-enabled tools to support its research and oversight functions.

James Stevens is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of experience with First Command in various advisory, insurance, and brokerage roles, following prior service in the Georgia Army National Guard. Stevens is also the owner of Blue J Enterprises, LLC, through which he operates his First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs, delivering investment management through centralized teams and approved third-party managers, emphasizing in-person financial coaching and employee ownership.

Andrew Crais is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has worked at SunTrust Bank and SunTrust Investment Services since 2011. 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, plan sponsor fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary approaches.

Jeffrey Repasky is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with SunTrust Advisory Services LLC since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. 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 tools to support investment research and manager selection.

Montague Boyd III is a CFP® professional with 48 years of industry experience, currently serving at Independent Advisor Alliance, LLC since 2021. His previous roles include positions at Stephens Inc and LPL Financial, LLC. He is also a member of the investment committee for A.G. Rhodes Community Wellness Care in Atlanta, GA. Independent Advisor Alliance works with a diverse client base, including high-net-worth individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Nancy Cheney is a CFA® charterholder with 10 years of industry experience. She is currently an advisor at Truist Advisory Services, where she has worked since 2021. Prior to joining Truist, she held roles at JPMorgan Securities LLC and J.P. Morgan Chase Bank NA from 2016 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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 multiple affiliated entities in its service delivery.

Elliott Helm is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at Morgan Stanley, E*TRADE Securities LLC, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, offering services integrated with Empower’s recordkeeping and administrative platforms.

Dominic Parcels is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Investment Services, LPL Enterprise, Pruco Securities LLC, and 1st Source Bank. He also has experience outside of finance, having worked at Moe's Southwest Grill and the University of Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.

Charles Daniels III is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones and New York Life Insurance Company prior to joining Kestra in 2019. He is also a Senior Private Wealth Advisor involved in the production and administration of a financial dashboard service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and plan-level investment advice, managing approximately $79.8 billion in assets and serving large institutional investors, including sovereign wealth funds.

Roderick Liggins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity, Morgan Stanley, and E*TRADE Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, and is notable for its integrated inter-affiliate operating model.

Brandon Hayes is a financial advisor with Kestra Advisory Services, LLC in Atlanta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at Investacorp Advisory Services Inc. Outside of his advisory work, Hayes is involved in several real estate ventures and serves as secretary for a homeowners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base including large institutional investors and offers access to multiple management platforms and third-party solutions.

John Overton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Personal Capital and Northwestern Mutual. Outside of his advisory work, he is a registered agent and co-owner of a real estate investment entity. Wealth Enhancement Advisory Services provides financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active managers with quantitative and fundamental analysis.

Christina Richardson is a Series 66 licensed advisor with 24 years of industry experience. She has been with SunTrust Advisory Services and its affiliates since 2004, currently serving at Truist Advisory Services in Atlanta, GA. 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 a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research and inter-affiliate integration.

Mary Pettit is a CFP® with 15 years of industry experience and is currently affiliated with Truist Advisory Services in Atlanta, GA. She has worked with various SunTrust entities since 2011. 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 and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integrations, to deliver its investment solutions.

Jennifer De Loach is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at multiple firms such as Veracity Capital, Wealth Enhancement Advisory Services, JOYN Advisors, and Robert Baird & Co. She is based in Decatur, GA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Trevor Fandrich is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Prior to his financial career, he operated Trevor Real Estate LLC for three years. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and Empower Premier IRA and retail brokerage account holders. The firm employs an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Christopher Henderson is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 66 licenses and has 21 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also maintains a role at Wfgia. In addition to advisory duties, he may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

David Yuschak is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Truist Advisory Services since 2016, including its predecessor Suntrust Advisory Services, and previously spent over a decade at Suntrust Bank. Outside of his advisory role, he serves as treasurer on the board of his daughter's high school girls' flag football team. 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 and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that blends discretionary and non-discretionary management through third-party platforms and ongoing oversight.