Hezekiah Ross is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Principal Financial Services in Atlanta, GA. His prior experience includes roles at Cambridge Investment Research Advisors, Securities America Advisors, and Investacorp Inc. Outside of his advisory work, Ross is involved with CIRA as an advisory representative. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jermaine Gonsalves is a financial advisor with Bankers Life Advisory Services, Inc. based in Atlanta, GA. He holds a Series 66 designation and has five years of industry experience. Prior to his advisory role, he has been with Bankers Life & Casualty Co. since 2004, where he manages a team of agents focusing on hiring and training and is involved in insurance sales including Medicare Supplement and annuity products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Sherry Boulay is a CFP® with 24 years of industry experience, currently serving at Truist Advisory Services since 2016. She has worked within the Truist organization in various capacities since 2009. Boulay also serves on the board of Families First, Inc., a nonprofit dedicated to supporting youth and families in Georgia through counseling, education, and supportive services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 approaches supported by inter-affiliate integration and third-party platforms.

Kathryn Emling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 38 years of industry experience. Her prior roles include positions at Triad Hybrid Solutions, Securities America, and SSN Advisory. She serves as president of the Byrnwyck Community Association homeowners board, organizing committees for local swim, tennis, and social activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Chigozie Orieh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has worked with Valic Financial Advisors since 2014 and is also involved with Black Star Equity Group, LLC, Agia, and EXP Realty, LLC. Outside of his advisory role, Orieh is engaged in entrepreneurial activities including co-owning a clothing brand and reselling items on eBay. Valic Financial Advisors 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 with a large network of advisors.

Kenneth Smart is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding a Series 65 license and five years of industry experience. He has worked with Bankers Life and its affiliates since 2019 and previously operated a tree service business for 11 years. Kenneth is also a 1099 insurance agent appointed with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Dane Secoy is a financial advisor with Principal Financial Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Dane has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 2000. He also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and trust services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jerry Curtis Holton Jr. is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and SunTrust Advisory Services. Outside of his advisor role, he is a partner in Holton Capital LLC, which invests in private placements, and he is involved with the Holton Family LLC, an entity that manages real estate and private equity interests. 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 AI-enabled research tools and inter-affiliate resources, to deliver its AMC Advantage manager-selection program and other investment solutions.

Christopher Bush is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at PFS Investments Inc and Primerica Financial Services. He is also the owner of Christopher W Bush LLC, an entity used for managing his business expenses and operations. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services delivered through multiple program models with custody primarily arranged through Schwab and Fidelity.

Alexander Sayavongsa is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 11 years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2026, nearly a decade at SunTrust Advisory Services and SunTrust Investment Services, and earlier positions at Bank of America and Merrill. Outside his advisory work, he co-owns a car rental company, Entourage Autos LLC, where he manages the vehicle fleet and accounting. 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 and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate operations, to deliver investment solutions.

Lester Jones is a financial advisor with Osaic Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His career includes long tenures at Primerica Financial Services and Primerica Advisors, and more recent roles with Triad Advisors and Triad Hybrid Solutions. Outside of his advisory work, he is involved with Duo Wealth Advisors LLC, focusing on investment management and retirement planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple advisory program models and a combination of proprietary and third-party platforms.

Thomas Heidt is a financial advisor at Valic Financial Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2004. He also has a role with Agia involving non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and employs discretionary unified managed accounts using third-party model managers and technology platforms.

Brentley Jones is a CFP® with 28 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021. Prior to that, he spent 15 years with SunTrust Investment Services and 5 years with SunTrust Advisory Services. 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, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Scott Mckenzie is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses with 24 years of industry experience. His career includes roles at Merrill, Wells Fargo Clearing, and SunTrust Advisory Services before joining Truist Advisory Services in 2016. Outside of his advisory work, he is involved in managing a rental property through a Florida-based LLC. 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 third-party platform arrangements and AI-enhanced equity research tools.

Lowell Russell Jr. is a CFP® professional with 33 years of industry experience, currently serving at Valic Financial Advisors since 1999. He also holds Series 63 and Series 66 designations. In addition to his advisory role, he has an agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Catherine St. Dizier is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. She has been with Valic Financial Advisors since 2013 and also serves as an agent with Agia, where she is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services through a large network of over 1,200 advisors.

Stephen Rosseel is a financial advisor at Valic Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2002 and at Agia since 2022. Outside of his advisory role, he has been involved in a private mortgage arrangement related to a property sale. 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.

Logan Blackley is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Trinity Wealth Securities, Florida Financial Advisors, and operated Lilian & Logan Financial Coaching LLC. He is also appointed as an agent to sell non-security 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 for portfolio construction.

Marcia Seaton is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds her Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and J.P. Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s approach includes integrated services linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.

Kevin Turner is a financial advisor with Money Concepts Capital Corp in Roswell, GA, holding a Series 63 designation and 28 years of industry experience. He has worked with Money Concepts Capital Corp since 1997 and with Peak Level Advisors since 2004, where he is involved in business financial consulting. Turner also serves as Treasurer on the Board of Directors for The Gratitude Company, overseeing accounting and fiscal management. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage and rebalance accounts.