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 at Capital Group Private Client Services, Inc. in Atlanta, GA, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, LLC for 11 years before joining Capital Group in 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach that emphasizes fundamental research and a long-term horizon. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private-equity and alternative strategy funds.

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.

Emily Boyd is a Series 65-licensed advisor with Independent Advisor Alliance, LLC, based in Atlanta, GA. She has two years of industry experience and previously worked at Warner Media and Turner Broadcasting, Inc. Outside of her advisory role, she serves as Director of The 680 Group, an RIA business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement consulting. The firm employs a network model with hundreds of advisors and integrates various investment strategies and technology platforms in its client services.

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.

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, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes positions at Lehman Brothers Inc., Deutsche Bank Securities Inc., Raymond James & Associates, and SunTrust Advisory. Outside of his advisory work, he is involved in real estate investing and management through various family and private entities. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrates closely with affiliated broker-dealer and bank services.

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.

John Hall Jr. is a financial advisor with Truist Advisory Services and holds a Series 65 designation. He has one year of industry experience and previously worked at Meadow Creek Wealth Advisors and Capstone Financial. Outside of advisory roles, Mr. Hall is licensed to sell insurance in Georgia and receives commissions on insurance product sales. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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 strategies supported by advanced research tools and inter-affiliate integration.

Phil Edgecombe II is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Cushman & Wakefield. His other business activity includes managing a rental property in New York. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice and investment education services. The firm’s investment approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management to deliver personalized guidance on asset allocation, contribution rates, and retirement timing.