Marquis Chachere is a Series 66 credentialed advisor with three years of industry experience, currently affiliated with AE Wealth Management, LLC. His prior experience includes roles at OneAmerica Securities, American Heritage Financial, and New York Life. In addition to his advisory work, Marquis owns Kingdom Realm, LLC, a ministry, and works as an online travel agent with Inteletravel. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a variety of investment strategies. The firm manages assets for over 127,000 clients through a platform-focused approach that emphasizes standardized models and broad distribution.

Howard Aspacher is a financial advisor with Lincoln Investment holding CFP® and Series 63 designations and has 44 years of industry experience. His prior roles include positions at Capital Analysts, Legend Advisory Corporation, and Legend Equities Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and both advisor-managed and firm-managed model portfolios, utilizing a range of strategic and tactical investment approaches.

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.

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.

Nana Yaa Akakpo is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Truist Investment Services, Truist Bank, Texas Tech University, and United Bank for Africa Ghana Limited. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, leveraging both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

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.

Jana Burke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include seven years at Stephens Inc and concurrent positions at Independent Advisor Alliance and LPL Financial since 2021. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting with a blend of discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

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.

Abduhl Mashhoon is a CFP® with 19 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following nine years at Raymond James & Associates. In addition to his advisory role, he is a licensed insurance agent in Georgia and serves as a notary with no fee charged for that service. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence to support advisors and clients.

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.