David Wright is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles in insurance and mortgage services, including with Davis Insurance Services and General Mortgage Capital Corporation. Outside of advising, he owns RePlay Arcade, LLC, a pinball arcade business. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services through proprietary model portfolios and third-party managers. The firm operates both as a registered broker-dealer and RIA, providing a range of investment programs and affiliated retirement solutions.

Ryan Meisemann is a financial advisor at AE Wealth Management, LLC with four years of industry experience and a Series 66 designation. His prior experience includes roles at Raymond James & Associates, Merrill Lynch, and Bank of America. Outside of advisory work, he is also involved in the hospitality industry as a bartender at Proper Hop Taphouse. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

Kile Lewis is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds a Series 63 designation and has been with Kestra Advisory since 2016. Lewis is the co-CEO and founder of oXYGen Financial, a firm through which he manages his financial practice. He also serves as Community Service Director and board secretary for the Alpharetta Rotary, participating in local charitable activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan design, compliance testing, fiduciary consulting, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party managed solutions.

Robert Strickland is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Hightower Securities since 2018, following prior roles at SunTrust Advisory Services and SunTrust Bank. Outside of his advisory work, he provides consultative advice to the CEO of Advanced Combustion Energy Systems Inc., a company in which he holds an equity interest. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Kevin Arculeo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at Commonwealth and North Point Wealth Management since 2009 and previously spent six years with Ameriprise. Outside of his advisory role, he owns Arculeo’s Action Fly’s & Guide Service, LLC, a fly fishing products and guide service business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Juliana Bilo is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Truist Bank for seven years and at Macy’s for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program supported by third-party platforms and ongoing oversight.

Jennifer Bachelor is a CFP® with 23 years of experience in financial advising. She has worked at Homrich Berg since 2018 and previously spent 12 years at Compass Financial Consulting, LLC. She is based in Alpharetta, GA, and holds a Series 63 license. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across a variety of public and private investment strategies.

Katherine Lobe is a CFP® and Series 66-licensed advisor with SPC, where she has worked since 2014. She has 17 years of industry experience, including time at Sigma Financial Corporation. She also operates Lobe Financial Services, LLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability through discretionary and nondiscretionary arrangements.

Wan Yin Tan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Tan's work history includes roles at Transamerica Financial Advisors since 2016, as well as involvement with Prime Horizon Enterprises Inc and NARSSA. Outside of financial advising, Tan participates as a certified member of NARSSA, generating Social Security reports for financial planning purposes, and is engaged in skincare product purchasing through a separate business activity. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by multiple program platforms such as Transamerica ONE and TFA365.

Shafi Q Ahmadi is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial, Crowe LLP, and Emory Alliance Credit Union. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with oversight from its Investment Advisory Group and CIO, employing third-party platforms and AI-enabled equity research tools in its investment approach.

David Mays is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following previous roles at SunTrust Advisory Services and related entities. 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 that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Wayne Moss is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Homrich Berg since 2008. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and offers outsourced chief investment officer and institutional advisory services, employing a combination of quantitative and qualitative due diligence across a variety of public and private investment strategies.

John Bochniak is a CFP® and holds a Series 65 license, with 23 years of experience in the financial services industry. He has worked at Homrich Berg since 2018 and was previously with Compass Financial Consulting, LLC from 2001 to 2018. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across a broad range of public and private investment strategies.

Yan Liu is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include work with LSPN Pro, LLC and Next Health Plan. Outside of his advisory work, he is involved with Maxicome, Inc., a cultural exchange company coordinating travel and educational arrangements for students and visitors between China and the U.S. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, catering to a range of investment program preferences.

John Puckett is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and has prior experience at Bank of America, Merrill, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Outside of advising, he is a co-owner of LifeTime Asset Management and LifeTime Tax Management, LLC, which provide tax preparation and accounting services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Mitchell Mann is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank prior to joining Truist. 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 AI-enabled research tools and inter-affiliate resources.

Mehrnaz Mendoza is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica since 2012. Additionally, she refers clients interested in estate planning to an online platform, Netlaw, and assists clients with health insurance needs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, and charitable organizations. The firm employs a model portfolio approach with third-party managers and offers multiple program platforms such as Transamerica ONE and TFA365.

David Spinks is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at First Citizens Bank for eleven years. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities with advisory and brokerage services. The firm employs a client process focused on financial needs assessment and diversified investment allocation using fundamental, quantitative, and technical analysis.

Edward Freeman is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2018. Freeman also serves in the GA Army National Guard, with a service record spanning over three decades. Outside of advisory work, he has held a position as a service associate at Kroger since 1983. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and tools, to deliver portfolio management and fiduciary support.

Curtis Collins is a financial advisor at Commonwealth Financial Network with 13 years of experience in the industry. He holds a Series 66 designation and has been associated with Commonwealth since 2013. Collins also operates Collins Wealth Management & Tax Strategies, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.