William Brand is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Triad Advisors since 2010. In addition to his advisory role, he owns a compliance consulting firm, Willful Compliance Partners, Inc., providing regulatory guidance to registered entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services through multiple program structures, emphasizing centralized due diligence and the integration of technology such as algorithmic model portfolios and held-away account platforms.

Eric Lapai is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with FIFTH THIRD SECURITIES since 2018 and also works with Fifth Third Bank since 2017. Prior to that, he spent a year at Southern New Hampshire University. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, combining third-party portfolio management with advisor-guided selections, and operates as a wholly owned subsidiary of Fifth Third Bank.

William Maynard is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Transamerica, he worked at Primerica Financial Services for a decade. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors across multiple programs such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management reported at approximately $1.7 billion.

Stephen Kelly is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Truist Advisory Services and related entities since 2003, with prior experience at Raymond James Financial Services. Outside of advisory work, he is involved in real estate investments focused on cash flow properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, utilizing third-party platforms and manager selection programs to support its clients.

Richard Cooney is a financial advisor with Stratos Wealth Partners, Ltd, holding the ChFC® designation and Series 63 license. He has 41 years of industry experience, including 21 years with Lincoln National Life Insurance Co and Lincoln Financial Advisors Corporation. Since 2019, he has been affiliated with both Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Cory Jobe is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work experience includes roles at The Horace Mann Companies and Protolabs, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team.

Jason Connolly is a financial advisor at Prime Capital Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sugarloaf Wealth Management, LLC, Triad Advisors, Inc., OSAIC, and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a variety of investment strategies and providing tax and financial administration services through an affiliated accounting subsidiary.

Noelle Kim is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at multiple firms including Mpowering America, Netlaw, Elleon Consulting LLC, WealthWave, and Assurant Health. Outside of her advisory role, she serves as president of Elleon Consulting LLC, an insurance business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide client base including individuals, trusts, and employer-sponsored plans. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms such as Transamerica ONE and TFA365.

Jonathan Fanning is a financial advisor with Truist Advisory Services in Norcross, GA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with SunTrust Advisory Services and SunTrust Investment Services from 2007 to 2021. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver asset allocation, fiduciary support, and manager selection programs.

Matthew Luckey is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with WealthWave Media, LLC, where he assists in creating and editing financial literacy and marketing materials. Luckey maintains a pass-through entity, M Luckey, Inc., for administrative purposes related to his other business activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and registered investment adviser, providing discretionary and non-discretionary program options.

Alicia Bain is a financial advisor with Empower Advisory Group in Buford, GA, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining Empower, she worked at Morgan Stanley and E*TRADE Securities. Outside of finance, she owns and operates Elevated Opulence Black Car Service, a transportation business providing limousine and ride services outside of her advisory work hours. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Mark Peterson is a Series 65-licensed financial advisor with Steward Partners Investment Advisory, LLC, bringing 13 years of industry experience. He previously worked at Advisory Services Network, LLC and Precision Capital Management. Outside of his advisory role, he spends time managing a farm, Thistle Creek Farm Partners, where he is involved in land and animal care. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party solutions.

Su Yu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Humana and the Heartland Institute of Financial Education, along with involvement in nonprofit work through the Flying Bear Foundation. He is also engaged in managing multiple rental properties. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers to implement its investment strategies.

Andrew Stevenson is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and has worked at various BB&T entities since 2008 before joining Truist in 2021. 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, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Jason Clark is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Patrick Kenney Jr. is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Transamerica and Voya. Outside of finance, he is employed as a pizza delivery driver for Domino's Pizza. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

John Withers is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with World Financial Group and Awareness Concepts. He is engaged in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 both advisory and broker-dealer services, utilizing proprietary model portfolios alongside third-party money managers, with discretionary and non-discretionary program options.

Andrea Tallent is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of her advisory work, she is involved as a member and manager of The Tallent Group LLC, a logistics and transportation business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Christopher Turner is a financial advisor with Eagle Strategies (NY Life) in Lawrenceville, GA, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Reveal Wealth and NYLIFE Securities LLC, among other New York Life affiliates. Turner is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types to tailor recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.