Stephen Mink is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Valic Financial Advisors since 2012, with a brief period of unemployment in 2017, and has also been associated with Agia since 2022, where he is involved in 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 and operating at scale with over 1,200 advisors.

Crystal Brown is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. Her prior work includes roles at Bank of America and Merrill. She is also an insurance agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Robert Mason is a Series 65-licensed advisor with Allworth Financial, L.P., based in Kennesaw, GA. He has 13 years of experience in the financial industry and has been with Allworth Financial since 2020. In addition to his advisory role, Mason is a pilot for Delta Airlines. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

James Garman is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, and Scottrade. He is also appointed as an agent to sell non-securities insurance products for Agia. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Robert Schuckmann III is a CFP® professional with nine years of experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Bank since 2014. 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 employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Wenyi Wei is a financial advisor with VALIC Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wei has been with VALIC since 2000 and also works part-time as an accountant at a local CPA firm. Additionally, Wei serves as a registered agent for a family rental property and is involved with Agia as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with 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.

Bryan Wulz is a financial advisor with Eagle Strategies (NY Life) based in Marietta, GA. He holds the ChFC® designation and has 41 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance Company since 1984. His other business activities include insurance brokering with various outside carriers. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with institutional plan sponsors.

Patricia Mack is a financial advisor with Truist Advisory Services in Hiram, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at PNC Wealth Management and has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and extensive inter-affiliate integration.

Joseph Campbell 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. He has worked at SunTrust Advisory Services and related SunTrust entities since 2014. Campbell serves as co-trustee and co-executor for the estate of Joel Katz, working alongside Katz’s daughters on trust and estate matters. 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 with non-discretionary consulting, supported by an Equity Research team that uses AI-enabled tools and maintains inter-affiliate integration with affiliated broker-dealer and bank services.

Lynn Carter is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support client investment decisions.

Anthony Ritter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include 17 years at American Portfolios and earlier positions at Morgan Stanley. Outside of advisory work, he is involved in insurance sales activities, focusing on life and long-term care insurance through various agencies and his ownership of The Legendary Group, Inc. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple strategies and platform integrations to support institutional and individual clients.

Cynthia Nofi is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. She has worked with SunTrust Advisory Services and its related entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Derrick Martin is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including Edward Jones, Merrill, Wells Fargo, and Bank of America. Outside of his advisory role, Martin owns two LLCs involved in basketball training and business research. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed with mutual funds and ETFs. The firm’s investment approach relies on algorithmic risk assessment and third-party portfolio implementation.

Wade Roberts is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Wells Fargo Clearing, and Merrill. In addition to his advisory work, he provides notary services for clients. 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 range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing various strategies and maintaining platform relationships with Fidelity, Schwab, and others.

Richard Cross is a financial advisor at Osaic Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 23 years. Outside of his advisory work, he serves as President of the Lackawaxen Volunteer Ambulance, a nonprofit EMS organization. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing both fundamental and technical analysis, and integrates alternative investments and annuity sub-account management through multiple platform relationships.

Dylan Williams is a financial advisor at Allworth Financial, L.P. in Kennesaw, GA, holding a Series 65 credential with two years of industry experience. Prior to joining Allworth Financial in 2023, he worked at Young Harris College from 2019 to 2023. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Stephen Northington is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Principal Securities and Principal Life Insurance Co since 2014, alongside roles at Focused Financial Group and KSA Insurance Agency LLC. Outside of advising, he is involved in a family farm growing pecan trees and turmeric, which is part of a study with Auburn University and Alabama A&M, and he offers an online legal document service through Estately that facilitates will preparation and related services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically carried out on a discretionary basis by these managers.

Daniel Paley is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online discretionary model account that uses approved mutual funds and ETFs with annual rebalancing.

Christina Lane is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist and its predecessor firms since 2013. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm combines discretionary and non-discretionary investment approaches and utilizes affiliated broker-dealer relationships and AI-enabled research tools as part of its integrated advisory platform.

Theophilus Asante is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. He has a background with Truist, having worked across Truist Bank, Truist Investment Services, and Truist Advisory Services since 2016. Outside of his advisory role, he serves as a signer for Lynks Consultium LLC, a hair braiding salon in Villa Rica, GA. 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 discretionary and non-discretionary approaches supported by third-party platforms and an Equity Research team using AI-enabled tools.