Arthur Rosser is a Series 66-licensed financial advisor with 19 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC, having previously spent 13 years at L.M. Kohn & Company. Outside of advising, he is involved in insurance sales related to fixed insurance and annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Amanda Harms is a CFP® designated advisor with Truist Advisory Services in Atlanta, GA. She has been with Truist since 2014, holding various roles within Truist Bank and its related entities. Harms holds the Series 63 license and has one year of advisory experience. Truist Advisory Services provides 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 AI-enabled research and inter-affiliate integration within the Truist enterprise.

Gabriel Rodriguez is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at PNC Investments and PNC Private Bank/PNC Wealth Management prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Dolores Cadette is a financial advisor with Truist Advisory Services in Atlanta, GA. She holds Series 63 and Series 66 registrations and has 14 years of industry experience. Her work history includes roles at Truist Investment Services and SunTrust Bank. Truist Advisory Services provides 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 platform arrangements and AI-enhanced equity research.

Suzanne Komisar is a financial advisor with Valic Financial Advisors in Decatur, GA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on non-securities insurance products. 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, utilizing Envestnet-developed UMA models for portfolio construction.

Barry Rawls is a financial advisor at Lincoln Investment with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment Planning, Inc. since 2012. He is also the owner of Rawls Financial Advisors, which provides insurance services on a limited basis. Additionally, Rawls serves as a trustee and executor managing personal and estate holdings. 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 advisor-managed and firm-managed investment strategies employing both strategic and dynamic approaches.

Andrew Leary is a financial advisor with Capital Group Private Client Services, Inc. in Atlanta, GA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Capital Group in 2022, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for 11 years. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach focused on fundamental research and long-term horizons, typically serving clients with managed relationships of $5 million or more.

Wallace Baker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with various Truist entities, including Truist Bank since 2019 and SunTrust Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Amanda Brotherton Hubbard is a financial advisor with Truist Advisory Services, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. She has been with SunTrust-affiliated entities since 2015, including Truist Advisory Services since 2016. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

James Edwards III is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Truist in various capacities since 2006, including roles at Truist Banks, Truist Investment Services, and Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Samson Orina is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Citigroup and JPMorgan. 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. The firm employs AI-enabled tools alongside traditional research to support investment decisions and maintains a high level of inter-affiliate integration in its client service model.

William Sonnett is a CFP® with 38 years of industry experience, currently serving as an advisor at Truist Advisory Services in Atlanta, GA. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2004. Outside of his advisory role, he assists with the daily operations of a golf facility management company as an Outside Services Representative. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, 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.

Ashleigh Mckimmie is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships and leveraging AI-enabled tools in its investment research and oversight processes.

Hubert Lyle III is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes ten years at Transamerica Financial Advisors and roles at DLM Holding Group LLC and Harry Ken Properties, LLC. 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, fiduciary support, participant advice, and a manager‑selection program that integrates discretionary and non‑discretionary approaches supported by AI-enabled research tools.

Casey Byrne is a CFA® charterholder with 11 years of industry experience. He is currently with Truist Advisory Services and has previously worked at Truist Investment Services and Suntrust Investment Services. 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, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches.

Larry Ailes is a CFP® with 23 years of experience in financial services. He is affiliated with SPC and has been involved with Sigma Planning Company, Sigma Financial Corporation, and Larry Ailes & Associates since 2000. His other business activities include working as a life, health, and annuities insurance agent and assisting clients with employee benefits enrollment during open enrollment periods. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers and approximately $5.66 billion in assets under management.

Terence Tachang is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. and Citizens Bank NA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Janet Bentley Ewers is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 designations and 22 years of industry experience. Her prior roles include positions at Prudential Investment Management Services LLC, San Blas Advisory, Inc., and International Financial Solutions, Inc. Outside of her advisory work, she creates video content focused on personal purpose on her YouTube channel "Level Up with Janet E." and serves as a board member of Faith International Church. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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.

William Rhodes is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. He has worked at Truist and its predecessor firms since 2017, with prior experience at Raymond James & Associates. Rhodes is involved in real estate investing, managing various property purchases, financings, and transactions, including single-family homes, duplexes, and apartments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates third-party platforms and AI-enabled research to support its investment recommendations.

Greg O'ryan Johnson is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Amazon.com. Outside of finance, he owns businesses involved in writing and publishing children's books, marketing private label vitamins and supplements, and maintaining an online news publication. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.