Tanni Gibson is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 15 years of industry experience. Her career includes roles at J.P. Morgan Securities and JP Morgan Chase prior to joining Transamerica. She is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors 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 using model portfolios and third-party managers, with a regulatory AUM of approximately $1.7 billion.

Wei Jian is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Bolt Insurance Agency, Dayone Enterprise, Atlantic Plus Inc, and Fortune Four Holdings LLC. Outside of his advisory role, Jian manages office operations for World Financial Group through Dayone Enterprise, Inc., and is involved in health insurance sales with Kaiser Permanente. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and affiliated product offerings.

Joseph Ridling is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Transamerica since 2012. In addition to his advisory role, he is involved with Virtual Properties.biz, a business focused on buying, selling, and showing real estate. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model portfolios and third-party managers with discretionary and non-discretionary program options.

Samuel Davis is a financial advisor at Brookstone Capital Management LLC in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. His prior work experience includes roles at AmeriLife, Salem Media Group, Orlando Magic, and Kansas Athletics. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and a range of investment strategies, including ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds, while also serving as a sub-advisor to other advisory programs.

Shu Wang is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding the ChFC® designation and Series 63 license. He has 18 years of industry experience and has been affiliated with New York Life Insurance Co. and Nylife Securities, Inc. since 2006. Wang also acts as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Christopher Whetten is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His work history includes roles with World Financial Group, Inc., Wealthwave, Unicity International Inc., and Net Law. Outside of his advisory work, he is involved in sales of health supplements through Unicity International and provides estate planning referrals via Net Law. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers fee-based advisory programs and commission-based products, delivering advice through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Puneet Seth is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with New York Life and affiliated firms since 2000. Outside of his advisory role, Seth is involved in managing several rental properties and passive investments in real estate and startup ventures. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored advice delivered through various program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Alok Kataria is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. He has been with Transamerica and Wfgia since 2025 and has no prior industry experience. Outside of his advisory role, he is the CEO of Georgia Camps LLC, a kids' summer camp business he has managed since 2018. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm uses model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem through affiliated entities.

Willie Caldwell Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 35 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Aflac and Assurance Health. Outside of his advisory work, Caldwell serves as a pastor at Zion Missionary Baptist Church. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various investment programs and access to third-party money managers.

Ritu Shukla is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Bank for 12 years. Truist Advisory Services offers 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 platforms and AI-enabled research tools, and operates with a high level of inter-affiliate integration.

Karen Stevens is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding the ChFC® designation and Series 63 license. She has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory work, Stevens teaches online to children in China and owns a small business consultancy focused on helping businesses structure for growth. Eagle Strategies serves a broad client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis, working with both individual and institutional clients.

Amanda Gustavsson is a financial advisor with Empower Advisory Group in Braselton, GA. She holds Series 66 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at Prudential Investment Management Services LLC and Chosen Royalty LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns and client savings rates, with a high client-to-advisor ratio relative to many peers.

Harry Oldham III is a financial advisor with Truist Advisory Services in Alpharetta, GA. He holds the Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at Merrill and Wells Fargo Clearing among other firms. 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, using third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Kumar Bhandari is a financial advisor with Transamerica Financial Advisors holding the PFS™ credential. He has recently entered the financial services industry and has experience with firms including WFGIA and Avantax. His background also includes accounting and consulting roles, and he has been involved with Brenau University and several accounting and tax service businesses. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, serving both discretionary and non-discretionary accounts.

Luis Kim is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and FSC Securities Corporation. Luis is based in Buford, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary management strategies and integrates third-party platforms and AI-enabled tools to support its investment processes.

Dana Merritt is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at SunTrust Advisory Services, Suntrust Investment Services, Inc., and Suntrust Bank since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Susan Lewis is a CFP® professional with 29 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment advisory and brokerage services through fee-based wrap programs, financial planning, and consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Roger Shaffer is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Hightower Securities and Hightower Advisors since 2013. Shaffer serves on the Board of Directors at Signature Banks of Georgia. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, with services that include discretionary portfolio management, financial planning, and retirement plan consulting.

Robert Szymanski is a CFP® and ChFC® with 16 years of industry experience. He is currently affiliated with Horter Investment Management, LLC and is a financial advisor at Brookstone Capital Management LLC in Duluth, GA. His other business activities include insurance sales and Medicare back-office referrals. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Aleece Kardon is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She also maintains an active legal practice as an attorney specializing in trusts, wills, powers of attorney, and residential real estate closings. Kardon has worked at multiple legal and financial firms, including WealthWave and Shafritz & Dean, Attorneys at Law. Transamerica Financial Advisors serves a broad client base ranging from individual investors to institutional entities and offers both advisory and broker-dealer services. The firm delivers investment advice through proprietary and third-party model portfolios with discretionary and non-discretionary management options.