Eric Jackson is a financial advisor with Eagle Strategies (NY Life) based in Austell, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2010 and has affiliations with NYLIFE Securities Inc. and New York Life Insurance Company dating back to 2003. Jackson serves on the Advisory Board of the Tyrone Adam Burroughs School of Business & Entrepreneurship at Benedict College, providing guidance on academic and business programs. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non‑discretionary basis.

Vallon Mills is a financial advisor at Truist Advisory Services in Atlanta, GA, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Morgan Stanley and Suntrust Advisory Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches. The firm integrates inter-affiliate resources and employs AI-enabled tools as part of its manager selection and oversight processes.

Eric Ashburn is a CFP® with 12 years of industry experience, currently serving as a financial advisor with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Outside of his primary advisory work, he is involved with Argent Bridge Advisors as a wealth advisor and partner, and he owns Argent Bridge 2 Business Acceleration, providing consulting services for business owners. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing both fundamental and technical analysis, and provides access to alternative investments and specialized advisory solutions through platform partnerships and affiliated managers.

Charles Reeves is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and experience spanning several roles since 2014, including positions at USAA Trust Services and Charles Schwab & Co., Inc. He is based in Dallas, GA, and began his current role in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes asset allocation guidance and investment selection using Charles Schwab’s proprietary models and research tools, with a focus on annual reviews and recommendations tailored to client goals and risk tolerance.

Megan Rauch is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked at Valic Financial Advisors since 2014, including its predecessor entities, and also spent time with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, employing Envestnet-developed UMA models for portfolio construction and management.

Hezekiah Ross is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Principal Financial Services in Atlanta, GA. His prior experience includes roles at Cambridge Investment Research Advisors, Securities America Advisors, and Investacorp Inc. Outside of his advisory work, Ross is involved with CIRA as an advisory representative. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jermaine Gonsalves is a financial advisor with Bankers Life Advisory Services, Inc. based in Atlanta, GA. He holds a Series 66 designation and has five years of industry experience. Prior to his advisory role, he has been with Bankers Life & Casualty Co. since 2004, where he manages a team of agents focusing on hiring and training and is involved in insurance sales including Medicare Supplement and annuity products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Sherry Boulay is a CFP® with 24 years of industry experience, currently serving at Truist Advisory Services since 2016. She has worked within the Truist organization in various capacities since 2009. Boulay also serves on the board of Families First, Inc., a nonprofit dedicated to supporting youth and families in Georgia through counseling, education, and supportive services. 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 manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and third-party platforms.

Joseph Ready Jr. is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with PNC Investments since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation to employees. The firm utilizes algorithm-driven risk assessment and outsourced implementation of investment models with a focus on mutual funds and ETFs.

Kathryn Emling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her career includes roles at Triad Hybrid Solutions, Securities America, and SSN Advisory, among others. Outside of her advisory work, she serves as president of her local homeowners association, organizing community activities such as swim team and tennis committees. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a broad range of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform integrations and affiliated managers.

Chigozie Orieh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has worked with Valic Financial Advisors since 2014 and is also involved with Black Star Equity Group, LLC, Agia, and EXP Realty, LLC. Outside of his advisory role, Orieh is engaged in entrepreneurial activities including co-owning a clothing brand and reselling items on eBay. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors.

Kenneth Smart is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and with six years of industry experience. Prior to his career in finance, he operated Smart's Tree Service for 11 years. He is also an insurance agent for Bankers Life and Casualty Company, appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, and many advisors are dually registered as representatives of an affiliated broker-dealer or insurance agents.

Dane Secoy is a financial advisor with Principal Financial Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Dane has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 2000. He also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and trust services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jerry Curtis Holton Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Rockefeller Financial LLC, SunTrust, Bank of America, Merrill, Banc of America Investment Services, and Citigroup Global Markets. Outside of his advisory work, he is a partner in Holton Family LLC and Holton Capital LLC, entities involved in private equity investments and other ventures. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment offerings.

Christopher Bush is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His career includes positions at PFS Investments Inc and Primerica Financial Services, along with roles at Triad Advisors and Triad Hybrid Solutions. Outside of his advisory work, he owns an LLC used for business operations and tax purposes. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs, retirement consulting, and access to alternative investments, utilizing multiple analysis and trading strategies while leveraging platform relationships and affiliated managers.

Alexander Sayavongsa is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Rockefeller Financial LLC, SunTrust Investment Services, and Bank of America. Outside of his advisory work, he is a co-owner of a car rental company, Entourage Autos LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager selection programs, utilizing both discretionary and non‑discretionary approaches supported by third‑party platform and manager arrangements.

Lester Jones is a financial advisor at Osaic Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and Triad Hybrid Solutions. Outside of his advisory role, he is involved with Duo Wealth Advisors LLC, providing financial planning and investment management services. Osaic Advisory Services is an SEC-registered enterprise firm serving a broad client base, including individuals, pension plans, corporate entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, using a combination of fundamental and technical analysis alongside platform relationships to support its client strategies.

Thomas Heidt is a financial advisor at Valic Financial Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2004. He also has a role with Agia involving non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and employs discretionary unified managed accounts using third-party model managers and technology platforms.

Charles Hoke is a CFA® charterholder and holds Series 63 and 66 licenses. He has 14 years of industry experience and has worked at CIBC Private Wealth Advisors, Inc. since 2014. Based in Atlanta, GA, he is part of a larger team at CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to offer customized portfolio management, utilizing both proprietary and external strategies, and manages a notable amount of assets relative to its advisor headcount.

Brentley Jones is a CFP® with 28 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021. Prior to that, he spent 15 years with SunTrust Investment Services and 5 years with SunTrust Advisory Services. 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, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.